JD Edwards EnterpriseOne US Payroll Year End Processing 2012

This course consists of instructions on identifying the data integrity issues, setting up year-end information, entering tax and wage adjustments, setting up print programs, and generating year-end forms and files.

This course provides students with in-depth knowledge of the year-end process. Students use the year-end workbench, which enables them to access all steps of the process from a centralized location.

Upon completion of the course, students should know how to prepare data for year-end processing, how to set up year-end processing, and how to report year-end information to employees and government agencies.

Learn To:

• Set up print programs
• Generate year-end forms
• Generate electronic files
• Identify data integrity issues
• Set up year-end information

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• End Users
• Functional Implementer
• Reports Developer

Course Topics Business Process Overview

• Describing the Features of the Payroll Year-End Module
• Describing the Year-End Process Flow

Verifying Payroll History Integrity

• Describing the Types of Payroll History
• Identifying Detail and Summary History Tables

Verifying Tax History Integrity

• Describing The Summary Tax History Table
• Identifying Tax History Integrity Errors
• Correcting Tax History Integrity Errors

Verifying Pay Type, Deduction, Benefit and Accrual History Integrity

• Describing PDBA Summary History
• Identifying PDBA History Integrity Errors
• Correcting PDBA History Integrity Errors

Processing Year-End Rollovers

• Describing the Purpose of the Year-End Rollover
• Setting Up Vacation and Sick Pay DBAs

Submitting the Year-End Rollover Program to Verify Rollover Setup

• Defining the Year-End Rollover Processing Option Settings
• Submitting the Year-End Rollover Program to Verify the Setup

Verifying Employee Information

• Verifying the Employee Name and Address Printed on Year-End Forms
• Describing the Setup Required to Select the Options in Box 13 of the W-2 Form
• Describing the Setup Required to Report Employees Working in Multiple States

Verifying Company and DBA Information

• Describing the Source of the Company Name on the Year-End Forms
• Describing a Parent/Child Reporting Relationship
• Describing the Source of the Company Tax Information on the Year-End Forms
• Describing DBA Setup for Year-End Processing

Creating the Year-End Workfile ID

• Describing the Creation of the Workfile ID
• Describing the Process of Assigning Special Handling to the Workfile ID

Submitting and Reviewing the Year-End Workfile to Test Setup

• Describing the Process of Submitting the Year-End Workfile
• Reviewing the Year-End Workfile Build

Generating Year-End Reporting

• Describing How to Generate and Review Year-End Audit Reports and Forms
• Describing How to Edit Year-End Forms

Generating Workfiles for Year-End Electronic Filing Reporting

• Describing the Process to Generate the Federal W-2 Electronic Filing Workfiles
• Describing the Process to Generate the State Electronic Filing Workfile (EFW2)

Course Objectives

• Create year-end deliverables
• Configure the year-end rollover program
• Describe the year-end setup requirements
• Configure the year-end workfile
• Describe year-end reporting
• Verify history integrity