Correction to New Year Checklist and Year End Processing Checklist

Posted January 5, 2001.
PeopleSoft HRMS Known Issues and Information:

Please review and distribute as need the following:

New Year Checklist - correction:

1. Create new Balance ID's for CY2001 (automatically) and FY2002 (manually).

Step 19 - You'll see a Q1 row for 2002 was inserted. Complete the row by adding the Period Name, Abbrev, and Thru Period (15).

Thru Period (15) is incorrect. The From Period and Thru Period should be consistent with prior years, i.e. Quarter 1 - From Period = 1, Thru Period = 3, Quarter 2 - From Period = 4, Thur Period = 6, etc.

Year End Processing Check List - correction:

Concerning the following statement that appears on the top of page 1:

NOTE: THE W-2 LOAD (TAX910LD) MUST BE DONE BEFORE CONFIRMING THE FIRST PAYROLL IN JANUARY, 2001.

Although we recommend the W-2 load be done prior to confirming the first payroll for 2001, it is not required.