Simulating the Y.E.A. with Monthly Payroll

Prerequisites

A payroll simulation mimics the actual results of a payroll run without locking records or effecting actual data. The Year-End-Adjustment with monthly payroll simulation can be achieved through the same activities performed for simulating the regular monthly payroll.

Procedure

  1. Select Human resources ® Payroll. You see the payroll options screen.
  2. You must specify the personnel country grouping and payroll accounting area for which the simulated payroll run will be performed.

  3. Specify the personnel country grouping and payroll accounting area. You can preset the personnel country grouping and payroll accounting area when entering your user parameters, in which case you are no longer required to specify the personnel country grouping.
  4. Select Off-cycle ® Year End Adjustment. You see the Year-End-Adjustment options screen.
  5. Select Year End Adjustment ® Simulation. You see the payroll options screen.
  6. Specify the payroll accounting area, period and year in the Payroll period fields (payroll area/PP/YYYY). The system fills these fields with default values taken from the payroll control record. The payroll accounting area determines the time period, not personnel numbers. You can overwrite the default values.
  7. Specify an individual personnel number or range of personnel numbers in the field Personnel number.
  8. Specify an individual payroll area or range of payroll areas in the field Payroll accounting area.
  9. If you use both the Personnel number and the Payroll accounting area fields, only the employees that match the values in both fields are selected. Enhanced selection options are available for the fields Personnel number and Payroll accounting area. Please see the description of the standard selection screen.

  10. In the field Forced retroactive accounting as of, enter a date for the retroactive accounting run which you would like to trigger and which is not recognized by the system.
  11. The System fills the fields Schema according to PE01, Parameters for payroll form and Program options with default values which are determined by settings made in the customizing system. You can, of course, overwrite them. Setting parameter Test run, which appears in the field General program control, ensures that the results of the payroll run are not saved. In other words, parameter Test run must always be set for a simulated payroll run.

  12. Select Program ® Execute. A log is displayed when the payroll run is complete.
  13. Use the log to check that the results of the simulated payroll run are correct and that employees were not rejected.
  14. If necessary, change master data entries for rejected employees and simulate the payroll run again.

The System stores employees rejected by the payroll run in a separate list (matchcode W). If you want to perform a second simulation run just for the employees rejected by the first simulation run, please start the payroll program using matchcode W. Enter =W.1 in the Personnel number field.

Result

The Year-End-Adjustment with monthly payroll run is simulated.