Payroll History

Use this option to capture, review, and purge employees' Payroll History records. These records include pay rates, payroll amounts, and deductions.

Saving a Payroll History record captures a snapshot of the employee's history as of the date you specify. You then can view the data in the Employee Payroll History - Detail page, which includes a wide range of information on the employee at that point in time.

Menu Path: Human Resources > Periodic Routines > Periodic Processing > Payroll History

Action Bar Items

The following items display when you access the Employee Payroll History page:

Save	Allows you to capture and save Pay Rate, Payroll/Tax and Deduction records for selected employees as of the capture date entered.
Purge	Deletes employee history records. You can select the types of history records you want to purge.

In addition to Save and Purge, the following items display after you search for and list employees.

Deductions	Displays the Payroll History Deductions page for a selected employee.
Pay Rate History	Displays the Pay Rate History page for a selected employee.

Capturing and saving Payroll History records for selected employees

Select Human Resources > Periodic Routines > Periodic Processing > Payroll History to display the Employee Payroll History page.
Select Save on the Action Bar to display the Save Payroll History page.
In the page's Save Criteria section:

Capture Date

Enter the end date for capturing the Payroll History information. The default is today's date, which you may change if needed.

Checkboxes

Select the appropriate checkboxes. The All Records box selects Pay Rate, Payroll, and Deduction records.

Termination Date

Enter a date identifying the employees terminated.

Employees terminated between today and the date entered will be included in the save.
Employees terminated before this date will not be included.
Leaving the box blank selects all terminated employees, depending on your other criteria

In the Additional Criteria section's Employee Number field, enter the ID numbers of the employees to select. Use the pipe symbol to separate the ID's, for example, 32123|12345|23456.
Select OK to capture and save the records.
Select OK to close the Notification dialog.
Select Back to return to the Employee Payroll History page.

Viewing an employee's Payroll History record

The following procedure presumes that a Payroll History record has been saved for the employee.

Select Human Resources > Periodic Routines > Periodic Processing > Payroll History to display the Employee Payroll History page.
In the Search Criteria section, enter criteria identifying the records to list, and then select Find. To run an advanced search, use the Advanced button.
In the List section, select the employee's record.
Note that an employee may have more than one history record on file. A record is identified by its Capture Date and the employee's ID.
Select OK to display the Employee Payroll History Detail page.
Except for a couple tabs, this page is similar to the Employee Information Detail Page.Employee Information Detail Page.
Review the information in the detail page's tabs.
You also can access the employee's Pay Rate History and Payroll History Deductions pages using the Pay Rates and Deductions buttons in the Payroll tab.
Select Back to return to the Employee Payroll History page.

Purging employees' Payroll History records

Select Human Resources > Periodic Routines > Periodic Processing > Payroll History to display the Employee Payroll History page.
Select Purge on the Action Bar to display the Purge Payroll History page.
In the Purge Criteria section, complete the following fields:

Capture Date	Enter the end date for the records to purge. Records captured on or before this date will be deleted. You also can use the colon symbol to specify a range of dates. For example, 10/01/2017:10/31/2017 would purge all records captured in October 2017.
Employee Number	Enter the ID numbers of the employees whose records you want to purge. Use the pipe symbol to separate IDs, for example, 32123\|12345\|23456. Leave the field blank to select records based solely on dates.

In the Additional Criteria section:
- To purge Pay Rate, Payroll, and Deduction records, leave the All Records checkbox selected.
- To select the Pay Rate Records, Payroll Records, and Deduction Records checkboxes individually, clear the All Records box, and then make your selections.
Select OK.
In the Confirmation dialog, select Yes to purge the records.
In the Notification dialog, select OK.
The dialog indicates whether records were purged successfully.
Select Back to return to the Employee Payroll History page.