Archive payroll when you need to remove records from your current company. When you archive, Database Administration removes payroll records from the oldest fiscal year.
The time required to create an archive may be considerable, depending on the number of payroll records and employees contained in each company.
Before you archive payroll data
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Review the Year End Guide to make sure you are familiar with all aspects of closing a payroll year.
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Make sure that there are no uncomputed or unposted payroll records.
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Make sure that you are in your current company and not in your general ledger archive company.
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Make sure no other users are logged into the company.
To archive payroll data:
- Click Archive Company Data >Archive Oldest Payroll Year.
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On the Archive Oldest Payroll Year tab:
- From the Select the company to archive list box, select the company for which you want to archive payroll .
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In the text box, type a name for the payroll archive.
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If you want to remove records for employees who no longer work for the company, select their statuses as follows:
- To remove records with 3-Quit status, select the Quit checkbox.
- To remove records with 4-Laid Off status, select the Laid Off checkbox.
- To remove records with 5-Terminated status, select the Terminated checkbox.
- To remove records with 7-Deceased status, select the Deceased checkbox.
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If you want to verify the removal of each employee during the archive process, select Approve each employee’s removal.
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Click [Create Archive] .