PPMS Job Scheduling
PSxxxxJ PGxxxx Other

PG400A
Prev Yr Balance Adjustment

This job group updates previous employee balances in preparation for W-2 processing.
Special Instructions None
Operator Instructions None


Job Group Definition

Req/
Opt
Seq # Prior
Seq #
Job
Number
Description/Reports
R 01 00 PG503S
Payroll Cleanup
    PS1150J
Payroll Audit Cleanup
    PS1151J
Payroll File Purge
R 02 01 PS1130J
Payroll Consolidation
R 03 02 PS1135J
Payroll Input Register
  Payroll Input Register (PS1135)
R 04 03 PS1140J
Payroll Input Reconciliation
  Payroll Input Reconciliation (PS1140)
R 05 04 PS1610J
Previous Balance Update
  Previous Balance Update Report (PS1610)
R 06 05 PS1235J
Update Payroll to Employee File
R 07 06 PS1375J
Update Payroll History
R 08 07 PS1155J
Purge Payroll Transactions
R 09 08 PS0305J
YEAR-TO-DATE Taxes and Taxable Grosses
  YEAR-TO-DATE Taxes and Taxable Grosses (PS0305A)
  Federal (PS0305B)
  OASI (PS0305C)
  State (PS0305D)
  OASI Exceptions (PS0305E)
  Supplemental Retirement Taxes (PS0305F)
  Medicare (PS0305G)
  Medicare Exceptions (PS0305H)
R 10 09 PG404A
W-2 Confirmation Report
    CR7200J
W-2 Report File Extract
  W2 Extract Exception Report (CR7200)
    CR7210J
W-2 Confirmation Report
  W-2 Confirmation Listing (CR7210A)
  W-2 Exception Listing (CR7210B)
  W-2 Confirmation Summary (CR7210C)
R 11 10 PG405A
1099-R Confirmation Report
    CR7205J
1099-R Report File Extract
    CR7215J
1099-R Confirmation Report
  1099-R Confirmation Listing (CR7215A)
  1099-R Exception Listing (CR7215B)
  1099-R Confirmation Summary (CR7215C)


Parameters

1099R-SRT 1 = Permanent zip, Employee Name, Employee Id.
2 = Home Department, Employee Name, Employee Id.
3 = Payment Distribution Location, Employee Name, Employee Id.
4 = Employee Type, Employee Name, Employee
Id.
5 = Employee Name, Employee Id.
ID-PRINT-OPT Enter the option for printing the employees identification number to the report:
E = Print the Emp-Id (SSN)
L = Print last 4 characters of Emp-Id (SSN)
S = Print the System Id (SID)
B = Print spaces or blanks
* = Print all asterisks
MO-YR This is the month/year that the report is as of. Only current and previous months are valid (i.e., if current date is 09-15-87 only 0987 or 0887 will be allowed).
PAYR-SCHD The payroll schedule being processed.
PS0305-PREV-QTR Defaults to N normally. Enter Y to print previous quarter balances. N prints current quarter balances.
PS0305-PREV-YR Defaults to N normally. Enter Y to print previous year balances. N prints current year balances.
W2-ACT-SRT W-2 sort sequence for active employees:
1 = Permanent zip, Employee Name, Employee
Id.
2 = Home Department, Employee Name, Employee Id.
3 = Payment Distribution Location, Employee Name, Employee Id.
4 = Employee Type, Employee Name, Employee Id.
5 = Employee Name, Employee Id.
W2-CONF-SRT Sort sequence for W-2 confirmation report:
1 = Employee Status, Employee Name, Employee Id.
2 = Employee Status, Employee Id.
3 = Employee name, Employee Id.
4 = Same sort as W-2 forms.
W2-DFR-LBL-1
W2-DFR-LBL-2
The plan type ID of deferred compensation plan being reported. Parameter coding is:
D=401K
E=403B
F=408K
G=457
H=501C The letter will appear on the W-2, the IRS section code will appear on the reports.
W2-DFR-PLAN1-1
W2-DFR-PLAN1-10
W2-DFR-PLAN1-2
W2-DFR-PLAN1-3
W2-DFR-PLAN1-4
W2-DFR-PLAN1-5
W2-DFR-PLAN1-6
W2-DFR-PLAN1-7
W2-DFR-PLAN1-8
W2-DFR-PLAN1-9
A list of 3 character deduction codes separated by commas of deductions taken for the deferred comp plan type identified in W2-DFR-LBL-1.
W2-DFR-PLAN2-1
W2-DFR-PLAN2-10
W2-DFR-PLAN2-2
W2-DFR-PLAN2-3
W2-DFR-PLAN2-4
W2-DFR-PLAN2-5
W2-DFR-PLAN2-6
W2-DFR-PLAN2-7
W2-DFR-PLAN2-8
W2-DFR-PLAN2-9
A list of 3 character deduction codes separated by commas of deductions taken for the deferred comp plan type identified in W2-DFR-LBL-2 above.
W2-SEP-SRT W2 sort sequence for separated employees:
1 = Permanent zip, Employee Name, Employee
Id.
2 = Home Department, Employee Name, Employee Id.
3 = Payment Distribution Location, Employee Name, Employee Id.
4 = Employee Type, Employee Name, Employee
Id.
5 = Employee Name, Employee Id.

Distribution: PPMS
Created: WED, JAN 04, 2012, 07:19 AM