Set the Payroll History Load Type

You must set the payroll history load type to load payroll history in Dayforce. You must have database administrator access to perform this task.

There are three options for setting the database field PayrollHistoryLoadType on the Client table:

• 0: No earning statement history was loaded.
• 1: Earning statement history was imported using the Earning Statement Import to show historical earning statements prior to the payroll cut over date.
• 2: Earning statement history was imported using the Pay Run History Import as archived pay runs and to show historical earning statements for those archived pay runs prior to the payroll cut over date.

Set the Payroll History Load Type

To set the payroll history load type:

1. Set the database field PayrollHistoryLoadType on the Client table to enable the features you require. The recommended setting is 2.
2. Set the PayrollCutoverDate field on the Client table to the date that marks the boundary between payroll history imported from another application and live payroll data generated and calculated by Dayforce Payroll.
3. Note: This date can be overridden at the pay group level in Pay Setup > Pay Group if a date has been defined on the Client table.

Setting PayrollHistoryLoadType to 2 enables the following behaviors: 

Record of Employment (ROEs)

ROEs read values from the MigratedROEData import for any periods prior to the cut-over date. This data can be imported using the Dayforce Migrated ROE History Import.

Earning Statements

All earning statements read imported data, if it exists, for pay periods prior to the cut-over date. This data can be imported using the Dayforce Pay Run History Import.

Payroll Reports

Payroll reports are not available for periods that are prior to the cut-over date.

Employer YTD Taxes

For Canadian customers, there is no dependency on the PayrollHistoryLoadType value. At the legal entity level for each Canadian pay group, the YTD taxes can be inserted for the migration year and the Payroll Register Report, Payroll Summary Report, the Preview tab in Payroll, and any year end files generated use the inserted amounts in the aggregation (at the pay group level only) of YTD totals.