If you create a prior quarter adjustments for legal entities, you must file the adjustment DTS by running the CTS Quarterly Filing background job in System Admin > Background Jobs to generate new quarter end files. You have the option of generating quarter end files for all legal entities, or only those with changes, and you have the option of filing and closing the quarter, or filing and leaving the quarter open.
Before You Begin: Details about the parameters available in the CTS Quarterly Filing (US Only) background job are available in the topic "CTS Quarterly Filing (US Only)" in the Dayforce Implementation Guide. For help determining which option you select in the Filing Mode drop-down list, contact Support.
| Option | Description | Tips |
|---|---|---|
| File & Close Period (US only: All Legals) | Generates files for all LEs; transmits files to DTS; closes the quarter. | No more adjustments needed. |
| File & Close Period (US Only: Only Legals with Differences) | Generates files only for LEs with changes; transmits files to DTS; closes the quarter | No more adjustments needed. |
| File Preview & Leave Period Open (US only: All Legals) | Generates files for all LEs; transmits files to DTS; leaves the quarter open. | Might need to make more adjustments |
| File Preview (Diff Only) & Leave Period Open (US only: Only Legals with Differences) | Generates files only for LEs with changes; transmits files to DTS; leaves the quarter open. | Might need to make more adjustments. |
To generate adjusted quarter end files:
- Go to System Admin > Background Jobs.
- Select the CTS Quarterly Filing (US Only) background job.
- Select the appropriate parameters for the background job. For help determining which option you select in the Filing Mode drop-down list, contact Support.
- Click Run.
The application generates the adjusted quarter end file for the legal entities impacted by the prior quarter adjustments and transmits it to DTS.