Generate Preview Data in USA Year End

Important: If you include uncommitted pay runs, any transactions that involve updating previously generated preview forms are adjusted. If a transaction in an uncommitted pay run creates a preview form for an employee for the selected year, that transaction and that employee's preview form will not be generated, unless you commit the pay run.

To generate US Year End preview data:

1. Go to Year End > USA Year End.
2. In the Overview tab, select the year in the Year drop-down list.
3. Select a legal entity in the list
4. Click Process Job and then Generate Preview.
5. (Optional) If there are any uncommitted pay runs associated with the legal entity, the application opens a Confirmation dialog box. Select the uncommitted pay runs to include them in the calculations, and click Proceed.
6. Take note of any warnings or errors in the Problems column and click the Export Problems drop-down button to choose to export problems for a selected pay group or all pay groups.
7. Go to System Admin > Background Jobs.
8. Click the Job Logs tab, locate the most recently run Year End Job, expand it, and click the Job Information sub-tab to view general information about the forms processed and updated, as well as any errors or warnings generated by the system.
9. Resolve any issues that you identified when generating preview data.
10. After you resolve all outstanding issues that you identify in the Generate Preview Data step, proceed to running and auditing reports.