[{TableOfContents }] !!!TODATE INTERFACE FILE The ToDate Interface File screen is used to import employee’s to-date (YTD, MTD, QTD) amounts into the software data structures. The TODATES table stores pay component information for year, quarter, month, fiscal and assignment to-date periods. The information is stored in two tables: a “header” and “pay component details”. A new header record is created for each combination of the following fields: Employment record (entity, person_code, employment_type, hire_date), group (for specific unit), state/province of work, state/province of residence (within the country specified), School District Code, GEO Code for work, GEO Code for residence, type of To-date (year, month, etc.) and specific period for that to-date type. ToDate Interface File data is maintained on the [INF_CV_TODATES] table. !!Tab 1 ;[ID|ID]:This field uniquely identifies the todate record within the data base. ;[Entity|ENTITY_CODE]: ;[Person Code|PERSON_CODE]: ;[Employment Type|EMPLOYMENT_TYPE]: ;[Date of Hire|HIRE_DATE]: ;[Unit|UNIT_CODE]: ;[Group|GROUP_CODE]: ;[Country Name|COUNTRY_CODE]: ;[Home State|STATE_PROVINCE_CODE_HOME]: ;[Work State|STATE_PROVINCE_CODE_WORK]: ;[ToDate Type|TODATE_TYPE]:This field indicates the type of to-date record this record relates to. ;[Calendar Period|CALENDAR_PERIOD]: ;[School|SCHOOL_DISTRICT_CODE]: ;[Work GEO Code|GEO_CODE_WORK]: ;[Home GEO Code|GEO_CODE_HOME]: ;[PC Code|PC_CODE]: ;[Amount $|AMOUNT]: ;[Description|DESCRIPTION]: [{If var='loginstatus' contains 'authenticated' ---- ![Discussion|Edit:Internal.IVPTD] [{InsertPage page='Internal.IVPTD' default='Click to create a new discussion page'}] }] ;[Type|TODATE_TYPE]:You may select type of Pay Total you wish to view: *Assignment to Date *Fiscal to date (as defined in the IDCL – calendar) *Year to date (Jan.-Dec.) *Quarter to date (Mar31, Jun30, Sep30, Dec31) *Month to date ;[Period|CALENDAR_PERIOD]:Year and period number usually identify calendar periods. For example, a monthly calendar for the calendar year Jan.-Dec. 2002 would have calendar periods 2002-01 through 2002-12. This is the period for the Todate type indicated in the previous field. ;[Group|GROUP_CODE]:This is the group code that the employee’s pays were processed under. ;[Assignment|DRV_ASSIGNMENT]:The assignment attached to this pay type is displayed here. ;[Home State/Prov.|DRV_STATE_PROVINCE_NAME_HOME]:This field displays the state or province from the employee’s home address. ;[Work State/Prov.|DRV_STATE_PROVINCE_NAME_WORK]:This field displays the state or province from the employee’s work location. ;[Home Tax Jurisdiction|DRV_JURISDICTION_NAME_HOME]:This field shows the Tax Jurisdiction code for the employee’s home address. ;[Work Jurisdiction|DRV_JURISDICTION_NAME_WORK]:The field shows the Tax Jurisdiction code for the employee’s work location. ;[School District|DRV_SCHOOL_DISTRICT_NAME]:The School District code for the employee’s home address. \\ ---- !!Pay Components Amounts tab ;[PC|PC_CODE]:This field shows the [pay components|PAY COMPONENTS] that had values for the selected criteria. ;[Abbreviation|PC_ABBREVIATION]:The abbreviation of the stored [pay component|PAY COMPONENTS] is shown here. ;[Amount|AMOUNT]:The processed amount of the [pay component|PAY COMPONENTS] is displayed here. \\ ---- !!Elements Amounts tab ;[Element|ELEMENT_CODE]:This field shows the [elements|PAY ELEMENTS] that have value for the selected criteria. ;[Amount|AMOUNT]:The processed amount of the [element|PAY ELEMENTS] is displayed here. ;[PC|PC_CODE]:This field shows the [pay components|PAY COMPONENTS] associated with the element. ;[Abbreviation|PC_ABBREVIATION]:The abbreviation of the pay component|PAY COMPONENTS] is shown here. ;[Amount|AMOUNT]:The processed amount of the [pay component|PAY COMPONENTS] is displayed here.