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
- This field uniquely identifies the todate record within the data base.
- Entity
- Person Code
- Employment Type
- Date of Hire
- Unit
- Group
- Country Name
- Home State
- Work State
- ToDate Type
- You may select type of Pay Total you wish to view:
- Calendar Period
- School
- Work GEO Code
- Home GEO Code
- PC Code
- Amount $
- Description
- 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
- 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
- This is the group code that the employee’s pays were processed under.
- Assignment
- The assignment attached to this pay type is displayed here.
- Home State/Prov.
- This field displays the state or province from the employee’s home address.
- Work State/Prov.
- This field displays the state or province from the employee’s work location.
- Home Tax Jurisdiction
- This field shows the Tax Jurisdiction code for the employee’s home address.
- Work Jurisdiction
- The field shows the Tax Jurisdiction code for the employee’s work location.
- School District
- The School District code for the employee’s home address.
Pay Components Amounts tab#
- PC
- This field shows the pay components that had values for the selected criteria.
- Abbreviation
- The abbreviation of the stored pay component is shown here.
- Amount
- The processed amount of the pay component is displayed here.
Elements Amounts tab#
- Element
- This field shows the elements that have value for the selected criteria.
- Amount
- The processed amount of the element is displayed here.
- PC
- This field shows the pay components associated with the element.
- Abbreviation
- The abbreviation of the pay component|PAY COMPONENTS] is shown here.
- Amount
- The processed amount of the pay component is displayed here.
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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