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

This field indicates the type of to-date record this record relates to.

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.