AUDIT US TAX FILING INFORMATION#
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| As of Date | Mandatory, user must provide a Date for the system to select which assignment and personal records to review for work and resident state |
| Create File | Optional, when Yes is selected UPRLU will create a flat file showing the original information in the Vertex columns and the new value in the Misc Tax Parameters |
| Update Method | Mandatory,X_UPRLU_METHOD lexicon available You must select which update option the UPRLU must perform. |
| Directory Name | Optional, allows the user to specify a valid directory known to the database server. This is used when the Create File parameter is set to <Yes>. |
| File Name | Optional, Text This field displays the file name of the data being uploaded. The file extension must be .xls, this is the only supported file format for UPRLU. |
| Trial | Mandatory, Yes or No lexicon available You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>. If this toggle is set to <No>, the miscellaneous tax parameters will be inserted in IPRLU. If this toggle is set to <Yes>, the report will indicate which records could potentially be updated. If the Create File toggle is also set to <Yes>, the flat file will still be created. |
| Exception Level | Mandatory, Exception Level lexicon available This field defines the exception level (report messages) required. Report should be run with Exception Level 0 If issues are encountered re-run UPRLU with Exception Level = 9 for one employee. |
| User Comments | Optional, Text This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other. |
| Report Filters | |
|---|---|
| Payroll | Optional, Multiple, and LOV available Multiple payrolls may be selected per execution of this function. |
| Pay Category | Optional, Multiple and LOV available Multiple pay categories may be selected. |
| Pay Period | Optional, Multiple, and LOV available Users may limit the information selected by indicating specific pay periods. |
| Batch Number | Optional, Multiple, and LOV available Users may limit the information selected by specifying batch numbers. |
The report filters may be used to filter the employee records by the selected options, for example only run for Employment Status = Active.
| People List | |
| Person | Optional, Multiple Selection Available, LOV Available This will limit the report to the persons selected. |
| Entity | Optional, Multiple Selection Available, LOV Available This will limit the report to the entities selected. |
| Location | Optional, Multiple Selection Available, LOV Available This will limit the report to the locations selected. |
| Auth Area | Optional, Multiple Selection Available, LOV Available This will limit the report to the authorization areas selected. |
| Department | Optional, Multiple Selection Available, LOV Available This will limit the report to the departments selected. |
| Org Level Type | |
| Org Level Code | Optional, Multiple Selection Available, LOV Available This will limit the report to the organizational levels selected. |
| Unit | Optional, Multiple Selection Available, LOV Available This will limit the report to the units selected. |
| Group | Optional, Multiple Selection Available, LOV Available This will limit the report to the groups selected. |
| Payroll | Optional, Multiple Selection Available, LOV Available This will limit the report to the payrolls selected. |
| Job | Optional, Multiple Selection Available, LOV Available This will limit the report to the jobs selected. |
| Position | Optional, Multiple Selection Available, LOV Available This will limit the report to the positions selected. |
| Employment Status | Optional, Multiple Selection Available, LOV Available This will limit the report to the employment statuses selected. |
| Employment Type | Optional, Multiple Selection Available, LOV Available This will limit the report to the employment types selected. |
| Assignment Type | Optional, Multiple Selection Available, LOV Available This will limit the report to the assignment types selected. |
| Pay Type | Optional, Multiple Selection Available, LOV Available This will limit the report to the pay types selected. |
Notes #
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