!RPYEU – US Year End Summary Report

The US Year End Summary Report (RPYEU) is used to verify that the totals are balanced with the Year to Date information before printing the W2 forms. \\

Produce the US Year End Summary Report.
*This report is used to balance to the Year-To-Date Register and the Quarter-To-Date (RPREGT) report
*Check the exception messages from this Summary Report and correct any exceptions
* Generate the W2 File in the federal format (EFW2 Format is supported for year 2018 reporting)
* Generate the State Information in the federal file format for the States that accept the federal file format
*Produce the W2 State File for States with the specific State file format requirements
*Users must run the RPYEU process, one State at a time, to generate the State specific file
*Since each State has its own requirements, users must check with High Line to verify if the State is supported, prior to running the RPYEU for a specific State file 
*Generate an XML file to populate the RPW2 program to print the W2 Forms for all processed employees \\



__RPYEU Report Criteria__
||Field||Description
|Annual Form Code|Mandatory\\Form Code that is defined on [IDFDV]\\NOTE: always use the most current year Form Code because [RPYEU] is programmed with Identifiers from the most current year's information.  __DO NOT __ use prior year Form Codes because prior year’s Identifiers may be obsolete. \\The current year Form Code contains the 'STORE OPTION' field to store the Employer Addresses, Employee Addresses and Amounts in the Government Remittance Tables, which can be viewed on [IPGR] or [IPGH] forms.
|Quarterly Form Code|Blank for Annual reporting
|Govt Interface Format|Blank for Annual reporting
|Period Type|Enter the Year for Annual reporting
|Period End Date|Enter the Year Ending Date
|As of Date|The start date of the reporting period
|Combine Employment Type|Should the employees on the reort be sorted by their Employment Type?  \\Set this toggle to ON to combine ‘Regular’, ‘Other Types’ of employment, such as Agriculture//
|Combine Fed Regist|Should all the selected 'Federal Regist' for State/Local reporting be combined?  Set this toggle to ON to combine all selected ‘Federal Regist’ for State/Local reporting.  \\__Do not set this toggle to ON when generating the Federal File__\\When this toggle is set to ON, [RPYEU] will not store the Federal Level amounts on [IPGH] because the Federal Registration Numbers are combined and will not be linked to a specific Federal Registration Number.
|Media Format|Enter ‘Federal File Format’ for SSA reporting
|Directory Name|Enter a valid directory name
|Media File Name|Enter a file name for the government magnetic media file
|Create Data Dump|Should a data dump file with a .csv extension by generated?  \\When this toggle is set to ON, [RPYEU] will generate data dump files with a .csv extension for Federal, State, Local and School information.  Users can open the data dump file in an Excel spreadsheet for debugging and balancing purposes.
|Trace Level|Users should always run RPYEU with the Trace Level set to 'Exceptions Only', unless more information is required for tracing.
|Regist/Set Up Audit|Option to print exceptions that may exist from set up.  \\Options are: \\ *00-Do not print, run \\*01-Print, Do not run \\*02-Print and run \\*03-Excp and run \\
|User Comment|Enter a comment to print on the RPYEU report
|Print Report On|Options are:\\*Report only (default)\\*Report and Output file\\*Output file only\\*Do not print

!RPYEU Report Filters
||Field||Description
|Entity|To define and report on a specific Entity.  Optional
|Federal Regist Set|To define and report on a specific ‘Federal Regist Set’ from [IDGV].  Do not define this field if the run is for all employees. Optional
|Federal Regist Number|To define and report on a specific Federal Registration Number from [IDGV].  Optional
|People List|This field limits the process to the people in the defined list.  Optional
|Person|Person Code of the employee you are testing with.  Optional
|Select State|Do not enter a State when generating the Federal File or W2 forms.\\If a State is defined, [RPYEU] will report by the defined State only.  Optional
|State Regist Set|To define and report on a specific State Registration Set on [IDGV].  Not required for Annual reporting.  Optional
|State Regist Number|Used for Quarterly State Reporting. \\If a State is not defined, the Federal Registr Number [IDGV]is used.  Optional
|Local Regist Set|To define and report on a specific Local Registration Set.  Optional
|Local Regist Number|To define and report on a specific Local Registration Numbers\\Enter Local Regist Set and Local Regist Number only when running for one Local.  Optional
|Select County|To define and report on a specific Counties.  Optional
|Select City|To define and report on a specific City.  Optional
|Select School|To define and report on a specific School District.  Optional
\\

__RPYEU Report Run Options Tab__\\
For Annual reporting, [RPYEU] generates .xml file for RPW2 to print W2 Forms and generates Federal media file for SSA government.
||Report Options||Description
|Sort Level by|How should the employees be group for sorting?
|Sort by Active/Inactive|Should the employees on the report be sorted by their status? 
|Sort People by|How should the employees be sorted?
|Provide Sort Level Totals|Optional.  Should totals be printed for each 'Sort Level' selected? 
|Federal Level Print|Should the amount details be printed for Federal Level? 
|State Level Print|Should the amount details be printed for State Level? 
|SUI Level Print|Should the amount details be printed for SUI Level? 
|Local Level Print|Should the amount details be printed for Local Level?  (County and City level)
|School Level Print|Should the amount details be printed for School Level? 

!RPYEU Selection Criteria – Quarterly Reporting
||Field||Description
|Annual Form Code|Mandatory\\Use the most current year Form Code (defined on [IDFDV])
|Quarterly Form Code|If not defined, it defaults to the Annual Form Code with EFW2 format.\\If the State is using a format such as the [ICESA], TIB-4 and special format for quarterly reporting, enter 'HL$US-QTR-2014.\\‘HL$US-QTR-2014’ will not be updated after 2014 because this format code is only used for prior year [ICESA] and TIB-4 formats.  Most states are now converted to EFW2.  Optional
|Govt Interface Format|Some states require specific government XML file format that is defined on [IDIF]. Example: Florida State format is HL$US-QTR-FL2008\\Please refer to the State document that indicates if this parameter should be used.  Optional
|Period Type|Enter ‘Quarter’ for Quarterly reporting
|Period End Date|Enter the Quarter Ending Date
|As of Date|The start date of the reporting period
|Combine Employment Type|Should the employees on the reort be sorted by their Employment Type?  \\Set this toggle to ON to combine ‘Regular’, ‘Other Types’ of employment, such as Agriculture//
|Combine Fed Regist|Should all the selected 'Federal Regist' for State/Local reporting be combined?  Set this toggle to ON to combine all selected ‘Federal Regist’ for State/Local reporting.\\
|Media Format|Enter ‘State File Format’ or ‘SUI File Format’ for State reporting\\For the ‘SUI File Format’, the ‘SUI Registration Number' from [IDGV] is used.

__RPYEU Report Filters__
||Field||Description
|Federal Regist Set|To define and report on a specific ‘Federal Regist Set’ from [IDGV].  Do not define this field if the run is for all employees. Optional
|Federal Regist Number|To define and report on a specific Federal Registration Number from [IDGV].  Optional
|Select State|Mandatory for Quarterly State Filing.  If a State is not entered, the process is run for Federal reporting.
|State Regist Set|Enter the State Registration Set.  Enter the ‘State Regist Set’ and 'State Registration Number' fields __only__ when running for one State.  Optional
|State Regist Number|Enter the State Registration Number. Enter the ‘State Regist Set’ and 'State Registration Number' fields __only__ when running for one State.  Optional

Please enter other prompts accordingly.

!RPYEU – Quarterly Form Code Set Up
*For quarterly filing, users must set up the current year Annual Form Code [IDFDV] for all Federal and State Identifiers, including SUI/SDI, respecting the Work and Home State pay components.  Users may also need to set up the ‘HL$US-QTR-2014’ Form Codes, depending on each state.
*Annual Form code ‘HL$US-W2-2016’ is used to report the Federal File and W2 Form Information for 2012 year end, this Form Code information is also used to report quarterly information for the states for 2013.

The current year Form Code (HL$US-W2-2018) is used to report the Federal File and W2 Form Information for the 2017 year end.  This form code information is also used to report the quarterly information for the States for 2018.

*The difference between Federal and State Filing is the file format for each state, such as EFW2, ICESA, or another specific State Format.

*The ‘HL$US-QTR-2018’ and HL$US-W2-2018 Form Codes are the same but may have been delivered at different times.  Users can use either one for Quarterly Reporting.

*When [RPYEU] is run for quarterly reporting, users MUST enter Annual Form Code.  Users can optionally enter the Quarterly Form Code to use ‘HL$US-QTR-2014’ or to default to EFW2 current year format.
*All ‘HL$US-QTR-2014’ Identifiers from fields 3100, 3110, etc. will be calculated by [RPYEU] by retrieving values from the current year From Code sequence #'s 7010, 7020 etc.  Users can enter any values on ‘HL$US-QTR-2018’, sequence 3100, 3110, etc. and it will not be used.

High Line uses the Quarterly Identifiers to obtain values that are applicable for ICESA or other specific formats.

*After the current year Form Code, State and SUI information is set up on IDFDV, the employees must also be paid in [UPCALC] with the State/SUI information for that State, in order to be reported for the quarterly filing. 

!RPYEU – Sample Run
*[RPYEU] produces a Summary Total Report by Government Registrations.  Users must balance this report to the [RPREGT] report.
*Each [RPYEU] run generates one Government Run Number (GVT Run Number).
*All employees processed by this [RPYEU] run belong to this GVT Run Number.
*At the end of [RPYEU], the Government Reporting Statistics are printed with the generated GVT Run Number.
*After [RPYEU] is run, users can go into [IPGR] (Government Run) to view details by GVT Run number.
*On [IPGR] the employee’s detail government reporting information on [IPGH] (Government Header) can be viewed.  Users can also go directly to IPGH by employee to view this information.
*Users can process many [RPYEU] runs for different sets of employees.  This generates multiple GVT Run Numbers, however users must run RPW2 to print W2 forms from the .xml files that are generated by RPYEU.

*Employee’s Government Header (IPGH) information are re-generated by subsequent RPYEU runs.  The same IPGH information is removed automatically when a new IPGH is re-generated.
*At the end of each run, [RPYEU] removes any GVT Run Number that do not have any GVT Header associated with it.
*Users can run [RPYEU] concurrently for different sets of employees.
*At the beginning of the [RPYEU] run, the Execution Run Log is stamped with the Execution Start Date.  At the end of RPYEU, the Execution End Date is stamped.
*For a concurrent [RPYEU] run that have not been finished with the Execution End Date, the other concurrent [RPYEU] runs will not remove the GVT Run Number, even if there are no GVT Headers.