peoplesoft payroll tax update 04-d -...

PEOPLESOFT PAYROLLTAX UPDATE 04-DTAX UPDATE NOTESRELEASE 8.81

PeopleSoft Payroll’s Tax Update 04-D includes updates to U.S. tax tables, U.S. garnishment rules tables, U.S. and Canadian COBOL program and store statement changes, and re-delivered SQRs for U.S. and Canadian payroll reporting. These tax update notes include:

Instructions for updating your system’s tables and a summary of the table changes

A list of COBOL program and store statement changes

A summary of the SQRs delivered with this tax update

An appendix of object changes delivered with this tax update

For Release 8.81, the tax update package also includes the following documentation files:

UPD302598_install.htm “PeopleSoft Application Update Installation Instructions” PRE844_UPD302598_INSTALL.doc

“PeopleSoft Application Update Installation Instructions Using PeopleTools 8.43 or Earlier”

Resolution_302598.xls List of object changes delivered with Tax Update 04-DUPD302598_CODECHANGES.rtf PS Print Project Report for Release 8.81

UPD302602_install.htm PeopleSoft Application Update Installation Instructions (for Release 8.81) – Canadian French

PRE844_UPD302602_INSTALL.doc

PeopleSoft Application Update Installation Instructions Using PeopleTools 8.43 or Earlier (for Release 8.81) – Canadian French

UPD302602_INSTALL_CFR.doc “PeopleSoft Application Update Installation Instructions – Canadian French”

Resolution_302602_CFR.xls List of object changes delivered with Tax Update 04-D (Canadian French)

You must follow the instructions in the UPDxxxxxx_INSTALL.doc document to apply the object changes listed in the Resolution_xxxxxx.xls spreadsheet before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 04-D, you must apply all previous tax updates.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on Customer Connection.

P E O P L E S O F T P A Y R O L L T A X U P D A T E 0 4 - D - R E L E A S E 8 . 8 1 A U G U S T 2 3 , 2 0 0 4

Updating Your Tables

Tax Update 04-D includes the following files for updating the tables in your PeopleSoft Payroll system.

File Contents

upd302598_01.datupd302598_01.dms

U.S. tax table updates

upd302598_02.datupd302598_02.dms

Tax Form Definition Table entries for 2003

(This script is to be run only by those customers who will be performing U.S. year end processing for the first time in 2004. See “Special Note – Preparing for U.S. Year End Reporting 2004” on the next page of this document.)

upd302598_03.datupd302598_03.dms

garnishment table updates

upd302598_04.dms database stamp(there is no .dat file associated with this .dms file)

upd302598_05.datupd302598_05.dms

pay message and strings table updates

upd302598_06.dms script for Report ID 712419000 sets new creation_dt fields in records

Both U.S. and Canadian customers should apply the database stamp and garnishment table updates.

The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.

Any new-insert DataMover entries in these tax update scripts which have key values matching rows already in your database will not be applied. This condition could occur if you have already added any of the new table entries included in this tax update script on your own, such as a tax change, which was posted to Updates & Fixes on PeopleSoft Customer Connection.

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A U G U S T 2 3 , 2 0 0 4 P E O P L E S O F T P A Y R O L L T A X U P D A T E 0 4 - D – R E L E A S E 8 . 8 1

P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L T A X 04D881- N O T E S . D O C - 3


Special Note – Preparing for U.S. Year End Reporting 2004

If 2004 will be your first year producing Form W-2 using PeopleSoft Payroll . . .

If 2004 will be your first year producing Form W-2 for U.S. employees using PeopleSoft Payroll, you must run the special script delivered with this Tax Update 04-D that will prepare your Tax Form Definition Table for 2004 year-end processing.

For Release 8.81 this Data Mover script is upd302598_02.dms.Running this script will ensure that your Tax Form Definition Table is current up through 2003 year-end changes and ready for upcoming 2004 year-end changes to be delivered in future tax updates.

If you produced Form W-2 for 2003 using PeopleSoft Payroll . . .

Employers who completed year end processing and produced Form W-2 for tax year 2003 using PeopleSoft Payroll should not run the DataMover script upd302598_02.dms.

(Report ID 1101820000)

Special Note – Salary Changes made in Manager Self Service

With modifications to PS_ SS_DTL_SALCHANG and PS_SS_PROCESS_DTL delivered in this tax update, salary changes entered through Manager Self Service will now automatically invoke retroactive pay requests if Workflow Configurations and Position Management have been set up to allow database updates for Ad Hoc Salary Changes. Refer to PeopleBooks for more information on Workflow Configuration and Position Management setup procedures.

(Report ID 739853000)



U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

ME 10/01/2004 Minimum wage increased from $6.25 to $6.35 per hour effective October 1, 2004.

(Report ID 726923000)

MI 07/01/2004 Withholding tax rate decreased from 4.0 % to 3.9 % effective July 1, 2004.

(Report ID 736880000)

NJ 09/01/2004 New withholding tax rate of 12.0 % applicable to annualized wages in excess of $500,000 effective September 1, 2004.

(Report ID 740561000)

NV 07/01/2004 Modified Business Tax rate for General Business Employers decreased from 0.70 % to 0.65 % effective July 1, 2004.

Note: Implementation of this tax rate change also requires COBOL program modifications that are delivered in this tax update. See the entry for Report ID 738531000 under “Tax Update 04-D COBOL Program Changes” in this document.

(Report ID 738531000)



New Jersey Health Care Subsidy Fund Discontinued Effective July 1, 2004

New Jersey Assembly Bill a-3104 was signed into law on June 29, 2004. This legislation eliminated the diversion to the Health Care Subsidy Fund of a 0.2 % portion of the New Jersey state unemployment employee payroll tax deduction, effective with the beginning of New Jersey’s 2005 fiscal year on July 1, 2004.

PeopleSoft Payroll is not delivering this change with an effective date of 07/01/2004 in Tax Update 04-D, but will instead reflect the elimination of the Health Care Subsidy Fund diversion with a tax table change effective-dated 01/01/2005 in Tax Update 04-F. This table entry effective-dated 01/01/2005 will decrease the HCSF tax rate by 0.002 down to zero, and increase the UI tax rate by 0.002 up to 0.003825. We are deferring delivery of these rate changes for the following reasons:

1. The net total employee payroll tax deduction of 0.425 % is unchanged for the remainder of W-2/calendar year 2004 as shown in the chart below.

2. All of the various individual components of the New Jersey state unemployment employee payroll tax deduction are consolidated and reported as one combined amount to New Jersey on Form W-2.

3. Making a mid-year change (to reflect New Jersey’s fiscal year of July 1-June 30) in the rate of a tax that is designed to self-adjust on a W-2/calendar year basis would require extensive COBOL program modifications.

New Jersey Fiscal Year 2004 Rates through June 30, 2004

Components of Total Employee Deduction for New Jersey Unemployment

Insurance

New Jersey Fiscal Year 2005 Rates effective July 1, 2004

0.001825 UI - Unemployment Insurance 0.003825

0.000250 WDPF - Workforce Development Partnership Fund

0.000250

0.000175 SWAF - Supplemental Workforce Administrative Fund

0.000175

0.002000 HCSF - Health Care Subsidy Fund 0.000000

0.004250 TOTAL EMPLOYEE DEDUCTION IS UNCHANGED

0.004250



State Tax Reciprocity Table

State of Residence

State of Employment

Action Effective Date

LA (blank)&DC

“Employer receives SUT credit when employee transfers to residence state” checkbox is UN-CHECKED to reflect Louisiana’s policy that wages paid for employment in another state are not counted in computing the Louisiana taxable wage base. Per confirmation by the Louisiana Department of Labor, this change became effective June 6, 1995. (Report ID 734214000)

06/06/1995(correcting entries)

Taxable Gross Definition Table

State Effective Date of Table Entry

Table Update Description

NM Correct existing entry dated 07/01/1993

The Adjustment to Base Gross erroneously indicating that New Mexico state unemployment taxable wages exclude amounts tagged with the Taxable Gross Component ID = “TIP” is removed.

(Report ID 748097000)



Local Tax Table

State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date

KY 81624 West Buechel(Report ID 740902000)

0.007500 / Resident0.007500 / Nonresident


07/01/2004

NJ MMLIPAF-EE Medical Malpractice Liability Insurance Premium Assistance Fund – Employee Deduction(Report ID 743078000)

New entry $3.00 per year / Resident$3.00 per year / Nonresident

07/07/2004

MMLIPAF-ER Medical Malpractice Liability Insurance Premium Assistance Fund – Employer Payment(Report ID 743078000)

New entry $3.00 per year / Resident$3.00 per year / Nonresident

07/07/2004

OH 11304 Canal Fulton(Report ID 745097000)



01/01/2004

19400 Cridersville(Report ID 739104000)

New entry 0.010000 / Resident0.010000 / Nonresident

04/01/2004

23324 East Canton(Report ID 745127000)



01/01/2004

74104 Springdale(Report ID 739265000)



07/01/2004

81942 Waverly(Report ID 735232000)



01/01/2004

OR 039 Lane County Transit (Report ID 741051000)

Withhold on Work Locality Only = “No”

Withhold on Work Locality Only = “Yes”

Correct existing entry dated 10/01/1994

10750 Canby Transit District(Report ID 741051000)




OR 65250 Sandy Transit(Report ID 741051000)






State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date

82800 Wilsonville Transit(Report ID 741051000)




P0746 Tri-County Transportation(Report ID 741051000)




WV 85156 Weirton(Report ID 738718000)

New entry Amount per pay period, basis = $103.97 per year:

$2.00 / weekly$4.00 / biweekly$4.33 / semi-monthly$8.66 / monthly

07/01/2004



Local Tax Table – Pennsylvania

Tax Update 04-D includes updates to Pennsylvania entries in the Local Tax Table based on the latest data on the website maintained by the Commonwealth of Pennsylvania. Because Pennsylvania has not made effective-date information downloadable from its website, all updates to Pennsylvania entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2004. These Pennsylvania local tax rate changes downloaded from the Pennsylvania website are documented separately in the file PA04DLOC.doc which is delivered with this tax update.

For each tax update, PeopleSoft scans the Pennsylvania local tax rate information on the official Pennsylvania website and delivers corrections and/or updates to any Local Tax Table entries for which tax rates do not match the most current information on the website.

To research tax rate data on the official Pennsylvania website for a particular local jurisdiction, follow this navigation path:

1. Go to www.inventpa.com2. Select “Communities in PA”3. Select “Governor’s Center for Local Government Services”4. Select “Local Withholding Tax Information”5. Select “Link to Tax Register”6. Select “EIT/OPT Tax Rates Only”

(Report ID 745619000)

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http://www.inventpa.com/


Local Tax Reciprocity Table

Entries are added to the Local Tax Reciprocity Table for each of the Ohio localities in the following list to indicate that the Locality of Residence gives only limited credit against the resident withholding tax due, for amounts withheld and paid to an employee’s Locality of Employment.

Unless otherwise noted, the Reciprocity Rule for each of the following table entries is “Calculate resident local tax on total wages, then reduce by credit reduction percentage of work local tax with reduction not to exceed credit limit.”

Locality of Residence Effective Date Credit Reduction Percent Credit Limit Rate

19400 – Cridersville(Report ID 739104000)

04/01/2004 25.00 0.002500

61000 – Parma(Report ID 744946000)

04/01/2002 100.00 0.010000

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Garnishment Rules Table (U.S.)

State Rule ID Effective Date Action

CT GENERAL 01/01/2004 New table entry added with hourly rate used in calculation of exemption amount increased from $6.90 to $7.10 to reflect increase in Connecticut minimum hourly wage rate.

(Report ID 741902000)

OR SUP12 Correct existing entry dated 01/29/2004

Exemption Calculation method corrected to “Based on Minimum Hourly Wage” for table entry originally delivered in Tax Update 04-C showing Exemption Amount = $5.15 and Exempt Hours = 160.00.

(Report ID 738857000)



Tax Update 04-D COBOL Program Changes for Release 8.81

All payroll users must apply all COBOL program changes included in Tax Update 04-D.

COBOL Program Changes

Changed Programs and Modules

Customers should incorporate the source programs into their source libraries and recompile and relink. For delivered copy members, any modules affected by the changed copy members must also be recompiled. For your installation, if you do not have a tool to determine which COBOL modules are affected by the changed copy member(s), we recommend that you recompile all modules.



Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

For Release 8.81 Changes have been made to COBOL programs

PSPCARRY.CBLPSPDEDTX.CBLPSPEARRY.CBLPSPECALC.CBLPSPERNTB.CBLPSPFCDEL.CBLPSPGBUPD.CBLPSPGCALC.CBLPSPGPROR.CBLPSPGRNDE.CBLPSPLDTLG.CBLPSPLDTL1.CBLPSPLDTL2.CBLPSPMFLSA.CBLPSPPARRY.CBLPSPPYCAL.CBLPSPPYNET.CBLPSPPYSHT.CBLPSPRPERY.CBLPSPRPEX1.CBLPSPRPPS1.CBLPSPSTRUN.CBLPSPSTUPD.CBLPSPTARRY.CBLPSPTAXDT.CBLPSPTCALC.CBLPSPUSTAX.CBL

Changes have been made to copymembers

PSCEARRY.CBLPSCGRSWK.CBLPSCPFLSA.CBLPSCPYMSG.CBL



Report IDs

COBOL changes for the following Report IDs are included in this tax update.

E&G = PeopleSoft Payroll for Education & GovernmentT&L = PeopleSoft Time & Labor LoadUSF = PeopleSoft Payroll for U.S. Federal Government

Report ID Description

10219000 Report ID 10219000 modifies PSPGCALC.CBL to correctly calculate garnishment exemption amounts when the payroll calendar year has 27 instead of the usual 26 bi-weekly pay periods, or 53 instead of the usual 52 weekly pay periods. Prior to the modifications, with a Pay Calendar of 27 biweekly or 53 weekly pay periods, an employee’s garnishment amount may have been miscalculated.

41116000 Report ID 41116000 modifies PSPPYCAL.CBL, PSPPYNET.CBL, and copymember PSCGRSWK.CBL to correctly process gross-up checks under certain conditions. Prior to the modifications, error message 0000044: “The net pay for this check is a negative amount” was erroneously generated when processing a Gross-Up check when both of the following conditions existed:

1. A paycheck with zero earnings was processed for an employee, resulting in zero net pay and deduction arrears balances; and

2. A gross-up check for the same employee was processed as a separate check in the same pay run, with an earnings code that was set up as “Do not Add to Gross” on the Earnings Table, and with “None” specified for both “Benefit Deductions Taken” and “General Deductions Taken” on the gross-up check.

559563000 Report ID 559563000 modifies PSPUSTAX.CBL to properly compute the current taxable gross amount for Voluntary Disability Insurance (VDI) when the following conditions exist:

1) An employee subject to VDI is close to the taxable maximum specified on State Tax Table 4; and

2) A manual paycheck is subsequently entered for this employee that takes the employee over the VDI taxable maximum, with the VDI deduction amount entered as an override.

Prior to the modifications, the taxable VDI balances were not correctly updated when the manual check was processed, and a VDI deduction was incorrectly calculated on the next payroll processed for employees in this condition.

(Posted to Customer Connection by 8 July 2004.)

617634000 Report ID 617634000 modifies PSPEARRY.CBL and PSPTARRY.CBL to prevent the overwithholding of these taxes subject to limits when processing multiple off-cycle checks for the same employee: FICA, Federal Unemployment Tax (FUT), State Unemployment Tax (SUT), and State Disability Insurance (SDI).




For the employee to be correctly evaluated for taxable gross limit processing, each separate check must be for the same Company, Paygroup, Pay Period End Date, and on- or off-cycle Run ID.

Separate checks may exist on the same paysheet Page and Line number but with different “Sep Chk” numbers. They may also exist on separate Lines or on separate Pages as long as the Company-level “Single Check for Multiple Jobs” feature is not invoked. When calculating off-cycle checks, the FICA/FUT/SUT/SDI tax for any unconfirmed on-cycle checks will be ignored, and the PAY_EARNINGS.PAY_LINE_STATUS of the unconfirmed on-cycle checks will be set to “P,” thereby requiring their recalculation before being confirmed.

When calculating on-cycle checks, if any unconfirmed off-cycle checks exist, the PAY_EARNINGS.PAY_LINE_STATUS of the on-cycle checks being calculated will be set to “E” (Error 000059). The off-cycle checks will be unaffected.

640170000 Report ID 640170000 modifies PSPSTUPD.CBL to correctly display error message 000066 “Off-Cycle Outstanding” when appropriate. Prior to the modifications, critical error 000066 was not displayed in the Payroll Error Messages so that the associated error conditions could be corrected. Because the On-Cycle Pay Calendar “Off-Cycle Closed” flag was not set, a subsequent Pay Confirmation process generated error 000064: “Selected Run cannot be confirmed because a prior run has not been confirmed”.

64507000 Report ID 64507000 modifies PSPGBUPD.CBL and PSPCARRY.CBL to calculate the Stop Date for Minnesota garnishments other than support orders based on the Receipt Date entered on Garnishment Specification Data 1 when “Calculate Stop Date” is specified for an employee on Garnishment Specification Data 3. Prior to the modifications, the garnishment Stop Date was calculated based on the check date of the payroll run during which the garnishment deduction was first processed.

647979000 Report ID 647979000 modifies PSPTCALC.CBL to correctly calculate resident state taxes when an employee works in different multiple states by evaluating each work/live combination separately for tax reciprocity purposes. Prior to the modifications, as an example, in the situation where an employee lived in New Jersey and worked part of the pay period in Philadelphia and part of the pay period in New York, the program determined that New Jersey resident taxes should be withheld only if the New Jersey withholding amount was greater than the combined withholding taxes of New York and Philadelphia. With the modifications, the program will individually evaluate each work/live condition when applying reciprocity rules: (1) New Jersey resident withholding tax compared to New York work withholding tax, and (2) New Jersey resident withholding tax compared to Philadelphia work withholding tax.

672478000 Report ID 672478000 modifies PSPEARRY.CBL to improve performance by using the database index, OFF_CYCLE, when searching for check reversals. The program is also modified to avoid unnecessary searches for check reversals when separate checks are present.




676496000T&L

Report ID 676496000 modifies PSPLDTL2.CBL to correctly select terminated employees during Off-cycle processing. Prior to the modifications, terminated employees who had payable time prior to their termination date were bypassed if the Time and Labor Load job was processed for a pay period after the employee’s termination date.

Posted to Customer Connection by 26 July 2004.

677616000 Report ID 677616000 modifies PSPMFLSA.CBL, PSPRPEX1.CBL, PSPRPERY.CBL, and copymember PSCPYMSG.CBL to obtain the begin date of the FLSA period from the FLSA calendar. This will insure that the RetroPay process correctly extracts all earnings for the FLSA period. A new error message is generated to flag overtime payments that may need recalculation due to proration:

Error message 008016: “The retro process for prorated overtime could not calculate the FLSA rate. Hours have been calculated at the standard hourly rate of 1.5* HOURLY_RT. Review calculation and update RetroPay earns if appropriate”.

680667000 Report ID 680667000 modifies PSPPARRY.CBL to bypass loading transactions to Paysheets for inactive employees, and to generate pay message 000280 or 000384 as appropriate. Description of message 000384 is also modified to read as follows:

“Only transactions for employees with a status of Active, Leave with Pay, Retired with Pay or Terminated with Pay will be loaded to Paysheets. Verify that paysheet update transactions for the employee displayed below contain valid information and on-cycle paysheet exists for the employee.”

Prior to the modifications, if an employee was inactive, the Load/Reset Paysheet Trans process would either:

1. Abend with error code 00805 (INSERT or UPDATE would result in duplicate rows in a table with a UNIQUE index) in program section INSERT-WRKTRAN; or

2. Inactivate the paysheet update transactions when the transactions had not been loaded onto the paysheet for the employee.

Also prior to the modifications, Rapid Paysheet transactions were created for an employee using the highest effective date for the employee’s job data, even when the job’s effective date contained a date in the future. If an employee had a future dated transfer to another Company and/or Paygroup, the employee was inappropriately considered as inactive for the Company and Paygroup processed during the Load Paysheet Transaction process.

683947000 Report ID 683947000 modifies PSPMFLSA.CBL to disconnect the cursor after fetching Other Earnings data from the database for processing payroll. Prior to the modifications, PAYCALC abended with error 08007 “Insufficient memory available” when processing regular pay from a prior pay period (e.g., five weeks earlier) for a non-exempt employee subject to FLSA.

684095000USF

Report ID 684095000 modifies PSPECALC.CBL to comply with new U.S. Office of Personnel Management (OPM) regulations updated in November 2003. The modifications pertain to the Overtime Hourly Pay Cap (Section 1121) and amend




5 U.S.C. 5542(a)(2):

For FLSA-exempt employees who are entitled to receive overtime pay, the hourly rate of overtime pay is the greater of (1) one and one-half times the minimum hourly rate of basic pay for GS-10 (including any applicable special salary rate, locality rate of pay, or special pay adjustment for law enforcement officers), or (2) the employee’s own hourly rate of basic pay (including any applicable special salary rate, locality rate of pay, or special pay adjustment for law enforcement officers).

(Posted to Customer Connection by 16 July 2004)

692517000T&L

Report ID 692517000 modifies PSPFCDEL.CBL to improve performance when processing an online Final Check for an employee. The call to the PSPLDTLG_U_PYSTATP store statement with PRCS-OPT-REFRSH-EMPL is now set to true.

698935000 Report ID 698935000 modifies PSPSTRUN.CBL by adding more commit statements to free tables during PAYCALC processing, in order to minimize or eliminate deadlock errors. Prior to the modifications, under certain conditions, the following error messages were generated when processing PAYCALC:

1. Error Message: “ORA-0060: deadlock detected while waiting for resource PSPCKSGL_U_ERN_CK1”

2. Error Message: “ORA-00060: deadlock detected while waiting for resource Stored Stmt: PSPSTRUN_U_CLRST”

700569000 Report ID 700569000 modifies PSPGPROR.CBL to run the adjust pennies function for writ garnishment orders with proration rule EQLALL so that the sum of the rounded garnishment deductions will equal the maximum deduction allowed. Prior to the modifications, the garnishment deduction was overwithheld by a penny when the EQLALL proration rule was invoked for multiple garnishments and the maximum deduction allowed did not divide evenly among the number of garnishments.

701477000USF

Report ID 701477000 modifies PSPERNTB.CBL and copymember PSCEARRY.CBL to correctly initialize the EARN-LIMIT-TABLE and to set the pay limit entries for earnings codes to 30. Prior to the modifications, PSPERNTB.CBL aborted with the following error message when pay limit entries exceeded 30 for each earnings code: “Error Code 153: Subscript out of range.”

708738000 Report ID 708738000 modifies PSPGPROR.CBL, PSPGCALC.CBL, and PSPPYNET.CBL to correctly calculate the “Less Other Garnishments” amount when garnishment proration is invoked. Prior to the modifications, a garnishment was underwithheld when all of the following conditions existed:

1. An employee had multiple child support orders as well as an additional non-support garnishment such as a Chapter 13 bankruptcy order; and

2. A garnishment proration rule such as PCTCUR was invoked because the employee had insufficient funds to cover all child support order amounts; and

3. Funds remained that could be applied to the additional Chapter 13 bankruptcy order once all child support order amounts had been calculated.




Instead of correctly using the actual amount of the child support amounts deducted when determining the remaining amount available to apply to the Chapter 13 bankruptcy order, the “Less Other Garnishments” amount was over-stated and reflected the total child support amounts as if they had been fully deducted and not reduced by proration, and as a result, the Chapter 13 bankruptcy order was underwithheld.

(See similar issues described in the entries for Report IDs 712725000 and 728318000)

710746000 Report ID 710746000 modifies PSPMFLSA.CBL and copymember PSCPFLSA.CBL to correctly invoke FLSA processing when:

1. Earnings Code Effect on FLSA = “Hours Only” or “Both Hours and Amount”; and

2. Earnings amount = 0.00; and3. Hours for the earnings <> zero.

Prior to the modifications, if an employee had only Regular, Overtime and another earnings with Effect on FLSA = Hours Only and a multiplication factor of 0, the FLSA calculation was incorrectly bypassed and the employee’s hourly rate was displayed for the FLSA rate.


1. An employee had multiple support orders as well as an additional non-support garnishment; and

2. A garnishment proration rule was invoked because the employee had insufficient funds to cover all support order amounts; and

3. Funds remained that could be applied to the additional garnishment order once all support order amounts had been calculated.

Instead of correctly using the actual amount of the support orders deducted when determining the “Less Other Garnishment” amount, the “Less Other Garnishments” amount was over-stated and reflected the total support amounts as if they had been fully deducted and not reduced by proration, and as a result, the additional garnishment order was underwithheld.

(Note: see similar issue described in ICE 708738000 and 728318000)

715508000T&L

Report ID 715508000 modifies PSPLDTL2.CBL to successfully process concurrent Paycalc and Time and Labor Load jobs when an employee has changed Paygroups. Prior to the modifications, in some cases, a unique constraint error was produced due to a duplicate insert into the TL_XREF_TBL.

716206000 Report ID 716206000 modifies PSPGRNDE.CBL to correctly process garnishments for an employee under the following conditions:




1. The employee has multiple jobs (same company, different Paygroups); and2. Each job has a unique benefit record number; and3. The employee is enrolled in a pension plan for both jobs; and4. The employee is set up with a garnishment that reduces disposable earnings

by the pension deduction.

Prior to the modifications PAYCALC abended with an error 805 the first time the garnishment was processed because employee deductions from both benefit records from the multiple jobs were inserted into PS_GARN_EMPL_DED.

718939000 Report ID 718939000 modifies PSPRPPS1.CBL to correctly update Indiana localities when paysheets are generated by the Retro Benefits/Deductions process. For an employee who lives or works in Indiana, the same unique Indiana-specific logic used in the Paysheet Create process is now used in the Retro Benefits/Deductions process. Prior to the modifications, when the Retro Benefits/Deductions process inserted a new pay earnings record, the Locality field was set based on the value of the current tax distribution record, which is correct for all other states, but not for Indiana.

721133000 Report ID 721133000 modifies PSPPYNET.CBL to correctly process before-tax deduction refunds for employees without any associated gross earnings. Prior to the modifications, other additional deduction arrears amounts were inappropriately generated for employees in this situation.

723529000T&L

Report ID 723529000 modifies PSPLDTL2.CBL to increase the size of two internal arrays. Prior to the modifications, in some cases, error message 005009 was generated when processing Mass Time Reporting: “ The Pay Earnings Array was exceeded. Employee is skipped. This error was generated by the Time and Labor Load Process PSPLDTL2.”

723550000 Report ID 723550000 modifies PSPRPEX1.CBL to initialize the variable EARNS-AMOUNT-ENTERED. Prior to the modifications, the Retro Pay Calculate process abended with the following error message when the earnings amount was negative and the FLSA rate was populated: “Arithmetic overflow error converting numeric to data type numeric.”

724014000T&L

Report ID 724014000 modifies PSPLDTL2.CBL by changing W-TOTAL-PCT to a signed field so that it can be a negative value. Prior to the modifications, the distribution percent in TL_XREF_TBL was incorrect for replacement data; as a result, the positive dilution amount appeared for negative TL_QUANTITY after PY_PULL_COSTS was processed.

726914000T&L

Report ID 726914000 modifies the MA000-CREATE-RUN-HISTORY paragraph in PSPLDTL1.CBL and the PD000-CREATE-RUN-HISTORY paragraph in PSPLDTLG.CBL to change a log message generated from the Time and Labor Load process.

The previous log message was: “If Load Time and Labor does not complete, in order to reprocess the time that was not loaded successfully, please check the -CLEANUP FOR RESTART- checkbox on the Review T/L Load History page for the PAYROLL




REQ NUM shown below and save. This will reset the payable time for processing Load Time and Labor.”

The new log message is: “If Load Time and Labor does not complete, please refer to the ‘Procedure to Follow When Load Time and Labor Abends’ provided by PeopleSoft.”

727967000 Report ID 727967000 modifies PSPPYNET.CBL and PSPTAXDT.CBL to correctly calculate net pay on an adjustment paycheck when the paycheck earnings are insufficient to cover the reversed net pay and all taxes. If an employee elects additional federal, state, or local withholding taxes, these additional taxes will no longer be applied to adjustment paychecks. Initial modifications delivered in Tax Update 04-B for ICE Report 673162000 to correct cross-foot issues for employees in this situation are removed and replaced in the modules delivered with this tax update. Prior to the latest modifications, the following issues were reported:

1. Net pay did not cross-foot with earnings, taxes, and deductions on the adjustment paycheck when earnings were sufficient to cover the reversed net pay but insufficient to also cover all taxes, including additional federal, state, or local withholding.

2. Taxes were not correctly calculated on an adjustment check when the employee’s earnings were less than on the original check if the employee also elected additional federal, state, or local withholding tax.


1. An employee had multiple writ orders as well as an additional garnishment such as a tax levy; and

2. A garnishment proration rule such as FSTALL was invoked because the employee had insufficient funds to cover all writ orders.

3. Funds remain that could be applied to the tax levy order once all writ order amounts had been calculated.

Instead of correctly using the actual amounts deducted for the writ orders when determining the remaining amount available to apply to the tax levy, the “Less Other Garnishments” amount was over-stated and reflected the total amounts that would have been deducted for the writ orders as if they had not been reduced by proration, and as a result, the tax levy order was underwithheld.

(See similar issues described in the entries for Report IDs 708738000 and 712725000)

729155000 Report ID 729155000 modifies PSPGRNDE.CBL to correctly restrict the deductions allowed in the Disposable Earnings (DE) calculation for tax levies. Prior to the modifications, an employee’s tax levy was underwithheld in situations such as the following example:

1. An employee currently has a percentage-based deduction that was authorized in the DE calculation when the tax levy was originally established -




a 5% 401(k) deduction, for example; and

2. Garnishment Specification 6 for the tax levy includes a Limit Percent for the 401(k) deduction that is greater than the percentage currently set up for the 401(k) deduction - a 10% Limit Percent on the 401(k) deduction, for example; and

3. A deduction override is entered for the 401(k) deduction with a percentage that is greater than the Limit Percent established for the 401(k) deduction on Garnishment Specification 6 for the tax levy - a 401(k) deduction override percent of 15 %, for example.

Prior to the modifications, in this example, the system applied the full 15% of the 401(k) deduction override in the calculation of the disposable earnings available for the tax levy, instead of evaluating and limiting the 401(k) deduction to the Limit Percent of 10% entered for the 401(k) deduction on Garnishment Specification 6 for the tax levy. This error resulted in the tax levy being underwithheld.

734348000 Report ID 734348000 modifies PSPECALC.CBL to correctly calculate salaried hours distribution when more than one job is paid on a paycheck. Prior to the modifications, the following incorrect result occurred for salaried employees set up with multiple jobs with earnings distributions:

1. First Job (Empl Rcd Nbr 0): both earnings and hours were correct.2. Second Job (Empl Rcd Nbr 1): earnings were correct but hours were

misstated.

735772000 Report ID 735772000 modifies PSPDEDTX.CBL to correctly calculate FICA/OASDI and FICA/Medicare tax refunds. Prior to the modifications, the following incorrect result occurred when a negative amount was entered for an earnings code set up as subject only to FICA:

1. Negative taxable gross amounts were correctly calculated for both employee and employer FICA taxes; and

2. The associated negative employer taxes were also correctly calculated; but3. The associated negative employee taxes were not refunded to the employee.

With the modifications, employee FICA tax refunds are correctly generated in this situation.

737553000 Report ID 737553000 modifies PSPPYSHT.CBL to halt the Pay Confirmation process if there are previous unconfirmed payrolls, and issue payroll error message #000064 “The selected run cannot be confirmed because a prior run has not been confirmed”. After the implementation of changes delivered in Tax Update 04-C, when this situation was encountered, the process reported “Check Messages” and abended with a “Stored Statement PSPPARRY_S_JOB_not found” message instead of displaying payroll error message #000064.

(Posted to Customer Connection by 29 June 2004.)

738531000 Report ID 738531000 modifies PSPUSTAX.CBL to calculate the Nevada




Modified Business Tax using the new tax rate that became effective July 01, 2004. As long as the program modifications are implemented prior to the final payroll for the third quarter ending September 30, 2004, the third quarter 2004 totals will self-adjust based on the new tax rate.

This tax rate change is included in the U.S. tax table script delivered with this tax update. See the Nevada entry under “U.S. Changes – Federal/State Tax Table” in a preceding section of this document for more information.



Tax Update 04-D – Changes to Store Statements for Release 8.81

This tax update includes the modified store statements listed below. They are located in the COBOL directory. Replace your current version and rerun your store statements using DataMover.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

For Release 8.81 Changes have been made to store statements

PSPCARRY.DMSPSPCUPDT.DMS PSPDARRY.DMSPSPEARRY.DMSPSPLDTL1.DMSPSPLDTL2.DMSPSPPSHUP.DMSPSPRPEX1.DMSPSPTARRY.DMS



Report IDs

Store statement changes for the following Report IDs are included in this tax update.

E&G = PeopleSoft Payroll for Education & GovernmentT&L = PeopleSoft Time & Labor LoadUSF = PeopleSoft Payroll for U.S. Federal Government


563049000 Report ID 563049000 modifies PSPCUPDT.DMS to put a date stamp on the record PS_PAY_CHECK to enable the printing of the correct W-2 and TD1 information on checks and advices, and to correctly display the information on Self Service.

617634000 Report ID 617634000 modifies PSPTARRY.DMS to prevent the overwithholding of these taxes subject to limits when processing multiple off-cycle checks for the same employee: FICA, Federal Unemployment Tax (FUT), State Unemployment Tax (SUT), and State Disability Insurance (SDI).

For the employee to be correctly evaluated for taxable gross limit processing, each separate check must be for the same Company, Paygroup, Pay Period End Date, and on- or off-cycle Run ID.

Separate checks may exist on the same paysheet Page and Line number but with different “Sep Chk” numbers. They may also exist on separate Lines or on separate Pages as long as the Company-level “Single Check for Multiple Jobs” feature is not invoked. When calculating off-cycle checks, the FICA/FUT/SUT/SDI tax for any unconfirmed on-cycle checks will be ignored, and the PAY_EARNINGS.PAY_LINE_STATUS of the unconfirmed on-cycle checks will be set to “P,” thereby requiring their recalculation before being confirmed.

When calculating on-cycle checks, if any unconfirmed off-cycle checks exist, the PAY_EARNINGS.PAY_LINE_STATUS of the on-cycle checks being calculated will be set to “E” (Error 000059). The off-cycle checks will be unaffected.

64507000 Report ID 64507000 modifies PSPCARRY.DMS to calculate the Stop Date for Minnesota garnishments other than support orders based on the Receipt Date entered on Garnishment Specification Data 1 when “Calculate Stop Date” is specified for an employee on Garnishment Specification Data 3. Prior to the modifications, the garnishment Stop Date was calculated based on the check date of the payroll run during which the garnishment deduction was first processed.

672478000 Report ID 672478000 modifies PSPEARRY.DMS to improve performance by using the database index, OFF_CYCLE, when searching for check reversals. The program is also modified to avoid unnecessary searches for check reversals when separate checks are present.

676496000T&L

Report ID 676496000 modifies PSPLDTL1.DMS and PSPLDTL2.DMS to correctly select terminated employees during Off-cycle




processing. Prior to the modifications, terminated employees who had payable time prior to their termination date were bypassed if the Time and Labor Load job was processed for a pay period after the employee’s termination date.

Posted to Customer Connection by 26 July 2004.

677616000 Report ID 677616000 modifies PSPRPEX1.DMS to obtain the begin date of the FLSA period from the FLSA calendar. This will insure that the RetroPay process correctly extracts all earnings for the FLSA period. A new error message is generated to flag overtime payments that may need recalculation due to proration:

Error message 008016: “The retro process for prorated overtime could not calculate the FLSA rate. Hours have been calculated at the standard hourly rate of 1.5* HOURLY_RT. Review calculation and update RetroPay earns if appropriate”.

715508000T&L

Report ID 715508000 modifies PSPLDTL1.DMS and PSPLDTL2.DMS to successfully process concurrent Paycalc and Time and Labor Load jobs when an employee has changed Paygroups. Prior to the modifications, in some cases, a unique constraint error was produced due to a duplicate insert into the TL_XREF_TBL.

729197000 Report ID 729197000 modifies PSPDARRY.DMS to exclude any arrears record with a zero balance when processing PAYCALC/Pay Confirmation. Prior to the modifications, arrears were not processed for deduction “B” in the following situation:

1. An arrears balance existed for deduction “A”; and2. A new deduction code was set up for the deduction with an alphabetic code

greater than “A” (e.g., “B”); and3. The arrears balance for deduction “A” was eliminated (set to zero) and

added to the arrears balance for deduction “B”.

730923000 Report ID 730923000 modifies PSPPSHUP.DMS to correctly update PU_TXN_STATUS, PAGE_NUM, and LINE_NUM after loading transactions via the Rapid Entry Paysheet process for employees who are inactive during part of a pay period. Prior to the modifications, the paysheet data for employees inactivated after the Pay Begin Date and prior to the Pay End Date was inappropriately re-loaded anytime the Load/Reset process was run again for the same payrun or on subsequent pay runs.

740981000T&L

Report ID 740981000 modifies the following store statements in PSPLDTL2.DMS: PSPLDTL2_I_WKPYTM1, PSPLDTL2_I_WKPYTM2, and PSPLDTL2_I_WKPYTM3.

With the modifications, instead of joining to the PS_TL_PAYABLE_TIME table, the PS_TL_EMPL_DATA table will join to the work table PS_PY_LDTLEMP_WRK1 for on-cycle processing and to the work table PS_PY_LDTLEMP_RC for off-cycle processing. These changes will significantly improve the performance of the three SQL statements for installations using PeopleSoft Time and Labor.



U.S. SQRs delivered with Tax Update 04-D for Release 8.81

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

Annual Reporting SQRs

SQR Description

TAX920PR.SQR TAX920PR.SQR creates the W-2cPR file for reporting corrections to W-2PR or W-2cPR forms issued for Puerto Rico. The program is modified to correctly update the Process Flag on an employee’s year-end W-2PR record to indicate that a correction Form W-2cPR has been issued to replace the original Form W-2PR. Prior to the modifications, the program failed to update the Process Flag. Because the Process Flag incorrectly remained in “Complete” status, the fact that the employee’s original Form W-2PR had been superseded by a correcting Form W-2cPR was not reflected when viewing the employee’s year-end form online.

(Report ID 714850000)

TAX920US.SQR TAX920US.SQR creates the W-2c Print File for reporting corrections to W-2 or W-2c forms issued for the U.S., American Samoa, Guam and the U.S. Virgin Islands. The program is modified to correctly update the Process Flag on year-end records for U.S. territory forms W-2AS, W-2GU, and W-2VI to indicate that a correction Form W-2c has been issued to replace the original year-end form. Prior to the modifications, the program failed to update the Process Flag for U.S. territories year-end forms. Because the Process Flag incorrectly remained in “Complete” status, the fact that the employee’s original year-end form had been superseded by a correcting Form W-2c was not reflected when viewing the employee’s year-end form online. (Online year-end records for Forms W-2 issued to U.S. employees were correct and not affected by this problem.)

(Report ID 714850000)

TAX922US.SQR TAX922US.SQR creates the MMREF-2 file for reporting Form W-2c information to the Social Security Administration electronically or on magnetic media. The program is modified to include a reference to SETUPDB.SQC, the setup definitions for the SQR database environment for print initialization. Prior to the modifications, the program would not run to completion in databases other than SQLServer.

(Report ID 727510000)



Quarterly Reporting SQRs

SQR Description

TAX810VA.SQRTAX860VA.SQR

TAX810VA.SQR and TAX860VA.SQR report quarterly wage data to Virginia on magnetic media. The programs are modified to use two different variable fields to store the employee and employer state information so that one field doesn’t overlay the other field. Prior to the modifications, the Virginia state unemployment account number was incorrectly reported for Company “B” when both of the following conditions existed:

1. The last or only employee in Company “A” had a different resident state (for example, Oregon, with an Oregon state unemployment account number of “123123”) than work state (Virginia) with reportable wages for Virginia; and

2. Company “B” had reportable employees working in Virginia, with a Virginia state unemployment account number, for example, of “789789”.

In this situation, the Virginia state unemployment account number was correctly reported for Company “A”, but the Oregon state unemployment account number “123123” was incorrectly reported as the Virginia state unemployment account number for Company “B”, instead of the correct Virginia state unemployment account number “789789”.

(Report ID 706869000)



Other SQRs

SQR Description

DDP001.SQR DDP001.SQR creates the direct deposit file. The program is modified to place the correct date and time format in the header record as mm/dd/yyyyhh:mm:ss. Prior to the modifications, a space was erroneously inserted between the date and the time as mm/dd/yyyy hh:mm:ss.

(Report ID 538247000)

DDP003.SQR DDP003.SQR prints employee direct deposit advices and accompanying pay advice stub information. The program is modified to correctly reflect the withholding tax status of those employees who claim exemption from withholding by printing the word “Exempt” on the direct deposit pay advice. Prior to the modifications, tax marital status and number of withholding allowances were incorrectly displayed on the pay advice for employees claiming exemption from withholding.

(Report ID 712419000)

PAYGL01.SQR PAYGL01.SQR reports General Ledger Interface accounting information. The program is redelivered with the following modifications:

1. The program is modified to use the State EIC Liability account from the Company State Tax table. Prior to the modifications, Earned Income Credit amounts for the State of Indiana were not reported correctly in the General Ledger interface process. (Report ID 721210000)

2. The program is modified to reset the “Tax-Expenses” adjustment total after processing each paygroup. Prior to the modifications, the tax adjustment amount was carried forward to the subsequent paygroup totals, resulting in incorrect tax expense entries. (Report ID 722219000)

3. The program is modified to reset after each paycheck to correct the Journal Line Reference. Prior to the modifications, the program did not populate the Journal Line Reference correctly on HR_ACCTG_LINE for local taxes with both employee and employer components, or for net pay distribution to more than one bank account. (Report ID 731250000)

PAY003.SQR PAY003.SQR prints employee paychecks and accompanying paycheck stub information. The program is modified to correctly reflect the withholding tax status of those employees who claim exemption from withholding by printing the word “Exempt” on the paycheck stub. Prior to the modifications, tax marital status and number of withholding allowances were incorrectly displayed on the paycheck stub for employees claiming exemption from withholding.

(Report ID 712419000)

TAX106.SQR TAX106.SQR identifies employees whose W-4 data should be submitted to the IRS, and creates a file for reporting employee W-4 data to the IRS electronically or on magnetic media in the file format specified in IRS Publication 1245. The program is modified to correctly exclude from processing those Companies which have Tax Report Type = 1099R or W-2PR. Prior to the modifications, the program erroneously selected retirees and Puerto Rico employees for reporting even though they do not complete Form W-4.

(Report ID 734671000)



SQR Description

TAX516NM.SQR TAX516NM.SQR is a special program designed to assist employers in implementing the New Mexico workers compensation-employer rate changes that became effective July 1, 2004, by inserting a new row effective-dated 07/01/2004 in employee tax data records to add locality NM0001ER as an Other Work Locality linked to locality NM0001. The program is modified to correctly link the entry for locality NM0001ER as an Other Work Locality to the existing entry for locality NM0001 during the update. Prior to the modifications, the record update created by TAX516NM.SQR did not create the Other Work Locality link resulting in no NM0001ER tax being calculated for nonresident New Mexico employees. The audit report produced by TAX516NM.SQR was also modified to include a listing of those employees whose records are to be updated.

(Report ID 738831000; posted to Customer Connection by 15 July 2004)



Canadian SQRs delivered with Tax Update 04-D for Release 8.81

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

SQR Description

DDP003CN.SQR DDP003CN.SQR prints employee direct deposit advices and accompanying pay advice stub information. The program is modified to correctly reflect employee TD1 information. Prior to the modifications, the TD1 information could incorrectly display on the pay advice depending on when the information was entered.

(Report ID 712419000)

GLX001CN.SQR GLX001CN.SQR provides the capability to interface from PeopleSoft Payroll to your general ledger system by pay type. The program is modified to write transactions to the GL file by allocating the correct department ID with the accumulated amounts. Prior to the modifications, the program used the department ID of the previous cumulated record.

(Report ID 719493000)

GLX003CN.SQR GLX003CN.SQR provides the capability to interface from PeopleSoft Payroll to your general ledger system by cost center. The program is modified to write transactions to the GL file by allocating the correct department ID with the accumulated amounts. Prior to the modifications, the program used the department ID of the previous cumulated record.

(Report ID 719493000)

PAY003CN.SQR PAY003CN.SQR prints employee paycheques and accompanying paycheque stub information. The program is modified to correctly reflect employee TD1 information. Prior to the modifications, the TD1 information could incorrectly display on the paycheque stub depending on when the information was entered.

(Report ID 712419000)

PAYGL01.SQR PAYGL01.SQR reports General Ledger Interface accounting information. The program is modified to reset after each paycheque to correct the Journal Line Reference. Prior to the modifications, the program did not populate the Journal Line Reference correctly on HR_ACCTG_LINE for CPP/QPP deductions or for net pay distribution to more than one bank account.

(Report ID 731250000)



Previous Updates

Tax Update 04-C U.S. – Idaho withholding tax changes; Taxable Gross Definition Table entry for same-gender spouse benefits in Massachusetts; New Mexico workers compensation change; local tax changes for Indiana, Kentucky, Ohio, Pennsylvania; Garnishment Rules Table entry updates for California, Connecticut, Illinois, Oregon, Tennessee, Wyoming; Garnishment Disposable Earnings Definition Table updates; redelivery of Washington quarterly reporting and other payroll SQRs.

Canada – Provincial tax changes for Nova Scotia and Northwest Territories, calculation of the new Ontario Health Premium as part of the provincial income tax calculation; re-delivery of year-end and other SQRs.

Tax Update 04-B U.S. – Withholding credit allowance amount update for Oregon; local tax changes for Colorado, Kentucky, Ohio, Pennsylvania; Garnishment Rules Table entry updates for Arizona, Delaware, Oregon, Wisconsin; 1042 Tax Treaty Table update for Australia; redelivered SQRs for annual wage and tax reporting, for quarterly wage and tax reporting in Illinois and Kentucky; redelivery of other payroll reporting SQRs. Canada – Support of new ROE reason codes for reporting of Parental Leave and Compassionate Care Leave; redelivery of year-end and other SQRs.

Tax Update 04-A U.S. – Withholding tax changes for Connecticut, Georgia, Missouri, Montana, Oklahoma, Pennsylvania, Rhode Island; modification of previously published 2004 withholding tax changes for Maryland and Michigan; state unemployment taxable wage base changes for Hawaii, Massachusetts, Utah, Virgin Islands; modification of previously published 2004 state unemployment taxable wage base for Illinois; change to Hawaii state disability weekly taxable maximum; local tax changes for Colorado, Kentucky, Ohio, Pennsylvania; U.S. federal tax levy exemption amounts for 2004; redelivered SQRs for annual wage and tax reporting, for quarterly wage and tax reporting in Alaska, Texas, and Virginia; redelivery of other payroll reporting SQRs.

Canada – 2004 WCB maximum assessable earnings for MB, NT, NU and YT; tax form footnote changes for RL-1 reporting; removal of SIN on paycheques/direct deposit advices due introduction of PIPEDA; re-delivery of year-end and other SQRs.



Appendix: Object Changes delivered in Tax Update 04-D

Application Engine Programs:Program Description 801 831 881

PYAP_XDEDN Report ID 735699000Modified SQL.

X

PYRE_PRELOAD Report ID 680667000Modified the following SQL statements:PYRE_PRELOAD.20HRS1.Step10PYRE_PRELOAD.30AMT1.Step10 PYRE_PRELOAD.40HRS2.Step10PYRE_PRELOAD.50AMT2.Step10 PYRE_PRELOAD.60HRS3.Step10 PYRE_PRELOAD.70AMT3.Step10 PYRE_PRELOAD.80HRS4.Step10

X

PYRE_VALID Report ID 680667000Modified the following SQL statements:PYRE_VALID.30ERNCD.Step20 PYRE_VALID.40ERNCD2.Step20 PYRE_VALID.50ERNCD3.Step20 PYRE_VALID.50ERNCD4.Step20

X

Fields:Field Description 801 831 881

PAY_LBL Report ID 562596000Added new label.

Report ID 608256000Added new labels.

X

X

X

X

TEXT_W2_REQUEST Report ID 562596000Expanded field size from 75 to 100 characters.

X X X

UPDATE_DT Report ID 712419000 Added new field.

X



Message Catalog:Message Set Number Message Number Description 801 831 881

2000 647 Report ID 726797000Added new message.

X X X

2000 648 Report ID 745690000Modified wording of message.

X X X


X X X


X X X

2002 381 Report ID 735908000New message.

X X X

2002 222,228,229, 230,231,343,344382, 383,385

Report ID: 68299000Modified existing messages and added new messages.

X X X

Pages: Name Description 801 831 881

LOCL_TAX_RECIP_TBL Report ID: 68299000Modified page for new messages and descriptions.

X X X

PY_IC_PI_DATA Report ID 712419000Modified PeopleCode to display correct exemption message.Report ID 712419000Modified PageActivate PeopleCode.

X

X

X

X

X

XPY_IC_W2_DATA Report ID 562596000

Modified page and page Activate PeopleCode to display 'Home Address' and 'Mailing Address'. Added ADDRESS1_OTHER, ADDRESS2_OTHER and ADDRESS3_OTHER fields to page. Changed W-2 delivery address radio buttons to drop down box.

X X X

PY_IC_W4_DATA Report ID 727693000Added invisible PY_IC_W4_WRK.EFFDT field to page.

Report ID 562596000Modified page and page Activate PeopleCode to display 'Home Address' and 'Mailing Address'. Added ADDRESS1_OTHER, ADDRESS2_OTHER and ADDRESS3_OTHER fields to page.

X

X

X

X

X

X

PY_IC_W4_DATA Report ID 684895000Modified page PY_IC_W4_DATA Page Field Properties to reference PERSONAL_DATA.NAME instead of DERIVED_NAME.PERSON_NAME.

X

RUNCTL_PAY_UNSHEET Report ID 735908000Added Time and Labor message.

X X X

RUNCTL_TAX910PR ICE 612052000Cosmetic changes to Employee scroll area, and removal of PageActivate PeopleCode.

X

RUNCTL_TAX918PR ICE 612052000Cosmetic changes to Employee scroll area, and removal of PageActivate PeopleCode.

X



Components:Name Description 801 831 881

YE_DATA_COMBINED Report ID 602596000Modified the search record to remove the reference to the JOB record.

X X X

PY_IC_W2 Report ID 562596000Added PY_IC_W2.PY_IC_W2_WRK.SUBMIT_PB Component Rcd Fld FieldEdit PeopleCode.

X X X

Pay Message Table:Pay Message Number Description 801 831 881

000384 Report ID 680667000Modified wording for existing pay message in 8.81. Retrofit pay message 000384 into 8.01 and 8.31.

X X X

005010 ICE: 702283000 Modified wording for existing pay message.

X X

008016 Report ID 677616000Added new message for RetroPay overtime.

X X X



Records: Name Field Description Create

/Alter

801 831 881

ADDL_PAY_DATA EMPLID Report ID 726797000Modified SaveEdit PeopleCode.

X X X

CAN_TAX_DATA EMPLID

CREATION_DT

Report ID 712419000Modified RowInsert and SavePreChange PeopleCode.

Report ID 712419000 Added new field to table.

Alter X

X

CAN_TAX_PRDDATA EMPLID

CREATION_DT



Alter X

X

DIR_DEP_DISTRIB ACCOUNT_TYPE Report ID 57578000Modified SaveEdit PeopleCode.

X X

DIR_DEP_DISTRIB BANK_CD

Report ID 57578000Modified SaveEdit PeopleCode.

X

DIR_DEP_DISTRIB BRANCH_EC_CD Report ID 57578000Modified SaveEdit PeopleCode.

X

FED_TAX_DATA EMPLID

CREATION_DT



Alter X

X

FUNCLIB_PAY EMPLIDTAX_LOCATION_CD

Report ID 712419000Modified FieldFormula PeopleCode.

X

FUNCLIB_PAY TAX_LOCATION_CD Report ID 65638000Modified FieldFormula PeopleCode.

X X X

GARN_SPEC GARN_PRORATE_RL_ID

GARN_TYPE

STATE_GARN_PRORATE

Report ID 745690000Removed FieldDefault PeopleCode. Added SaveEdit PeopleCode.

Report ID 745690000Added FieldChange and RowInit PeopleCode.

Report ID 745690000Removed FieldChange PeopleCode.

X

X

X

X

X

X

X

X

X

GENL_DEDUCTION EFFDT Report ID 703281000Modified FieldEdit PeopleCode.

X X X



JOB TAX_LOCATION_CD Report ID 712419000Modified SavePreChange PeopleCode.

X

LOCAL_TAX_DATA EMPLID

CREATION_DT

Report ID 712419000Modified SavePreChange PeopleCode.


Alter X

XPAY_CHECK UPDATE_DT Report ID 712419000

Added new field to table.Alter X

PAY_EARNINGS EARNS_END_DT Report ID 727019000Modified FieldEdit PeopleCode.

X X X

PY_IC_DD_DTA_VW EFFDT Report ID 522278000Modified SavePreChange PeopleCode.

X

PY_IC_DD_DTA_VW EMPLID Report ID 522278000Modified SavePostChange PeopleCode.

X

PY_IC_PI_SUM_VW OPRID

UPDATE_DT


Report ID 712419000 Added field to view.

X

PY_IC_PI_WRK FUNCLIB_01 Report ID 562596000Modified FieldFormula PeopleCode.


X

X

X

X

X

X

PY_IC_W2_WL TEXT_W2_REQUEST Report ID 562596000Expanded field size from 75 to 100.

Alter X X X

PY_IC_W2_WRK ADDRESS1_OTHERADDRESS2_OTHERADDRESS3_OTHER

W2_YEAR

Report ID 562596000Added fields to work record.Report ID

Report ID 562596000Modified Workflow PeopleCode.

X

X

X

X

X

X

PY_IC_W4_FTX_VW CREATION_DT Report ID 712419000 Added new field to view.

X

PY_IC_W4_WRK EFFDT

ADDRESS1_OTHERADDRESS2_OTHERADDRESS3_OTHER

Report ID 727693000Added field to work record.

Report ID 608256000Added fields to work record.

X

X

X

X

X

X

RC_PAY_UNSHT RUN_ID Report ID 735908000Added RowInit PeopleCode.

X X X

SS_DTL_SALCHANG TRANSACTION_NAME Report ID 739853000Added SavePostChange PeopleCode.

X

STATE_TAX_DATA EMPLID

CREATION_DT



Alter X

X

TAX_DIST_EFFDT EMPLID Report ID 736800000Modified SaveEdit PeopleCode.

X X X

YE_W2C_AMOUNTS BOX Report ID 733204000 X X X



Modified FieldChange PeopleCode.YE_AMTS_VW Report ID 704928000

Changed SQL view text.X X X

YE_COMBINED_VW Report ID 704928000Changed SQL view text.

X X X

Translate Values:Field Description 801 831 88

1

W2_MAIL_ADDRESS Report ID 562596000Modified Long Name of translate values 'H' and 'W'.Added new translate value 'M'.

X X X


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