Employee Accumulators - PYUPEA

The Payroll (PY) Employee Accumulators (PYUPEA) page is used to browse various to-date information in the user-defined accumulators. An accumulator is designated for each employee's contribution, deduction, hour, and payment (to the corresponding hour) that has the "XTD" field on PY Deduction, Contribution or Hour Definition pages set to "Y". Accumulators are stored for each Pay Base and Hour Base indicated on the PY Entity Definition (PYUPGN) page.

Employee ID: This field indicates the employee's ID and echoes from the PY Employee Definition (PYUPEM) page.
Name: This field indicates the employee's full name (in last, first, middle initial order) and echoes from the Employee Definition page.
Type: This field indicates the employee type code and echoes from the Employee Definition page.
Cycle: This field indicates the pay cycle in which the employee is to be paid and echoes from the Employee Definition page.
SSN: This field indicates the employee's social security number (or social insurance number, Canada) and echoes from the Employee Definition page.
Entity: This field indicates the entity to which the employee belongs and echoes from the Employee Definition page.
Status: This field indicates the status of the employee and echoes from the Employee Definition page.
Year: Up to four digits specifying the tax year for the accumulator record.
XTD: A number indicating the accumulator type and number within that type. If it is a four-digit positive number, the first digit on the left identifies the accumulator type. The following is a list of the types supported by the system:
1 Contribution
2 Deduction
3 Number of hours
4 Rate of pay
5 Payment (dollar amount associated with the hours)
6 Pay base
7 Hour base
8 Weeks Worked
For pay bases (type 6), in addition to the normal pay bases found from 6001 through 6032, there may be state specific pay bases for SIT, CIT, SUI, SDI, and WORK comp. The following conventions are used:
61xx for SIT where xx is the state index
62xx for CIT where xx is the city index
63xx for SUI where xx is the state index
64xx for SDI where xx is the state index
65xx for WORK where xx is the state index
The state index is taken from miscellaneous code 2 of the relevant contribution deduction definition, except in the case of CIT, which is taken from misc. code 3.
Currently, PY can only work on one state per period. If contribution/deductions are found in history, they are used to determine the state. If no relevant contribution/deductions are found in history then the employee's assignments are referenced. For these extra PB XTDs to be generated, a related CDH definition must exist on the system.
If XTD is a negative number, it echoes the pay string that is tied to the Num Code record in the Pay Assignment Code (PYUPAC) page.
Description: This display-only field describes the accumulator. If XTD is negative, the pay string entry in PYUPAC corresponding to a Num Code of the magnitude of XTD is displayed. For example, if XTD is -14, the description is the entry in PYUPAC whose Num Code is 14.
Jan - Dec: Monthly accumulator fields that hold the values accumulated during each tax month.
Qtr 1, 2, 3, 4: The quarterly accumulated values in these fields are derived from the Employee Paid History (PYUPPH) record.
Tax YTD: This field holds the tax year-to-date value accumulated.
Cal Anniv TD: This field will normally reflect Calendar YTD information. However, if the anniversary switch of the CDH definition (Process Switches tab, switch 04) is equal to Y, then this field will reflect Anniversary YTD information. The value in this field is derived from the pay history record.
Fiscal YTD: This field holds the accumulated fiscal year-to-date value. The value in this field is derived from the employee paid history record.
Incp/Rang: Inception or Range TD, this field holds the accumulated value from the Pay Periods that are in the range defined on the contribution, deduction, or, hour assignment record. This field will normally display Inception TD information. However, if there is a beginning/end date associated with this entry, the data will reflect Range TD information. The value in this field is derived from the employee paid history record.
Num of Pers: This three-character field contains the number of periods the entry was involved in the payroll process during the tax year. The value in this field is derived from the employee paid history record.
Period Amt: This field holds the accumulated value for the Pay Period indicated in the Period field. The value shown in this field is derived from the employee paid history record.
Period: This display-only field contains the Pay Period number that is relevant to this accumulator record. The period can be derived from three different sources. The first source is from the period number entered in the "Access Period" field, the second source is from the XTD period number stored in the employee definition record, and the last source is from the employee's last pay history record.
Ck Note: This display-only field contains the check note stored in the employee paid history record. The check note is valid for the Pay Period indicated in the "Period" field immediately to the right on this page.
Tax Yr: This display-only field contains the Pay Period's tax year. The tax year is retrieved from the check date on the employee paid history record.
Cal Yr: This display-only field contains the calendar year to which the period belongs.
Fisc Yr: This display-only field contains the fiscal year to which the period belongs.
Qtr: This display-only field contains the tax quarter to which the period belongs.
Month: This display-only field contains the tax month to which the period belongs. A field marked with a Y has been manually changed.