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History Transfer - PYUPHT

This process is designed to allow the redistribution of existing paid PY history information to a series of pay lines different from the original lines. It presents a special input page for the operator to define how the redistribution should be configured and creates history records suitable for running the standard Payroll (PY) Distribute Check Maintenance (PYPACM) process to affect the GL postings.

Employees are selected from the Entity List, or by entering a specific Employee ID and tabbing out of the ID field. A "Source" period of the transfer originates. A new "Target" period will be assigned automatically to receive the transfer.  Once the employee has been identified, a subset of histories is selected by supplying a single Pay Period or a Begin and End Date range. The changes to these fields are not recognized until the user tabs out of the fields. If a Pay Period is entered, all History entries for that pay period will be selected. If a date range is entered, a list of all the pay periods where the Check Date is within the date range will be created, all History entries for the periods in that list will be selected. All the unique Pay Strings for those histories will be shown in the "Pay Lines" tab on the History Transfer Panel. The record type is provided to make the selection of available Pay Lines more intuitive.

Choose a Pay String to redistribute by clicking on the Pay String or the Num Code. Then switch to the "Transfers" tab.  Changing a component in the Pay Line and optionally the "RT" record type will open it up for transfers, as seen in the section below the "Submit Changes" button.  On the Transfers Tab, modify one to five of the presented Transfer Pay Lines to the desired Pay String then provide a percentage of the original history to be distributed to these lines. The total percentages can be less than 100% if some value should be left on the original pay line. Enter any note needed to describe the transaction then click "Submit Changes".

Note that if the total percentage is 100% then any rounding error from the calculations will be distributed evenly across the transfers. Transfers are only available by percentage. Transfers by specified Hours and Pay will be available in a future release.

Submission Button

When "Submit Changes" is clicked, redistribution histories and System Timecard records will be created in the Target Period. Note the transfer entries once created can be viewed in the "SYSTM" batches by running Payroll (PY) Time Card Daily Processing (PYTCDTBP) using the System Batch name for the transfer period, for example, SYSTM1677001. Return to the Pay Lines tab if more pay lines need to be processed. Once a new pay line is selected, the Transfers Tab will refresh and the process can continue.

Post Date & Target Period

You must supply a Post Date for the transactions. The process will use that date to create a supplemental or shadow pay period. This period will have the same calendar year as the Post Date, a pay cycle of "77" and sequence number for the remainder of the number. This post date for the created pay period will be the one supplied; all other information will be copied from the last Pay Period in the list of selected. See NU Common Code (NUUPCD) where Code Category/Value is PYFG/PY382C for additional configuration options.

Browse 77 Mode

Once submitted, records viewed will be done in "Browse 77" mode and show as Pending Transfers. No additional changes can be made to this pending line until it has been processed and completed by PY Distribute Check Maintenance. If the employee ID is keyed and the original source period, the page will change the period to the pending 77 record.

Undo Transfers Button

Currently not active but scheduled to be available in a future release. To undo a transfer it must be removed by hand using the delete option from the PYUPPH Pay History Page. (Note make a backup of database table pyh_hst_dtl before deleting any pay history).

PY Processing After Submission

To complete the history transfer process, the user will need to run the normal check maintenance steps (Payroll (PY) Employee PRELIST (Check Maint) Report (PYRECM), Payroll (PY) Trial Payroll Distribute Check Maintenance (PYTPCM), and Payroll (PY) Distribute Check Maintenance (PYPACM)).


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