SumTotal US Year End Processing Application Comprehensive

Target Audience

Payroll Specialists, System Administrators and technical personnel responsible for year-end processing

Course Description and Key Learning Objectives

The SumTotal Year End Processing Application Comprehensive course (Payroll 208A) focuses on the set up, running and validation of the Year End Processing Run and the 1st Pay run of the new year. Though these two activities take place in the same time frame they are, for the most part, distinct processes

Topics Covered:

• Overview
• What’s new for this year
• Preparing for  New Year Processing
• Prep: Year-End Processing (Back-Up Master)
• Set Up: Parameters
• Complete Year End: Review Reports
• Complete Year End: Deliver Outputs

After completing this course, you will be able to:

• Explain how to set up the parameters for the Year End Processing run.
• Execute a Year End Processing run; describe the data validation methods / checks.
• List the files / outputs produced by a Year End Processing run.
• Describe the production of print and electronic W-2 and 1099 forms.
• Describe the steps followed and the forms used to establish and run the first pay run of a new calendar year

Class Length

3 Sessions

Prerequisites

• Introduction to Accero Cyborg (Cyborg101) OR Using Solution Series (SS511W) OR 6 months or more use of Cyborg
• Introduction to Accero Cyborg Payroll Data (PY101) or equivalent knowledge
• Introduction to Accero Cyborg Payroll Runs (PY102) or equivalent knowledge

Training Schedule