SumTotal US Year End Processing Refresher

Target Audience

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

Course Description and Key Learning Objectives

This one-day web refresher course is especially designed for those who need a brief review of year-end processing requirements along with an update on Federal and Year-End Processor changes for the current year. This course guides you through a review of setting up the year-end environment, the processor flow, and briefly covers technical considerations for year-end processing. Attendance at the comprehensive class in a previous year is a prerequisite for the refresher class.

Topics Covered:

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

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

1 Session

Prerequisites

• Previous attendance of the Year End Comprehensive class.
• 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