Archiving payroll data

IMPORTANT:  Archiving and closing payroll at the end of the calendar year is a separate process from closing the fiscal year in the general ledger.

Before you archive payroll data

• Review the Year End Guide to make sure you are familiar with all aspects of closing a payroll year.

• Make sure that you are in your current company and not in your general ledger archive company.

• Back up and verify two copies of your Sage 100 Contractor data.

  • Put one copy in a safe storage area.

  • Save at least one of your backup copies on a separate removable storage device.

    Note: You can use this backup copy to verify data integrity if you have to close again.

• Make sure no other users are logged into the company.

To archive payroll data

1. Click Archive Company Data >Archive Payroll Data.

2. On the Archive Payroll Data tab:

   1. From the Select the company to archive list box, select the company for which you want to archive payroll .

   2. In the text box, type a name for the payroll archive.

   3. If you want to remove records for employees who no longer work for the company, select their statuses as follows:

      • To remove records with 3-Quit status , select the Quit check box.
      • To remove records with 4-Laid Off status , select the Laid Off check box.
      • To remove records with 5-Terminated status , select the Terminated check box.
      • To remove records with 7-Deceased status , select the Deceased check box.

3. Click [Create Archive] .

TIP:  The first payroll of a new year may include ACA hours attributable to the previous year. in the Sage 100 Contractor application, when you run the 5-4-3-21 ACA Hours Allocation report for an archive company, you can use the Combine Company for ACA Hours Allocation window Sage 100 Contractor to combine the report results with the hours entered in the active company. The ACA report then includes payroll records entered for the previous year in the active company's new year.