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Audit Data - Tax Data for Payroll in Core HR

The Tax Data Tab includes the following two sub-tabs:

Expand for Navigation Steps to Audit Data
  1. Expand 'Settings' and click Payroll from the menu.

    CHR - Settings - Menu - Payroll - 00.png

  2. Click Utilities from the menu bar.

    CHR - Settings - Payroll - Menu Bar - Utilities - 00.png

  3. Click the Audit tab.

    CHR - Settings - Payroll - Utilties - Tabs - Audit - 00.png

  4. Click Load Audit Info.

    CHR - Settings - Payroll - Utilties - Audit - 03.png

  5. Click Tax Data.

    CHR - Settings - Payroll - Utilities - Audit - Tabs - Tax Data - 00.png

Record Comparison Tab

The Record Comparison Tab displays record count totals by Employer Code and Tax Code between the Payroll and Core HR. The Difference column should equal zero in order to ensure that records are fully in sync between the two applications. The Discrepancies Tab can be used to identify any differences in specific records between the Payroll and Core HR.

CHR - Settings - Payroll - Utilties - Audit - Tax Data - 00.png

Record Discrepancies Tab

The Record Discrepancies Tab displays the specific records that are different between the Payroll and Core HR This tab will include the following discrepancies:

  • Records that exist in Payroll but not in Core HR
  • Records that are mapped to the same Employer Code, Employee ID, and Tax Code but have different Start Dates, End Dates, or Exemption Amounts.

CHR - Settings - Payroll - Utilties - Audit - Tax Data - 01.png

IMPORTANT DATA NOTE: The data displayed on the Comparison or Discrepancy Tabs is valid only as of the last date and time that the data was refreshed from Payroll. It is not a real-time comparison of data. In order to compare the Core HR data to the most recent Payroll data, the appropriate data set should be refreshed from the Data Summary Tab.

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