Generate a Quarterly Processing Work File

The work file is a snapshot of the data from the employee payroll database that will be used to generate a quarterly electronic reporting file.

Prerequisite: You must process and post payroll before you generate the work file.

To generate a quarterly processing work file, complete the following steps:

1. Click Human Resources > Payroll > Quarterly Processing.
2. Enter employee information on the Quarterly Processing form.
3. On the toolbar, click Generate Work file.

   After initially generating the work file, you can regenerate the work file at any time by clicking Generate Work File from the toolbar. If you do this, Vision overwrites all information in the previously generated work file, including any changes made using the Form Quarterly Processing Editor.