United Kingdom: Archiving Payroll Results (PY)

Archiving date and retroactive accounting limit

When payroll results are archived for the United Kingdom, the general information on the archiving date and retroactive accounting limit applies.

Country-Specific Information

Irrespective of the statutory regulations you must observe, you can set the retroactive accounting limit to meet the requirements of your enterprise or collective agreement.

When archiving payroll results, the system takes UK statutory regulations into account. It must be possible to perform retroactive accounting for three whole fiscal years. You must also be able to display the payroll results from the four fiscal years that precede this retroactive accounting limit. This means that

There must be at least three complete fiscal years between the current payroll period and the archiving date
The payroll results from the four preceding fiscal years must not be deleted from the database without being archived

When determining the interval between the archiving date and the retroactive accounting limit, the system also takes note of whether you perform valuations of averages and if so, which period is used for this purpose.

The System Checks your Entries

When creating an archiving group , you can specify the retroactive accounting limit or the archiving date. The system checks your entries and responds accordingly:

You choose	The system
A retroactive accounting limit that meets the statutory regulations	Determines an archiving date by suggesting the latest date to take account of all of the above prerequisites
A retroactive accounting limit that is later than allowed by the statutory regulations	Sets the retroactive accounting limit to the latest date to take account of the statutory deadlines, and uses it to determine the default archiving date
An archiving date that is compatible with the statutory regulations on the retroactive accounting limit	Suggests a corresponding retroactive accounting limit
An archiving date that is later than allowed by the statutory regulations on the retroactive accounting limit	Requires you to enter a different archiving date, which it then uses to determine a default retroactive accounting limit

You can change the system's default retroactive accounting limit to a later date.

You can change the system's default archiving date to an earlier date.

Checks

You cannot archive personnel numbers for which a multiple payroll has run. They must be removed from the archiving group.