What This Process Does


  • Will mark all Pay IDs included in the range as historical.
  • When viewing the Pay Master Browse, the default is normally set to only include Select when Historical False, so to not include any Pay Master marked has historical.
  • When running payroll processes, the browse for Pay ID will only include the Pay IDs that are not marked as historical to allow for easy selection.
  • Marking Pay IDs as historical does not affect viewing/accessing of Pay IDs from the Personnel Pay Master.


Best Practices


  • It is recommended for the historical flag be set on completed Pay Masters (Pay IDs) which will no longer be needed for comparison purposes.
  • Marking Pay Masters as historical removes them from the drop-down lists used during the payroll process, thereby making it easier to select the current Pay Master.
  • Pay Masters set as historical can still be easily retrieved by searching for Historical True.


Set Historical in Pay Master


  1. HR → Payroll → Maintenance → Set, Change or Clear → Set Historical in Pay Master
  2. Once ranging is entered click on the cog (Write to Database) and the Pay IDs will be marked immediately.


FIELDSOpt.Rec.Req.Description
Range on Pay Identification——♦Required if using Pay IDs to indicate which Pay IDs should be marked as historical; Enter range of Pay IDs that should be marked, making sure all Pay IDs in between should be included (Most Recommended Ranging)
Range on Pay Date——♦Required if using Pay Dates to indicate which Pay IDs should be marked as historical
Range on Start Date——♦Required if using Start Dates on the Pay Master to indicate which Pay IDs should be marked as historical
Range on End Date——♦Required if using End Dates on the Pay Master to indicate which Pay IDs should be marked as historical
Range on Calendar Year——♦Required if using Calendar Year on the Pay Master to indicate which Pay IDs should be marked as historical
Range on Fiscal Year——♦Required if using Fiscal Year on the Pay Master to indicate which Pay IDs should be marked as historical
Range on Month——♦Required if using Calendar Month on the Pay Master to indicate which Pay IDs should be marked as historical
Range on Fiscal Month——♦Required if using Fiscal Month on the Pay Master to indicate which Pay IDs should be marked as historical
Range on Description———Ranging on Description is not recommended
Range on Pay Type———Ranging on Pay Type is not recommended
Opt. = Optional  Rec. = Recommended  Req. = Required


  • A Pay Master can also be set as historical by accessing the Pay Master / Pay ID and turning on the boolean/flag labeled Historical Only.
  • The Historical Only flag can be turned off if the Pay Master needs to be accessed for running reports or if a check/direct deposit needs to be voided.