Costpoint Online Help

Using the Help Search
Using the Help Search
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Activate Retirement Changes

Use this screen to update employees' payroll deductions with changes made to their retirement benefits (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts).

You must use this screen to upload changes into Deltek Costpoint if the Immediate Update of Deferred Compensation Deductions check box is cleared in the Deferred Compensation Settings subtask of the Manage ESS Company Settings screen. You can use this screen to print the Employee 401(K)/403(B) Changes Report, which lists the changes being made.

An employee can change the deduction method for existing deductions, so this process updates the employee record with the deduction methods in the Manage Employee Deductions screen. You can also use ESS to add new retirement deductions that were not assigned to the employee, and this process inserts the new deductions (in addition to updating existing ones) from an ESS staging table.

If you selected the Employee Deductions check box in the Enable Audit File Tracking group box in the Configure Payroll Settings screen, and you execute this screen, Costpoint inserts an audit record into the Employee Deduction Audit table with the uploaded information. You can view this information in the Payroll Reports/Inquiries menu in Costpoint Payroll.

If the Immediate Update of Deferred Compensation Deductions check box is cleared in the Deferred Compensation Settings subtask of the Manage ESS Company Settings screen, run this process after reviewing retirement benefits changes in the Manage ESS Retirement Benefit Elections screen and before computing payroll.