Use this screen to print both the user-defined plan entrance dates (from the Employee Deferred Compensation Info screen in Costpoint Employee) and the projected plan entrance dates for employees selected to appear on the report. Only employees who become eligible between the From Date and the To Date will appear on the report.
You must complete all of the Plan Controls and Employee Setup screens (in Costpoint Employee) before you can select any plan codes for processing by this report.
Use this group box to select the order in which you want to print.
Select this radio button to sort the report by eligibility date. It will sort in ascending order by date. If your primary sort is by eligibility date, you must then select either Employee Name or Employee ID for your Secondary Sort.
To sort the report by employee name, select this radio button. If you select this option, the Secondary Sort selection defaults to None and cannot be changed.
To sort the report by employee ID select this radio button. If you select this option, the Secondary Sort selection defaults to None and cannot be changed.
You can change the selection in this group box only if you print this report by Eligibility Date as your Primary Sort. If you selected Employee ID or Employee Name for your Primary Sort, the default option of None for this group box cannot be changed.
Select this radio button to sort the report by employee name for employees within an eligibility date. If you selected Employee Name or Employee ID for your Primary Sort, this radio button is disabled.
Select this radio button to print the report by employee ID for employees within an eligibility date. If you selected Employee ID or Employee Name for your Primary Sort, this radio button is disabled.
This radio button is disabled if your Primary Sort is by Eligibility Date. In that case, you must select either Employee Name or Employee ID for your Secondary Sort. If you selected Employee Name or Employee ID for your Primary Sort, this radio button is the only available choice.
Use this group box to select a deferred compensation plan.
Enter, or use Lookup to select, the deferred compensation plan code for which you want to run this report.
Enter the From date for this report. The month entered in this field must conform to the Entrance Frequency for the plan (as specified in the Plan Setup screen). For example, if the Plan Setup screen contains a First Entrance Month of 10 (October) and an Entrance Frequency of "Q" (Quarterly), the month used in the From field must be 01, 04, 07 or 10. Any other month will not be valid.
Enter the To date for running this report. You can specify a future date.
This report uses the following tables:
|
Screen Name |
Table Name |
|
Basic Employee Info |
EMPL |
|
Employee Earnings |
EMPL_EARNINGS |
|
Deferred Compensation Plan Setup |
H_CODA_SETUP |
|
Employee Deferred Compensation Info |
H_CODA_EMPL_INFO |
Employee ID - When the birth date is not entered in the Birth field of the Basic Employee Info screen in Costpoint Employee, only the Employee ID and Employee Name appear on the report. The birth date is required to determine whether the employee meets the minimum age test to participate in the plan.
Eligibility Source - A value of "Employee Deferred Compensation" means that the employee's eligibility dates were taken from an entry in the Employee Deferred Compensation Info screen in Costpoint Employee. Otherwise, the value is "Employee Basic" and is taken from the Basic Employee Info screen.
Service Eligibility Date - When Eligibility Source is "Employee Basic," this is the date on which the employee has or is estimated to have enough service to be eligible for the plan. This date is determined based on the employee hire date and the length of service required by the plan. The length of service is specified in the Plan Setup screen in either the Number of Hours per Year or Required Months of Service field.
Plan Eligibility Date - This is the date the employee is eligible or is estimated to be eligible to start participating in the plan. This is the next Plan Eligibility Date following the employee's Service Eligibility Date.
If a record exists in the Employee Deferred Compensation Info screen in Costpoint Employee and the eligibility date falls between the From and To report dates, the eligibility date that exists in this table will be printed.
If a record does not exist in the Employee Deferred Compensation Info screen in Costpoint Employee for an employee, but the Plan Setup screen criteria make that employee eligible within the From and To report dates, the projected eligibility date will be printed.