PRINT VESTING PERCENTS BY EMPLOYEE  

Use this screen to print the vested percentage as of a specific end date for each employee participant in a given deferred compensation plan. You can sort this report by vested percentage, by employee name, or by employee ID.

You must complete all of the Plan Controls and Employee Setup screens for any plan codes for which you wish to print this report.

Primary Sort

Use this group box to select the order in which you want to print information on the report.

Vested Percentage

Select this radio button to sort the report in ascending order by vested percentage. If your primary sort is by Vested Percentage, you must then select either Employee Name or Employee ID for your Secondary Sort.

Employee Name

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.

Employee ID

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.

Secondary Sort

You can change the selection in this group box only if you print this report by Vested Percentage 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.

Employee Name

Select this radio button to print the report by employee name for employees within a given vesting percentage. If you selected Employee Name or Employee ID for your Primary Sort, this radio button is disabled.

Employee ID

Select this radio button to print the report by employee ID for employees within a given vesting percentage. If you selected Employee ID or Employee Name for your Primary Sort, this radio button is disabled.

None

This radio button is disabled if your Primary Sort is by Vesting Percentage. 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.

Select Plan Info

Use this group box to specify a deferred compensation plan.

Plan

Enter, or use Lookup to select, the deferred compensation plan code for which you want to run this report.

Start Date

This non-editable field displays the start date of the plan as defined in the Plan Tax Information screen.

To Date

Enter the ending date for running this report. This date must be the end date of a plan year.

Prior Year Exclusions

Use this group box to designate employees that will be excluded from the report.

100% Vested

Select this checkbox to exclude employees from the report who are 100% vested before the most recent plan year as specified in the To Date field.

Terminations

Select this checkbox to exclude employees from the report who were terminated before the most recent plan year as specified in the To Date field.

Svc Hrs Computation Method

Use this group box to designate how the service hours computations are performed.

Assume Prior Plan Year Hours

If you select this radio button, actual hours will be used for the current plan year. Employees hired after the plan started must complete a minimum of six months of work to receive service credit for the first year. Employees are assumed to have met the service requirements for years between the hire or plan startup year and the current year. With this option, you can run the report without entering prior years earnings (hours worked) data.

Actual Hours

If you select this radio button, actual hours worked will be used to determine the number of years vested.

Table Information

This screen uses the following tables:

Report Columns