Use this screen to update employee payroll deductions and contributions with the current values in the company-wide deduction or contribution tables. You can update your choice of Method, Rate/Amount, Ceiling Amount, Start Date, and/or Through Date for the selected deduction or contribution. Updates will apply to all active employees, and to your choice of employees having a status of Inactive, Inactive Accruing Leave, and/or Family Medical Leave Act. You can also print reports detailing the updates and the current values.
Use this utility any time you need to mass update employee payroll deductions or contributions. Make all changes within the company-wide deduction or contribution tables before attempting to update the employees' records.
Enter up to a six-character alphanumeric code that has been defined in the company-wide Deductions screen in Costpoint Payroll. You can use Lookup to select a code. This is a required field. The deduction code description will display to the right of the code.
Select this checkbox to update/add all applicable records in the Employee Deductions screen upon executing the process.
Select this checkbox to update/add all applicable records in the Employee Contributions screen upon executing the process.
Select this checkbox to update the employee deductions and/or contributions in the Employee Deductions and/or Employee Contributions screens.
Select this checkbox to add new employee deductions and/or contributions in the Employee Deductions and/or Employee Contributions screens.
Use the options in this group box to select which deduction fields to update.
Select this checkbox to include Method as one of the fields to update.
Select this checkbox to include Rate/Amount as one of the fields to update.
Select this checkbox to include Ceiling Amount as one of the fields to update.
Select this checkbox to include Start Date as one of the fields to update.
Select this checkbox to include Through Date as one of the fields to update.
Use the options in this group box to select which employee statuses, other than "Active," to include in the update process. Employees with "Active" status will be automatically included.
Select this checkbox to include employees with a status of "Inactive" in the update.
Select this checkbox to include employees with a status of "Inactive Accruing Leave" in the update.
Select this checkbox to include employees with a status of "Family Medical Leave" in the update.
Use the fields in this group box to select a range of employee classes. Establish employee class information in the Employee Class screen.
Use this drop-down box to select an employee class range. Selections are "All," "One," "Range," "From Beginning," and "To End."
If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning" the From field is disabled; and if you select "To End" the To field is disabled.
If your range selection is "One," "Range," or "To End," enter, or use Lookup to select, the employee class with which you want to start.
If your range selection is "Range" or "From Beginning," enter, or use Lookup to select, the employee class with which you want to end.
Use the fields in this group box to select a range of home organizations to include on this report. Assign home orgs to employees in the Defaults subtask of the Basic Employee Info screen.
Use this drop-down box to select a home organization range. Selections are "All," "One," "Range," "From Beginning," and "To End."
If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning" the From field is disabled; and if you select "To End" the To field is disabled.
If you selected "One," "Range," or "To End" in the Rang Option field, enter, or use Lookup to select, the home organization with which you want to start the report.
If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the home organization with which you want to end the report.
Use the fields in this group box to select a range of labor locations to include on this report. Assign labor location codes to employees in the Defaults subtask of the Basic Employee Info screen.
Use this drop-down box to select a range of labor location codes. Selections are "All," "One," "Range," "From Beginning," and "To End."
If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning" the From field is disabled; and if you select "To End" the To field is disabled.
If you selected "One," "Range," or "To End" in the Range Option field, enter, or use Lookup to select, the labor location with which you want to start the report.
If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the labor location with which you want to end the report.
This non-editable field indicates whether or not a printed report has been run for this update configuration.
You can select this button on the toolbar when you enter this screen. If you do, you will receive a message asking if you really intend to update. If you answer OK, the update report prints, and the update process follows immediately.
After the update process has started, messages showing records processed and percentage of completion appear.
Changes to this screen update the following fields:
Employee Deductions - EMPL_DED
Deductions - DED_CD
Basic Employee Info - EMPL
Employee Leave Journal - EMPL_LV_JNL
Employee Contributions - EMPL_CNTRB
Deductions - DED_CD
Basic Employee Info - EMPL
Employee Leave Journal - EMPL_LV_JNL