Use this screen to access the audit trail that is maintained for the Employee Deductions screen in Costpoint Employee. This screen displays all payroll-related deduction information set up in the Employee Deductions screen. In addition, the screen displays information specifying by whom and on what date modifications were made to the record.
Use this screen whenever you need to review changes made to the Employee Deductions table. Employee Deductions information must already exist; only modifications made when the Employee Deductions checkbox is selected in the Payroll Settings screen will be displayed.
When you add, delete or update information for an employee in the Deduction, Method, Rate, Limit, Start Date, Through Date, and/or End Coverage Date columns in the Employee Deductions screen, you can use this screen to view the transaction type and modifications.
Use this group box to select the parameters pertaining to the records you want to review. You can select records for review based on the types of transactions, the employee whose record was changed, the system user who made the modifications, and/or the date of any modifications. Once you have made your selections, use the Execute button on the toolbar to fill the table window with the records you selected.
Use the options in this group box to select which type of transactions to display in the table window.
Select this checkbox to include "Add" transactions (new records and new lines).
Select this checkbox to include "Delete" transactions (deleted records and deleted lines).
Select this checkbox to include "Update" transactions (where changes were made to existing records).
Use the fields in this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single system user.
Enter, or use Lookup to select, the employee ID for the employee whose records you wish to include in the record selection process. This is an optional field; if this field is left blank, the system will include all employees in the search.
Enter, or use Lookup to select, the user ID (Costpoint login ID) for the system user who is responsible for the modifications you wish to include in the record selection process. This is an optional field; if this field is left blank, the system will include records regardless of who made the modifications.
Enter the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, the system will include records regardless of when the modifications were made. The system format for date is "MM/DD/YYYY."
This non-editable field indicates the type of modification for the specific transaction displayed: "A" (Add transaction), "D" (Delete transaction), or a "U" (Update transaction).
This non-editable field displays the employee ID for the employee whose record was modified.
This non-editable field displays the name that corresponds to the employee ID related to this transaction.
This non-editable field displays the user ID (Costpoint login ID) for the system user who made the modification(s) shown in this transaction.
This non-editable field displays the date on which the modifications took place for this transaction.
This non-editable field displays the deduction code for this transaction.
This non-editable field displays the description of the related deduction code displayed.
This non-editable field displays the method used for the related deduction. The valid methods include: "FIXAMT," "ADDGRS," "GRSHRF," "GRSHRP," "GHRSPD," " "NO DED," "PCTANN," "PCTCOD," "PCTDPI," "PCTGRS," "PCTREG," "REGHRF," or "REGHRP."
This non-editable field displays the percentage or amount for the method chosen in this transaction.
This non-editable field displays the calendar-year limit amount or the balance if this deduction's ceiling method is "O" for the related deduction. No amount listed indicates an unlimited amount.
This non-editable field indicates the start date for the related deduction in this transaction.
This non-editable field indicates the date through which the related deduction should be used.
This database-only informational field displays the end date related to the deduction, such as an insurance coverage end date. This field is non-editable.
Deductions - DED_CD
Basic Employee Info - EMPL
Employee Deduction Audit - EMPL_DED_ADT