Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Mass Update Utilities

In Employee module, under the Employee Payroll Information menu, use the Update Employee Deductions/Contributions screen in the Deferred Compensation Admin module to update each employee's record with new values from the company-wide Manage Deductions screen.

  • Use this screen any time it is necessary to perform mass update employee payroll deductions. Changes in the deduction amount normally apply to medical plans, rather than to deferred compensation plans. Changes in the Ceiling Amount field normally affect your deferred compensation plan.

    For example, you read that the new deferred compensation contribution limit is $12,000 for 2007. You enter the limit in the Ceiling Amount field on the Manage Deductions screen, with the start date of your first pay period in 2007 and the end date of your last one. Rather than edit those fields on each employee's Manage Employee Deductions screen, use this utility to update them for you. Enter your plan's deduction code and select the Ceiling Amount, Start Date, End Date, and all check boxes in the Include Status group box. Then click or to print a report for review, and then update the employee records.

  • Use this screen any time it is necessary to perform mass update employee payroll contributions. This would apply if your company has a fixed contribution percent that increases. It does not apply if your Contributions table changes, as that percent is not stored for each employee.

    For example, your company increases its deferred compensation contribution from 2% to 4% for each participant, effective 1/1/07. You enter this in the Contribution Rate % field on the Manage Deductions screen, with a start date of your first pay period in 2007. Rather than edit those fields on each employee's Manage Employee Contributions screen, use this utility to update them for you. Enter your plan's contribution code and select the Rate/Amount, Start Date, and all check boxes in the Include Status group box. Then use or to print a report for review, and then update the employee records.