Costpoint Help

Manage Retirement Elections

ESS administrators can use this screen to view/edit employee retirement benefit elections (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts) before uploading them to Costpoint Payroll.

Costpoint performs validations on the percentages and amounts when saving changes to ensure that they do not exceed the maximum amounts established in the Manage ESS Company Settings screen. Costpoint validates the deduction percentages to ensure that they are between the Minimum Percent and Maximum Percent established on the Manage ESS Company Settings screen.

Review the data in this screen before uploading retirement benefit elections.


Display the Manage Retirement Elections Screen

You access the Manage Retirement Elections screen from the People domain.

Contents of the Manage Retirement Elections Screen

Use the fields and options to configure the Manage Retirement Elections Screen.

Table Information for the Manage Retirement Elections Screen

Changes to the Manage Retirement Elections screen update the X_ESS_EMPL_DED table.


Parent Topic:

Retirement