Set Up the Ohio RITA WFH Indicator

Configure employee user-defined labels/information and export tax settings to set up the to set up OH Regional Income Tax Agency (RITA) Work from Home (WFH) indicator in Costpoint.

To set up the Ohio RITA WFH Indicator:

  1. Go to the Manage Employee User-Defined Labels screen and add a new record with the following values to represent the user-defined field:
    Field Description
    Sequence Number Enter a sequence number, for example, 4 .
    Data Type Enter Text .
    Labels Enter a label that will display on the Manage Employee User-Defined Information screen, for example, RITA WFH INDICATOR.
    Help Description Enter a description, for example, Ohio RITA Work from Home Indicator .
    Costpoint Validation Leave this field blank.
    Validated Text Select the Validated Text checkbox.
    Required Leave the Required checkbox cleared.
  2. Go to the Validated Text subtask, insert the following records:
    Row Setting
    Row 1 Use the following settings:
    • Text: Enter N.
    • Description: Enter Employee works at work location.
    Row 2 Use the following settings:
    • Text: Enter Q.
    • Description: Enter Employee works at qualified remote work location.
    Row 3 Use the following settings:
    • Text: Enter Y.
    • Description: Enter Employee works from home.
  3. Go to the Manage Employee User-Defined Information screen to assign the appropriate WFH indicator to the employee.
  4. Click Query to find and select the employee ID for which you want to enter data.
  5. Use Lookup to select a valid value for the Text Value field and click Save.
  6. Go to the Configure Payroll Tax Export Settings screen, click the Additional User-Defined Labels subtask.
  7. In the ET User-Defined Label 1 field, enter or use Lookup to select the user-defined label RITA WFH INDICATOR.
    Note: When you run the Export Payroll Taxes process, the value of the RITA WFH INDICATOR is included in the Employee Tax Record for the STEE tax type in Field 95.