Costpoint Essentials Online Help

Contents of the View Deductions Screen

Use the fields and options to configure the View Deductions screen.

Select

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 user who made the modifications, and/or the date of any modifications. After you make your selections, click to fill the table window with the records you selected.

Transaction Type

Use this group box to select which type of transactions to display in the table window.

Field Description
Add

Select this check box to include Add transactions (new records and new lines).

Delete

Select this check box to include Delete transactions (deleted records and deleted lines).

Update

Select this check box to include Update transactions (where changes were made to existing records).

Identification

Use 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 user.

Field Description
Employee

Enter, or click 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, Costpoint includes all employees in the search.

User

Enter, or click to select, the user ID (Costpoint login ID) for the 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, Costpoint includes records regardless of who made the modifications.

Date Modified

Enter, or click to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, Costpoint includes records regardless of when the modifications were made. The format for the date is MM/DD/YYYY.

Deductions

Field Description
Transaction Type

This non-editable field indicates the type of modification for the specific transaction displayed. The types are:

  • Added
  • Deleted
  • Updated
Transaction Source

The transaction source field displays the application where the update to the audit record originated.

Modified By

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

Date Modified

This non-editable field displays the date on which the modifications took place for this transaction.

Employee

This non-editable field displays the employee ID for the employee whose record was modified.

Employee Name

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

Deduction

This non-editable field displays the deduction code for this transaction.

Deduction Description

This non-editable field displays the description of the related deduction code displayed.

Method

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
  • REGHRP
Rate

This non-editable field displays the percentage or amount for the method chosen in this transaction.

Limit

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.

Priority If theDeduction Priority checkbox is selected on the Configure Payroll Settings screen, this displays the value entered on the Manage Employee Deductions screen. This value establishes priorities when deductions are taken on a company-wide basis in computing payroll. One (1) represents the highest priority and 99 represents the lowest priority.
Start Date

This non-editable field displays the start date for the related deduction in this transaction.

End Date

This non-editable field displays the date through which the related deduction is used.

Start Coverage Date

If this deduction relates to insurance or benefits coverage, this field displays the start date of coverage. The Update Excess Life Deductions application uses this date to determine the employee’s coverage dates when it calculates the cost of excess group term life insurance. If there is no date in this field, the application will use the deduction start date.

End Coverage Date

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.