Contents of the Update Employee Deferred Compensation Info Screen
Use the fields and options to configure the Update Employee Deferred Compensation Info screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
Field | Description |
---|---|
Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
Enter, or click
|
Selection Ranges
Deferred Compensation Plan
Use the fields in this group box to enter information that applies to the plan that you are going to auto load.
Field | Description |
---|---|
Option |
This field always displays One. |
Start |
Enter, or click
|
Default Effective Date
Field | Description |
---|---|
Option |
This field always displays One. |
Start |
If the date in the Start columns in the Employee Deductions/Contributions tables is blank, Costpoint uses this default date when inserting records on the Manage Employee Deferred Compensation table. |
Options
Exclude Employees Terminated as of
Use the field in this group box to determine, by date, which terminated employees are excluded from insertion on the Manage Employee Deferred Compensation table.
Field | Description |
---|---|
Date |
Enter, or click
|
Sort By
Field | Description |
---|---|
1st Sort |
The only option available is Employee ID. |
Update Employee Deferred Compensation Info |
Click
|
Update and Print Employee Deferred Compensation Info |
When you click
Auto Load Employee Deferred Compensation Info report will be printed followed by loading Employee Deferred Compensation Info. Are you sure you wish to Load Employee Deferred Compensation Info? Click OK to continue the procedure or click Cancel to end the procedure. |