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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 to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

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 to select, a parameter description of up to 30 alphanumeric characters.

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 to select, the code for the plan that you want to load. Costpoint validates the code against the Plan Code on the Manage Deferred Compensation Plans screen. The name or description of the plan displays in the field to the right.

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 to select, a termination date in this field, in MM/DD/YYYY format. Employees terminated as of this date are not included in the auto loading of the Manage Employee Deferred Compensation table. This is a required field.

Sort By

Field Description
1st Sort

The only option available is Employee ID.

Update Employee Deferred Compensation Info

Click and select Update Employee Deferred Compensation Info to auto load employee records on the Employee Deferred Compensation Info table.

Update and Print Employee Deferred Compensation Info

When you click and select Update and Print Employee Deferred Compensation Info, the following message displays: 

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.