Use this screen to change certain taxable entity-specific settings used by the Employee Self Service (ESS) system, including Default Class of Service, Benefits, and Deferred Compensation settings.
Set up this screen when you initialize ESS and when adding a new taxable entity whose employees must have access to ESS. If you do not set up a taxable entity in this screen, employees assigned to that taxable entity cannot access ESS.
Enter, or click 
to select, the taxable entity ID that uses the ESS settings in this screen. The description that is associated with the taxable entity ID defaults in the field to the right. Taxable entity information is established on the Configure Company Information screen.
Enter, or click to select, which menus an employee can see in ESS 3.1. You can set the Default Class of Service individually for new employee records that are added in the Manage Employee Information screen. The Lookup results in this field corresponds to a menu heading in ESS:
Benefits, Payroll, Personal/Company — Use this option to allow the employee to access the Benefits, Payroll, Personal Data, and Company Data menus in ESS.
Benefits, Personal/Company — Use this option to allow the employee to access the Benefits, Personal Data, and Company Data menus in ESS.
Payroll, Personal/Company — Use this option to allow the employee to access the Payroll, Personal Data, and Company Data menus in ESS.
Personal/Company — Use this option to allow the employee to access the Personal Data and Company Data menus in ESS.
Administrator (All Modules) — This option is for ESS Administrators. Use this option to allow the employee to access all menus in ESS (including the Administration module), as well as the ESS interface applications in Costpoint Product Interfaces.
None — Use this option to deny the employee any login access to ESS.
Enter the number of months of pay history that can be retrieved by the employee in the Electronic Paystub screen in ESS.
Select the maximum number of bank accounts that an employee can set up or edit in ESS. You can select up to ten accounts.
Enter the oldest year to display in the Electronic W-2 module in ESS. If you leave this field blank, employees can see all W-2 years that exist in the Edit W-2 table.
Enter the most recent year to display in the Electronic W-2 module in ESS.
Select this check box to allow employees to change their withholding state options in ESS.
Use this group box to select the settings that determine which Regular, Bonus, and/or Severance Pay paystubs are viewable in the Electronic Paystub screen in ESS.
From the drop-down list, select which regular-type paystubs are viewable in ESS. Valid options are:
Exclude all — Select this option to hide all regular-type paystubs in ESS.
Exclude paystubs with future date — Select this option to hide all future regular-type paystubs in ESS. Past and current paystubs are viewable.
Exclude current and future paystubs — Select this option to hide all current and future regular-type paystubs in ESS. Past paystubs are viewable.
Show all — Select this option to make all current and future regular-type paystubs viewable in ESS.
From the drop-down list, select which Bonus-type paystubs are viewable in ESS. Valid options are:
Exclude all — Select this option to hide all bonus-type paystubs in ESS.
Exclude paystubs with future date — Select this option to hide all future bonus-type paystubs in ESS. Past and current paystubs are viewable.
Exclude current and future paystubs — Select this option to hide all current and future bonus-type paystubs in ESS. Past paystubs are viewable.
Show all — Select this option to make all current and future bonus-type paystubs viewable in ESS.
From the drop-down list, select which playstubs that include a severance pay type are viewable in ESS. Valid options are:
Exclude all — Select this option to hide all paystubs that include a severance pay type in ESS.
Exclude paystubs with future date — Select this option to hide all future paystubs that include a severance pay type in ESS. Past and current paystubs are viewable.
Exclude current and future paystubs — Select this option to hide all current and future paystubs that include a severance pay type in ESS. Past paystubs are viewable.
Show all — Select this option to make all current and future paystubs that include a severance pay type viewable in ESS.
If you select any option other than Show all, at least one severance pay type row must exist in the Severance Pay Types group box.
Use this group box to specify the plan year period that is updated with employees' changes in ESS online.
Enter, or click to select, the Benefit Year to be used in the Benefits Enrollment screens in ESS. This value is established on the Manage Benefit Years by Taxable Entity screen.
Use this group box to specify the open enrollment plan year period.
Enter, or click 
to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or later than the Plan Year End Date.
Enter, or click to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or earlier than the Plan Year Start Date.
Enter the numeric month and day for the Benefits open enrollment start date to be used in the Benefits screens in ESS. The Benefits open enrollment Start Date cannot be later than the Benefits open enrollment End Date.
Enter the numeric month and day for the Benefits open enrollment end date to be used in the Benefits screens in ESS. The Benefits open enrollment End Date cannot be earlier than the Benefits open enrollment Start Date.
Enter, or click to select, the date on which coverage ends for any benefit elections made through a Life Event's user flow. You must enter information into this field in MM/DD/YYYY format.
Use this group box to specify the current and new FSA plan years.
Enter the current four-digit Flexible Spending Account (FSA) year to be used in the Benefit election screens in ESS. The current FSA year (that is, the current plan year for the taxable entity) must already be established on the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year screens. The Current FSA Year cannot be the same as or later than the New FSA Year.
Enter the four-digit new Flexible Spending Account (FSA) year to be used in the Benefit election screens in ESS. The new FSA year (that is, the plan year that is updated with employees' most recent changes) must already be established in the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year screens. The New FSA Year cannot be the same as or earlier than the Current FSA Year.
Select this check box if the check date for the final pay period of the current FSA year falls within the current FSA year.
Select this check box if the employee must be prompted to update his default vendor address when updating the address in the ESS Address/Telephone module.
Enter, or click to select, the life event code used to track postal code and state changes made through ESS.
Enter the number of months for which you would like to view expense check history.
Enter rows in this group box to specify which Pay Types cause exclusion of a check from ESS.
Enter, or click to select, the pay type code that is used to exclude severance paycheck types. Pay type codes are established in the Manage Pay Types screen.
This field displays the pay type description.
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Subtask |
Description |
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Severance Pay Types |
Click this link to access the Severance Pay Types subtask. |
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Deferred Compensation Settings |
Click this link to access the Deferred Compensation Settings subtask. |