UPDATE EMPLOYEE DEFERRED COMPENSATION INFO
Use this screen to insert all the Active (ACT) or Family Medical Leave (FML) employees into the Manage Employee Deferred Compensation table. All employees who are active (ACT or FML) and have a deferred compensation plan are included. All employees who have already been assigned a deferred compensation plan are excluded.
You can use this screen anytime you want to insert employees into the Manage Employee Deferred Compensation table.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in 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.
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
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.
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
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.