UPDATE EMPLOYEE DEDUCTIONS/CONTRIBUTIONS
Use this screen to update employee payroll deductions and contributions with the current values in the company-wide deduction or contribution tables. You can update your choice of Method, Rate/Amount, Ceiling Amount, Start Date, and/or End Date for the selected deduction or contribution. Updates apply to all active employees, and to your choice of employees having a status of Inactive, Inactive Accruing Leave, and/or Family Medical Leave Act. You can also print reports detailing the updates and the current values.
Use this utility anytime you need to perform mass (batch) updates for employee payroll deductions or contributions. Make all changes within the company-wide deduction or contribution tables before attempting to update the employees' records.
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
Deduction
Option
This field always displays One.
Start
Enter, or click 
to select, a code. You can enter a maximum of six alphanumeric characters. Define deduction codes on the Manage Deductions screen. This is a required field.
Employee Class
Use the fields in this group box to select a range of employee classes. Establish employee class information on the Manage Employee Class Codes screen.
Option
From the drop-down field, select a range option for employee classes to be included in the process. Valid options are are:
-
All — Select this option to include all employee classes in the process.
-
One — Select this option to include only one employee class in the process. Enter this employee class in the Start field.
-
Range — Select this option to include a range of employee classes in the process. This range begins with the employee class in the Start field and ends with the employee class in the End field.
-
From Beginning — Select this option to include the first employee class up to the employee class entered in the End field.
-
To End — Select this option to include the employee class entered in the Start field up to the last employee class.
Start
If your range selection is One, enter, or click to select, the employee class.
If your range selection is Range or To End, enter, or click to select, the starting employee class for the range.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending employee class for the range.
Organization
Use the fields in this group box to select a range of organizations to include in the process. Assign organizations to employees on the Default tab of the Manage Employee Information screen.
Option
From the drop-down list, select the range option for home organizations to be include in the process. Valid options are:
-
All — Select this option to include all organizations in the process.
-
One — Select this option to include only one organization in the process. Enter this organization in the Start field.
-
Range — Select this option to include a range of organizations in the process. This range begins with the organization in the Start field and ends with the organization in the End field.
-
From Beginning — Select this option to include the first organization up to the organization entered in the End field.
-
To End — Select this option to include the organization entered in the Start field up to the last organization.
Start
If your range selection is One, enter, or click to select, the organization.
If your range selection is Range or To End, enter, or click to select, the starting organization for the range.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending organization for the range.
Labor Location
From the drop-down list, select the range option for labor locations to be include in the process. Assign labor location codes to employees on the Default tab of the Manage Employee Information screen. Valid options are:
Option
Use this drop-down list to select a range. Valid selections are:
-
All — Select this option to include all labor locations in the process.
-
One — Select this option to include only one labor location in the process. Enter this labor location in the Start field.
-
Range — Select this option to include a range of labor locations in the process. This range begins with the labor location in the Start field and ends with the labor location in the End field.
-
From Beginning — Select this option to include the first labor location up to the labor location entered in the End field.
-
To End — Select this option to include the labor location entered in the Start field up to the last labor location.
Start
If your range selection is One, enter, or click to select, the labor location.
If your range selection is Range or To End, enter, or click to select, the starting labor location for the range.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending labor location for the range.
Sort By
1st Sort
This field always displays Employee ID.
Options
Update/Add
Deductions
Select this check box to update or add all applicable records on the Manage Employee Deductions screen upon executing the process.
Contributions
Select this check box to update or add all applicable records on the Manage Employee Contributions screen upon executing the process.
Records
Update
Select this check box to update the employee deductions and/or contributions on the Manage Employee Deductions and/or Manage Employee Contributions screens.
Add
Select this check box to add new employee deductions and/or contributions on the Manage Employee Deductions and/or Manage Employee Contributions screens.
Update Fields
Use the options in this group box to select which deduction fields to update.
Method
Select this check box to include Method as one of the fields to update.
Rate/Amount
Select this check box to include Rate/Amount as one of the fields to update.
Ceiling Amount
Select this check box to include Ceiling Amount as one of the fields to update.
Start Date
Select this check box to include Start Date as one of the fields to update.
End Date
Select this check box to include End Date as one of the fields to update.
Include Status
Use the options in this group box to select which employee status categories, other than Active, to include in the update process. Costpoint automatically includes all employees with Active status.
Inactive
Select this check box to include employees with a status of Inactive in the update.
Inactive Accruing Leave
Select this check box to include employees with a status of Inactive Accruing Leave in the update.
Family Medical Leave Act
Select this check box to include employees with a status of Family Medical Leave in the update.
Update
Click 
and select Update Employee Deductions/Contributions to begin the update process.
Process/Print
Click and select Print/Process Update Employee Deductions/Contributions to print the update report and immediately begin the update process.
After the update process starts, Costpoint displays messages that list the records processed and the percentage of completion.