ESS administrators can use this screen to view/edit employee retirement benefit elections (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts) before uploading them to Costpoint Payroll. Costpoint performs validations on the percentages and amounts when saving changes to ensure that they do not exceed the maximum amounts established in the Manage ESS Company Settings screen. Costpoint validates the deduction percentages to ensure that they are between the Minimum Percent and Maximum Percent established on the Manage ESS Company Settings screen.
Review the data in this screen before uploading retirement benefit elections.
Enter, or click 
to select, the ID of the employee whose ESS retirement benefit elections you would like to view/change. You must first run the Populate Open Enrollment Benefits Option/Election Tables application for the employee before you can enter a new record, and the employee must have already completed his elections in ESS before you can edit them. The employee name displays in the field to the right.
Enter, or click to select, the code for the deduction. This field is required. When you tab out of this field, the defaults from the Manage Deductions screen populate the Deduction Method and the Rate Amount. You can edit any of these fields except the description, which displays in the field to the right. Entries override the defaults in the Deductions table.
To change the default method, use the drop-down list to select one of the following methods to use for this deduction. This field is required.
FIXAMT — Fixed Amount. Use this method to have a particular dollar amount deducted each pay period (for example, an employee loan payback).
GHRSPD — A per hour amount based on hours paid. This method multiplies the rate entered in EMPL_DED table by the gross hours worked. Gross Hours Worked in this case is defined as pay type hours times pay type factor.
GRSHRF — Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. Costpoint calculates the deduction amount by adding all hours for the payroll period and multiplying that figure by the deduction amount.
GRSHRP — Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. Costpoint calculates the deduction amount by adding all hours for the payroll period and multiplying that figure by the deduction percentage.
PCTANN — Percentage of Annual Salary. This method multiplies the rate by the employee's annual salary amount to come up with the deduction amount.
PCTGRS — Percentage of Gross Wages. This method multiplies the rate by the total wages for the pay period.
PCTREG — Percentage of Regular Wages. This method multiplies the rate by the total of all non-overtime pay type wages for the pay period.
REGHRF — Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. Costpoint calculates the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction amount.
REGHRP — Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. Costpoint calculates the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction percentage.
Enter the desired deduction percentage, using up to four decimal places, or the deduction amount, depending on the Deduction Method selected. This is a required field.
Enter, or click 
to select, a date for the deduction to start. This is normally the pay period start date. If the start date is later than the pay period end date, the deduction starts in the following pay period. Leave this field blank to indicate that the deduction starts immediately.
Enter, or click to select, a date through which the deduction is used. This is normally the pay period end date. Leave this field blank to indicate that this deduction continues indefinitely.