ACTIVATE ESS RETIREMENT BENEFIT CHANGES
Use this screen to update employees' payroll deductions with changes made to their retirement benefits (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts). You must use this screen to upload changes into Deltek Costpoint if the Immediate Update of Deferred Compensation Deductions check box is cleared in the Deferred Compensation Settings subtask of the Manage ESS Company Settings screen. You can use this screen to print the Employee 401(K)/403(B) Changes Report, which lists the changes being made.
An employee can change the deduction method for existing deductions, so this process updates the employee record with the deduction methods in the Manage Employee Deductions screen. You can also use ESS to add new retirement deductions that were not assigned to the employee, and this process inserts the new deductions (in addition to updating existing ones) from an ESS staging table.
If you selected the Employee Deductions check box in the Enable Audit File Tracking group box in the Configure Payroll Settings screen, and you execute this screen, Costpoint inserts an audit record into the Employee Deduction Audit table with the uploaded information. You can view this information in the Payroll Reports/Inquiries menu in Costpoint Payroll.
If the Immediate Update of Deferred Compensation Deductions check box is cleared in the Deferred Compensation Settings subtask of the Manage ESS Company Settings screen, run this process after reviewing retirement benefits changes in the Manage ESS Retirement Benefit Elections screen and before computing payroll.
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
Taxable Entity
Option
Select a range of taxable entities. Valid options are:
-
All — Select this option to upload retirement benefits changes for employees of all taxable entities in Costpoint.
-
One — Select this option to upload retirement benefits for one taxable entity. Enter the taxable entity ID in the Start field.
Start
Enter, or click 
to select, the ID of the taxable entity whose employees' retirement benefits changes (and applicable payroll deductions) are uploaded from ESS into Costpoint. Only records in which employees have made changes in ESS and are assigned to this taxable entity are uploaded.
Sort By
1st Sort
This field always displays Employee ID.
Post ESS Retirement Benefit Changes
Click 
and select Post ESS Retirement Benefit Changes to upload and process the retirement benefits information.
Print/Process ESS Retirement Benefit Changes
Click and select Print/Process ESS Retirement Benefit Changes to upload, process, and print the retirement benefits information.
The Employee 401(K)/403(B) Changes Report lists the retirement benefits percent/amount changes made by employees of the selected taxable entity when the Immediate Update of Deferred Compensation Deductions check box is cleared in the Deferred Compensation Settings subtask of the Manage ESS Company Settings screen.