UPDATE EMPLOYEE PACKAGE DEDUCTIONS

Use this screen to calculate the proper deduction amounts for the benefit elections that were in effect at the time of the pay period end date. The procedure updates/inserts the deduction amounts in the Manage Employee Deductions table. If you select the Include Contributions check box, contribution amounts are also updated/inserted in the Payroll Contribution tables. If you select the Process Changes and Additions Only check box, only the benefit elections that have changes and/or additions in deduction amounts for the selected pay cycle are updated/inserted for employees.

It is critical that you run this process after you have updated all benefit package information for all employees and assigned dependents to benefit plans, and before each payroll if any benefit premiums are calculated using rate tables.

Location

Selection Ranges

Use the fields in this group box to select pay cycle information for the mass update procedure.

Pay Cycle

Use these fields to select the code for the pay cycle for which you wish to update deductions. All employees who are assigned to this pay cycle on the Manage Employee Taxes screen are included in the update process. The Pay Cycle must also exist in the Pay Period Schedule table and have an open payroll period. This field is required.

Option

This field always displays One.

Start

Enter, or click to select, the pay cycle for which you want to update deductions.

Employee

Use this group box to select the employees (all or specific ones) whose package deductions are to be updated.

Option

This drop-down list provides the following range selections:

• All

• One

• Range

• From Beginning

• To End

If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.

Start

If your range selection is One, Range, or To End, enter, or click to select, the employees for which you want to update deductions.

End

If your range selection is Range or From Beginning, enter, or click to select, the employees with which you wish to end deductions.

Non-Contiguous Ranges

Select this check box to choose a noncontiguous range of employees. Use the Employee Non-Contiguous Ranges subtask to select the ranges of employees.

Sort By

1st Sort

The only sort available at this time is Employee ID.

Options

Use the selections in this group box to update/insert contributions along with deductions, which are automatically updated by this procedure.

Include Deductions

Select this check box to have employee deductions updated as part of this procedure. If you do not want employee deductions updated, leave this check box clear.

Include Contributions

Select this check box to have company contributions that are associated with employee deductions updated as part of this procedure. If you do not want company contributions updated, leave this check box clear.

Process Changes and Additions Only

Select this check box to process only those benefit elections that have changes and/or additions in deduction amounts for the selected pay cycle. If you do not want these changes and additions updated for the selected pay cycle, leave this check box clear.

Include FSA Deductions

Select this check box to update the Employee Deductions table with the correct deduction code and amount for the employee's medical care FSA and dependent care FSA elections.

Include Final Pay Period of 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.

Update Employee Package Deductions

Click and select Update Employee Deductions/Contributions to update the base tables, Employee Deductions, and Employee Contributions. This option is available only after the report has been printed.

 Print/Update Employee Package Deductions

Click and select Print/Update Employee Deductions/Contributions to print the report and then immediately update the Employee Deductions and Employee Contributions tables.

Process Detail

Report/Process Table Sources

Subtasks

• Table Information

  Changes to this screen update the following output tables:

  Employee Deductions - EMPL_DED:

  EMPL_ID - from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)

  DED_CD - from Manage Benefit Plans (HB_BEN_PLAN_LN)

  S_DED_MTHD_CD - always FIXAMT

  DED_RT_AMT - employee deduction amount calculated above

  DED_ANN_CEIL_AMT - equal to zero

  DED_PRIORITY_NO - if deduction previously existed for this employee, priority number is the same; otherwise, use default from Deductions table (DED_CD)

  DED_START_DT - start date from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)

  DED_END_DT - end date from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)

  DED_END_CVG_DT - null

  Employee Contributions - EMPL_CNTRB:

  EMPL_ID - from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)

  CNTRB_DED_CD - from Manage Benefit Plans (HB_BEN_PLAN_LN)

  S_CNTRB_MTHD_CD - always FIXAMT

  CNTRB_RT_AMT - employer contribution amount calculated above

  CNTRB_ANN_CEIL_AMT - equal to zero

  CNTRB_START_DT - start date from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)

  CNTRB_END_DT - end date from Manage Employee Benefit Elections (HB_EMPL_PKG_ELEC)