payroll:utilities:massupdatew2employersponsoredhealthcare
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| payroll:utilities:massupdatew2employersponsoredhealthcare [2020/10/08 18:38] – emoreno | payroll:utilities:massupdatew2employersponsoredhealthcare [2023/05/15 18:53] (current) – emoreno | ||
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| The preview report is sorted in ascending order by the employee name, pay frequency, pay date, and deduction code. | The preview report is sorted in ascending order by the employee name, pay frequency, pay date, and deduction code. | ||
| - | **Note**: If updating tables, create an export using Export Pay Tables prior to using this utility. A backup is not offered. | ||
| </ | </ | ||
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| ====Mass update data:==== | ====Mass update data:==== | ||
| - | VCV Under **Pay Frequency**, | + | VCV Under **Pay Frequency**, |
| ^Field ^Description^ | ^Field ^Description^ | ||
| ^Calendar Year|Type the four-digit calendar year for which you want to update data. By default, the field is set to the beginning year displayed in the School Year field on the Finance > Tables > District Finance Options > Finance Options tab.| | ^Calendar Year|Type the four-digit calendar year for which you want to update data. By default, the field is set to the beginning year displayed in the School Year field on the Finance > Tables > District Finance Options > Finance Options tab.| | ||
| - | ^From Pay Date|Type the pay date from which you want to update the W2 amounts. Use the MMDDYYYY | + | ^From Pay Date|Type the pay date from which you want to update the W2 amounts. Use the MM-DD-YYYY |
| - | ^To Pay Date|Type the pay date to which you want to update the W2 amounts. Use the MMDDYYYY format.| | + | ^To Pay Date|Type the pay date to which you want to update the W2 amounts. Use the MM-DD-YYYY format.| |
| - | + | ||
| - | VCV Click **+Add** to add a row. | + | |
| - | + | ||
| - | ^Ded Cd|Begin typing all or part of the deduction code. As you begin typing the code, a drop-down list displays deduction codes and descriptions that match the numbers you have typed. Select the deduction code from the drop-down list to auto-populate the **Description** field with the deduction code description. \\ \\ **Note**: The same deduction code can be used multiple times if various employee contribution amounts exist for that deduction code during the selected from/to pay date range.| | + | |
| - | ^From Amount|Type the employee' | + | |
| - | ^To Amount|Type the amount that will either replace or add to the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page. The amount is per pay date, and is a combination of the employee and employer contribution amounts.| | + | |
| - | + | ||
| VCV Under **Option**, select one of the following: | VCV Under **Option**, select one of the following: | ||
| ^Replace YTD Amount|Select to replace the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page with the sum of the employee' | ^Replace YTD Amount|Select to replace the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page with the sum of the employee' | ||
| ^Add to YTD Amount|Select to add the sum of the employee' | ^Add to YTD Amount|Select to add the sum of the employee' | ||
| + | |||
| + | ^Ded Cd|Begin typing all or part of the deduction code. As you begin typing the code, a drop-down list displays deduction codes and descriptions that match the numbers you have typed. Select the deduction code from the drop-down list to auto-populate the **Description** field with the deduction code description. \\ \\ **Note**: The same deduction code can be used multiple times if various employee contribution amounts exist for that deduction code during the selected from/to pay date range.| | ||
| + | ^From Amount|Type the employee' | ||
| + | ^To Amount|Type the amount that will either replace or add to the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page. The amount is per pay date and is a combination of the employee and employer contribution amounts.| | ||
| + | |||
| + | VCV Click **+Add** to add a row. | ||
| + | |||
| VCV Click **Execute**. The Amounts and Deduction Listing report is displayed. [[general: | VCV Click **Execute**. The Amounts and Deduction Listing report is displayed. [[general: | ||
| - | VCV Click **Continue** to view the next report, or click **Cancel** to return to the report window. If errors are encountered, | + | VCV Click **Continue** to view the next report or click **Cancel** to return to the report window. If errors are encountered, |
| VCV Click **Process** to update the employees' | VCV Click **Process** to update the employees' | ||
payroll/utilities/massupdatew2employersponsoredhealthcare.1602182338.txt.gz · Last modified: 2020/10/08 13:38 (external edit)