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payroll:utilities:massupdatew2employersponsoredhealthcare

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payroll:utilities:massupdatew2employersponsoredhealthcare [2020/04/06 21:04] – created emorenopayroll:utilities:massupdatew2employersponsoredhealthcare [2023/05/15 18:53] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Utilities >  Mass Update W-2 Employer Sponsored Health Care**//+//**Payroll > Utilities >  Mass Update W-2 Employer Sponsored Health Care**//
  
 <WRAP round intro>This utility is used to mass update all employees' employer-sponsored health coverage amounts (i.e., the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page) in a single occurrence. The user can mass update data based on pay frequency(ies), from/to pay dates, deduction code(s), and from/to amounts from the employees' pay history. This amount is reported in Box 12 for code DD - Cost of employer-sponsored health coverage on the employee W-2 Form. <WRAP round intro>This utility is used to mass update all employees' employer-sponsored health coverage amounts (i.e., the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page) in a single occurrence. The user can mass update data based on pay frequency(ies), from/to pay dates, deduction code(s), and from/to amounts from the employees' pay history. This amount is reported in Box 12 for code DD - Cost of employer-sponsored health coverage on the employee W-2 Form.
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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. 
 </WRAP> </WRAP>
  
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 ====Mass update data:==== ====Mass update data:====
  
-Under **Pay Frequency**, select one or more pay frequencies for which you want to access data. By default, only the pay frequencies that are selected on the District Administration > Tables > District Information > Payroll Frequencies tab are enabled and selected. +VCV Under **Pay Frequency**, select one or more pay frequencies for which you want to access data. By default, only the pay frequencies that are selected on the District Administration > Tables > District Information > Payroll Frequencies tab is enabled and selected. 
  
 ^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 format.| +^From Pay Date|Type the pay date from which you want to update the W2 amounts. Use the MM-DD-YYYY format.| 
-^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 Under **Option**, select one of the following:
    
-Click **+Add** to add a blank row.+^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's "To Amounts" per frequency.| 
 +^Add to YTD Amount|Select to add the sum of the employee's "To Amounts" per frequency to the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page.|
    
 ^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.| ^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's contribution amount to determine which deduction code(s) amounts to recalculate.| ^From Amount|Type the employee's contribution amount to determine which deduction code(s) amounts to recalculate.|
-^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.|+^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.  
    
-Under **Option**, select one of the following: +VCV Click **Execute**. The Amounts and Deduction Listing report is displayed. [[general:printreport|Review the report.]]
-  +
-^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's "To Amounts" per frequency.| +
-^Add to YTD Amount|Select to add the sum of the employee's "To Amounts" per frequency to the existing amount displayed in the **Emplr Sponsored Health Coverage** field on the Maintenance > Calendar YTD > Calendar YTD Data page.| +
-  +
-Click **Execute**. The Amounts and Deduction Listing report is displayed in a new window. +
-++++Review the report.|{{page>general:printreport&inline}}+++++
  
-Click **Continue** to view the next report, or click **Cancel** to return to the report window. If errors are encountered, an Error Report is displayed. You can review the report as described above in step 11.+VCV Click **Continue** to view the next report or click **Cancel** to return to the report window. If errors are encountered, an Error Report is displayed. You can review the report as described above.
    
-Click **Process** to update the employees' employer sponsored health coverage amounts. A message is displayed indicating that the process was completed successfully.+VCV Click **Process** to update the employees' employer-sponsored health coverage amounts.  
 + 
 +<div indent>A message is displayed indicating that the process was completed successfully. 
 +</div>
  
 <WRAP Box>  <WRAP Box> 
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 **Important**: Once you close the report window, the report will no longer be available for viewing. If you need to reference the report data at a later time, save or print the report as described below. **Important**: Once you close the report window, the report will no longer be available for viewing. If you need to reference the report data at a later time, save or print the report as described below.
-++++Review the report.|{{page>general:printreport&inline}}+++++[[general:printreport|Review the report.]] 
  
-Click **Cancel** to return to the Mass Update W2 Employer Sponsored Health Care page without processing the data.+VCV Click **Cancel** to return to the Mass Update W2 Employer Sponsored Health Care page without processing the data.
  
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payroll/utilities/massupdatew2employersponsoredhealthcare.1586207048.txt.gz · Last modified: 2020/04/06 16:04 (external edit)

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