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payroll:utilities:massupdatew2employersponsoredhealthcare

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payroll:utilities:massupdatew2employersponsoredhealthcare [2022/03/24 15:30] emorenopayroll:utilities:massupdatew2employersponsoredhealthcare [2023/05/15 18:53] (current) emoreno
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 ====Mass update data:==== ====Mass update data:====
  
-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 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: VCV Under **Option**, select one of the following:
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 ^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.| ^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.|
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 VCV Click **Execute**. The Amounts and Deduction Listing report is displayed. [[general:printreport|Review the report.]] VCV Click **Execute**. The Amounts and Deduction Listing report is displayed. [[general:printreport|Review the report.]]
  
-VCV Click **Continue** to view the next reportor 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.
    
 VCV Click **Process** to update the employees' employer-sponsored health coverage amounts.  VCV Click **Process** to update the employees' employer-sponsored health coverage amounts. 
payroll/utilities/massupdatew2employersponsoredhealthcare.1648135803.txt.gz · Last modified: 2022/03/24 10:30 (external edit)