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Contents of the Print Employees Eligible for Catch-Up Screen

Use the fields and options to configure the Print Employees Eligible for Catch-Up screen

Print Employees Eligible for Catch-Up Options

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Field Description
Date

Enter or click to select, the starting date for the range of paycheck to include in this report. The system format for the date is MM/DD/YYYY.

The date entered determines the following:
  • The year that will be used to calculate the employee's age
  • The previous year's earnings
  • The date to calculate YTD deductions and contributions
Pay Cycle

Use these fields to define the pay cycle range. The labels of the following fields only display in Table view.

  • Pay Cycle Option: From the drop-down list, select All or One as the range for the records that you want to include in the report. If you select All, the Pay Cycle field is disabled.
  • Pay Cycle: If your range selection is One, enter, or click to select, the payroll cycle with which you wish to view.
Deduction Type
Use these fields to define the deduction type range. The labels of the following fields only display in Table view.
  • Deduction Type Option: This drop-down box provides the following deduction type range selections:
    • All
    • One
    • Range
    • From Beginning
    • To End

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

  • Starting Deduction: If your range selection is One, Range, or To End, enter, or click to select, the deduction type with which you want to start.
  • Ending Deduction: If your range selection is Range or From Beginning, enter, or click lookup to select, the deduction type with which you want to end.
Non-Contiguous Range Select this checkbox to list non-contiguous ranges of deduction types. When you select this checkbox, use the Deduction Type Non-Contiguous Ranges subtask to list the deduction types that you want to include in the report.
Include

Select the type of wage earner to run the report for or you may select both types of wage earners.

This field will use the Roth Catch-Up Wage Threshold field value on the Manage Federal Taxes screen for the year selected to determine if the employee is a high or regular wage earner. The Roth Catch-Up Wage Threshold amount will be compared to the employee's Social Security taxable wages for the previous year.

  • Both regular and high earners
  • High earners with post-tax retirement catch-up option
  • Regular earners with pre-tax retirement catch-up option
Employee Ages Select the employee age range to include in the report.
  • 50 and over
  • 60 through 63
  • 50 and over, exclude 60 through 63
Report Sort Select how records will be sorted in the report.
  • Employee Name / Employee ID / Deduction Type / Deduction Code
  • Employee ID / Deduction Type / Deduction Code

Subtask

Subtask Description
Deduction Type Non-Contiguous Ranges If you select the Non-Contiguous Range checkbox, click this link to list the deduction types that you want to include in the report.