Steps
to Add a Custom FieldIf not already defined, add the following three custom fields to the Employee File.
Member ID (text custom field) (Note: This custom field is optional.)
Reportable Wages Override (numeric custom field)
Final Wage (referenced custom field, with Y for Yes and N for No as the referenced values)
Note: If this step has already been completed, skip to Step 2.
Complete the necessary custom fields added in Step 1 for each applicable employee.
In the Employee File, bring up an employee and then click the Custom Fields tab.
Tip: To bring up the first employee and edit the custom fields, click the First Record button and then utilize the Next Record button to scroll through all the employees.
If desired, enter the unique member identifier for the employee in the Member ID custom field.
Note: This custom field is optional and may not have been defined.
To report a specific dollar amount as the reportable wages for the employee (and ignore what was calculated in the applicable payroll calculation batches), enter the desired amount in the Reportable Wages Override custom field.
If different than the default entered when generating the retirement report, enter Y for Yes or N for No to indicate whether or not this will be the final month that wages will be reported for the employee in the Final Wage custom field, or click the down-arrow button to select the correct one. If the code for the employee is the same as the default, leave the Final Wage custom field blank.
Click the Save button.
Verify that the following fields of information on the other various screens of the Employee File are also completed for each applicable employee:
Name & Address screen:
First Name and Last Name
Employment screen:
Social Security Number (Federal ID)
If needed, complete the fields at this time for the employee; then click the Save button.
Repeat Steps 2-3 for each applicable employee.