Steps
to Add a Custom FieldAdd the following three custom fields to the Employee File:
Number of Pays Covered (numeric type)
Number of Annual Pays (numeric type)
Note: If desired, do not add a custom field for Number of Annual Pays to instead have the system utilize the number entered in the Pay Periods Per Year field on the Employment screen in the Employee File.
Plan Code (referenced type, with referenced values of the 1-digit codes for the available retirement plans the employees may participate in; examples include: B for Retirement Plan B and C for Retirement Plan C)
Note: If this step has already been completed, skip to Step 2.
Complete the custom fields added in Step 1 for each employee who earns retirement.
In the Employee File, bring up an employee and then click the Custom Fields tab.
Tip: To bring up the first employee for which to edit the custom fields, click the First Record button and then utilize the Next Record button to scroll through all the employees.
Enter the number of pay periods the employee is contributing to retirement in a month in the Number of Pays Covered custom field if the number is different than the default entered when generating the retirement report. If the number is the same as the default, leave the Number of Pays Covered field blank.
If applicable, enter the number of pay periods the employee is contributing to retirement in the year in the Number of Annual Pays custom field if the number is different than the default entered when generating the retirement report. If the number is the same as the default, leave the Number of Annual Pays field blank.
Note: The custom field for Number of Annual Pays may not have been added in Step 1 above in order to have the system utilize the number entered in the Pay Periods Per Year field on the Employment screen in the Employee File.
In the Plan Code custom field, enter the 1-digit code for the retirement plan the employee participates in if different than the default entered when generating the retirement report. If the code is the same as the default, leave the Plan Code field blank.
Click the Save button.
Click the Employment tab and complete the following fields for each employee who earns retirement.
Social Security Number (Federal ID)
Gender
Birth Date
Hire/Rehire Date (in Employee Dates List)
Termination Date, if applicable (in Employee Dates List)
If needed, complete the fields at this time for the applicable employees; then click the Save button.
Click the Name & Address tab and verify the following are completed for each employee who earns retirement:
First and Last Name
Address for the employee, including Address 1, City, State, and Zip fields
Email Address field for the Business Email Address Type
To include an amount in the Yearly Contract Salary column on the report for unit employees, click the Wages tab and complete the Total Contract field for the appropriate unit pay codes. If the unit pay code has an amount designated in the Pay Rate field on the Wages screen, enter the number of units the employee will be paid with that particular pay code in the Total Hours field and then the system will automatically calculate the total dollar amount and display it automatically in the Total Contract field. Click the Save button.
Repeat Steps 2-5 for each employee that earns retirement.