This page (revision-15) was last changed on 26-Nov-2021 10:22 by jescott

This page was created on 26-Nov-2021 10:22 by jmyers

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Page References

Incoming links Outgoing links
US BENEFIT TYPES
US BENEFIT TYPES

Version management

Difference between version and

At line 140 changed one line
At Federal level for the nine pre-defined Benefit types, Usages 7901 to 7909 (suggested Element UFWT125 to UFWTIRA) must be set up with IPPC pay component for Regular Federal Withholding tax calculation if any of these PC usages are applicable.
At Federal level for the nine pre-defined Benefit types, Usages 7901 to 7909 (suggested Element UFWT125 to UFWTIRA) must be set up with a [IPPC] pay component for Regular Federal Withholding tax calculation if any of these PC usages are applicable.
At line 142 changed one line
For Supplemental Federal Withholding tax calculation, Usage 7921 to 7929 (suggested Element UFSP125 to UFSPIRA) may optionally be set up with IPPC pay component if these benefit amounts are based on list of Pay Components that are different than those elements in Usage 7901 to 7909
For Supplemental Federal Withholding tax calculation, Usage 7921 to 7929 (suggested Element UFSP125 to UFSPIRA) may optionally be set up with [IPPC] pay component if these benefit amounts are based on list of pay components that are different than those elements in Usage 7901 to 7909.
At line 144 changed one line
If Supplemental Usage 7921 to 7929 are not set up with IPPC pay components, then the Benefit amounts from Regular Usage 7901 to 7909 will be prorated among Regular Earnings and Supplemental Earnings
If Supplemental Usage 7921 to 7929 are not set up with [IPPC] pay components, then the Benefit amounts from Regular Usage 7901 to 7909 will be prorated among Regular Earnings and Supplemental Earnings.
At line 146 changed one line
If Usage 7921 to 7929 are set up and the IPPC pay component is with an EMPTY Element (or the Element value = 0), then the Benefit amounts from Usage 7901 to 7909 will NOT be prorated among Regular Earnings and Supplemental Earnings, this set up means the Supplemental Benefit exemptions are based on the Supplemental Element value, the Element value of zero means to suppress the benefit proration logic
If Usage 7921 to 7929 are set up and the [IPPC] pay component is with an EMPTY element (or the Element value = 0), then the Benefit amounts from Usage 7901 to 7909 will NOT be prorated among Regular Earnings and Supplemental Earnings. This set up means the Supplemental Benefit exemptions are based on the Supplemental Element value, the Element value of zero means to suppress the benefit proration logic.
At line 148 changed one line
!State Level – Nine Pre-defined Benefits
!State Level - Nine Pre-defined Benefits
At line 150 changed one line
At State level for the nine pre-defined Benefit types, Usages 7951 to 7959 (suggested Element USTT125 to USTTIRA) may be set up for Regular State Withholding tax calculation if any of these PC usages are applicable
At State level for the nine pre-defined Benefit types, Usages 7951 to 7959 (suggested Element USTT125 to USTTIRA) may be set up for Regular State Withholding tax calculation if any of these PC usages are applicable.
At line 158 changed one line
!Benefit PC Usages – IPPC Pre-Tax Criteria Override
!Benefit PC Usages - IPPC Pretax Criteria Override
At line 160 changed one line
IPCU PC Usages are supplied to users with UPCALC software release.
[IPCU] PC Usages are supplied to users with [UPCALC] software release.
At line 162 changed one line
For each applicable Benefit PC Usage 7801 to 7979, you must define a pay component on IPPC screen and enter the PC Usage for this pay component, then enter the Element name that made up the Benefit amount for this Benefit Type pay component.
For each applicable Benefit PC Usage 7801 to 7979, you must define a pay component on [IPPC] screen and enter the PC Usage for this pay component. You must then enter the element name that made up the Benefit amount for this Benefit Type pay component.
At line 164 changed one line
If you wish to specify or override the Pre-tax criteria for this Benefit Type Pay Component, click the ‘Show User Fields’ icon.
If you wish to specify or override the Pretax criteria for this Benefit Type Pay Component, click the 'Show User Fields' icon.
At line 166 changed one line
If the nine Pre-defined Benefit types are defined with these user-defined Pre-Tax Criteria, this PC Usage is treated as a Custom Benefit Type, this Pre-Tax set up overrides the Pre-defined taxability of the benefit type.
If the nine Pre-defined Benefit types are defined with these user-defined Pretax criteria, this PC Usage is treated as a Custom Benefit Type, this Pretax setup overrides the Pre-defined taxability of the benefit type.
At line 168 changed one line
For the ten Custom Benefit types, these Pre-tax criteria must be set up.
For the ten Custom Benefit types, these Pretax criteria must be set up.
At line 170 changed one line
After a Pay Component is defined on IPPC screen for a Benefit PC Usage, user can go into IPCU screen for that PC Usage to view the Pay Component set up.
After a pay component is defined on the [IPPC] screen for a Benefit PC Usage, you can go into the [IPCU] screen for that PC Usage to view the Pay Component setup.
At line 172 changed one line
On IPCU screen Pay Component block, user can click the ‘Show User Fields’ icon to edit the same Pre-Tax criteria set up.
On the [IPCU] screen Pay Component block, you can click the 'Show User Fields' icon to edit the same Pretax criteria setup.
At line 174 changed one line
!Benefit Element – For All States
!Benefit Element - For All States
At line 176 changed one line
On IPPC screen for the Pay Component of each Benefit PC Usage, you must specify an Element that made up the Benefit Amount.
On the [IPPC] screen for the pay component of each Benefit PC Usage, you must specify an element that made up the Benefit Amount.
At line 179 changed 2 lines
|401K Usage 7902|IPPC Element Name: ‘TX-401K’,
|Custom Benefit Usage 7801|IPPC Element Name: ‘TX-BEN-01’
|401K Usage 7902|IPPC Element Name: TX-401K
|Custom Benefit Usage 7801|IPPC Element Name: TX-BEN-01
At line 182 changed one line
These element names are used for all employees by UPCALC for all states
These element names are used for all employees by [UPCALC] for all states
At line 190 changed one line
On IPPC screen for the Pay Component of the Benefit Usage, a generic Benefit Element name must be set up, this Element is used for all States. For States that have a different Benefit amount, set up a different Benefit Element name on IPPE screen that is made up from the generic Element Name concatenated with a hyphen and the State code as the suffix.
On [IPPC] screen for the Pay Component of the Benefit Usage, a generic Benefit Element name must be set up, this element is used for all states. For states that have a different Benefit amount, set up a different Benefit Element name on [IPPE] screen that is made up from the generic Element Name concatenated with a hyphen and the State code as the suffix.
At line 193 changed 3 lines
IPPE Generic Element Name: ‘TX-BEN-01’
IPPE Specific State Element Name for New Jersey: ‘TX-BEN-01-NJ’
IPPE Specific State Element Name for New York: ‘TX-BEN-01-NY’
IPPE Generic Element Name: TX-BEN-01
IPPE Specific State Element Name for New Jersey: TX-BEN-01-NJ
IPPE Specific State Element Name for New York: TX-BEN-01-NY
At line 197 changed one line
UPCALC will append the State Code with a hyphen to the generic Element name to retrieve the specific Element with the Pay Header's Work State, if Element does not exist for the Work State, then IPPC generic Benefit Element name will be used.
[UPCALC] will append the State code with a hyphen to the generic element name to retrieve the specific element with the Pay Header's Work State, if element does not exist for the Work State, then IPPC generic Benefit Element name will be used.
At line 199 changed one line
This functionality is applicable to all Benefit Types including the nine Pre-defined Benefit Types and ten custom Benefit Types.
This functionality is applicable to all Benefit types including the nine Pre-defined Benefit types and ten custom Benefit types.
At line 201 changed one line
!Benefit Element – IPPE Pre-Tax Criteria Override
!Benefit Element - IPPE PreTax Criteria Override
At line 203 changed one line
Some States require different Pre-tax taxability for some Benefit Types.
Some states require different Pre-tax taxability for some Benefit types.
At line 205 changed one line
UPCALC provides capability to define different Benefit Pre-tax criteria by State specific Elements.
[UPCALC] provides capability to define different Benefit Pretax criteria by state-specific elements.
At line 207 changed one line
After the State Element is defined with the State code suffix, user can define the Pre-Tax criteria on IPPE screen for this State Element
After the State element is defined with the State code suffix, you can define the Pretax criteria on the [IPPE] screen for this State element.
At line 210 changed 3 lines
IPPE Generic Element Name: ‘TX-BEN-01’
IPPE Specific State Element Name for New Jersey: ‘TX-BEN-01-NJ’
IPPE Specific State Element Name for New York: ‘TX-BEN-01-NY’
IPPE Generic Element Name: TX-BEN-01
IPPE Specific State Element Name for New Jersey: TX-BEN-01-NJ
IPPE Specific State Element Name for New York: TX-BEN-01-NY
At line 214 changed one line
On IPPE screen, click the ‘Show User Fields’ icon
On the [IPPE] screen, click the 'Show User Fields' icon.
At line 216 changed one line
The IPPE Pre-Tax criteria set up overrides the IPPC Pre-tax criteria set up of each Benefit Type.
The [IPPE] Pretax criteria setup overrides the [IPPC] Pretax criteria setup of each Benefit type.
This page (revision-15) was last changed on 26-Nov-2021 10:22 by jescottTop