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 160 changed one line
!State Level – 9 Pre-defined Benefits
!State Level – Nine Pre-defined Benefits
At line 162 changed one line
At State level for the 9 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 164 changed one line
If State Usage 7951 to 7959 are not set up, then Federal Usage 7901 to 7909 will be used
If State Usage 7951 to 7959 are not set up, then Federal Usage 7901 to 7909 will be used.
At line 166 changed one line
If State Supplemental Usage 7971 to 7979 are not set up, then Federal Supplemental Usage 7921 to 7929 will be used
If State Supplemental Usage 7971 to 7979 are not set up, then Federal Supplemental Usage 7921 to 7929 will be used.
At line 168 changed one line
Same benefit proration logic applies to the State level benefit usage set up
Same benefit proration logic applies to the State level benefit usage set up.
At line 170 added one line
!Benefit PC Usages – IPPC Pre-Tax Criteria Override
At line 171 changed one line
IPCU PC Usages are supplied to users with UPCALC software release.
At line 173 changed one line
!Benefit PC Usages – IPPC Pre-Tax Criteria Override
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.
At line 175 changed 4 lines
IPCU PC Usages are supplied to users with UPCALC software release
For each applicable Benefit PC Usage 7801 to 7979, user 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
If user wants 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 Pre-tax criteria for this Benefit Type Pay Component, click the ‘Show User Fields’ icon.
At line 180 changed 4 lines
If the 9 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
For the 10 Custom Benefit Types, these Pre-tax criteria must be set up.
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.
On IPCU screen Pay Component block, user can click the ‘Show User Fields’ icon to edit the same Pre-Tax criteria set up.
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.
At line 180 added one line
For the ten Custom Benefit types, these Pre-tax criteria must be set up.
At line 186 changed 2 lines
!Benefit Element – for All States
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.
At line 189 changed one line
On IPPC screen for the Pay Component of each Benefit PC Usage, user must specify an Element that made up the Benefit Amount.
On IPCU screen Pay Component block, user can click the ‘Show User Fields’ icon to edit the same Pre-Tax criteria set up.
At line 191 changed 2 lines
e.g. 401K Usage 7902 IPPC Element Name: ‘TX-401K’,
Custom Benefit Usage 7801 IPPC Element Name: ‘TX-BEN-01’
!Benefit Element – For All States
At line 194 changed 2 lines
These Element names are used for all employees by UPCALC for all States
On IPPC screen for the Pay Component of each Benefit PC Usage, you must specify an Element that made up the Benefit Amount.
At line 197 changed one line
e.g.
|401K Usage 7902|IPPC Element Name: ‘TX-401K’,
|Custom Benefit Usage 7801|IPPC Element Name: ‘TX-BEN-01’
At line 194 added 2 lines
These element names are used for all employees by UPCALC for all states
At line 201 changed one line
Some States require different Benefit Amounts to be varied for some Benefit Types.
Some states require different Benefit Amounts to be varied for some Benefit Types.
At line 203 removed 5 lines
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
e.g. 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 209 changed 2 lines
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
This functionality is applicable to all Benefit Types including the 9 Pre-defined Benefit Types and 10 custom Benefit Types.
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 212 changed one line
e.g.
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 209 added 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.
At line 211 added 2 lines
This functionality is applicable to all Benefit Types including the nine Pre-defined Benefit Types and ten custom Benefit Types.
At line 216 added one line
At line 218 added one line
At line 220 removed 3 lines
e.g. 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 221 added 5 lines
e.g.
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 226 removed one line
At line 229 removed 6 lines
This page (revision-15) was last changed on 26-Nov-2021 10:22 by jescottTop