Enter, or click to select, the taxable entity ID that uses the ESS settings in this screen. The description that is associated with the taxable entity ID defaults in the field to the right. Taxable entity information is established on the Configure Company Information screen. 

Enter the oldest year to display in the Electronic W-2 module in ESS. If you leave this field blank, employees can see all W-2 years that exist in the Edit W-2 table.

Enter the most recent year to display in the Electronic W-2 module in ESS.

Select this check box to allow employees to change their withholding state options in ESS.

Select the minimum number of bank accounts that an employee can set up or edit in ESS.

Select the maximum number of bank accounts that an employee can set up or edit in ESS.

• Required: Select this option to require employees to enter direct deposit information for HSA enrollment during life events or benefits enrollment. The employee must have a direct deposit account with a Usage value of HSA on the Direct Deposit tab/screen. The account must be active and the method must be set to Percent. If the employee does not provide direct deposit information for the HSA enrollment, Costpoint will display an error message upon confirmation.
• Optional: Select this option to allow an employee confirm the HSA enrollment during life events or benefits enrollment even without direct deposit information. The employee can enter the HSA direct deposit information at a later time when the bank information is available. If the employee does not provide direct deposit information for the HSA enrollment, Costpoint will display a warning message upon confirmation.

• Do not allow: Select this option to not allow the setup of direct deposit information for HSAs. Costpoint will not display an error or warning message upon confirmation of HSA enrollment in life events or benefits enrollment.

Enter the number of months of pay history that can be retrieved by the employee in the Electronic Paystub screen in ESS.

From the drop-down list, select which regular-type paystubs are viewable in ESS. Valid options are:

• Exclude all: Select this option to hide all regular-type paystubs in ESS.
• Exclude paystubs with future date: Select this option to hide all future regular-type paystubs in ESS. Past and current paystubs are viewable.
• Exclude current and future paystubs: Select this option to hide all current and future regular-type paystubs in ESS. Past paystubs are viewable.
• Show all: Select this option to make all current and future regular-type paystubs viewable in ESS.

From the drop-down list, select which Bonus-type paystubs are viewable in ESS. Valid options are:

• Exclude all: Select this option to hide all bonus-type paystubs in ESS.
• Exclude paystubs with future date: Select this option to hide all future bonus-type paystubs in ESS. Past and current paystubs are viewable.
• Exclude current and future paystubs: Select this option to hide all current and future bonus-type paystubs in ESS. Past paystubs are viewable.
• Show all: Select this option to make all current and future bonus-type paystubs viewable in ESS.

From the drop-down list, select which paystubs that include a severance pay type are viewable in ESS. Valid options are:

• Exclude all: Select this option to hide all paystubs that include a severance pay type in ESS.
• Exclude paystubs with future date: Select this option to hide all future paystubs that include a severance pay type  in ESS. Past and current paystubs are viewable.
• Exclude current and future paystubs: Select this option to hide all current and future paystubs that include a severance pay type in ESS. Past paystubs are viewable.
• Show all: Select this option to make all current and future paystubs that include a severance pay type viewable in ESS.

If you select any option other than Show all, at least one severance pay type row must exist in the Severance Pay Types group box.

Enter, or click to select, the date on which coverage ends for any benefit elections made through a Life Event's user flow. You must enter information into this field in MM/DD/YYYY format.

Use this group box to specify the current and new Flexible Spending Account (FSA)/Health Savings Account (HSA) plan years.

Enter the current four-digit FSA/HSA year to be used in the Benefit election screens in ESS. The current FSA/HSA year (that is, the current plan year for the taxable entity) must already be established on the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year, or Manage HSA Plan Year screens. The Current FSA/HSA Year cannot be the same as or later than the New FSA/HSA Year.

Select this check box if the check date for the final pay period of the current FSA/HSA year falls within the current FSA/HSA year.

Enter, or click to select, the benefit year to be used in the Benefits Enrollment screens in ESS. This value is established on the Manage Benefit Years by Taxable Entity screen.

Enter, or click to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or later than the Plan Year End Date.

Enter, or click to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or earlier than the Plan Year Start Date.

Enter the four-digit new FSA/HSA year to be used in the Benefit election screens in ESS. The new FSA/HSA year (that is, the plan year that is updated with employees' most recent changes) must already be established in the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year screens, or Manage HSA Plan Year screens. The New FSA/HSA Year cannot be the same as or earlier than the Current FSA/HSA Year.

Enter the numeric month and day for the Benefits open enrollment start date to be used in the Benefits screens in ESS. The Benefits open enrollment Start Date cannot be later than the Benefits open enrollment End Date.

Enter the numeric month and day for the Benefits open enrollment end date to be used in the Benefits screens in ESS. The Benefits open enrollment End Date cannot be earlier than the Benefits open enrollment Start Date.

Enter, or click to select, the life event code used to track postal code and state changes made through ESS.

Select this check box if the employee must be prompted to update his default vendor address when updating the address in the ESS Address/Telephone module.

Enter the number of months for which you would like to view expense check history.