Contents of the Manage Taxable Entity Settings Screen

Use the fields and options to configure the Manage Taxable Entity Settings Screen.

Taxable Entity Settings

Field Description
Taxable Entity

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. 

Payroll Settings

Field Description
Minimum W-2 Year

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.

Maximum W-2 Year

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

Allow Withholding State Changes

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

Direct Deposit

Field Description
Minimum Accounts

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

Maximum Accounts

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

HSA Account Setup Use these options to require, not require (make optional), or not allow employees to enter HSA direct deposit information when they enroll in an HSA during life events or benefits enrollment. The options are:
  • 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.

Paystubs

Use this group box to select the settings that determine which Regular, Bonus, and/or Severance Pay paystubs are viewable in the Electronic Paystub screen in ESS.

Note: You can set options for each of the three paystub types to enable or disable the viewing of past, current, and/or future paystubs (that is, where the check date is before, the same as, or later than the system date). For example, if you select the Exclude paystubs with future date option in the Regular Paystubs drop-down list, employees can view only past and current paystubs; they cannot view paystubs dated later than the system date.
Field Description
Months of Pay History

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

Regular Paystubs

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.
Bonus Paystubs

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.
Paystubs with Severance

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.

Benefits Settings

Current Plan Year

Field Description
Plan Year End Date

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.

Note: This field is enabled and required if you are using the Life Events/New Hires module in ESS 3.0 or later.

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

FSA/HSA Year

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.

FSA/HSA year includes check date for final pay period

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.

Open Enrollment

Use this group box to specify the open enrollment benefit year, plan year period, new FSA/HSA year, and enrollment start/end dates.

Field Description
Benefit 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.

Plan Year Start 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 later than the Plan Year End Date.

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.

FSA/HSA Year

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.

Enrollment Start (MM/DD)

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.

Enrollment End (MM/DD)

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.

Address/Telephone Module Settings

Field Description
Life Event for Postal Code/State Change

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

Prompt Vendor Address Update

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.

Note: This check box is enabled only if you are using ESS version 3.0 or higher.

Other Module Settings

Field Description
Months of Expense History

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

Subtasks

Subtask Description
Severance Pay Types Click this link to access the Severance Pay Types subtask.
Deferred Compensation Settings Click this link to access the Deferred Compensation Settings subtask.