BN - Federal Employee Retirement Contributions Query

GENERAL DESCRIPTION:

The Federal Employee Retirement Contributions Query is designed to assist UW Extension in reporting contributions to the Federal government by payroll. This query is run ad hoc each month.

PROCESS CONSIDERATIONS:
You may click on the links below to navigate directly to a section:

PROCEDURE STEPS:

1.  Click Reporting Tools → Query → Query Viewer

2.  Enter UW_BN_FED_RTMT_PY_CONTRIB into the search criteria and click Search.
U Query Viewer

3.  You are shown the Search Results below.  If you had done a partial search, multiple queries could appear in the list.  Click the link for Excel.

Run to Excel

4.  Once you click on the Excel link, a new page will open.  On that page, you will enter the Pay Run ID into the Pay Run ID field.  Click View Results.

Enter Pay Run ID

5.  Open the query by clicking the OK or Open depending on your internet browser.

Below is an example of Mozilla Firefox.
Open with Excel
Below is an example of Windows Internet Explorer 9.
Federal Retirement - IE Pop Up

6.  Review the results and determine a course of actions if needed. 

A.  ID = Empl ID

B.  Name = Employee Name

C.  Empl Rcd# = Employee Record (Job)

D.  Plan Type = Overarching group of benefit plans (ex. Plan Type 10 = Health)

E.  Eff Date = Deduction date

F.  Group = Pay Group

G.  Pay Period End

H.  Plan = The specific Benefit Plan the employee is enrolled in.

I.  Deductn Cd = The code that appears on an employee's payroll check.

J.  Ded Class = Deduction Class

K.  Curr Dedn = Current Deduction Amount
Federal Retirement - Excel


ADDITIONAL RESOURCES

Related KBs:
Related Links: