Searching/quering job masters based on assigned category identifications is now available (and the field will also display on the define list). Position categories are maintained in the Position Tracking module and assigned to position masters.
The process (button) available from Direct Deposit deductions that creates an employee vendor and remit address in the Vendor Payments module has been modified. To facilitate creation of vendors for retired employees, the process is no longer limited to current employees.
A link has been added to the 941 Federal Reports menu in OpenRDA to facilitate completion of Schedule B of the 941 Report. Schedule B is the Report of Liability for Semiweekly Schedule Depositors The form will open in Adobe Reader so that data can be entered and the form printed.
There are only two deposit schedules–monthly or semi-weekly. These schedules tell you when a deposit is due after a tax liability arises (after a payroll, for example).
A new voucher detail advice report has been created that can be printed to accompany checks for vendors for which Default Check Detail is false (off) in the vendor’s master. It is on the OpenRDA task bar in Payroll Vendor Withholding (on Withholding Advice anchor). Unlike the two other Advice reports which are at the employee level, this one displays the transactional V/W vouchers.
A report has been created for OpenRDA‘s Virginia customers in conjunction with the VRS Hybrid Retirement Plan effective January 1, 2014. It is recommended that this report be run monthly (but no less than quarterly as that is when employees are allowed to change percentages). For deductions to select, the first seven characters of the Plan Identification (in the deduction description identification masters) must be VRS RET. The VRS Actuarial Rate (that is effective for the period) must be entered on the range screen. Warnings will display on the report when the total employer percentages exceed the actuarial rate; and when the total employee contributions for the Defined Benefit (DB) and Defined Contributions (DC) plans exceed 9 percent. Additionally, warnings will be given when the employer match for voluntary contributions (DC Plan) are not the required percentage. Range on Retirement Plan identification if different deductions are maintained for the professional and non-professional group.
This report is accessed from Other on Payroll’s Resource Bar: Virginia State Reports, VRS Reporting.
A new report has been created for OpenRDA and added to the Calendar and Fiscal Year reports. The Calendar Year Gross, Net, and Tax Amounts Report uses the personnel calendar (PAYPCSM) and deduction calendar (PAYDCSM) files. Shown in the report are gross, net, and amounts withheld for federal, state, FICA, and medicare taxes. The last column represents all other withheld deductions (excluding direct deposits). Calendar totals include all payrolls for the calendar year that have been updated to history at the time this report is executed. Employees can be sorted by personnel ID, name, or social security number. In addition to the sort options, the report allows the user to select which identifier displays. Customers who upgraded to OpenRDA from MBGUI will find that it produces results similar to the payroll register summary report except that this OpenRDA report is on quarter or calendar year basis (not payroll date).