Adjusting Enrollment Records
This topic discusses how to enter participant information manually.
After you enroll employees in savings plans and run the Update Participants process, view the enrollment records and make adjustments, as needed.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
ST_ESPP_PARTIC |
Manually adjust enrollment records. You must first run the Update Participants process using the Purchase Stock process page. |
Use the Review Purchase Participation page (ST_ESPP_PARTIC) to manually adjust enrollment records.
You must first run the Update Participants process using the Purchase Stock process page.
Navigation:
Common Page Information
Field or Control |
Description |
|---|---|
Participation Override |
The system selects this check box when you make an online entry or change to participation. The system deselects the check box when the stock purchase participation is populated using the Update Participants process. |
Benefit Plan |
Displays the participant's benefit plan. |
Coverage Begin Date |
Displays the date on which the participant's coverage begins. |
General Tab
Field or Control |
Description |
|---|---|
Deduction Begin Date |
Displays the date on which the deductions begin for the participant. |
Deduction Tab
Field or Control |
Description |
|---|---|
Flat Deduction Amt After-Tax |
If the participant selected the deduction method of Flat Deduction Amount After-Tax, the system displays the amount. |
Percent of Gross After-Tax |
If the participant selected the deduction method of Percent of Gross After-Tax, the system displays the percent. |