Defaults

Use these processing options to set date ranges for the information that is used to create the reports and to determine which reports to produce.

1. Date From

Specify the beginning date of a valid range of dates.

2. Date Thru

Specify the ending date of a valid range of dates.

3. Current Month

Specify the month in which the report is being submitted. If you leave this processing option blank, the system date determines the month.

4. Company

Specify which company to use when processing the Deduction/Benefit Workfile Build.

5. Date to Base Current Amount

Specify whether to use work dates or payment dates to calculate the current amounts on the 401(k) report.

Note: If you use payment dates, the report reflects the information that is stored in PDBA History, which is also based on payment dates.

Values are:

Blank: Work dates.

1: Payment dates.

6. Deduction/Benefit Report (R073102)

Specify whether to automatically produce the Deduction/Benefit Report after the Deduction/Benefit Workfile Build process is complete. Values are:

Blank: Do not produce.

1: Produce.

7. 401K Report (R073221)

Specify whether to automatically produce the 401(k) Report after the Deduction/Benefit Workfile Build process is complete. Values are:

Blank: Do not produce the report.

1: Produce the report.

8. Investment Report (R073251A)

Specify whether to automatically produce the Investment Report after the Deduction/Benefit Workfile Build process is complete. Values are:

Blank: Do not produce.

1: Produce.