BN - Federal Thrift Contributions Query

The Federal Thrift Contributions Query is designed to assist UW Extension in reporting contributions to the Federal government by payroll.

Procedure At-A-Glance
Category: Federal Employee Benefits
Audience: UW Extension
Navigation: Reporting Tools > Query > Query Viewer
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General Description

UW Extension has a few employees eligible who are both Federal and State Employees.  These employee are eligible to enrolled into Federal Thrift Savings and pay a contribution each payroll.  This query provides UW Extension the ability to identify and report these contributions for each payroll.

Process Inputs

  • Pay Run ID

Process Outputs

  • Excel spreadsheet

Process Considerations

  • Report should be run after each monthly payroll confirmation.

Procedure Steps

1.  Click Reporting Tools

2.  Click Query

3.  Click Query Viewer

4.  Enter UW_BN_THRIFT_PY_CONTRIB into the search criteria and click Search.

Thrift - Search

5.  You are shown the Search Results below.  If you had done a partial search, multiple queries may appear in the list.  If you searched for the specific query you are looking for, you should only see that value below.  To view the query, click the link for Excel.

Thrift - Search Results

6.  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.

Thrift - Criteria

7.  After you choose your business unit, click View Results.

Thrift - View Results

8.  Open the query using Microsoft Excel and click OK or Open depending on your internet browser.

Below is an example of Mozilla Firefox.

Thrift - Pop Up

Below is an example of Windows Internet Explorer 9.

Thrift - IE Pop Up

9.  Review the results and determine a course of actions if needed.  Note:  An employee will appear on the report with multiple rows for each plan along with employee and employer deductions.  The data appearing in the Excel spreadsheet is:

A.  ID = Empl ID

B.  Name = Employee Name

C.  Empl Rcd#

D.  Plan Type = A list of Plan Type are available in  BN - Plan Type and Benefit Plan Code Job Aid .

E.  Eff Date = Deduction date

F.  Ded End = Deduction end date

G.  Group = Pay Group

H.  Pay Period End

I.  Plan = A list of Benefit Plans are available in BN - Plan Type and Benefit Plan Code Job Aid .

J.  Deductn Cd = A list of Deduction Codes are available in BN - Plan Type and Benefit Plan Code Job Aid .

K.  Ded Class = Deduction Class values are B for Before Tax and A for After Tax.

L.  Curr Dedn = Current Deduction Amount
Thrift - Excel

Related Policies, Job Aids and Forms

Related Job Aids

Keywords:Thrift, FERS, Plan Type 42, 7Z   Doc ID:17331
Owner:Joanna B.Group:Human Resource System (HRS)
Created:2011-03-16 19:00 CDTUpdated:2016-06-24 09:36 CDT
Sites:Human Resource System (HRS)
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