Human Resources

Company and process level

In the Human Resources application, when you set up a company, you must select the type of tax reporting forms that are valid for the company.

You can override the company value on the process level.

Employee

The participant must have an employee record that includes a state of residence and a work location of "pension." The pension location is a hard-coded value that edits against federal and state deductions that generally are not deducted for pension payments.

Also, if the employee has periodic pension payments, you must set up the employee to use auto time records.