Sage 100

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  • 1.  Fyi, Payroll 'Retirement Plan' checkbox is grayed-out for one employee in the new P/R

    Posted 07-30-2019 16:13

    I just upgraded a client from v2013.4 to v2018.7 (with P/R 2.19.3) and ran into this.  For just one employee, I was unable to access/enable (it was grayed-out) the Retirement checkbox in the new Payroll (Employee Maint > Benefits tab) and it didn't appear to be caused by a future year or related as documented in the online Help (and I had also reviewed the Tax Summary > Benefits screen from within Employee Maint).  So here's my workaround in case anyone else comes across this:

    • DFDM pr_employee – Set field to Y.
    • DFDM pr_employeehistory – Set applicable/current year record to Y, but you'll first need to grab the encrypted employee Key from pr_employee since the PII data is not visible in DFDM - in order to know you're editing the correct employee record.

    Just setting it in pr_employee wasn't sufficient; had to touch both files.  And it appears no employee had the Pension checkbox enabled in their prior Sage 100 system.



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    - Brett
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  • 2.  RE: Fyi, Payroll 'Retirement Plan' checkbox is grayed-out for one employee in the new P/R

    Posted 07-30-2019 22:39
    Were you able to uncheck/recheck once you had set it to yes via employee maintenance?

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 3.  RE: Fyi, Payroll 'Retirement Plan' checkbox is grayed-out for one employee in the new P/R

    Posted 08-07-2019 16:17
    @Jeff Schwenk, although that's kinda like 'poking the bear' :), it's certainly a valid question/concern.  But "no", the checkbox is still grayed-out and inaccessible.  No idea why.  So I guess if that employee decides to stop contributing to their 401k, we'd have to go back into dfdm.

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    - Brett
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    Original Message


  • 4.  RE: Fyi, Payroll 'Retirement Plan' checkbox is grayed-out for one employee in the new P/R

    Posted 01-27-2020 09:18
    Just ran into this with just one employee for a client.  @Brett Zimmerman - so glad you had it first.  :-)
    ​

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
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