| Title: | Employee Disbursement Report | |
| Short Name Code: | EDBO | |
| Description: | Employee disbursement information, including source and receiver data. | |
| Sample PDF 1 | Sample PDF using Age Parameter (RTF will look similar) | |
| Sample Spreadsheet 1 | Sample in Microsoft Excel using Age Parameter. Resize columns to see data (see FAQ, below) | |
| Sample PDF 2 | Sample PDF using Age Default (RTF will look similar) | |
| Sample Spreadsheet 2 | Sample in Microsoft Excel using Age Default. Resize columns to see data (see FAQ, below) | |
| Report Definitions | Explains some of the Reports parameters and terms. | |
| Estimated Processing Time: |
 Approximately 2 minutes to one full day (may vary by Plan). |
|
| Overview |
||
| When the report is first displayed on the screen, it appears with formatted text and graphics. A button in the upper-left corner of the display allows the report to be exported in several different formats: | ||
| Report Formats: | MS Excel
(Data Only) - Preferred file type for sorting data and displaying additional information. PDF - Preferred file type for viewing and printing formatted text and graphics. RTF - Alternative file type for viewing and printing formatted text and graphics. |
|
| Not Recommended: | MS Excel
(without the Data Only option) |
|
| Parameters: | Divisions
(where applicable) Start Date / End Date (MM/DD/YYYY) Tax Reason Disbursement Method Employee Identifier (SSN, Employee ID, Masked SSN) Sort Order (Name or Employee Identifier) Age as of Disbursement (Age or Default value of 999.9 provides all data) |
|
| Report Fields |
||
| Plan Number | ||
| Plan Name | ||
| Division Basis | ||
| Division Value | ||
| Division Name | ||
| Pay Center Value | Only viewable when exporting to MS Excel (Data Only) | |
| Pay Center Name | Only viewable when exporting to MS Excel (Data Only) | |
| Employee ID | Value (if available) based on the Employee Identifier parameter | |
| Participant Name | ||
| Participant Age | ||
| Birth Date | Only viewable when exporting to MS Excel (Data Only) | |
| Employee Hire Date | Only viewable when exporting to MS Excel (Data Only) | |
| Employee Termination Date | Only viewable when exporting to MS Excel (Data Only) | |
| Taxable Reason | ||
| Disbursement Reason | ||
| Disbursement Method | ||
| Effective Date | ||
| Money Type | ||
| Disbursement Amount | ||
| Disbursement Fees | ||
| Withholding Amount | ||
| Vested Percent | ||
| Forfeited Amount | ||
| Check Amount | ||
| Participant Mailing Name 1 | Only viewable in MS Excel (Data Only) | |
| Participant First Line Mailing | Only viewable in MS Excel (Data Only) | |
| Participant Second Line Mailing | Only viewable in MS Excel (Data Only) | |
| Participant City | Only viewable in MS Excel (Data Only) | |
| Participant State | Only viewable in MS Excel (Data Only) | |
| Participant Zip Code | Only viewable in MS Excel (Data Only) | |
| Participant Country | Only viewable in MS Excel (Data Only) | |