Fetching YTD payroll balance value in fast formula after Global Transfer for Retirement Plans — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Fetching YTD payroll balance value in fast formula after Global Transfer for Retirement Plans

in Payroll and Global Payroll Interface (GPI) 2 comments

Hi

Hope everyone is doing well!

We have multiple legal employers and multiple Retirement Plans in US. When employee is contributing to Retirement plans and moving from 1 company to another in middle of the year, we need to fetch contribution done in old company to check the IRS limits for retirement plans. Since these transfers performed through HDL, we are not able to use the delivered functionality which transfers the balance to prior balances in New Company and fast formula can easily fetch the prior balances. So, in our situation, we need to fetch old balance in fast formula to check limit. We want to

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!