Setting up Group Plan DBAs and "Include in Union Plan" in PDBA Advanced Setup
E1 9.2 Update 7
Tools Release 23
We are looking into using Group Plan DBAs to calculate a deduction for several union groups (employee groups F060116.UN). We have DBA 8969, 8970, and 8971 set up to calculate Gross Wages (8969), Tax Exempt Deductions (8970), and a Deduction (8971, Basis of Calculation is 8969 minus 8970). We are thinking about using Group Plan DBAs because we want to use this same set of DBAs for all our employee groups but be able to specify that for the Police employee group the rate for 8971 should be .6%, whereas the rate for 8971 for the Fire employee group should be .45%.
I was instructed to mark the "Include in Union Plan" checkbox in PDBA Setup > Advanced for the DBAs I set up when using Group Plan DBAs. I read the Help Text but I still don't understand the full impact of what happens if I have it checked versus what happens if I don't have it checked.