Issue/Symptom/Question

I have reviewed the context of the emp_ded_aud table and I have questions. Basically, how do I determine a prior 401k deduction for an individual? I would like to generate a report that reflects the 401k percent deduction percentage as of a certain date. How do I do it?

Environment

Penta for Windows

PENTA Reports > Report Initiation > Employee Master Deduction (EMPDEDUCTION) report

Resolution/Fix/Answer

To review employee deductions, you can run PENTA Report - Employee Deduction Master (EMPDEDUCTION). The report can be limited by Employee ID, Deduction Number and Organization Unit. Additional criteria (such as the screenshot of the effective date) can be used to limit the information. The report will return the 401K deduction percentage as of the date run, not a history of the percentage changes. To review a specific time-frame, the Additional Criteria pop-up button can be selected and the EFF_DATE can be updated with a Low Value and High Value. See the screenshots below regarding the Report Initiation window:

If you are familiar with using SQL database query, you can use the emp_ded_aud to review the audit trail of a deduction. Below is a script to help you review the employee and deduction percentage. The audit table needs to be sorted by timestamp. The first/earliest time is the initial setup of the record. Then the next row is created if any changes occur, and so on. The previous and most recent row, when compared show if that field was changed or not. If the value is the same, no change occurred in that field.

select *
from emp_ded_aud
where emp_id = 'XXXXX'
and ded_num = XXX
(Use deduction number for your 401K deduction)

Sort the rows by the timestamp column. The earliest row is the first entry, and any column value changes after that will be a different row.

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