Running the Federal Thrift Contributions Query in HRS

Overview

UW Extension has a few employees eligible who are both Federal and State Employees. These employee are eligible to enrolled into Federal Thrift Savings and pay a contribution each payroll. This query provides UW Extension the ability to identify and report these contributions for each payroll.

Process Considerations:

You may click on the links below to navigate directly to a section:


Instructions

1.  Navigate to: Reporting Tools > Query > Query Viewer

2.  Enter UW_BN_THRIFT_PY_CONTRIB into the search criteria and click Search.

Fed Query Search U

3.  You are shown the Search Results below.  If you had done a partial search, multiple queries may appear in the list.  If you searched for the specific query you are looking for, you should only see that value below.  To view the query, click the link for Excel.

Fed Query Run to Excel

4.  Once you click on the Excel link, a new page will open.  On that page, you will enter the Pay Run ID into the Pay Run ID field.

5.  After you choose your business unit, click View Results.

9.2 Thrift Enter PayRun ID

6.  Open the query using Microsoft Excel and click OK or Open depending on your internet browser.

Below is an example of Mozilla Firefox.
Thrift - Pop Up
Below is an example of Windows Internet Explorer 9.
Thrift - IE Pop Up

7.  Review the results and determine a course of actions if needed.  Note:  An employee will appear on the report with multiple rows for each plan along with employee and employer deductions.  The data appearing in the Excel spreadsheet is:

  1. ID = Empl ID
  2. Name = Employee Name
  3. Empl Rcd#
  4. Plan Type = A list of Plan Type are available in  Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS.
  5. Eff Date = Deduction date
  6. Ded End = Deduction end date
  7. Group = Pay Group
  8. Pay Period End
  9. Plan = A list of Benefit Plans are available in Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS.
  10. Deductn Cd = A list of Deduction Codes are available in Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS.
  11. Ded Class = Deduction Class values are B for Before Tax and A for After Tax.
  12. Curr Dedn = Current Deduction Amount

Sample Report

Thrift - Excel

Additional Resources

Related KBs:

Get Help

  • Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.