version 12 and custom reports

[Tom Poje]

if you use status code or category codes then you will have work to do as these are being replaced.

there will no longer be things like 'new participant' and 'terminated and fully paid out'. (Terminated ineligibles will now also have term dates)

oh joy of joys! guess I will have a lot of work to do on my report.

I promised someone at the Southern User group meeting I would post a census report that would show 'new ees'. I didn't do anything else but add a few formulas - I did not eliminate fields on this report that will have to go as soon as 12 is loaded. Granted update 12 will not be released or loaded for awhile, but as someone asked how to write a formula I am posting this report, so they will be able to copy the fileds into their reports.

so now, this report will indicate

new ees (even if they also terminate)

also what I call '5500'. these are new employees entering the first day of the plan year. (e.g. I would expect the 5500 begining year participant count to increase over last years by these folks)

this report curently will also provide warning message if ee has current year comp but term date of last year.

ee has no comp but is not terminated.

ee is 69 years old or older (a quick check for 70 1/2)

There are a bunch of counters at the bottom - guess these have to be zapped when 12 comes out.