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PR Deductions/Liabilities - Added a new 401k Liability checkbox to the Info tab. This checkbox is enabled only for liability codes with a limit type of Rate of Earnings, and should only be selected when the liability code is for a 401(k) employer match. Once selected, the Pre-Tax Group field is enabled, allowing you to specify the pre-tax group to use for determining the annual compensation limit.

For multi-tiered 401(k) employer matches, such as Safe Harbor 401(k) plans, or when you have employees that contribute to multiple plans, such as a traditional 401(k) and a Roth 401(k), you must assign the same pre-tax group to applicable employer match liabilities. This ensures that the annual compensation limit is applied across all applicable liabilities when calculating matching contributions.

PR Pre-Tax Deduction Groups - Added a new Annual Compensation Limit field for specifying the maximum annual limit of employee earnings to which a 401k employer match can be applied. To ensure the system applies this limit across applicable employer-match liabilities, assign the same pre-tax group to the applicable 401(k) liabilities.

For employee catch-up contributions, added a Catch up Annual Contribution Limit field for specifying the annual limit for employee 401(k) catch contributions. The system will apply this limit across all 401(k) deductions for each employee. For example, if an employee contributes to both a traditional 401(k) and a Roth 401(k), with an annual limit of $6,000, the system applies this limit across both plans.

Also changed the label of the Annual Limit field to Standard Annual Contribution Limit for better clarification. You will still use this field to specify the maximum annual limit for employee 401(k) and Roth 401(k) contributions.

Modified the payroll process to apply the annual compensation limit to 401(k) liabilities. The system will now stop computing the employer match once the annual compensation limit is met.

Also modified the payroll process to apply the catch up annual contribution limit to 401(k) catch-up deductions. The system will stop computing 401(k) contributions once the annual limit is met.

Modified the PRDednLiab import template to include a new Is401kLiabilityYN identifier (#161).

• New Hire - This drop-down contains two options: MNM - Nominate employee and MNMX - Revoke prior nomination. You will use the MNM - Nominate employee option to nominate new hires for participation in the JobMaker program or to nominate rehires that have never participated in the JobMaker program as your employee.

  You will use the MNMX - Revoke prior nomination option to revoke an employee's nomination in the JobMaker program that was made in error.

  Once you nominate an employee or revoke a nomination, run the PR STP Process form to generate your submission data and create the e-file. The data generation process creates a single pseudo-allowance record representing the nomination or revocation in the employee's allowance collection for the submission.

• Recent Rehire - This drop-down contains two options: MRM - Renominate employee and MRMX - Revoke prior renomination. You will use the MRM - Renominate employee to renominate a recent rehire who is participating in the JobMaker Hiring Credit (JMHC) program for the second time as your employee.

  You will use the MRMX - Revoke prior renomination option to revoke an employee's renomination in the JobMaker program that was made in error.

  Once you renominate an employee or revoke a renomination, run the PR STP Process form to generate your submission data and create the e-file. The data generation process creates a single pseudo-allowance record representing the nomination or revocation in the employee's allowance collection for the submission.

• Period 1 thru Period 8 - Each of these drop-downs contain two options: M0# - Declare employee met minimum hours test and M0#X - Revoke prior declaration (where # represents the period number).

  The M0# - Declare employee met minimum hours test option is used to confirm the employee's eligibility for the specified reporting period. Eligible employees are those who have satisfied the minimum hours requirement for the period; that is, completed a minimum of 20 hours of work per week on average for that period (either the hours for which the employee is being paid or the hours the employee worked).

  You will use the M0#X - Revoke prior declaration option to revoke an employee's eligibility confirmation made in error for the selected period.

  Once you confirm or revoke an employee's eligibility for a JobMaker period, run the PR STP Process form to generate your submission data and create the e-file. The data generation process creates a single pseudo-allowance record representing the confirmation or revocation in the employee's allowance collection for the submission.

PR Leave Codes / PR Employee Leave - These forms now include a new Active checkbox. When you add a new leave code in PR Leave Codes, the system automatically sets the code to Active. You can then assign the leave code to employees in PR Employee Leave, with the status remaining as Active.

Once you determine the code is no longer applicable to an employee, you can deselect the Active checkbox in PR Employee Leave to deactivate the leave code for that employee only. Once deactivated, leave will no longer accrue for that employee/leave code.

When you deactivate a leave code in PR Leave Codes, the system displays a message indicating that there are active employee leave codes associated with the specified leave code that will be disabled. If you select OK to continue, the leave code is deactivated for all applicable employees, as well as for the company. Once deactivated, you can no longer assign that code to employees, nor can you edit existing employee leave code records.

PR Leave Entry - Updated to prevent entry of inactive leave codes.

PR Auto Leave Accrual/Usage - Updated the auto leave process to exclude inactive leave code records.

• If you elect to reset limits for a specific leave code, the system now displays a "Leave code is inactive" message when you enter a leave code that is flagged as inactive in PR Leave Codes.
• If you elect to reset limits for all leave codes, the system now skips any leave codes that are flagged as inactive in PR Leave Codes and PR Employee Leave. Leave codes must be active in both places to be included in the reset process.

• PR Leave Codes
• PR Employee Leave
• PR Leave Entry
• PR Auto Leave Accrual Usage