The Batch Processing allows for processing multiple client reports for both Batch Paycheck and Batch Gap reports. Batch reports may be created for groups or individuals.

Following are the various options in the calculator:

Batch Process Type

This determines which type of report is created: Contribution Analysis or Batch Gap.

Import Filter

This is the method for determining which client records are to be printed. There are four options:

1.All Paychecks:  This will print all paychecks entered in The Retirement Analysis Kit database.

2.Employer:  This is to select all client paychecks in the database with a certain employer file.

3.Client Group:  This is to select all clients that were imported into a named group.

4.Single Client:  This allows for printing of a single client data file.

Employer or Group or Client

Based on which import filter you select, only one of the following 3 prompts will be enabled. Select the appropriate item.

Include Spouse's paycheck when available

This checkbox determines if the spouse's paycheck (when available) is printed as a separate report.

 Hint: As the Import Filter or selected filter item is changed, the number of reports to be created is indicated in the Paycheck Count line.

Report Layout

Select the layout of the report to be printed. Report layouts may be added, edited, or deleted by clicking on the editor icon found on the right side of the Report Layout prompt. From here, select the layout to create a report or the desired alterations for a report.