Reporting - psers

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Chapter 1 Accessing the Online System The PSERS online system will be used to submit most reports and information. Before attempting any procedure described in this manual, ensure that you know how to access the system and that your contact information is correct. These procedures are described in this section. To access PSERS’ online system, search in Web browser (Internet Explorer version 5.5 or later) to: http://www.<strong>psers</strong>.state.pa.us You will see the following screen: This screen will tell you if the Employer Web Applications are currently available. Click the “Employers” tab on the upper right-hand side of the screen. The following screen will appear EMPLOYER’S REFERENCE MANUAL FOR REPORTING 1
Page 1: Public School Employees’ Retireme
Page 5 and 6: Table of Contents Chapter 1 Chapter
Page 7 and 8: Chapter 6 Chapter 7 Chapter 8 Chapt
Page 9: Chapter 18 Chapter 19 Chapter 20 Ch
Page 13 and 14: You will see the following screen:
Page 15 and 16: Up to four Security Administrators
Page 17 and 18: Set User Permissions You may set th
Page 19 and 20: Changing Your Security Administrato
Page 21 and 22: Monthly Reports Employer Newsletter
Page 23 and 24: Chapter 2 Membership: Eligibility &
Page 25 and 26: Employees Who Work Part-Time for Se
Page 27 and 28: School Crossing Guards An amendment
Page 29 and 30: Exceptions to Membership Eligibilit
Page 31 and 32: When a Member Contract Record is su
Page 33 and 34: Chapter 3 Member Demographic Inform
Page 35 and 36: Member Demographic Information - Cr
Page 37 and 38: Member Demographic Information Wind
Page 39 and 40: Phone Number Fields: Enter all phon
Page 41 and 42: Member Demographic Information - Su
Page 43 and 44: Record Lines in the Member Demograp
Page 45: Member Demographic Info Work Area -
Page 48 and 49: In general, a Member Contract Recor
Page 50 and 51: How are Member Contract Records Tra
Page 52 and 53: Member Contract Information Window
Page 54 and 55: • Expected Months: Enter the numb
Page 56 and 57: Work Status Descriptions For employ
Page 58 and 59: Work Status for Non-Contributing Le
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• TRMNTN - Termination: Select if
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Member Contract Records - Create by
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Record Lines in the Member Contract
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Uploading a Member Contract Informa
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Submitting the Records to PSERS For
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Changing Member Contract Records On
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Changing Member Contract Records by
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Chapter 5 Reporting - An Introducti
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• Overtime - Wages, paid over and
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Part-Time Hourly and Per Diem Emplo
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Unqualified Earnings (Non Retiremen
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Salaries for PSERS retirees hired f
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Determining Employee Contribution R
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Exceptions • An employee who tran
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• If employee is not contributing
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Payment Due Dates • You must remi
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Monthly Work Report - Create Online
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Header of the Work Report File The
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R/O/C R = Required O = Optional C =
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Uploading a Work Report File First,
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Work Reports Created Online The sys
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Adding a Work Report Record To add
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• If the Work Report Record passe
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The URCC field must be higher than
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This field must be higher than zero
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The CONTRIB field must be higher th
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Chapter 7 Reporting - Ensuring the
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A single Work Report Record with Wa
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When an Employee’s Work Status Ch
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If an Employee is Left off a Monthl
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When an employee is on a contributi
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Set the Work Status field to ACTIVE
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If the Employee Does NOT Return fro
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How to Report Service Time You must
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• Hours worked on extra-curricula
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Method #2: You can establish an ant
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Member Contract Record If the emplo
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Chapter 10 Reporting - Work Report
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How are Work Report Adjustments Tra
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Work Report Adjustments - Create by
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Creation Date and Time R/O/C R = Re
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R/O/C R = Required O = Optional C =
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File Window The File window display
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At this point, you must enter infor
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Work Report Adjustment Record Field
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• Contributions Withheld: This in
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The total amount of the BASE, OT, S
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Saving Your Changes After adding, d
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Example #2: Using the same situatio
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Incorrect Member Purchase of Servic
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Non-Arbitration/Court-Awarded Lump
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Chapter 11 Information Sub—Menu T
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Chapter 12 Submitting Records by Up
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• Implied decimals cannot be used
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• After selecting the file, you m
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Chapter 15 Work Area - File Window
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Manual Files Created Online You mus
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Chapter 16 Work Area - Record Detai
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• Search: Employers are able to s
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You will see the following message
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Employer Statement of Accounts On t
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Account Transactions Each transacti
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Account Totals If you have submitte
Page 194 and 195:
Employer’s Member Current Account
Page 196 and 197:
Member (Employee) Contributions The
Page 198 and 199:
Employer Contributions You must pay
Page 200 and 201:
Delinquency Interest Calculations I
Page 202 and 203:
Avoiding Interest Charges Interest
Page 204 and 205:
Methods of Remittance Payment By Ch
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Completion of Monthly Remittance of
Page 208 and 209:
Touch-tone Method The toll-free pho
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You CANNOT receive a credit for Emp
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Credit for Salaries & Contributions
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Chapter 21 Health Insurance EMPLOYE
Page 218 and 219:
Contacting PSERS by Telephone or Fa
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Forms on the PSERS Website If the f
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