Reporting - psers

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It may be necessary to scroll up or down to see some of the contact types. As part of the setup process, select each contact type in turn and enter detailed contact information about the person who handles this type of work. Example: The NPAS School District enters information about their Business Manager as follows: You can click “Delete Contact Info” to clear all the information on the screen or “Cancel” to exit the screen without saving any information. When done entering information for a particular Contact Type, click “Update Contact Info” at the bottom of the window. • The information you entered will be checked for validity. If any errors or exceptions occur, you will see an error message in red near the top of the window. Errors must be corrected. Exceptions are shown for your information; you may save and exit with the exception still in place. After correcting any errors, click “Update Contact Info” again. • When all information passes the validity check, you will see the message, “Msg - Contact updated successfully.” 12 EMPLOYER’S REFERENCE MANUAL FOR REPORTING
Chapter 2 Membership: Eligibility & Waivers This section contains guidelines about which employees are eligible for membership with PSERS. An employee becomes a member when you create a Member Demographic and a Member Contract Record for PSERS. Employees Eligible for Membership The following is a list of employees who are eligible for membership with PSERS. You must add all potentially eligible employees by the 10 th of the month following their first day of employment. Part-time employees may request a waiver from PSERS membership. A waiver must be requested of each employer, as described in Waiving Membership When Employed Part-time on page 20. Full-Time Employees… • Work 5 hours or more a day, 5 days a week or its equivalent (25 or more hours a week). Employees who meet these requirements must be reported as full-time even if the employer considers them part-time. • Are required by law to become members of PSERS. • Must have their salaries, retirement deductions, and service units reported to PSERS through monthly Work Report Records. • Service time must be reported monthly for hourly and per diem employees. Salaried employees’ service time may be reported monthly or annually. • Must have retirement deductions withheld beginning the first day of service. EMPLOYER’S REFERENCE MANUAL FOR REPORTING 13
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 12 and 13: Click the yellow arrow on the right
Page 14 and 15: Setting Up Your Online User Names a
Page 16 and 17: After entering information in all f
Page 18 and 19: The permission options allow or blo
Page 20 and 21: Entering Employer Contact Informati
Page 24 and 25: Part-Time Salaried Employees… •
Page 26 and 27: Part-Time in Your Employ, Full-Time
Page 28 and 29: Quick Reference Table Type of Emplo
Page 30 and 31: PSERS will review the questionnaire
Page 32 and 33: • If PSERS approves the waiver re
Page 34 and 35: How is Member Demographic Informati
Page 36 and 37: Demographic Information Change Requ
Page 38 and 39: Birth Date: Enter the date of birth
Page 40 and 41: Changing an Employee’s Member Dem
Page 42 and 43: Header of the Member Demographic In
Page 44 and 45: Uploading a Member Demographic Info
Page 47 and 48: Chapter 4 Member Contract Records W
Page 49 and 50: Employee Works Multiple Part-Time P
Page 51 and 52: Member Contract Records - Creating
Page 53 and 54: • Work Status Start Date - MM/DD/
Page 55 and 56: • Voting Status: Use the drop-dow
Page 57 and 58: To qualify for the leave, the emplo
Page 59 and 60: • STUDYN - Professional Study Lea
Page 61 and 62: Work Status Quick Reference Table W
Page 63 and 64: Header of the Member Contract Infor
Page 65 and 66: R/O/C R = Required O = Optional C =
Page 67 and 68: Member Contract Info Work Area - Re
Page 69 and 70: What You Do When an Employee… •
Page 71 and 72: For more information on this window
Page 73:
Example #3: An employee dies. Submi
Page 76 and 77:
Quarterly, Annual, or As-Needed:
Page 78 and 79:
Example #1: All classroom reading t
Page 80 and 81:
Maximum Earnings Subject to Contrib
Page 82 and 83:
Payment of salary from sick leave,
Page 84 and 85:
Consequences of Reporting Earnings
Page 86 and 87:
Quick Reference - When the Contribu
Page 89 and 90:
Chapter 6 Reporting - Monthly Work
Page 91 and 92:
Reporting by Paycheck Date Some emp
Page 93 and 94:
Changes in an Employee’s Work Sta
Page 95 and 96:
Monthly Work Report - Create by Upl
Page 97 and 98:
Record Lines in the Work Report Fil
Page 99 and 100:
Wages No Contribution Excess Salary
Page 101 and 102:
File Window The File window display
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Record Detail Window The Record Det
Page 105 and 106:
Using the Edit Window The Edit wind
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• BASE: Enter the employee’s ba
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• HRS (Hours): For employees who
Page 111 and 112:
The WNC field must be higher than z
Page 113:
Saving Your Changes After adding, d
Page 116 and 117:
Reporting an Employee Who Works Mul
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Reporting an Employee Who Did Not W
Page 120 and 121:
• If an employee ends one job wit
Page 123 and 124:
Chapter 8 Reporting - Leaves of Abs
Page 125 and 126:
When an employee is on one of the a
Page 127 and 128:
Set the Work Status field to “ACT
Page 129 and 130:
Chapter 9 Reporting - Service Time
Page 131 and 132:
Per Diem Employees For per diem emp
Page 133 and 134:
• Part-Time Salaried Adjunct Prof
Page 135 and 136:
Employees Working Multiple Position
Page 137:
Verifying Your Reported Service Tim
Page 140 and 141:
What Information is in a Work Repor
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Enter a description of the Adjustme
Page 144 and 145:
Header of the Work Report Adjustmen
Page 146 and 147:
Record Lines in the Work Report Adj
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Uploading a Work Report Adjustment
Page 150 and 151:
Record Detail Window The Record Det
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When done entering information, cli
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POS Correction (Member Purchase of
Page 156 and 157:
• BASE: Enter the difference betw
Page 158 and 159:
• WNC (Wages No Contribution): En
Page 160 and 161:
Work Report Adjustments - Examples
Page 162 and 163:
Adjusting Information that was Repo
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• Submit a copy of the arbitratio
Page 166 and 167:
Submit a Work Report Adjustment Rec
Page 168 and 169:
Work Reports and Work Report Adjust
Page 171 and 172:
Chapter 13 Correctly Formatting Fil
Page 173 and 174:
Chapter 14 Uploading an Information
Page 175:
Records Transmitted: 330 shows num
Page 178 and 179:
• Validate: The option appears in
Page 180 and 181:
You may view a file after PSERS has
Page 182 and 183:
• Save: Click to save any changes
Page 185 and 186:
Chapter 17 Submitting Records to PS
Page 187 and 188:
Chapter 18 How PSERS Responds to Wo
Page 189 and 190:
Accounts within the Statement The E
Page 191 and 192:
• END BAL: This shows the balance
Page 193 and 194:
Remaining Balance Due After Estimat
Page 195 and 196:
Chapter 19 Payments - Remitting to
Page 197 and 198:
Member (Employee) Purchase of Servi
Page 199 and 200:
Employer Share Income Aid Ratio & R
Page 201 and 202:
If interest is due, it is calculate
Page 203 and 204:
When your Employer Statement of Acc
Page 205 and 206:
Payment By Check WITHOUT a Payment
Page 207 and 208:
Employer Contribution Remittances (
Page 209 and 210:
Chapter 20 Refund of Contributions
Page 211 and 212:
• Contact PSERS as described in C
Page 213:
Complete the Request for Reporting
Page 217 and 218:
Chapter 22 Contacting PSERS Contact
Page 219 and 220:
Obtaining PSERS Forms Forms within
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