Reporting - psers

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Part-Time in Your Employ, Full-Time with Another School Employer Employees who work full-time with another school employer but part-time in your employ automatically qualify for retirement contributions from the first day of employment. All salaries must be reported and retirement contributions deducted from the first day of service. Conditional Rules for Membership – Dependent on Other Factors is eligible if: is ineligible if: A Federally Funded Employee… A Student age 15 or older… A Retiree… A Community College or State System of Higher Education University Employee… paid by the school employer using federal funds. service was not part of the student’s curriculum. he or she does not return to service under the provisions of Act 2004-63*. he or she is not contributing to an alternate retirement plan (e.g., TIAA-CREF) paid directly from federal funds and not by the school employer. service was part of the student’s curriculum. he or she returns to work under the provisions of Act 2004-63*. he or she is contributing to an alternate retirement plan (e.g., TIAA-CREF) For more information on Act 2004-63 see Retirees Returning to Work on page 17. Employees Ineligible for Membership The following types of employees are ineligible for PSERS membership. Do not create records for these employees or include them in your monthly Work Reports, except as noted. If an employee does not fall into a clear category, and you are uncertain whether or not this employee is eligible for PSERS membership, see Exceptions to Membership Eligibility on page 19. Independent Contractors A person performing services as an independent contractor is not eligible for membership in PSERS. See Exceptions to Membership Eligibility on page 19 if you are uncertain whether an individual is an employee or an independent contractor. Persons Compensated on a Fee Basis A person compensated on a fee basis is not eligible for membership in PSERS. 16 EMPLOYER’S REFERENCE MANUAL FOR REPORTING
School Crossing Guards An amendment made in 2000 to the (Pennsylvania) Township and Borough Codes specifically prohibits school crossing guards from membership in PSERS. School boards do not have the statutory authority to employ school crossing guards. Only a borough, a first or second-class township or a third class city can employ persons in such positions. These municipalities can allow school districts to assume the hiring and oversight of school crossing guards. Even if this is done, the guards are expressly excluded as school employees and, therefore, are not eligible for membership in PSERS. Retirees Returning to Work With the passage of Act 2004-63, PSERS retirees may return to Pennsylvania public school employment without suspension of their monthly retirement benefit under certain conditions. A retiree can be hired in an emergency situation that causes an impairment of service to the public, shortage of subject certified teachers or other personnel, or in an extracurricular position under a separate written contract. • When a retiree returns to work and does not meet the conditions in Act 2004-63, contact the Employer Service Center to report this member’s return to service. PSERS will need a written confirmation from the employer and another from the employee indicating the following: 1. The date the employee will return to service. 2. The employee understands that the PSERS pension will be stopped. • Once PSERS notifies employer that verifications were received, you must create a Member Demographic Record for the retiree reported from the first day of employment. • The retirees monthly pension benefit will be suspended until that time when the employee is ready to retire again. • Refer to the Employer’s Reference Manual for Member Benefits chapter 6 entitled Retirees – Employment After Retirement for more details. Other Ineligible Employees If an employee does not fit into any category of employment described in this section, see Exceptions to Membership Eligibility on page 19 for more information. EMPLOYER’S REFERENCE MANUAL FOR REPORTING 17
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 22 and 23: It may be necessary to scroll up or
Page 24 and 25: Part-Time Salaried Employees… •
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
Page 109 and 110:
• 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
Page 118 and 119:
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
Page 148 and 149:
Uploading a Work Report Adjustment
Page 150 and 151:
Record Detail Window The Record Det
Page 152 and 153:
When done entering information, cli
Page 154 and 155:
POS Correction (Member Purchase of
Page 156 and 157:
• BASE: Enter the difference betw
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• 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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Reporting - psers

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