Reporting - psers

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• If PSERS approves the waiver request, we will change the employee’s status to waived and will notify the employee. If the employer submitted Monthly Work Reports, they will now need to submit Work Report Adjustments to reverse the transaction. PSERS will credit you for any contributions you paid for this employee during this school year as well as any contributions the employee paid. It is your responsibility to refund the employee’s contributions to the employee. • If a waiver request is denied or if the employee does not return the waiver form in a timely manner, PSERS will contact both you and the employee to explain the reason for the denial. In this case, you must submit a new Member Contract Record for the employee with a Work Status of “ACTIVE – Actively Working.” Follow the rules for reporting part-time employees. For hourly or per diem employees, you can deduct contributions immediately or when the employee reaches 500 hours or 80 days. You must deduct contributions immediately for salaried employees. You must also submit a Work Report Adjustment showing any earnings and service time that were not reported in your monthly Work Reports pending waiver approval. You should report this salary under “Wages No Contributions”. • It is not necessary for the part-time employee to complete and submit a waiver at the start of each school year. PSERS will contact the employee each year to confirm the waived status and will assume it remains in place unless the employee responds otherwise. • You do not need to submit a new Contract Record for employees who extend their waived status into another school year. • You may direct the employee to PSERS with any questions about waivers. • Deductibility of contributions to an IRA may be limited if the employee or employee’s spouse was covered by an employer retirement plan during the year. Employees should consult with the IRS or a tax professional. • If a part-time employee chose to waive PSERS membership with one employer and later qualifies for PSERS membership with another employer, this employee will not be able to extend the approved waiver with the first employer for the following school year. 22 EMPLOYER’S REFERENCE MANUAL FOR REPORTING
Chapter 3 Member Demographic Information What is Member Demographic Information? Member Demographic Information about an employee includes their: • Name • Social Security Number (You must see a copy of the social security card.) • Date of Birth (You must see proof of birth date.) • Gender • Address • Phone Numbers • E-Mail Address You must provide Demographic Information for each employee when you first hire the employee unless employee is a retiree (see Retirees Returning to Work on page 17). This includes all part-time employees. You must submit a Members Demographic Record before you can add this employee to your Work Report Record. If an employee is coming to you from another employer, you must still submit Member Demographic Information. If a duplicate Member Demographic Information Record is received for an employee, PSERS will use the duplicate to update the information on file. If you are not sure whether an employee already has a record, you can check this easily online. See Member Demographic Information - Create or Change Online on page 25. EMPLOYER’S REFERENCE MANUAL FOR REPORTING 23
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 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 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
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Payment of salary from sick leave,
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Consequences of Reporting Earnings
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Quick Reference - When the Contribu
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Chapter 6 Reporting - Monthly Work
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Reporting by Paycheck Date Some emp
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Changes in an Employee’s Work Sta
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Monthly Work Report - Create by Upl
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Record Lines in the Work Report Fil
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Wages No Contribution Excess Salary
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File Window The File window display
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Record Detail Window The Record Det
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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
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The WNC field must be higher than z
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Saving Your Changes After adding, d
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Reporting an Employee Who Works Mul
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Reporting an Employee Who Did Not W
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• If an employee ends one job wit
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Chapter 8 Reporting - Leaves of Abs
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When an employee is on one of the a
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Set the Work Status field to “ACT
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Chapter 9 Reporting - Service Time
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Per Diem Employees For per diem emp
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• Part-Time Salaried Adjunct Prof
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Employees Working Multiple Position
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Verifying Your Reported Service Tim
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What Information is in a Work Repor
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Enter a description of the Adjustme
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Header of the Work Report Adjustmen
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Record Lines in the Work Report Adj
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Uploading a Work Report Adjustment
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Record Detail Window The Record Det
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When done entering information, cli
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POS Correction (Member Purchase of
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• BASE: Enter the difference betw
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• WNC (Wages No Contribution): En
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Work Report Adjustments - Examples
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Adjusting Information that was Repo
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• Submit a copy of the arbitratio
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Submit a Work Report Adjustment Rec
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Work Reports and Work Report Adjust
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Chapter 13 Correctly Formatting Fil
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Chapter 14 Uploading an Information
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Records Transmitted: 330 shows num
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• Validate: The option appears in
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You may view a file after PSERS has
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• Save: Click to save any changes
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Chapter 17 Submitting Records to PS
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Chapter 18 How PSERS Responds to Wo
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Accounts within the Statement The E
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• END BAL: This shows the balance
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Remaining Balance Due After Estimat
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Chapter 19 Payments - Remitting to
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Member (Employee) Purchase of Servi
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Employer Share Income Aid Ratio & R
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If interest is due, it is calculate
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When your Employer Statement of Acc
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Payment By Check WITHOUT a Payment
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Employer Contribution Remittances (
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Chapter 20 Refund of Contributions
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• Contact PSERS as described in C
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Complete the Request for Reporting
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Chapter 22 Contacting PSERS Contact
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Obtaining PSERS Forms Forms within
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