Reporting - psers

More documents

Recommendations

Info

Changing an Employee’s Member Demographic Information To change an employee’s Member Demographic Information a record must already exist in PSERS, first access the Member Demographic Info sub-menu, as described in How is Member Demographic Information Sent to PSERS on page 24. From the “Member Demographic Info” sub-menu on the left side of the screen, click “View/Edit Demographic Info” to view and/or change an employee’s current Member Demographic Information. You will be prompted to enter the SSN (social security number) for the employee you are updating. The SSN (social security number) is used to identify the employee’s account at PSERS. Always verify that the social security number matches the employee whose information you are changing. Once the social security number has been entered, click “Submit.” • If you attempt to view or change information for an employee who does not have a record, you will see the message, “Error – Member does not exist.” In this case, use the “Create Demographic Info” option on the left-hand menu to enter this employee’s information. The Member Demographic Information Window appears. See the Member Demographic Information Window heading later in this section. • You can change information in any field except SSN (Social Security Number) and Birth Date. If the social security number or birth date needs to be changed after an employee already has a record, you must submit a Demographic Information Change Request (PSRS-1870) to PSERS. Warning: Do not attempt to change an employee’s social security number by creating a new Member Demographic Information Record with the new number. This will create a new employee record with this number, while leaving the old employee record intact. Essentially, the online system will think these two social security numbers represent two different employees who happen to have the same name. All of the employee’s current information (contributions, service time, Member Contract Records, etc.) will remain with the old social security number. As a result, you will encounter errors when running monthly Work Reports, and the employee’s benefits calculations will be incorrect. In order to correct this situation, you must submit a Member Demographic Information Change Request (PSRS-1870) to PSERS with proof of the employee’s correct social security number, along with a letter explaining the situation. PSERS will merge the two member records and will set the social security number to the correct value. After this, you may need to resubmit or correct the employee’s Work Report Records. 30 EMPLOYER’S REFERENCE MANUAL FOR REPORTING
Member Demographic Information – Submit by Uploading a File You can submit Member Demographic Information for multiple employees at once, by uploading a file to the online system. In most cases, the file will be exported by your payroll/HR software system. This file must be in a specific format, defined under Format for Member Demographic Information Files on page 32. This method can be used to add new employees as well as to change information for existing employees. The process is the same for both. You may use this procedure to submit as few or as many Member Demographic Information Records as you want, but if you only need to submit a small number of records, you may find it easier to enter them directly online – see Member Demographic Information - Create or Change Online on page 25. Submit Member Demographic Information to PSERS whenever you hire a new employee and whenever information changes for a current employee. All additions / changes within a month can be submitted in a file, as long as this is done before you submit your Member Contract Records and your next monthly Work Report. For information on how to submit Member Demographic Information by uploading a file see Submitting Records by Uploading Files on page 159. After Member Demographic Information has been submitted for an employee, you can make changes when needed by editing the Member Demographic Information Record with the correct information. All fields except SSN (social security number) and Birth Date can be changed. If the social security number or birth date needs to be changed, the employer must submit a Demographic Information Change Request (PSRS-1870) to PSERS. See Member Demographic Information—Create or Change Online on page 25. Format for Member Demographic Information Files For information on how to correctly format a Member Demographic File see the chapter titled Correctly Formatting Files on page 161. The following pages will illustrate in detail the layout for Member Demographic Information Files. EMPLOYER’S REFERENCE MANUAL FOR REPORTING 31
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 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 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
Page 103 and 104:
Record Detail Window The Record Det
Page 105 and 106:
Using the Edit Window The Edit wind
Page 107 and 108:
• 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
Page 142 and 143:
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
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
Page 164 and 165:
• 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
show all

Reporting - psers

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?