Reporting - psers

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How are Member Contract Records Transmitted to PSERS? All Member Contract Records are transmitted to PSERS through the online system. Member Contract Records can be submitted for individual employees by entering them into the online system one at a time. Member Contract Records can also be submitted for a batch of employees all at once by uploading a file that was exported by your payroll/HR software system. Either way, you begin by accessing the system: 1. Access the Employer Services window in the online system. If you are not familiar with how to do this, see Accessing the Online System on page 1. 2. From the Employer Services window, click “Member Contract Info” in the lefthand menu. A sub-menu appears, as shown next: Member Contract Info Sub-Menu For further details on the Member Contract Info Sub-Menu refer to the chapter titled Information Sub—Menu on page 157. 40 EMPLOYER’S REFERENCE MANUAL FOR REPORTING
Member Contract Records – Creating Individually You can enter Member Contract Records for your new employees one at a time, by completing an online form. Use this procedure if you only need to enter a small number of employees. Otherwise, you may find it easier to submit a file with multiple Member Contract Records at once – see Member Contract Records - Create by Uploading a File on page 52. First, access the Member Contract Info sub-menu, as described on page 40. From the “Member Contract Info” sub-menu on the left side of the screen, click “Create Member Contract.” You will be prompted to enter the SSN (social security number) for the employee you are adding. Enter the social security number and click “Submit.” • If there is no Member Demographic Information on file for the social security number you entered, you will see the message, “Error – Member does not exist.” In this case, see the How is Member Demographic Information Sent to PSERS? on page 24 to enter Member Demographic Information for the employee before continuing. If the employee has Member Demographic Information on file, the Member Contract Information window appears. EMPLOYER’S REFERENCE MANUAL FOR REPORTING 41
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 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: Employee Works Multiple Part-Time P
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
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