Reporting - psers

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Record Lines in the Member Demographic Information File......................................................................................33 Chapter 4 Chapter 5 Uploading a Member Demographic Information File.........................................................................34 Member Demographic Info Work Area – File Window.......................................................................34 Member Demographic Info Work Area – Record Detail Window....................................................35 Access..................................................................................................................................................................................35 Saving Your Changes .......................................................................................................................................................35 Submitting the Records to PSERS.........................................................................................................35 Member Contract Records ...........................................................................................37 What are Member Contract Records? ...................................................................................................37 Employee Working Multiple Jobs for One Employer.........................................................................38 Employee Works a Full-Time Position Plus Other Positions......................................................................................38 Employee Works Multiple Part-Time Positions but NO Full-Time Position .............................................................39 How are Member Contract Records Transmitted to PSERS? .........................................................40 Member Contract Info Sub-Menu....................................................................................................................................40 Member Contract Records – Creating Individually............................................................................41 Member Contract Information Window...........................................................................................................................42 Saving the Member Contract Record .............................................................................................................................45 Work Status Descriptions .................................................................................................................................................46 Work Status for Non-Contributing Leaves that can be Purchased .......................................................................48 Work Status for Non-Contributing Leaves that cannot be Purchased..................................................................49 Work Status Quick Reference Table ..............................................................................................................................51 Member Contract Records – Create by Uploading a File .................................................................52 Format for Member Contract Information Files.............................................................................................................52 Header of the Member Contract Information File.........................................................................................................53 Record Lines in the Member Contract Information File...............................................................................................54 Uploading a Member Contract Information File..................................................................................56 Member Contract Info Work Area – File Window................................................................................56 Member Contract Info Work Area – Record Detail Window.............................................................57 Access..................................................................................................................................................................................57 Saving Your Changes .......................................................................................................................................................57 Submitting the Records to PSERS.........................................................................................................58 Member Contract Records – Changing Information for an Employee ..........................................58 What You Do When an Employee… ..............................................................................................................................59 Changing Member Contract Records Online ................................................................................................................60 End-Dating a Member Contract Record.....................................................................................................................60 Changing Member Contract Records by Submitting a File ........................................................................................62 End-Dating a Member Contract Record.....................................................................................................................62 Examples.............................................................................................................................................................................62 Reporting – An Introduction ........................................................................................65 What You Will Do Monthly, Quarterly, and Annually.........................................................................65 Monthly: ...............................................................................................................................................................................65 Quarterly, Annual, or As-Needed:...................................................................................................................................66 What Earnings Qualify for Contributions and Contribution Rates ................................................66 Qualified Earnings..............................................................................................................................................................66 Part-Time Hourly and Per Diem Employees .................................................................................................................69 Maximum Earnings Subject to Contributions ................................................................................................................70 Unqualified Earnings (Non Retirement Covered Compensation)..............................................................................71 Consequences of Reporting Earnings Incorrectly........................................................................................................74 Determining Employee Contribution Rates .........................................................................................75 Membership Contribution Coverage Group...................................................................................................................75 Membership Class .........................................................................................................................................................75 Quick Reference – When the Contribution Rate Changes.........................................................................................76 Exceptions...........................................................................................................................................................................77 ii
Chapter 6 Chapter 7 Chapter 8 Chapter 9 Reporting – Monthly Work Report..............................................................................79 Reporting by Pay Periods........................................................................................................................ 80 Reporting by Paycheck Date................................................................................................................... 81 Payment Due Dates................................................................................................................................... 82 Employee Working Multiple Jobs for You ........................................................................................... 82 Changes in an Employee’s Work Status.............................................................................................. 83 How are Work Reports Transmitted to PSERS? ................................................................................ 83 Work Reporting Sub-Menu...............................................................................................................................................83 Monthly Work Report – Create Online.................................................................................................. 84 Monthly Work Report - Create by Uploading a File........................................................................... 85 Format for Work Report Files...........................................................................................................................................85 Header of the Work Report File.......................................................................................................................................86 Record Lines in the Work Report File ............................................................................................................................87 Uploading a Work Report File................................................................................................................. 90 Work Reporting Work Area ..................................................................................................................... 90 File Window.........................................................................................................................................................................91 Work Reports Created by File Upload........................................................................................................................91 Work Reports Created Online......................................................................................................................................92 Record Detail Window .............................................................................................................................. 93 Access..................................................................................................................................................................................93 Adding a Work Report Record.........................................................................................................................................94 Using the Edit Window ......................................................................................................................................................95 Work Report Record Fields ..............................................................................................................................................96 Saving Your Changes .....................................................................................................................................................103 Submitting the Monthly Work Report to PSERS.............................................................................. 103 Reporting – Ensuring the Monthly Work Report Is Complete and Correct ...105 Reporting an Employee Who Works Multiple Positions for You ................................................. 106 When an Employee’s Work Status Changes .................................................................................... 109 If an Employee is Left off a Monthly Work Report........................................................................... 111 Reporting – Leaves of Absence................................................................................113 Reporting an Employee on Leave........................................................................................................ 113 Contributing Leaves.........................................................................................................................................................113 Non-Contributing Leaves that Can Be Purchased Later...........................................................................................114 Non-Contributing Leaves that CANNOT Be Purchased Later .................................................................................115 Notes about Leaves.........................................................................................................................................................115 When the Employee Returns from Leave .......................................................................................... 117 If the Employee Does NOT Return from Paid Leave.................................................................................................118 Reporting – Service Time............................................................................................119 How to Report Service Time ................................................................................................................. 120 How to Calculate Service Time............................................................................................................. 120 Hourly Employees............................................................................................................................................................120 Per Diem Employees.......................................................................................................................................................121 Full-Time Salaried Employees.......................................................................................................................................121 Part-Time Salaried Employees......................................................................................................................................122 Example Service Calculation for Part-Time Salaried Coach....................................................................................124 Employees Working Multiple Positions ........................................................................................................................125 Employees on a Non-Contributing Leave....................................................................................................................125 Employee Terminates Service During the Year ............................................................................... 125 Hourly and Per Diem .......................................................................................................................................................125 Salaried..............................................................................................................................................................................125 Member Contract Record ...............................................................................................................................................126 iii
Page 1: Public School Employees’ Retireme
Page 5: Table of Contents Chapter 1 Chapter
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 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
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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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