This page (revision-66) was last changed on 05-Apr-2023 10:57 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by UnknownAuthor

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Version Date Modified Size Author Changes ... Change note
66 05-Apr-2023 10:57 21 KB Karen Parrott to previous
65 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
64 26-Nov-2021 10:22 19 KB ihowie to previous | to last
63 26-Nov-2021 10:22 19 KB khiggs to previous | to last
62 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last
61 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last

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RBMNPERA
RBMNPERA

Version management

Difference between version and

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Any Change Codes that are not entered in this table are assumed to be not reportable to PERA.
Any Change Codes that are not entered in this table are assumed to be not reportable to PERA. \\
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This lexicon is used to cross reference the Group Code with the PERA Position Class Code. Enter the Group Code under the SAVED VALUE column and enter the corresponding Position Class Code under the DISPLAYED VALUE column.
This lexicon is used to cross reference the Group Code with the PERA Position Class Code. Enter the Group Code under the SAVED VALUE column and enter the corresponding Position Class Code under the DISPLAYED VALUE column.
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This lexicon is used to cross reference the reportable JOB CODES with the PERA Position Code. Only the Job Codes that have equivalent PERA positions are required to be entered in this table. Any Job Codes not listed in this table will automatically be translated to the OTHER PERA Position Code. Enter the Job Code under the SAVED VALUE column and enter the PERA Position Code under the DISPLAYED VALUE column.
This lexicon is used to cross reference the reportable JOB CODES with the PERA Position Code. Only the Job Codes that have equivalent PERA positions are required to be entered in this table. Any Job Codes not listed in this table will automatically be translated to the OTHER PERA Position Code. Enter the Job Code under the SAVED VALUE column and enter the PERA Position Code under the DISPLAYED VALUE column. \\
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Define the MN Public Employee Retirement Administration System benefit plan type.
Define the MN Public Employee Retirement Administration System benefit plan type. \\
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Define the MN_PERA Plans. Users can define the Plan Code and the Plan Name, but the various PERA assigned Plan IDs must be entered as a COVERAGE within this Plan. The PERA Plan ID must be entered as the first 2 characters in the Policy Number of the COVERAGE table.
Define the MN_PERA Plans. Users can define the Plan Code and the Plan Name, but the various PERA assigned Plan IDs must be entered as a COVERAGE within this Plan. The PERA Plan ID must be entered as the first 2 characters in the Policy Number of the COVERAGE table. \\
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|B0290|Member Hours|Pay Component|Use for Definition only. It must have an Hours PC associated to it for reporting pruposes.
|B0290|Member Hours|Pay Component|Use for Definition only. It must have an Hours PC associated to it for reporting purposes.
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The RATES section of the MN PERA Plan (only the EE, ER and User 1 rates are used, and are expressed as a percentage). The User 1 Rate is used to define the Additional ER contribution RATE.
The RATES section of the MN PERA Plan (only the EE, ER and User 1 rates are used, and are expressed as a percentage). The User 1 Rate is used to define the Additional ER contribution RATE. \\
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* A switch in PERA plans must occur at the end of a Pay period. Example: The old Plan will be terminated at the end of a pay period and the new Plan will be effective at the beginning of the immediately following pay period. In this case, a New record for the new Plan and a Termination record for the old Plan will be created. A switch of the plans must be identified with PERA_SWITCH as the Change Reason code.
* A switch in PERA plans must occur at the end of a Pay period. Example: The old Plan will be terminated at the end of a pay period and the new Plan will be effective at the beginning of the immediately following pay period. In this case, a New record for the new Plan and a Termination record for the old Plan will be created. A switch of the plans must be identified with PERA_SWITCH as the Change Reason code. \\
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* The Enroll File Name is 400 bytes long and contains the optional 42 Enrollment Record Type.
* The Enroll File Name is 400 bytes long and contains the optional 42 Enrollment Record Type. \\
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|Record Transaction Type|Character|2|1-2|30|
|Employer Number|Number|6|3-8| |Unique Employer ID, assigned by PERA
|Paid Date|CCMMYYDD|8|9-16|Required|Pay Issue Date CCYYMMDD
|Increase/Decrease|Character|1|17-17|Required|+ = Increase/Positive, - = Decrease/Negative
|Contribution Total|Number|14|18-31| |Two decimal positions. Net total of all Employer and Member amounts reported.
|Number of Plan Summary Records|Number|6|32-37| |Computed
|Filler| |163|38-200|Filler. Pad with Blanks|Unused - Reserved for future expansion
|Record Transaction Type|Numeric|2|1-2|Required. 30|
|Employer Number|Numeric|6|3-8|Required|Unique Employer ID, assigned by PERA
|Paid Date|Numeric|8|9-16|Required CCYYMMDD|Pay Issue Date
|Increase/Decrease|Alpha Numeric|1|17-17|Required|+ = Increase/Positive, - = Decrease/Negative
|Contribution Total|Numeric|14|18-31|Required|Two decimal positions. Net total of all Employer and Member amounts reported.
|Number of Plan Summary Records|Numeric|6|32-37|Required|Computed
|Filler| |163|38-200|Required. Pad with Blanks|Unused - Reserved for future expansion
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|Transaction Code|Character|2|1-2|31|Person Record Type|
|Employer Number|Number|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Number|2|9-10| |01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Increase/Decrease|Character|1|11-11| |Indicates whether the Plan Total is a positive or negative amount. A negative amount cannot be reported for any DCP accounts. + = Increase/Positive, - = Decrease/Negative
|Plan Total|Number|12|12-23| |Two decimal places. Net total of Employee and Employer contributions for the plan
|Increase/Decrease|Character|1|24-24| |Indicates whether the Member Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Member Total|Number|12|25-36| |Two decimal places. Net total Member contribution amount
|Increase/Decrease|Character|1|37-37| |Indicates whether the Employer Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Employer Total|Number|12|38-49| |Two decimal places. Net total Employer contribution amount
|Increase/Decrease|Character|1|50-50| |Indicates whether the Additional Total is a positive or a negative.+ = Increase/Positive, - = Decrease/Negative
|Employer Additional Total| Number|12|51-62| |Two decimal places. Net total Employer Additional contribution amount
|Number of Detail Records|Number|6|63-68| |Number of detail records associated with the Summary record
|Transaction Code|Numeric|2|1-2|Required. 31|Transaction Code|
|Employer Number|Numeric|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Numeric|2|9-10|Required|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Increase/Decrease|Alpha Numeric|1|11-11|Required|Indicates whether the Plan Total is a positive or negative amount. A negative amount cannot be reported for any DCP accounts. + = Increase/Positive, - = Decrease/Negative
|Plan Total|Numeric|12|12-23|Required|Two decimal places. Net total of Employee and Employer contributions for the plan
|Increase/Decrease|Alpha Numeric|1|24-24|Required|Indicates whether the Member Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Member Total|Numeric|12|25-36|Required|Two decimal places. Net total Member contribution amount
|Increase/Decrease|Alpha Numeric|1|37-37|Required|Indicates whether the Employer Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Employer Total|Numeric|12|38-49|Required|Two decimal places. Net total Employer contribution amount
|Increase/Decrease|Alpha Numeric|1|50-50|Required|Indicates whether the Additional Total is a positive or a negative.+ = Increase/Positive, - = Decrease/Negative
|Employer Additional Total| Numeric|12|51-62|Required|Two decimal places. Net total Employer Additional contribution amount
|Number of Detail Records|Numeric|6|63-68|Required|Number of detail records associated with the Summary record
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|Transaction Code|Charcter|2|1-2|38|Record Type
|Employer Number|Number|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Character|2|9-10|Required|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19|Required|Must be the valid Social Security Number for the named employee.
|Employee Last Name|Character|30|20-49| |
|Employee First Name|Character|30|50-79| |
|Employee Middle Initial|Character|1|80-80| |
|Title After Name|Character|4|81-84| |
|Payroll Coverage Start Date|YYYYMMDD|8|85-92| |Must not be greater than the Coverage End Date
|Payroll End Date|YYYYMMDD|8|93-100| |
|Pay Type|Character|2|101-102| |01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103| |A for Adjustment, O if not adjustment
|Increase/Decrease|Number|1|104-104| |Use __-__ if Member amount is negative
|Member Amount|Number|9(8)V99|105-114| |
|Increase/Decrease|Character|1|115-115| |Use __-__ if Eligible earning is negative
|PERA Eligible Earnings|Number|9(8)V99|116-125| |
|Increase/Decrease Employer Amount|Character|1|126-126| |Use __-__ if amount is negative
|Employer Amount|Number|9(8)V99|127-136| |DCP Only
|School Fiscal Year|YYYY|4|137-140| |
|Transaction Code|Numeric|2|1-2|Required. 38|Transaction Code. One per transaction line
|Employer Number|Numeric|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Numeric|2|9-10|Required|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Numeric|9|11-19|Required|Must be the valid Social Security Number for the named employee.
|Employee Last Name|Alpha Numeric|30|20-49|Required
|Employee First Name|Alpha Numeric|30|50-79|Required
|Employee Middle Initial|Alpha Numeric|1|80-80|Optional
|Title After Name|Alpha Numeric|4|81-84|Optional| Do not use this field for Titles such as Miss, Mr. or Mrs.
|Payroll Coverage Start Date|Numeric|8|85-92|Required. YYYYMMDD|Must not be greater than the Coverage End Date
|Payroll End Date|Numeric|8|93-100|Required YYYYMMDD
|Pay Type|Numeric|2|101-102| |01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103|Required|__A__ for Adjustment, __O__ if not adjustment
|Increase/Decrease|Numeric|1|104-104|Required|+ = Increase/Positive, - = Decrease/Negative
|Member Amount|Numeric|10|105-114|Required| Deduction amount withheld from Member's salary
|Increase/Decrease|Alpha Numeric|1|115-115|Required|+ = Increase/Positive, - = Decrease/Negative. __DCP plans cannot have negative PERA Eligible Earnings.__
|PERA Eligible Earnings|Numeric|10|116-125|Required|Salary earned that is subject to PERA deductions for the reported period.
|Increase/Decrease Employer Amount|Alpha Numeric|1|126-126|Required|Indicates whether the Employer Amount reported in positions 127-136 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Employer Amount|Numeric|10|127-136|Required|Employer contribution amount made on behalf of the Member.
|School Fiscal Year|Numeric|4|137-140|Required. YYYY|Used to idetify school district employees who are being paid 'summer payouts'.
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|Compensated Hours|Number|6|162-167|Optional|
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168| |Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay| |10|169-178| | |Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Required|Pad with Blanks|Unused - Reserved for future expansion
|Compensated Hours|Numeric|6|162-167|Optional|For non-DCP members, the number of hours an employee received compensation during the period being reported.
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168|Optional|Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay|Numeric|10|169-178|Required|Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Required. Pad with Blanks|Unused - Reserved for future expansion
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|Transaction Code|Number|2|1-2|38|Transaction code for the SDR header summary record
|Employer Number|Number|6|3-8| |Unique identifier, assigned by PERA
|Plan ID|Number|2|9-10| |01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19| |Must be a valid Social Security Number for the employee
|Filler| |65|20-84| |Pad these fields with blanks. NOT used for an adjustment
|Payroll Coverage Start Date|8|85-92|YYYYMMDD| |Beginning date of payroll period being reported
|Payroll End Date|Number|8|93-100|Required| Ending date of the reported pay period
|Pay Type|Number|2|101-102| |01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103| |A for Adjustment, O if not adjustment
|Increase/Decrease|Number|1|104-104| |Use __-__ if Member amount is negative
|Member Amount|Number|9(8)V99|105-114| |
|Increase/Decrease|Character|1|115-115| |Use __-__ if Eligible earning is negative
|PERA Eligible Earnings|Number|9(8)V99|116-125| |
|Increase/Decrease Employer Amount|Character|1|126-126| |Use __-__ if amount is negative
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168| |Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay|10|169-178| | |Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Pad with Blanks|Unused - Reserved for future expansion
|Transaction Code|Numeric|2|1-2|Required. 38|Transaction code for the SDR header summary record
|Employer Number|Numeric|6|3-8|Required|Unique identifier, assigned by PERA
|Plan ID|Numeric|2|9-10|Required|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Numeric|9|11-19|Required|Must be a valid Social Security Number for the employee
|Filler| |65|20-84|Required. Pad with blanks.| NOT used for an adjustment
|Payroll Coverage Start Date|Numeric|8|85-92|Required. YYYYMMDD|Beginning date of payroll period being reported
|Payroll End Date|Numeric|8|93-100|Required| Ending date of the payroll period that the Detail transaction applies. Only one earning period can be entered on a line.
|Pay Type|Numeric|2|101-102|Required|01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103|Required|__A__ for Adjustment, __O__ if not an adjustment
|Increase/Decrease|Alpha Numeric|1|104-104|Required|+ = Increase/Positive, - = Decrease/Negative
|Member Amount|Numeric|10|105-114|Required|Insert Member amount to be adjusted
|Increase/Decrease|Alpha Numeric|1|115-115|Required|+ = Increase/Positive, - = Decrease/Negative
|PERA Eligible Earnings|Numeric|10|116-125|Required|Report the amount of the adjustment only.
|Increase/Decrease Employer Amount|Alpha Numeric|1|126-126|Required|+ = Increase/Positive, - = Decrease/Negative
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168|Optional|Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay|Numeric|10|169-178|Required|Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Required. Pad with Blanks|Unused - Reserved for future expansion
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|Transaction Code|Character|2|1-2|42|Record Type
|Employer Number|Number|6|3-8|Required|Unique Identifier, Assigned by PERA
|Plan ID|Number|2|9-10|PERA Plan Code|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19| |Must be a valid Social Security Number for the employee
|Last Name|Character|30|20-49|Required|
|First Name|Character|30|50-79| |
|Middle Initial|Character|1|80-80| |
|Title Following Name|Character|4|81-84| |
|Most Recent Hire Date|CCYYMMDD|8|85-92|Required |Date employee is to begin work in the current position held. Must be on or before the Eligibility Date.
|Eligibility Date|CCYYMMDD|8|93-100| |
|Exclusion Code|Character|3|101-103| |UDF
|Member Employment Status|Character|2|104-105| |User Defined Lexicon
|Member Employment Status Effective Date|CCYYMMDD|8|106-113| |For Termination/Death, report last date worked. Otherwise effective date.
|Position Code|Character|4|114-117| |Job Code User Lexicon
|Position Class|Character|2|118-119| |Group Code User Lexicon
|Job Title|Character|20|120-149|Optional|
|Birth Last Name|Character|30|150-179|Optional|Employee name at birth, if different then current name
|Gender|Character|1|180-180| |
|Date of Birth|CCYYMMDD|8|181-188| |
|Address Attn|Character|30|189-218| |
|Address 1|Character|40|219-258| |
|Address 2|Character|40|259-298| |
|City|Character|20|299-318| |
|State|Character|2|319-320| |
|Zip Code|Number|5|321-325| |
|Zip + four|Character|4|326-329| |
|Filler| |71|330-400|Required|Pad with Blanks
|Transaction Code|Alpha Numeric|2|1-2|Required. 42|Transaction Code
|Employer Number|Numeric|6|3-8|Required|Unique Identifier, Assigned by PERA
|Plan ID|Numeric|2|9-10|Required|PERA Plan Code|01-Basic, 02-Coordinated, 03-Police and Fire, 11-Correctional, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Numeric|9|11-19|Required|Must be a valid Social Security Number for the employee
|Last Name|Alpha|30|20-49|Required|Used to identify Member
|First Name|Alpha|30|50-79|Required|
|Middle Initial|Alpha|1|80-80|Required|
|Title Following Name|Alpha|4|81-84|Required|Do not include punctuation (.)
|Most Recent Hire Date|Numeric|8|85-92|Required. CCYYMMDD |For new employees, the original hire date. For existing employees, must be the most recent hire date.
|Eligibility Date|Numeric|8|93-100|Required. CCYYMMDD|The date an employee becomes eligible for PERA coverage
|Exclusion Code|Numeric|3|101-103|Required|An exclusion code must be reported when enrolling a member that has an eligibility date that is more than 30 days after the hire date. UDC.
|Member Employment Status|Alpha Numeric|2|104-105|Required|User defined lexicon. Use this field __ONLY__ when you are reporting a __change__ in a Member's employment.
|Member Employment Status Effective Date|Numeric|8|106-113|Required. CCYYMMDD|For Termination/Death, report last date worked. Otherwise effective date.
|Position Code|Alpha Numeric|4|114-117|Required|Job Code User Lexicon
|Position Class|Alpha Numeric|2|118-119|Required |Group Code User Lexicon
|Job Title|Alpha|20|120-149|Optional|
|Birth Last Name|Alpha|30|150-179|Optional|Member's name at birth, if different then current name
|Gender|Alpha|1|180-180|Required| F = Female M = Male
|Date of Birth|Numeric|8|181-188|Required. CCYYMMDD|
|Address Attn|Alpha Numeric|30|189-218|Optional|
|Address 1|Alpha|40|219-258|Required|
|Address 2|Alpha|40|259-298|Optional|
|City|Alpha|20|299-318|Required|
|State|Alpha|2|319-320|Required|
|Zip Code|Numeric|5|321-325|Required|
|Zip + four|Numeric|4|326-329|Required|
|Filler| |71|330-400|Required. Pad with Blanks
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This page (revision-66) was last changed on 05-Apr-2023 10:57 by Karen ParrottTop