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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At line 1 removed 2 lines
!!!MINNESOTA PERA REPORT
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!!!MINNESOTA PERA REPORT
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!!1. User Fields - IMUF
One new user field is needed to set up in the BEND table (P2K_ENROLLMENT_DETAILS) to translate and populate the PERA demographic record type (Type 42) for new employees where applicable.\\
!!1. Setup new User Fields - IMUF
One new user field is needed to set up in the BEND table(P2K_ENROLLMENT_DETAILS) to translate and populate the PERA demographic record type (Type 42) for new employees where applicable.
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!!2. User Defined Lexicons - IMLN
!!2. Setup new User Defined Lexicons - IMLN
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Lexicon Name: PERA EMPLOY STATUS \\
Lexicon Name: PERA_EMPLOY_STATUS \\
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Lexicon Name: PERA POSITION CLASS \\
Lexicon Name: PERA_POSITION_CLASS \\
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Lexicon Name: PERA POSITION CODE \\
Lexicon Name: PERA_POSITION_CODE \\
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!! 3. New Plan Type - IBPT
!! 3. Setup new Plan Type - IBPT
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!! 4. New Plan - IBPN
!! 4. Setup new Plan - IBPN
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!!5. PERA Benefit Components - IBPN
!!5. Setup PERA Benefit Components - IBPN
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!!6. PERA Contribution Rates - IBPN
!!6. Setup PERA Contribution Rates - IBPN
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* Changes have been made to report terminated employees, 'T' status on 'Record Type 42' tab in the report. Code change for Pera status for Terminated and New EE, and changes for effective and expiry Dates
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|Paid Date|Numeric|8|9-16|Required YYYYMMDD|Pay Issue Date
|Paid Date|Numeric|8|9-16|Required CCYYMMDD|Pay Issue Date
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|Increase/Decrease Compensated Hours|Alpha Numeric|1|161-161| |Indicates whether the Compensated hours reported in positions 162-167 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative. \\If the Pay Type is defined as 05 (Retro), the Compensated Hours - positions 161 - 167 is set to '+000000'
|Compensated Hours|Numeric|6|162-167|Optional|For non-DCP members, the number of hours an employee received compensation during the period being reported. \\If the Pay Type is defined as 05 (Retro), the Compensated Hours - positions 161 - 167 is set to '+000000'
|Increase/Decrease Compensated Hours|Alpha Numeric|1|161-161| |Indicates whether the Compensated hours reported in positions 162-167 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Compensated Hours|Numeric|6|162-167|Optional|For non-DCP members, the number of hours an employee received compensation during the period being reported.
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|Most Recent Hire Date|Numeric|8|85-92|Required. YYYYMMDD |For new employees, the original hire date. For existing employees, must be the most recent hire date.
|Eligibility Date|Numeric|8|93-100|Required. YYYYMMDD|The date an employee becomes eligible for PERA coverage
|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
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|Member Employment Status Effective Date|Numeric|8|106-113|Required. YYYYMMDD|For Termination/Death, report last date worked. Otherwise effective date.
|Member Employment Status Effective Date|Numeric|8|106-113|Required. CCYYMMDD|For Termination/Death, report last date worked. Otherwise effective date.
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|Date of Birth|Numeric|8|181-188|Required. YYYYMMDD|
|Date of Birth|Numeric|8|181-188|Required. CCYYMMDD|
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|Pay Issue Date|Mandatory, Date, LOV available\\This field displays the pay issue date. If the Pay Issue Date is overridden, then we get the Pay Period where the given Pay Issue Date is between start date and end date.
|Pay Issue Date|Mandatory, Date, LOV available\\This field displays the pay issue date.
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!!!MINNESOTA PERA REPORT - EXCLUSION REPORT
!!SET UP REQUIREMENTS
!1. User Fields - IMUF
1) ‘PERA_EXCL_REQ’ UDF has to be set to ‘YES’ in IEEI screen if the employee is to be included in the annual exclusion report.\\2) 'PERA_EXCL_CODE' UDF is used to input the employee Exclusion Code, populates data from LOV ‘X_PERA_EX_CODES’.
One new user field is needed to be set up in the BEND table (P2K_ENROLLMENT_DETAILS) to translate and populate the PERA demographic record type (Type 42) for new employees where applicable.\\
\\
Screen Capture - IMUF:
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[{Image src='RBMNPERA-EXCLUS-IMUF.png' width='700'}]
\\
*The UDF’s has to be mapped to their specific lexicon
*'PERA_EXCL_CODE' to lexicon X_PERA_EX_CODES
*‘PERA_EXCL_REQ’ to lexicon X_YES_NO
\\
!2. User Fields - IEEI
Input the values on IEEI in the UDF fields
[{Image src='RBMNPERA-EXCLUS-IEEI.png' width='700'}]
!3. Lexicon - IMLN
Added PERA exclusion code values to ‘X_PERA_EX_CODES’ \\
[{Image src='RBMNPERA-EXCLUS-IMLN.jpg' width='500'}]
!4. Processing - Exclusion Report
*Exclusion Report Param should be set to 'YES' to report exclusion data
*Depending on the pay start, end, and issue date the details will be pulled
*Pay Category, Pay Calendar and Calculate Last Pay for parameter should be selected to report employee's last pay and pay cycle
\\
Exclusion File Name parameter has to be entered to generate the .txt file\\e.g. SK_PERA_mex.txt, the file will be generated with the execution id as SK_PERA_512085.txt
\\
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