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

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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
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RBMNPERA
RBMNPERA

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!!!MINNESOTA PERA REPORT
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!!!MINNESOTA PERA REPORT
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!!Set Up Requirements
!!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.
!!SET UP REQUIREMENTS
!!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.\\
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The PERA_EXLCUDE_CODE user field should be set up to populate the exclusion code field (Positions 101-103)
The PERA_EXCLUDE_CODE user field should be set up to populate the exclusion code field (Positions 101-103)
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!!2. Setup new User Defined Lexicons - IMLN
!!2. User Defined Lexicons - IMLN
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!!PERA Employment Status
Lexicon Name: PERA_EMPLOY_STATUS
\\__PERA Employment Status__\\
Lexicon Name: PERA EMPLOY STATUS \\
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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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!! PERA Position Class
Lexicon Name: PERA_POSITION_CLASS
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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!! PERA Position Code
Lexicon Name: PERA_POSITION_CODE
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.
\\__PERA Position Class__\\
Lexicon Name: PERA POSITION CLASS \\
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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!! 3. Setup new Plan Type - IBPT
Plan Type Name: MNPERA (No exceptions)
Define the MN Public Employee Retirement Administration System benefit plan type.
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!! 4. Setup new Plan - IBPN
Plan Name: MNPERA
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.
\\__PERA Position Code__\\
Lexicon Name: PERA POSITION CODE \\
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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!!5. Setup PERA Benefit Components - IBPN
!! 3. New Plan Type - IBPT
Plan Type Name: MNPERA (No exceptions) \\
Define the MN Public Employee Retirement Administration System benefit plan type. \\
!! 4. New Plan - IBPN
Plan Name: MNPERA \\
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. \\
!!5. PERA Benefit Components - IBPN
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!!6. Setup PERA Contribution Rates - IBPN
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.
|__Pay Component__|__ Name__|__Source__|__Description__
|B2010|Regular Pensionable Earnings (Pay Type 01)|Pay Element/Pay Component|Total employee earnings for the reporting period that are deemed pensionable. It must be stored in a Pay PC that the report program can access.
|B2011|Regular OT Earning|Pay Element/Pay Component|Total employee Overtime earnings for the reporting period that are deemed pensionable
|B2012|Regular Employer Contribution Amount|Pay Component|Regular ER Contribution. The system will calculate this amount using the ER rate.
|B2014|Regular Employee Deduction Amount|Pay Component| Regular Deduction Amount for the Pay Period based on the regular pay period salary. The system will calculate this amount using the EE rate.
|B2016|Additional ER Contribution on Regular Earnings|Pay Component|Additional ER Contribution Amount
|B2020|Earning Adjustment (Pay Type 02, A)|Pay Component|Pensionable Salary Adjustment
|B2021|OT Earning Adjustment|Pay Element/Pay Component
|B2022|ER Deduction Adjustment|Pay Component|ER Contribution Amount that is based on the Salary Adjustment
|B2024|EE Contribution Adjustment|Pay Component|Deduction Amount based on the Earning Adjustment
|B2026|Additional ER Contribution on Adjustment Pays|Pay Component|Additional ER Contribution Amount
|B2040|Grievance Earning (Pay Type 04)|Pay Component|Total grievance earnings for the reporting period that are deemed reportable
|B2041|Grievance OT Earning|Pay Element/Pay Component|Total grievance Overtime earnings for the reporting period that are deemed reportable
|B2042| Grievance Employer Contribution Amount|Pay Component|Grievance ER contribution amount. The system will calculate this amount using the ER rate.
|B2044|Greivance Employee Deduction|Pay Component|EE Deduction Amount for the Pay Period based on the Grievance Pay. The system will calculate this amount using the EE rate.
|B2046|Additional ER amount on grievance pays|PPay Component|Additional ER amount on Grievance Pay
|B2050|Retroactive Earning (Pay Type 05)|Pay Component|Pensionable Retroactive Salary
|B2051|Retroactive OT Earning|Pay Element/Pay Component|Pensionable Retroactive Overtime
|B2052|Retroactive ER Contribution|PPay Component|ER Contribution amount that is based on the Retroactive Salary
|B2054| Retroactive EE Deduction|Pay Component|EE Deduction amount based on the Retroactive Earning
|B2060|Omitted Earnings (Pay Type 06)|Pay Component|Omitted Pays
|B2061|Omitted Earnings (Pay Type 06)|Pay Component|Omitted Pays
|B2062|Omitted ER Contribution|Pay Component|ER Contribution Amount that is based on the Omitted pays
|B2064|Omitted EE Deduction (Pay TYpe 06)|Pay Component|Omitted EE Deduction Amount
|B2066|Additional ER Amount on Omitted Pay|Pay Component|Additional ER amount on Omitted pay
|B2070|Lump Sum Comp Pay Out|Pay Component|Total Lump Sum Payout
|B2071|Lump Sum OT Earning|Pay Element/Pay Component|Total Lump Sum Overtime Payout
|B2072|ER Contribution on Lump Sum Payout|Pay Component|ER Contribution on Lump Sum Payout
|B2074| EE Deduction on Lump Sum Payout|Pay Component|EE Deduction on Lump Sum Payout
|B2076|Additional ER Amount on Lump Sum Payout|Pay Component|Additional ER amount on Lump Sum Payout
|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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\\
!!6. PERA Contribution Rates - IBPN
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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* Once the set up of the MN PERA Benefit Plan Types and Plans is complete, the Pay Elements for each Benefit Component must be established. The Plan setup will be used as the definition for processing.
* All Employee/Employer Amounts calculated through this Plan will be reported on the File and the Report.
* Normally, only PERA Record Types of 30, 31 AND 38 will be created.
* When a new employee starts the PERA deduction, or there is a change of employment status, or address change, then Record Type 42 will be created under a separate demographic file.
* A change of employment status, including new employment, is defined as the record having a Change Reason Code that is defined in the User Lexicon PERA_EMPLOY_STATUS.
* 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
* 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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!! REPORTING PROCESS
* The Pay Calendar and Pay Issue Date must be entered.
* The six-character PERA employer ID must be entered. This number can be defaulted through the IMPM form.
* The Detail File Name is 200 bytes long and contains the required 30, 31 and 38 Record Types.
* The Enroll File Name is 400 bytes long and contains the optional 42 Enrollment Record Type. \\
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\\
!!MAGNETIC MEDIA REPORTING
__Report Header Record - Type 30__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|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 YYYYMMDD|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
\\
__Plan Summary Record - Type 31__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|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
\\
__Detail Contribution Transaction Record - Type 38__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|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'.
|Filler| |20|141-160|Required|Pad with Blanks
|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 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
\\
__Detail Contribution Adjustment Transaction Record - Type 38 Adjustment__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|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
\\
__Demographic Record - Type 42__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|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. 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
|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. YYYYMMDD|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. YYYYMMDD|
|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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|Pay Issue Date|Mandatory, Date, LOV available\\This field displays the pay issue date.
|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.
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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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![Notes|Edit:Internal.RBMNPERA]
[{InsertPage page='Internal.RBMNPERA' default='Click to create a new notes page'}]
[{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
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[{Image src='RBMNPERA-EXCLUS-IEEI.png' width='700'}]
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!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
\\
----
![Notes|Edit:Internal.RBMNPERA]
[{InsertPage page='Internal.RBMNPERA' default='Click to create a new notes page'}]
This page (revision-66) was last changed on 05-Apr-2023 10:57 by Karen ParrottTop