The PERA_EXLCUDE_CODE user field should be set up to populate the exclusion code field (Positions 101-103)
PERA Employment Status
Lexicon Name: PERA_EMPLOY_STATUS
Cross reference the EASD Change Reason with the PERA Employment status. Enter the PERA reportable Change Reason codes only in the SAVED VALUE column and enter the corresponding PERA status in the DISPLAYED VALUE column. A PERA_SWITCH/SW row must exist in order to report those employees who switch PERA plans.
Any Change Codes that are not entered in this table are assumed to be not reportable to PERA.
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.
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.
Pay Component | Name | Source | Description |
B2010 | Regular Pensionable Earnings (Pay Type 01) | Pay Element/Pay PC | 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. |
B2012 | Regular Employer Contribution Amount | Pay Element or system calculated | Regular ER Contribution. The system will calculate this amount using the ER rate. |
B2014 | Regular Employee Deduction Amount | Pay Element or system calculated | 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 Element | Additional ER Contribution Amount |
B2020 | Earning Adjustment (Pay Type 02, A) | Pay Element | Pensionable Salary Adjustment |
B2022 | ER Deduction Adjustment | Pay Element or system generated | ER Contribution Amount that is based on the Salary Adjustment |
B2024 | EE Contribution Adjustment | Pay Element or system generated | Deduction Amount based on the Earning Adjustment |
B2026 | Additional ER Contribution on Adjustment Pays | Pay Element | Additional ER Contribution Amount |
B2040 | Grievance Earning (Pay Type 04) | Pay Element/Pay PC | Total grievance earnings for the reporting period that are deemed reportable |
B2042 | Grievance Employer Contribution Amount | Pay Element or system calculated | Grievance ER contribution amount. The system will calculate this amount using the ER rate. |
B2044 | Greivance Employee Deduction | Pay Element or system calculated | 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 | Pay Element or system generated | Additional ER amount on Grievance Pay |
B2050 | Retroactive Earning (Pay Type 05) | Pay Element | Pensionable Retroactive Salary |
B2052 | Retroactive ER Contribution | Pay Element or system generated | ER Contribution amount that is based on the Retroactive Salary |
B2054 | Retroactive EE Deduction | Pay Element or system generated | EE Deduction amount based on the Retroactive Earning |
B2060 | Omitted Earnings (Pay Type 06) | Pay Element | Omitted Pays |
B2062 | Omitted ER Contribution | Pay Element or system generated | ER Contribution Amount that is based on the Omitted pays |
B2064 | Omitted EE Deduction (Pay TYpe 06) | Pay Element | Omitted EE Deduction Amount |
B2066 | Additional ER Amount on Omitted Pay | Pay Element or system generated | Additional ER amount on Omitted pay |
B2070 | Lump Sum Comp Pay Out | Pay Element | Total Lump Sum Payout |
B2072 | ER Contribution on Lump Sum Payout | Pay Element or system generated | ER Contribution on Lump Sum Payout |
B2074 | EE Deduction on Lump Sum Payout | Pay Element or system generated | EE Deduction on Lump Sum Payout |
B2076 | Additional ER Amount on Lump Sum Payout | Pay Element or system generated | 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. |
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 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 |
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 | |
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 |
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. 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 |
Report Parameters | |
---|---|
Plan Type | Mandatory, LOV available |
Plan Code | Optional, LOV available |
Department Code | Optional, LOV available |
Pay Category | Optional, LOV available |
Include Reversal | Optional, LOV available, <YES/NO> |
Reversal Pay Category | Optional, LOV available |
Pay Calendar | Mandatory, LOV available Limits the process to the pay calendar specified. |
Pay Issue Date | Mandatory, Date, LOV available This field displays the pay issue date. |
PERA Employer ID | Mandatory,text |
Create File | Optional, LOV available, <YES/NO> The report may be run without creating an interface file (normally for testing purposes). |
Directory Name | Mandatory, text Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used. |
Detail File Name | Mandatory, text Enter the name of the file that will be created in the interface directory specified. |
Enroll File Name | Mandatory, text Enter the name of the file that will be created in the interface directory specified. |
Include Exception | Optional, LOV available, <YES/NO> |
Exception Level | Mandatory, LOV available A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance. |
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