The Department of Employee Trust Fund administrates the Wisconsin Retirement System (WRS). All employees who meet both the following criteria must be enrolled in the WRS:
In the case where an employee works in two categories, then two separate plans must be setup, and the employee will be enrolled in both plans, with a different category (‘Coverage’) in each plan.
If employee changes category during year, this change date must fall in a pay period end date, so that the hours/amount earned within a pay period are reported under the same category.
The WRS system must be setup as a benefit plan, with the coverage being the Employment Categories Personality.
Each eligible employee will then be enrolled into this plan, with the coverage corresponding to the employee’s Employment Category.
The category contribution rates can then be stored in the Coverage Rate screen, and the Actual EE/ER amounts can be entered as a coverage component. Hours or other information that may not be entered as a coverage component must be supplied to the program as to where they are located (which Pay Component).
There are 12-employment categories, each category carries a different contribution rates
Category ‘00’ General Employee | EE=5.0%; BAC=1.2% |
Category ‘01’ Court Reporter | EE=5.0%; BAC=1.2% |
Category ‘02’ State Executive Retirement Plan | EE=5.5%; BAC=0.1% |
Category ‘03’ Protective with Social Security | EE=6.0%; BAC=0.5% |
Category ‘04’ Protective without Social Security | EE=7.2%; BAC=N/A |
Category ‘05' Supreme Court Justice | EE=5.5%; BAC=0.1% |
Category ‘06’ Legislator or State Constitutional Officer | EE=5.5%; BAC=0.1% |
Category ‘07’ Appellate Judge | EE=5.5%; BAC=0.1% |
Category ‘08’ Circuit Court Judge | EE=5.5%; BAC=00.1% |
Category ‘09’ Local Elected Official | EE=5.5%; BAC=0.1% |
Category ‘10’ Teacher | EE=5.0%; BAC=1.2% |
Category ‘11’ State Executive Retirement Plan Teacher | EE=5.5%; BAC=0.1% |
Set up:
‘ET-2533 ACTION'
‘ET-2533 TRANSACTION'
as a CHAR user fields associated with P2K_CM_EMPLOYMENT_STATUS.
ET-2533 ACTION
For Annual Report:
This code will be extracted from the appropriate user field attached to the employment status of the employee at year-end.
‘00’ | Used to report annual hours and earnings for employees not terminated or not on leave of absence. |
‘40’ | Used to report employees on an informal leave of absence with no annual earnings. |
‘50’ | Used to report employees on a military leave of absence at year-end. |
‘51’ | Used to report employees on an unpaid leave of absence at year-end. |
‘53’ | Used to report employees on layoff at year-end. |
‘80’ | Used to correct or adjust an incorrect code ‘00’ entry on the annual report. (Report adjustment amount only, i.e. amounts to be add/subtract from previous amount). |
For Employee Transaction Report:
The following are codes applicable to this transaction report only.
‘01’ | Used for normal termination. |
‘03’ | Used when employee is enrolled in WRS, but is not eligible. |
‘04’ | Used when employee is terminated due to a non-work related illness or injury. |
‘05’ | Used when an employee is dismissed or discharged. |
‘06’ | Used when the termination is due to an employee’s death. |
‘07’ | Used to report termination for WRS only for a local elected official who is waiving part-time elected service. |
‘08’ | Used when employee is terminated due to work-related illness or injury. |
‘10’ | Used when employee is changing employment category due to change in job duties. |
‘54’ | Used when employee is on leave of absence due to non-work related illness or injury. |
‘58’ | Used when employee is on leave of absence due to work-related illness or injury. |
‘8X’ | Correct previous submitted current year transaction types ‘0X’. |
ET-2533 Transaction To be reported on Magnetic Media only
‘000’ | No change/Annual Report records only |
‘001’ | Termination |
‘003’ | Not eligible |
‘004’ | Non-work related illness/Injury |
‘005’ | Dismissal |
‘006’ | Death |
‘007’ | Waived Part-Time Elected Service |
‘008’ | Work related Injury/Illness |
‘010’ | Employment Category Change |
‘023’ | Contract Settlement Payment |
‘024’ | Service Correction Only |
‘027’ | Correction (Refund) to prior Year’s Earnings or Contributions |
‘029’ | Correction to Prior Year Transactions |
‘031’ | Name Correction or Change |
‘033’ | Begin Date Change |
‘034’ | Statement of Benefits Code Change |
‘035’ | ETF Employer Number |
‘036’ | Sex Change |
‘038’ | Address Change |
‘040’ | No Earning (annual report only) |
‘050’ | Employee on military leave of absence at end of year (annual report only) |
‘051’ | Employee on unpaid leave of absence at end of year (annual report only) |
‘052’ | Employee on paid, or deemed paid leave of absence (annual report only) |
‘053’ | Employee on layoff (annual report only) |
‘054’ | Employee of Leave of Absence, Non-work related illness/injury |
‘058’ | Employee on leave of absence, Work-related illness/injury |
‘060’ | New Employee |
‘063’ | Employment Category Correction |
‘080’ | Adjustment – Annual Detail (000), include adjustment hours/amount only |
‘081’ | Adjustment – Termination (001), include adjustment hours/amounts only |
‘083’ | Adjustment – Non-work related illness/injury (004), include adjustment hours/amounts only |
‘085’ | Adjustment – Dismissal (005), include adjustment hours/amounts only |
‘086’ | Adjustment – Death (006), include adjustment hours/amounts only |
‘087’ | Adjustment – Waived Part-Time Elected Service (007), include adjustment hours/amounts only |
‘088’ | Adjustment – Work-related illness/injury (008), include adjustment hours/amounts only. |
Once set up is complete the report should be run and the file created and verified.
Report Parameters | |
---|---|
Report Type | Mandatory,Report Type lexicon available Annual or EE Transaction Report |
Report Date | Mandatory, Date, LOV available The ‘Report Date' is the date printed in the file. |
Action Begin Date/Action End Date | Mandatory, Date, LOV available The ‘Action' date range will be used to determine which pay components within the element to report on. |
Directory Name | Optional, 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. |
Media File Name | Optional, Text This field displays the file name of the data being uploaded. |
Write or Append | Mandatory, Write or Append available If the file already exists should the current information overwrite it or append to it? |
Entity | Mandatory, LOV available Limits the process to the entity specified. |
Fiscal Hours Element | Mandatory, LOV available This field allows you specify the fiscal hours pay element for the report. |
Fiscal Earn Element | Mandatory, LOV available This field allows you specify the fiscal earnings pay element for the report. |
Calendar Hours Element | Mandatory, LOV available This field allows you specify the calendar hours element for the report. |
Calendar Earn Element | Mandatory, LOV available This field allows you specify the calendar earnings element for the report. |
Post-Tax EERC Element | Mandatory, LOV available This field allows you specify the EERC pay element for the report. EERC=employee required contribution, ERRC=employer required contribution |
Pre-Tax EERC Element | Optional, LOV available This field allows you to specify the Pre-Tax EERC pay element for the report. |
Post-Tax BAC Element | Mandatory, LOV available This field allows you specify the BAC pay element for the report. BAC=benefit adjustment contribution |
Pre-Tax BAC Element | Optional, LOV available This field allows you to specify the Pre-Tax BAC element for the report. |
Add'l Contrib Fix Elem | Optional, LOV available This field allows you specify the additional contributions fixed element for the report. |
Add'l Contrib Var Elem | Optional, LOV available This field allows you specify the additional contributions variable element for the report. |
Tax Def Add'l Fix Elem | Optional, LOV available This field allows you specify the tax deferred additional fixed element for the report. |
Tax Def Add'l Var Elem | Optional, LOV available This field allows you specify the tax deferred additional variable element for the report. |
ER Add'l Fix Elem | Optional, LOV available This field allows you specify the employer additional fixed element for the report. |
ER Add'l Var Elem | Optional, LOV available This field allows you specify the employer additional variable element for the report. |
Exception Level | Optional, 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. |
Report Filters | |
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People List Code | Optional, LOV available This field limits the process to the people list specified. |
Person | Optional, LOV available This field limits the process to persons specified. |
Department | Optional, LOV available This field limits the process to the departments specified. |
Org Level Type | Optional, LOV available This field limits the process to the organization level types specified. |
Org Level | Optional, LOV available This field limits the process to the organization levels specified. |
Authorization Area | Optional, LOV available This field limits the process to the authorization areas specified. |
Unit | Optional, LOV available This field limits the process to the units specified. |
Group | Optional, LOV available This field limits the process to the groups specified. |
Payroll | Optional, LOV available This field limits the process to the payrolls specified. |
Status | Optional, LOV available This field limits the process to the statuses specified. |
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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