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REPORT WISCONSIN RETIREMENT #

Once set up is complete the report should be run and the file created and verified.

Annual Transaction Report (ET-2533) #

The Annual Transaction Report should include service, earnings and employee paid contributions for all participating employees of the employer who have not been reported during the calendar year. Included should be those on leave of absence at year-end and any employees not on formal leave but for whom no earnings were paid during the year.

Filings are to be completed by January 20 or January 31 depends on type of employer (see section 706 of WRS publication ET-1127).

All active (not terminated) employees that have an official enrollment record at year end will be selected.

Employee Transaction Report (ET-2533) #

The employer must notify the WRS when a participating employee terminates employment retirement coverage by reporting him/her on an Employee Transaction Report. This report serves as a mechanism for reporting other types of employee transactions when:

• An employee changes category due to change in job duties.
• A previously submitted employee transaction requires correction.
• Late reported earnings or salary changes must be reported.
• An employee takes a leave due to medical reasons.
  
  

The reporting of terminated employees and other types of employee transactions should occur within one week after final reportable earnings have been paid. For state agencies on Central Payroll, employee transactions will be transmitted via the bi-weekly payroll tape. Corrections must be made through Central Payroll rather than sending paper forms to ETF.

All employees who have been terminated, or have employment category changes during a user-specified date range will be selected for reporting.

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Report Parameters & Filters#

Report Parameters
Report Type	Mandatory, LOV available Annual or EE Transaction Report
Report Date	Mandatory, Date, and LOV available The ‘Report Date' is the date printed in the file.

Action Begin Date Action End Date Directory Name Media File Name Write or Append Entity Fiscal Hours Element Fiscal Earn Element Calendar Hours Element EERC Element BAC Element Add'l Contrib Fix Elem Add'l Contrib Var Elem Tax Def Add'l Fix Elem Tax Def Add'l Var Elem ER Add'l Fix Elem ER Add'l Var Elem

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.

Report Filters People List Code Person Department Org Level Type Org Level Authorization Area Unit Group Payroll Status

Entity Mandatory, LOV available
Limits the process to the entity specified.

Action Begin Date Mandatory, Date, LOV available

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. People List Code Mandatory, Multiple selection, LOV available, <ALL>
A people list may be used to indicate specific employee transaction to be processed.

Person Code Mandatory, Multiple selection, LOV available, <ALL>
The person code(s) of specific employee(s) to be processed. Department Mandatory, Multiple selection and LOV available

Org Level Type Mandatory, LOV available

Org Level Mandatory, Multiple selection and LOV available

Authorization Mandatory, Multiple selection and LOV available

Unit Mandatory, Multiple selection and LOV available

Group Mandatory, Multiple selection and LOV available

Payroll Mandatory, Multiple selection and LOV available

Status Mandatory, Multiple selection and LOV available

Mandatory means that the field must have something in it. <ALL> is fine. Fiscal Hours Element Mandatory, LOV available

Fiscal Earnings Element Mandatory, LOV available

Calendar Hours Elem Mandatory, LOV available

Calendar Earn Elem Mandatory, LOV available

BAC Element Mandatory, LOV available

EERC Element Mandatory, LOV available

EE Add Amt Fix Elem Mandatory, LOV available

EE Add Amt Vary Elem Mandatory, LOV available

Fixed Tax Defer Elem Mandatory, LOV available

Vary Tax Defer Elem Mandatory, LOV available

ER added Fix Elem Mandatory, LOV available

ER added Vary Element Mandatory, LOV available See WRS Set up - Pay Elements

Interface Code Mandatory, LOV available
Only those reports of the format “Wisconsin Retirement” will display. Choose from the report formats created. The format “HL$WRS” has been provided as a sample, but should be copied, and the copy edited, by the client before running this report. The report definition selected will determine the format of the output file (if any), as well as the columnar content of the report.

Directory 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.

File Name Mandatory, text Enter the name of the file that will be created in the interface directory specified. Write or Append Mandatory, LOV available If the file already exists should the current information overwrite it or append to it?

Output Header/Trailer Mandatory, LOV available If the file is to contain a header and trailer record then indicate <Yes>.

Trial Mandatory, LOV available The report may be run in trial mode (Yes) or update mode (No)