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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	Mandatory, Date, LOV available The ‘Action' date range will be used to determine which pay components within the element to report on.
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	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.
Media File Name	Optional, Text
Write or Append	Mandatory, LOV 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
Fiscal Earn Element	Mandatory, LOV available
Calendar Hours Element	Mandatory, LOV available
Calendar Earn Element	Mandatory, LOV available
EERC Element	Mandatory, LOV available
BAC Element	Mandatory, LOV available
Add'l Contrib Fix Elem	Optional, LOV available
Add'l Contrib Var Elem	Optional, LOV available
Tax Def Add'l Fix Elem	Optional, LOV available
Tax Def Add'l Var Elem	Optional, LOV available
ER Add'l Fix Elem	Optional, LOV available
ER Add'l Var Elem	Optional, LOV available
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
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.