The CalPERS organization has defined a new file format (XML) for submissions. This interface will replace that which was created by the UPCAPERS program in ePersonality. The UPCAPERS program will be deprecated and may eventually become obsolete. The UPCAPERS program can still be used to produce reports
To create the new XML format, the interface creation program UPCAPERSXML will now be used to generate the CalPERS file. The IDIF definition used for the previous UPPHF-based implementation is no longer used.
The amounts that will be reported must find their way into the pay components / elements that are used by this interface. This can be accomplished through CalPERS benefit plan set up, transactions being entered or UserCalcs. Nothing is recomputed by this PERS file creation program.
California PERS operates a number of different retirement systems. At this time, only the Public Employees’ Retirement System (PERS) is supported. There is no support provided for Judges’ Retirement Systems (JR1 and JR2), Legislators’ Retirement System (LRS) or the Supplemental Income Plan (SIP).
This is an old program and is no longer available to new hires. Contribution can be reported in this program only if member had been contributing to it continuously from the date when they had enrolled in this program PERSRPT CONT ADD This does not apply to most Employers. The “additional” contribution paid by employer. This money is a tax deferred contribution
This is an old program and is no longer available to new hires. Contribution can be reported in this program only if employers had been contributing to it continuously PERSRPT HOURS The total number of hours that the CalPERS retiree (required) has worked during the reported period PERSRPT OPR Deduction for overpayment received PERSRPT SCP TAX Service credit purchase taxed PERSRPT SCP DEF Service credit purchase tax deferred PERSRPT SIP2 457 Plan. This Element should only be populated if the CalPERS Plan has 457 Supplemental Income associated with it PERSRPT LOAN After Tax Loan Payment
Using User Defined Fields User Defined Fields are utilized, at this time, for storing some CalPERS information. These User Fields are all required and UPCAPERSXML will issue error messages and terminate if any are missing. The following User Defined Fields (UDFs) are required for operation of this XML interface and need to be defined on IMUF, as character fields: User Field Table Alias Meaning CALPERS_INTERFACE_TYPE DED This CalPERS ID is a new unique identifier, created by the new system. The CalPERS XML Schema names this item ‘Interface Type’ and most likely should contain ‘10006’ for regular Payroll. CALPERS_BP_ID DED If you are reporting your own payroll files the Business Partner ID is the same as the Employer CalPERS ID. If you use a third-party vendor then CalPERS will assign a unique identifier number once the third-party becomes an approved business partner CALPERS_EMPLOYER_ID DED This CalPERS ID is a new unique identifier, created by the new system. This replaces the CalPERS Employer Code and Unit Code used today. This CalPERS ID of the Employer who is submitting the payroll on behalf of all the employees in the file. This may be the Employer where all the employees are working, but it may also be the Employer who is authorized to send payroll for other Employers’ employees POSTED UPCAPERS PPH A flag that is used to indicate if the pay header has been posted to CalPERS or not. A value of “Y” means that it has, and it will not be processed by subsequent UPCAPERSXML runs. A value of “N” or null means that it has not yet been processed and is eligible to be picked up.
Note that this UDF has a space in the name not an underscore. This is for compatibility with prior versions of CalPERS reporting.
CALPERS_ID EID CalPERS-generated unique CalPERS ID for Participant
• The CalPERS ID will be 10 digits in length and used in place of a Social Security Number in contribution files. Prior to system “go-live”, CalPERS will send employers a file with the CalPERS ID for each of their existing employees APPOINTMENT_ID EASD The code representing the appointment into which the Employee has been hired
• Prior to system implementation, CalPERS will provide Employers a list of their member’s Appointment IDs. After system implementation Employers can run a report online to generate a list of Appointment IDs • If multiple appointments exists with reporting employer, Appointment ID must be provided or the payroll record will error PERS_MEMO EASD This memo line can be provided by the employer as a reference field. CalPERS will store this information and provide it back to the employer on a download of FTP response. PERSRPT SIP Type DUD This line reads from the Lexicon X_PERSRPT_SIP (created above) to return one of four values PERSRPT SIP1, PERSRPT SIP2, PERSRPT SIP3 or PERSRPT SIP4. Currently only PERSRPT SIP2 is supported for SIP reporting. Pers SIP Plan Id DUD Pers SIP Plan Id is the plan identification number supplied by CALPERS for the Unit that is being reported.
You can use the table at the end of this document to aid in filling out this lexicon value set. If you are not using a particular special compensation code, you can leave it with its initial value or delete the record from IMLN.
Incentive Pay (ICP) Type Long Name PC Code Element Code BON Bonus DST Dictation/Shorthand/typing Premium LLP Longevity Pay MIP Management Incentive Pay MKP Marksmanship Pay MPO Master Police Officer PFP Physical Fitness Program VEP Value of Employer Paid Member Contributions OSP Off-Salary-Schedule Pay
Educational Pay (EDP) Type Long Name PC Code Element Code AAD Applicator’s Differential CPA Certified Public Accountant Incentive EEI Educational Incentive EMT Emergency Medical Technician Pay ERP Engineering Registration Premium GAR Government Agency Required Licenses ICB International Conference of Building Officials Certificate MPP Mechanical Premium NAS National Institute of Automotive Service Excellence Certificate NPP Notary Pay PPP Paramedic Pay POS Peace Officer Standard Training (POST) Certificate Pay RSP Reading Specialist Premium RRB Recertification Bonus SCD Special Class Driver’s License Pay UGD Undergraduate/Graduate/Doctoral Credit
Premium Pay (PPP) Type Long Name PC Code Element Code TUP Temporary Upgrade Pay
Special Assignment Pay (SAP) Type Long Name PC Code Element Code AAP Accountant Premium ASP Administrative Secretary Premium APP Aircraft/Helicopter Pilot Premium AWP Asphalt Work Premium AVP Audio Visual Premium APR Auditorium Preparation Premium BBP Bilingual Premium BAP Branch Assignment Premium COA Canine Officer/Animal Premium CFP Cement Finisher Premium CLP Circulation Librarian Premium COP Computer Operations Premium CCP Confidential Premium CAC Contract Administrator Coordinator Premium CSI Crime Scene Investigator Premium CCD Critical Care Differential Premium DAP D.A.R.E. Premium DSP Detention Services Premium DDP Detective Division Premium DTO DUI Traffic Officer Premium EOP Extradition Officer Premium FIP Fire Inspector Premium FIN Fire Investigator Premium FPA Fire Protection Assignment Premium FSP Fire Staff Premium FTP Flight Time Premium FDP Float Differential Premium FDA Front Desk Assignment (Jail) FOP Fugitive Officer Premium GDA Gang Detail Assignment Premium GAP Grading Assignment Premium HZP Hazard Premium HSE Heavy/Special Equipment Operator HHP Height Premium HSP Housing Specialist Premium JOP Juvenile Officer Premium LWP Lead Worker/Supervisor Premium LRD Library Reference Desk Premium GMP Gas Maintenance Premium PIS Plumber Irrigation System Premium RCP Refuse Collector Premium SLR Street Lamp Replacement Premium MCI MCO Instructor Premium MOP Motorcycle Patrol Premium MMP Mounted Patrol Premium NDP Narcotic Division Premium PCP Paramedic Coordinator Premium PPC Park Construction Premium PMM Park Maintenance/Equipment Manager Premium PCC Parking Citation Premium PAP Patrol Premium PAO Police Administrative Officer PIP Police Investigator Premium PLP Police Liaison Premium PPO Police Polygraph Officer PRA Police Records Assignment Premium RMP Range master Premium RAC Refugee Arrival Cleanup Premium SOT Safety Officer Training/Coordinator Premium SPP Sandblasting Premium SYP School Yard Premium SEP Search Pay Premium SDP Severely Disabled Premium SCP Sewer Crew Premium SDD Shift Differential SSP Solo Patrol Premium SBP Sprinkler and Backflow Premium TIP Tiller Premium TTP Tire Technician Premium TDP Traffic Detail Premium TPP Training Premium TCP Tree Crew Premium USO Utility Systems Operation Premium WCP Water Certification Premium
Statutory Items (SSI) Type Long Name PC Code Element Code FLS Fair Labor Standards Act (FLSA) HPP Holiday Pay UAA Uniform Allowance
Unknown (UNK) UNK Unknown
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