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).
Element Name | Meaning |
---|---|
PERSRPT EARNS | The reportable earnings, as defined by CALPERS, of the member for the reported period. |
PERSRPT DEDN TAX | The reported contribution/deduction amount paid by the member that has been taxed. |
PERSRPT DEDN | The reported contribution amount paid by the member which has not been taxed. |
PERSRPT CONT | The reported contribution amount paid by the employer which has not been taxed. |
PERSRPT SURVIVOR | The reported 1959 Survivor Benefit Contribution amount paid by the member. |
PERSRPT DEDN ADD | This does not apply to most employers, it is the “additional” contribution paid by the member. This is an old program and is no longer available to new hires. Contributions can be reported in this program only if the member had been contributing to it continuously from the date when they had enrolled in the program. |
PERSRPT CONT ADD | This does not apply to most employers, it is 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. Contributions 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 |
The following 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. |
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. |
SAVED VALUE | Special Compensation Type - which is a value from the List provided by the CalPERS agency |
DISPLAYED_VALUE | This is the Pay Component Code or Element name (if it starts with E- (eg E-EARNS23)) that contains the value for the special compensation |
MEANING | This is the Compensation Category (from CalPERS Agency) - must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. if not specified will be lumped in with UNK |
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.
The “Report List” will indicate all the Pays, as seen on IPPH that will be processed by the UPCAPERSXML program.
SAVED VALUE | Special Compensation Type - which is a value from the List provided by the CalPERS agency |
DISPLAYED_VALUE | This is the Pay Component Code or Element name (if it starts with E- (eg E-EARNS23)) that contains the value for the special compensation |
MEANING | This is the Compensation Category (from CalPERS Agency) - must be one of ICP, EDP, PPP, SAP, SSI, SCL or UNK. if not specified will be lumped in with UNK |
ICP - Incentive Pay EDP - Educational Pay PPP - Premium Pay SAP - Special Assignment Pay SSI - Statutory Items UNK - Unknown SCL - Sp Comp Legacy
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 | Re-certification 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 |
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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