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Wisconsin - WRS #

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:

1. Employee is expected to work one-third of full-time per year (600 hours for non-teaching employees and 440 hours for teachers).
2. Employee is expected to be employed for at least one year (365 consecutive days, 366 in leap year) from date of hire.

If an employee is expected to work 9 to 10 months per year but is expected to return year after year, the one-year requirement is met.

WRS Setup#

Users will need to establish a specific Benefit Plan Type, Benefit Plan, User Fields attached to Employment Statuses, Pay Elements and Interface Format in order to run the WRS report.

Benefit Plan Types - IBPT #

A special plan type of 'RETIREMENT' will be required so that this WRS system will only process the plans in this plan type.

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.

Benefit Plans/Coverages - IBPN #

The Benefit Plan may be set up with the standard benefit components documented in the Benefits Administration manual (see the Pension Sample Plan).

The WRS system must be setup as a benefit plan, with the coverage being the Employment Categories Wiki.

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%

User Fields - IMUF #

There is an Action Code, required on the report; and a Transaction Type, required if you are reporting through Magnetic Media.

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.

Employment Statuses - IDES #

The Action Code and Transaction Type user fields defined must be indicated on each employment status.

Pay Elements - IPPE #

For each 'column' of amounts to be reported on or populated a pay element must be created that contains all of the pay components that are needed.
If any 'column' is NOT to be used then an empty pay element should be created. i.e. WRS NOT NEEDED without any pay components indicated.

Interface Format - IDIF #

Forms Supported: (ET-2533)
The magnetic Tape/Diskette File created will be send to the government. (See section 703, and 803 of WRS publication ET-1127). Form ET-2533 will be used to support what was reported on the Magnetic Media. This report does not necessarily corresponding to the government format; ensure you verify it.

Rec	Field	Start Position	Ending Position	Name	Variable Number	Notes
1	1	1	9	Social Security Number	Social Security Number	Identity Government ID
1	2	10	10	SSN Tie breaker
1	3	11	17	Employer Identification	Employer Identification Number
1	4	18	25	Report Date	Report Date	Report Date from RPWRS
1	5	26	33	Statement of Acct Dist	Statement of Distribution
1	6	34	34	Transaction Identifier	Transaction ID	Constant 'P'
1	7	35	37	Transaction Type	Transaction Type	User Field on Employment Status
1	8	38	45	Action Begin Date	Action Begin Date	Action Begin Date from RPWRS
1	9	46	53	Last Earnings Date	Last Earnings Date	Action End Date from RPWRS
1	10	53	55	Employment Category	Employment Category	Coverage Code from Enrollment
1	11	56	72	Employee Last Name	Employee Last Name	Identity Last Name
1	12	73	87	Employee First Name	Employee First Name	Identity First Name
1	13	88	88	Employee Name Middle I	Employee Middle Initial	Identity Middle Name
1	14	89	89	Sex Indicator	Sex Indicator	Identity Gender
1	15	90	97	Birth Date	Birth Date	Identity Birthdate
1	16	98	104	Fiscal Year Hours	Fiscal Year Hours	Fiscal Hours Element on RPWRS, For Teachers only, the Hours from Jan01 to Jun30 of the calendar year being reported
1	17	105	113	Fiscal Year Earnings	Fiscal Year Earnings	Fiscal Earnings Element on RPWRS, For Teachers only, the Hours from Jan01 to Jun30 of the calendar year being reported
1	18	114	120	Calendar Year Hours	Calendar Year Hours	Calendar Hours Element on RPWRS
1	19	121	129	Calendar Year Earnings	Calendar Year Earnings	Calendar Earnings Element on RPWRS
1	20	130	136	Employee-paid EERC	Employee-paid EERC	EERC Element on RPWRS
1	21	137	143	Employee-paid BAC	Employee-paid BAC	BAC Element on RPWRS
1	22	144	150	Additional Contribution	Additional Cont-Fixed	Additional Amount Element on RPWRS
1	23	151	157	Additional Contribution	Additional Cont-Variab
1	24	158	164	Tax Deferred Additional	Tax Defer Add-Fixed	Fixed Tax Defer Element on RPWRS
1	25	165	171	Tax Deferred Additional	Tax Defer Add-Variab	Deferred Tax Vary Element on RPWRS
1	26	172	178	Employer-paid Additional	ER-paid Additional-Fixed	ER added Fix Element on RPWRS
1	27	179	185	Employer-paid Additional	ER-paid Additional-Vari	ER added Vary Element on RPWRS
1	28	186	210	Home Address Street 1	Home Address Street 1	Personal Address 1
1	29	211	235	Home Address Street 2	Home Address Street 2	Personal Address 2
1	30	236	250	Home Address City	Home Address City	Personal Locality
1	31	251	252	Home Address State	Home Address State	Personal State/Prov
1	32	253	257	Home Address Zip Code	Home Address Zip Code	Personal Zip/Postal
1	33	258	261	Home Address Extended	Home Add Zip Extend	Personal Zip/Postal
1	34	262	271	Home Address Foreign C	Home Add Fore Country	Personal State/Prove
1	35	272	286	Home Address Foreign Z	Home Add Fore Zip Code	Personal Zip/Postal
1	36	287	288	New Employment Category	New Employ Category	Coverage Code from Enrollment, if there's been a change, for Transaction Type '010' only
1	37	289	346	Filler
1	38	347	354	Date Stamp	Date Stamp	Server Date file is created
1	39	355	360	Time Stamp	Time Stamp	Server Time file is created

RPWRS Report #

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. ‘RPWRS’ Highlights ‘RPWRS’ may be found through the menu bar: The form may also be accessed through the command window with ‘RPWRS’. ‘RPWRS’ Usage and Examples Report Parameters Entity Mandatory, LOV available Limits the process to the entity specified. 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 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) 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.