Gold Certification Introduction to Enhanced Manual Reporting Office - - PowerPoint PPT Presentation
Retirement Online: Gold Certification Introduction to Enhanced Manual Reporting Office of the New York State Comptroller Thomas P. DiNapoli Agenda In this webinar, we will discuss the following topics: 1 From Legacy to Enhanced 2
Office of the New York State Comptroller
Thomas P. DiNapoli
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In this webinar, we will discuss the following topics: Introduction to the Enhanced Manual Report
Hiring and Enrolling
Manual Reporting: Step by Step
Gold Certification Activities
From Legacy to Enhanced
Q&A
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Understanding the Bronze, Silver, and Gold Levels
their locations.
the legacy report.
using it to submit their monthly reports.
enhanced report.
new reporting standards and create and submit the enhanced report during a reporting training session.
Bronze Level Silver Level Gold Level
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reducing member contribution deficiencies and interest owed.
real-time.
purchases are communicated in a more timely manner
information for retirement from the employer.
accurate.
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currently create their own file
create their enhanced file
code the enhanced file
activities
as soon as possible
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Registration numbers accepted Use of NYSLRS ID and employment instance only Only mandatory and contributing
All NYSLRS eligible employees must be reported
(includes all retirees from reciprocal systems*)
* NYSLRS, NYSLPFRS, NYSTRS, NYCERS, NYCTRS, NYCPPF, NYCFDPF, NYCBERS
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Adjustments reported separately Does not require separate report to report adjustments Adjustments reported as “should be” amounts Adjustments are +/- corrections to previously reported data and can be negative numbers Data Collected:
Data Collected:
(salary, reg/temp, part/full time etc.)
(pre-post tax amounts, loans)
(break out types of earnings)
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In the enhanced format, there are four types of information that will be reported to NYSLRS. New Key Identifiers:
employee’s SSN
employee’s first name
Biographical Data Job Data Days and Contributions Earnings Details
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NYSLRS ID replaces the Registration Number currently used in the legacy report.
will continue to be issued for this purpose.
transition to enhanced reporting. It is available on the Member Contribution Rate Page.
enrollment process. R12345678
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This is another key identifier assigned by NYSLRS and is used to determine which job is being reported in the enhanced report.
at the same employer
Retirement Online for current employees and will be generated for new employees during the hiring process.
ERS and PFRS instances encompass a different range of numbers. 00 - 49 50 - 99 ERS PFRS
sequential number based on the number of jobs an employee has held at participating employers.
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Employee Classification is a required field that describes the employee’s status regarding time
match this description, they are Part Time.
their role has a projected end date.
12 Month
12 Month Provisional
10 Month
Seasonal
On Call
Substitute
Per Diem
positions, earning at least state minimum wage ($22,200 annually)
Requirements for Mandatory Enrollment:
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The Member Enrollment Dashboard collects the employee’s Biographical and Job Data
Access the Enrollment Dashboard Step 1 Enter Employer Details
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Step 2 Enter Personal Information
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Step 3 Enter Job Information*
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Step 4 Review Membership Details Step 5 View Enrollment Results
After the Enrollment Report is submitted, you will immediately receive these new identifiers for the employee
Employers will hire all employees who are eligible for NYSLRS, including retirees. Employers will enroll all mandatory members, and eligible non-mandatory members who choose to be enrolled.
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NYSLRS ID of the employee is R12345678 The employee’s Empl record is 0
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How to Start Your Enhanced Report
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This page is the Employer Reporting Dashboard. You can start a new report by clicking "Create Manual Report".
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Choose Your Report Date and Report Type.
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This page is the Report Details Page which lists all your active
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This page is the View/Edit Page used to report an employee's Job Data Changes, Days & Contributions, and Earnings Details.
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All Earnings must now be reported to NYSLRS. Employees can have multiple earnings types per employment instance. Every pay type must be reported.
Payroll End Date Reg/Adj Indicator Earnings Code Earnings Amount Earnings Hours Explanation 05/31/2019 R REG 3000 152 Employee worked 152 hours at their regular pay rate: With an 8 hour standard work day paid bi- weekly, they are credited as working 19 days in the month. 05/31/2019 R HOL 224 8 Employee worked on a holiday: These 8 hours count toward their service and bring their total days worked in the month to 20 days. 05/31/2019 R OVT 560 20 Employee also worked 20 hours of overtime: This should NOT be credited as an additional 2.5 days of service time.
This page is the View/Edit Page used to report an employee's Job Data Changes, Days & Contributions, and Earnings Details.
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The HR Transaction Code provides the ability to report a significant change to job data, leaves of absence, return from leave, or termination.
benefit calculations for employees, as well as required loan payment deductions
Hire
Rehire
Data Change
Leave of Absence
Medical Leave of Absence
Military Leave
Return from Leave (any)
Termination Report Do NOT Report
employee eligible for a special plan
employee in a different plan
This page will show you any errors and warnings you should address on your report before you submit it.
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Example Timeline:
Ongoing Transition Support Post-Transition Support Steady State Support
*This cycle will repeat until the transition groups have all been closed out and transitioned to the Enhanced format
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Training Assignment to Transition Group File Build (if applicable) Data Alignment Business Scenario Validation Operational Prep (Training) Operational Prep (Prod) Enhanced Report Submission
Information Session
Survey
Coach
training based on intended method of use
with Payroll provider/in- house IT to build the new file
reporters
alignment to NYSLRS standards and mitigate data issues
data into their payroll system
for all new and optional employees
perform 4 transaction types
software level errors (Does not apply to manual reporters)
data into their payroll system
NYSLRS records for all new and optional employees
system switched to enhanced by NYSLRS
report
begin using enhanced reporting.
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Survey asking about the location’s reporting method and transition group preferences.
consultation call with the employer. The result of this call is your customized transition plan and assignment to a Transition Group.
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You will be required to complete an online training course. These will be given to you on your transition plan.
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You will map the data in your payroll systems to match NYSLRS defined standard values for specific data fields. This will facilitate more accurate reporting across all NYSLRS employers.
when an employee has a job status change
correctly mapped as they provide the detailed information needed for accurate, timely enrollment and benefit calculations.
instructions for Data Alignment.
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During Gold Certification, you will need to associate new identifiers with your current, new, and optional employees before business scenario validation.
currently available on the Member Contributions Page.
Online training environment and update your employee records.
Load new identifying information for Existing Members and update records Submit Biographical/Job Data transactions for New & Optional Employees Load identifying information for New & Optional Employees and update records Submit Enhanced Report with target scenarios into Training Environment
Data Validation and Reporting Practice
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training environment.
reporting common business scenarios.
sessions.
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You will need to associate new identifiers with your current, new, and
Retirement Online LIVE Environment.
currently available on the Member Contributions Page.
Online live environment and update your employee records.
Load new identifying information for Existing Members and update records Submit Biographical/Job Data transactions for New & Optional Employees Load identifying information for New & Optional Employees and update records Submit Enhanced Report with target scenarios into Training Environment
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After business scenario validation in the training environment, NYSLRS will change your system configuration to the new Enhanced
enhanced format!
this process.
you will have 3 months of post-transition support.
will have:
you will transition back to Retirement Online Help Desk for general support.
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