Adding retirement information for California employees

Shortcut/mask: HRRTCA

Use the CA Retirement window to record retirement information of employees in the state of California. Assignments entered on this window update the Payroll Employee Assignment window and the Payroll Employee Master window.

This window contains the following tabs:

PERS - Use this tab to enter Public Employee Retirement System information.
STRS - Use this tab to enter State Teachers Retirement System information.
ARS - Use this tab to enter Alternate Retirement System information.

Follow these steps to add retirement information:

Open the window by typing HRRTCA in the Search field and pressing Enter.
The window opens in search mode so you can complete any of the search criteria fields in the header section and select Apply Search (or press Enter) to generate a list of employees to select from.
Select the employee record in the list of results.
You can view the following fields in the header section:

Note: The header section consists primarily of information from the HR Employee Master window. An employee must be previously defined before records can be created on this window. All the header fields are read only unless you are in Search mode.

Entity: Displays the employee’s entity ID from the Employee Master record.
Employee ID: Displays the employee’s ID number from the Employee Master record.
SSN: Displays the employee’s Social Security number from the Employee Master record.
Name: Displays the employee’s name from the Employee Master record.
Type: Displays the employee’s type from the Employee Master record.
HR: Displays the employee’s status from the Employee Master record.
PY: Displays the employee’s Payroll status from the Employee Master record.

Complete the following fields in the CA Retirement Details section:

Action: From the drop-down list, select the action or purpose for entering or modifying a record.
Retirement Cd: From the drop-down list, select the retirement code if the employee is retired and from what plans. The field is for informational purposes only. If you created new codes (on HRTBHR), you must flush the cache to display the codes on this window. In the Admin Console the Flush Cache tool is located in: Finance server admin/monitor servers/tools.

Complete the following fields in the PERS tab:

Selection Cd: From the drop-down list, select the applicable selection code. This value indicates the employee type of PERS. This is a required field.
St: Select the assignment status.
Fq: Select the frequency or type of personal assignment.
Acct Cd: Select the Public Employee Retirement System (PERS) user-defined account code. Possible values are restricted to those defined in the HR Non-Entity Specific Codes table.
Vendor: Enter the unique identifier you want to use to identify this vendor.
Pay Cd: Select the employee's pay code.
Beg/End Dt: Specify the effective date range of the personal assignment.
Work Schedule: Select the PERS work schedule code. Possible values are restricted to those defined in the HR Non-Entity Specific Codes table.
FICA: Select this checkbox to indicate whether the employee elects certain PERS codes. If so, then the employee must also be assigned FICA.
Coverage Group: Enter the PERS coverage group. If an employee can be enrolled under various coverage groups, the group code may be entered here. If all employees use the same coverage group, it can be defined globally in Payroll.
CalPers ID: Enter the applicable CalPers ID. CalPers is the third-party system taking care of the retirement benefits of employees.
Appointment ID1: Enter the first appointment ID.
Appointment ID2: Enter the second appointment ID.
Supplemental Cont: Select how the retirement benefit deduction would be made from the employee pay if he opts for supplemental contribution.
457 Plan: Select how the retirement benefit deduction would be made from the employee pay if he is on the 457 Plan.
Police & Fire: Select how the retirement benefit deduction would be made from the employee pay if he is a part of the police force or the fire department.
401 (k) Plan: Select how the retirement benefit deduction would be made from the employee pay if he is on the 401 (k) Plan.
CDH: Enter the normal contributions, deductions, and hours code.
Unit: Enter the user-defined PERS unit code.
Bx: Enter the box number applicable if frequency match codes are being used in Payroll.
Notes: Enter any additional notes that you want to enter.
Approval: Select the approval status.
User ID: This field displays the user ID.
Updated: This field displays when the record was last updated.

Complete the following fields in the STRS tab:

Selection Cd: Indicate the employee election type of the State Teachers Retirement System (STRS).
CDH: Displays the contributions, deductions, and hours code.
St: Indicate the assignment status. Possible values are restricted to those defined in the HR Non-Entity Specific Codes table.
Fq: Indicate the frequency or type of payroll for the PERS entry. Possible values are restricted to those defined in the HR Non-Entity Specific Codes table.
Bx: Enter the box number applicable if frequency match codes are being used in Payroll.
Vendor: Enter the vendor associated with the entry.
Assignment Cd: Indicate the STRS code at the deduction assignment level. Possible values are restricted to those defined in the Static Codes table.
Beg/End Dt: Indicate the effective date range of the STRS assignment.
Membership Cd: Indicate the STRS membership status code.
Special Cd 2/3: Enter the special codes used for various purposes based on Payroll setup.
MR-87 Cd: Indicate the code to be entered directly by the user and validated against the following list of codes:
01 Query Only
02 Establishes a Non-Member account
06 Establishes a Cash Balance account
11 Establishes a Member account
36 Report reduced workload
50 Name change
61 Report STRS retiree
63 Report class size reduction
81 Report elective membership
Change Dt: Displays the last date the MR-87 code was changed.
Name Change Dt: Displays the name change date. This field only applies to those employees with records that have a STRS membership code of 1(member), 4 (reduced workload), or 5 (class size reduction retiree). Each time the employee's name changes on the HR Employee Master, this field is updated with the current date.

Complete the following fields on the ARS tab.

Selection Cd: Indicates the employee type of ARS.
Cont: Displays the information from the Base Requirements: Default CA Retirement window.
Ded: Displays information from the Base Requirements: Default CA Retirement window.
St: Indicate the assignment status.
Fq: Indicate the frequency or type of Payroll for the Alternate Retirement System (ARS) entry.
Bx: Indicates the box number applicable if frequency match codes are being used in Payroll.
Vendor: Enter the vendor associated with the entry.
Beg/End Dt: Indicate the effective date range of the ARS assignment.

Complete the following fields on the window footer:

Notes: Enter any notes associated with the entry.
Approval: Indicate whether the record is ready to send or has been sent to Payroll. If the record is to be sent to Payroll, it must indicate SEND.
User ID: Displays the ID of the user to last update the record.
Updated: Displays the date and time of the last update to the record.

Select Save Changes.

Result: You have added retirement information for an employee in the state of California. The assignments you entered on this window will update the Payroll Employee Assignment and the Payroll Employee Master windows.

Related Information:

Employee Benefit Information (HRPYBE)

Setting up the employee master file (HREMEN)

Adding an education and skills record (HREMES)

Setting up employee tracking (HREMET)