Recording retirement information for North Carolina employees

Entry Point: HRRTNC

Use the North Carolina Retirement Employee Setup window to record retirement information for employees in the state of North Carolina. The assignments you create on this window update the Payroll Employee Pay Assignment window (PYUPEP) and the Payroll Employee Master window (PYUPEM).

 

Complete the following steps before using the retirement window for the first time: 

  1. Verify that the employee has a current pay assignment in HRPYQP (quick pay) or HRPYPA (pay assignment).
  2. Create a deduction definition on PYUPDD to associate this deduction with the agency and the CDH slot for the pay assignment.
  3. Create a retirement benefit definition and add this definition and others if needed to a benefit package definition on HRTBBE.
  4. Add a new BENEFIT_SORT code value on HRTBHR. This is optional and helps locate all NCRET related benefits.
  5. Create employer agencies or groups in PYRERRNCER Plan Code field. The CDH refers to Relate To box in the CDH.
  6. Assign the plan to an employee in HRRTNC.
  7. Open HRPYBE and verify that the benefit deduction (from step 2) has been assigned to the employee. This should happen automatically when the plan is assigned to the employee in HRRTNC.
  8. Add mandatory assignments on HRPYMD.
  9. Verify that benefits were assigned correctly on HRPYBE.
  10. Add the following common codes on NUUPCD:
  • Add the SRDB/RETNC common code – Debug common code (NUUPCD). Enter DEBUG in the short description to debug all, or enter DEBUGxx for a subset of the total debug (xx is user defined). You can add a 2 digit number to the plan name to tie it to a year or use it as a sequence number (01, 02 etc.) as you update the plans.
  • Add the SNRC/xxPLANCD common code – Use this common code to establish plan rates for the retirement program. Each associated value, code, and description line defines a set of rates. These are the options for the Association Codes field on PYUPEM.
  • Code Category- Enter SRNC.
  • Code Value: Enter xxPLANCD (where xx is any value and PLANCD is one of the following):

STG

STL

STMAX

STRS

STRE

STDIS

LOCG

LOCL

LOCF

LOCMAX

LOCWP

LOCROD

LOCRS

JUD1

JUD2

JUD3

LEGL

ORPG

ORPMAX

  • Associated Value: Enter the employer rate.
  • Associated Code: Enter the employee rate.
  • Associated Description: Start Date in yyyymmdd form (the dates do not need to be in any specific order).

 

Complete the following steps to update the retirement record for an employee:

  1. Open the window by typing HRRTNC in the Search field and pressing Enter.
  2. The window opens in search mode so you can complete any of the fields on the window to use as selection criteria to locate an employee.
  3. After completing the selection criteria, select Apply Search (or press Enter) to generate a list to select from.
  4. Select the employee record you want to update.
  5. Select the benefit package record you want to update for the employee, or select Add (+) to create a new benefit package record for the employee.
  6. Review the read only fields in the window header. The header section consists primarily of information from the HR Employee Master window (HREMEN). An employee must be previously defined before records can be created on this window.
  7. Complete the fields in the Member Details tab.
  8. Select Save Changes (or press Enter) when your entries are complete.

Result: You have updated the retirement record for an employee.

Related Topics:

Assigning benefits to an employee (HRPYBE)

Setting up benefit definition records (HRTBBE)

Setting up the employee master file (HREMEN)