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This procedure outlines the steps to be taken to process a payroll in USPSR.

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  24. Processing SERS New Hire Report

  Warning
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  Criteria needed for an employee to be on the SERS New Hire report: An employee has to have a SERS =400 payroll item with the new employee box checked   and hold a position that has SERS as the retirement code  and a position hire date (both found on the Position screen) no more than 60 days before today's date for the employee to be eligible for the report.

  • Go to Reports/SERS New Hire Report 

    • Report Title-Default is SERS  New Hire Report
    • To create a report click Generate Report
    • To create a submission file click Generate Files
    • Save the file to a folder of your choosing and then upload it to eSERS
•  25. Processing a SERS Per Pay Report (RETIRE/SERSRPT)
  • Go to Reports/SERS Per Pay Report
    • Report Title-Default is SERS Per Pay Report
    • Choose your sorting option (Dropdown)
    • Check box if you wish to Begin Each Employee on a New Page
    • Show Detail on Report should be checked
    • Show Informational Messages on Report should be checked
    • Enter the eSERS Pay Cycle
    • Enter the eSERS Pay Cycle Code
    • Enter or choose Begin Date
    • Enter or choose End Date 
    • Enter or choose Pay Date
    • Click Generate Report
•  26.Creating a SERS Per Pay Submission file
  • All previous data from report generation should still be populated 
  • Set Employees Within Submission File As Reported to SERS should be checked
  • Click Generate Submission File

  • Click Link to eSERS login and and upload the tape file

    Note
    If you are only creating an adjustment file click Generate Submission File for Adjustments Only

    
    

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  27. Processing STRS New Hire Report 

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  Criteria needed for an employee to be on the STRS New Hire report: An employee has to have a STRS =450 payroll item with the new employee box checked   and hold a position that has STRS as the retirement code and a position hire date (both found on the Position screen) no more than 60 days before today's date for the employee to be eligible for the report.

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    Go to Reports/STRS New hire Report

    • Report Title-Default is STRS  New Hire Report
    • To create a report click Generate Report
    • To create a submission file click  Generate Submission File and save it to a folder of your choosing
    • Click Choose File and find the file in your folder. 
    • Click Upload
    • OR
    • To create a submission file and submit to STRS click Generate Submission File and Submit to STRS
•  28. Processing a STRS Report (RETIRE/STRSRPT)
  •  Go to Reports/STRS Report
    • Choose your sorting option (Dropdown)
    • Choose the Payment Method (Dropdown)
    • Enter in the Check or Transaction Number 
    • Choose the Report Format (Dropdown)
    • Under Historical Payrolls-Click the check box next to the payroll you wish to create a report for
    • Click Generate Report
•  29. To create a submission file click Generate Submission File and save it to a folder of your choosing
  • Click Choose File and find the file in your folder. 
  • Click Upload
  • OR
  • To create a submission file and submit to STRS click Generate Submission File and Submit to STRS
•  30. Processing an ODJFS New Hire Report and Creating an ODJFS New Hire tape file
  • Go to Reports/ODJFS New Hire Report
    • Double Click or click the employee(s) name and click the right arrow under New Employees
      • New employees should now be in the Employees to report box
      • Click Generate Report
      • To create the tape file Click Generate Submission File
      • Upload the submission file to ERIC
•  31. Creating an AFFORD report
  • Go to Reports/AFFORD
    • Choose your sort option (Dropdown)
    • Enter or choose your Beginning Date
    • Enter or choose your Ending Date
    • Check the Exclude based on termination date box (if applicable)
    • Check the Exclude employees with insurance box (if applicableb)
    • Choose Calculate based on number of week or months (Dropdown)
    • Choose Calendar for calculating breaks (Dropdown-if applicable)
    • Select Pay Groups under Available by double clicking pay group or clicking on pay group(s) and clicking right arrow
      • All chosen pay groups should be under the Selected box OR
      • If choosing specific employee(s) select the employee by double clicking on the name or click on the employee name(s) and click the right arrow.
      • Click Generate Report
      • All previous data from report generation should still be populated
      • Click Generate CSV
•  32. Processing Employer Distributions Report (BRDDIS)
  • Go to Reports/Employer Distributions
    • Report Title-Defaulted to Employer Distrib. Can be changed if desired
    • Start Date-Enter or choose from calendar
    • Stop Date-Enter or choose from calendar
    • Payment Cycle-Optional
    • Use Only Employer Distribution Accounts-Box is checked as default. Can be changed if desired.
    • Summarize individual amount detail-Box is checked as default. Can be changed if desired.
    • Choose Employer Distributions Payroll Items wanting to process by double clicking from Available Payroll Items moving them to Selected Payroll Items
    • Click Generate Report
•  33. Processing Employer Distributions Submission File (BRDDIS)
  • Go to USAS Integration/Employer Distributions Submission
    • Start Date-Enter or choose from calendar
    • End Date-Enter of choose from calendar
    • Payment Cycle-Optional
    • Use Only Employer Distributions Accounts- Box is checked as default.  Can be changed if desired.
    • Choose Employer Distributions Payroll Items wanting to process by double clicking from Available Payroll Items moving them to Selected Payroll Items
    • Click Show Submission Preview
    • Review Employer Distribution Submissions
    • Click Submit to USAS
•  34. Processing USAS Employer Share of Retirement Submission (BRDRET) (If applicable)
  • Go to USAS Integration/Employer Retirement Share Submission
    • Begin Date-Enter or choose from calendar
    • End Date-Enter or choose from calendar
    • STRS Amount to Distribute-Enter amount
    • SERS Amount to Distribute-Enter amount
    • Click Show Submission Preview
    • Click Submit Employer Share of Retirement to USAS
•  35. Post Payroll to USAS (AUTOPOST)

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