How do I set up PERSI enrollment file? (Report)
An enrollment file is the data file that an employer sends to a retirement plan provider (like a 401(k), 403(b), or pension administrator) to register employees in the retirement plan. This file contains key information needed to set up or update employee accounts and ensure they are properly tracked for retirement contributions and benefits.
Setting up PERSI enrollment file
1. Open Connect Payroll > State Reports > State Retirement Report.
2. Select State Retirement Report (ID).
3. Select State Retirement Report (ID) - PERSI Payroll Transmittal [Caselle Master] as the report definition.
4. Select the state reporting options (State Reporting tab > Options tab).
Employer code
Enter the employer code for the Idaho retirement system. This is the same as the employer code in the old system.
5. Select the state reporting fields (State Reporting tab > Fields tab).
The report uses the report definition to set up the needed fields.You should add the retirement pay codes that are tied to the employees in the file.
Click .
Select the retirement pay codes that are tied to the employees that need to be included in the file.
The retirement pay codes are added to the reporting fields. You can add the pay codes one by one. Or you can set up one pay code, and then add the remaining pay codes. The settings for the first pay code will be copied to the remaining pay codes.
Select the following information:
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Plan. The plan depends on the employee classification and the type of employer.
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Reported class. The reported class refers to the membership category assigned to an employee based on their job type and duties. This classification determines the retirement benefit structure, including contribution rates, eligibility rules, and pension calculations.
6. Review the PERSI enrollment report (Review tab).
The Review tab will show you the employees that will be included in the file.
You should
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Verify the employees are correct.
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Make any corrections to the file, as needed.
7. Export the file (State File tab > Export Settings tab).
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File name: Enter the path and file name. Example: d:\mycomputer\ID PERSI Enrollment MMYY.txt
What if I want the report to prompt me to convert data when I open the report? Click Options (F12), and then select Prompt to convert state reporting data when a report is converted.
8. Save the report definition.
You should save the changes (options, pay codes, settings, and so on) that you have made as a new report definition.
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Click Save
(CTRL+S).
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In the Save as a new report box, enter a report definition name for the enrollment file.
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Click OK.
9. Click Print Preview (CTRL+Q) to generate the file and report.
The next time you need to create the PERSI enrollment file, you should select the new master report definition that you just created.
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