State_Retirement_Report_ID_2025.08_

State Retirement Report (ID) (2025.08)


Instructions for setting up:
  • Employment retirement fields, Setup
  • PERSI Enrollment File, Setup
  • PERSI Class/Status Change File
 

Employment Retirement Fields

Instructions for setting up the Employee’s Retirement Field- Idaho. 

Do this...
1. There are several new fields on the employee in Modify Existing Employee- Job tab-  Retirement subtab.  
2. For the Enrollment File, the employee needs the following fields populated. 
  1. Eligibility status. Enter the eligibility status for the employee:
    1. ELIG (PERSI-eligible)
    2. NPEL (not PERSI-eligible)
    3. RETC (retired contributing). 

  2. Employment type. Enter the employee's employment type: 
    1. R - Regular
    2. E - Elected/Appointed officials
 
3. For the Payroll transmittal file, the employee needs to following fields populated. 
  1. Contract percentage. Enter the employee's contract percentage. It should be a whole number between 0 and 100. Required unless the employee is reported with hours worked or is an ORP member. 
  2. Invoice number. Enter the invoice number for the employee who is paying back a PERSI Base Plan loan. Required if the member has an open loan. 
  3. Employment type. Enter the employee's employment type: 
    1. R - Regular
    2. E - Elected/Appointed officials 

4. For the PERSI status/class change file, the employee needs the following fields populated. 
  1. Status reason date - Enter the date for the last status or class change within a pay cycle. 
  2. Status reason code - Enter the status reason for the last status change within a pay cycle.
    1. [Blank] - the reason is unchanged from the prior pay cycle.
    2. CORR – Corrected hire date – first day on the job – correcting an existing row for the hire date 
    3. CLS – Class change 
    4. LDW – Last day worked 
    5. DECD – Deceased 
    6. ELIG – Eligible 
    7. INEL – remains employed, but no longer meets eligibility requirements (e.g., dropped to part time) 
    8. LWOP – On leave without pay 
    9. MILL – On military leave 
    10. WCMW – On workers compensation and salary is being made whole 
    11. WCOM – On workers compensation  
 
5. For the Empower file, the employee needs the following fields populated. 
  1. Empower eligibility indicator. Enter the participation date for the Empower system. 
  2. Empower participation date. Select if the employee is eligible for the PERSI Choice 401(k) plan that is administered by the Empower Retirement System. 
  3. Empower salary qualifier. Select a salary qualifier based on the employee's pay agreement. For hourly employees, select the H(Hourly) option. The salary amount will be their hourly wage. For salary employees, select the employee pay frequency. The salary amount will report annual wage divided by the pay frequency. 

 

PERSI Enrollment File - Setup

**This report pulls employees that have a hire/start date within the report dates selected. 

Do this...
1. Open Connect Payroll > State Reports > State Retirement Report.  

2. Select Idaho if you have more than one state set up  

3. Select State Retirement Report (ID). 

4. Select the Definition – State Retirement Report (ID) – PERSI Payroll Transmittal [Caselle Master].   

5. Go to State Reporting > Options tab.  

6. Populate the following fields to generate the correct information in the file. 
  1. Employer code. Enter the Employer code for the Idaho Retirement system. This is the same as the old system. 

7. Go to State Reporting > Fields tab. 
  1. Setup tab. Feeds the Fields tab. It already has the needed information based on the master file. 

8. Select the Retirement pay code(s) that are tied to the employees that need to be included in the file. This is done by clicking the left button above the grid.  
  1. Pay codes. Can be selected all at once, and then each column of information will be filled out (individually). Or one pay code can be selected and you can set up all of the columns, and then you can copy that setup for any other pay codes that need to be included. 

9. Populate the columns as needed for the pay code in the grid. These are the options available: 
A screenshot of a computer AI-generated content may be incorrect.
 
  1. Select the Plan for the pay code(s). 
  2. Select the Reported class for the pay code(s).  

10. Go to State Reporting > Review tab.  
  1. Review tab. Shows the employees that will be included in the file. Review the employee information and make any modifications as needed. 

11. Go to State Reporting > State File > Export Settings tab.  
  1. File name and location. Enter the file name and location for where the file should be saved. 

12. If you would like the report to prompt for conversion when the report is open, click the options button in the toolbar, check the box, and click Okay. 
  1. Save the report definition. Click Save, and then select Save As New. The state retirement report is saved and the report setup is complete. 

13. Click Print Preview in the toolbar to generate the file and report.  
 


 

PERSI Class/Status Change File, Setup

**Make sure the employee settings are updated prior to running this report. The data populates based on the Status reason date on the employee record. 

Do this...
1. Open Connect Payroll > State Reports > State Retirement Report.  

2. Select Idaho if you have more than one state set up.  

3. Select State Retirement Report (ID). 

4. Select the Definition – State Retirement Report (ID) – PERSI Payroll Transmittal [Caselle Master].   

5. Go to State Reporting > Options tab.  

6. Populate the following fields to generate the correct information in the file. 
  1. Employer code. Enter the Employer code for the Idaho Retirement system. This is the same as the old system.  

7. Go to State Reporting > Fields tab. 
  1. Setup tab. The Setup tab feeds the Fields tab and it already has the needed information based on the master file.  

8. Select the Retirement pay code(s) that are tied to the employees that need to be included in the file. This is done by clicking the left button above the grid.  
  1. Pay codes. Can be selected all at once, and then each column of information will be filled out (individually). Or one pay code can be selected and you can set up all of the columns, and then you can copy that setup for any other pay codes that need to be included.

9. Populate the columns as needed for the pay code in the grid. These are the options available: 
A screenshot of a computer AI-generated content may be incorrect.
 
  1.  Reported class. Select the reported class for the pay code(s). 

10. Go to State Reporting > Review tab.  
  1. Review tab. This will show the employees that will be included in the file. Review and make any modifications as needed. 

11. Go to State Reporting > State File > Export Settings tab.  
  1. File name: Enter the path (location) and file name where the file should be saved. 

12. If you would like the report to prompt for conversion when the report is open, click the options button in the toolbar, check the box, and click Okay. 

13. Save the Report Definition at this point- set up is complete. 

14. Click Print Preview in the toolbar to generate the file and report.