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Government of the District of Columbia

Benefits

Individual Retirement Record (IRR)

System Operating Procedures (SOP)

Summer 2009v. 1

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Table of Contents

1.0 Purchase of Service Deposits ................................................................................................31.1 Purpose ........................................................................................................................ 31.2 Roles Involved in the Process.........................................................................................3

2.0 Processing Purchase of Service Deposits ............................................................................32.1 Employee Requests a Purchase of Service Deposits Buyback..........................................32.2 Employee iprovides Proper Paperwork............................................................................32.3 Post 1956 Report...........................................................................................................42.4 Veterans Information Link............................................................................................... 42.5 Identify POS Deposit...................................................................................................... 52.6 Verify the Transaction .................................................................................................... 92.7 Run Payroll ................................................................................................................. 102.8 RITS Interface

............................................................................................................. 102.9 Verify Transaction Information ...................................................................................... 10

3.0 Purchase of Service Deposits Reports................................................................................113.1 Running Reports ......................................................................................................... 113.2 Closed Account Report Sent to OPM ............................................................................ 193.3 Service Computation Date is Changed .......................................................................... 19

4.0 Individual Retirement Record...............................................................................................214.1 Purpose ...................................................................................................................... 214.2 Roles Involved in this Process ...................................................................................... 214.3 Processing an Individual Retirement Record (IRR)......................................................... 21

4.3.1 Create IRR for a Current Employee Estimate .......................................................... 214.3.2 Employee Requests Retirement ............................................................................. 234.3.3 Employee Completes Retirement Paperwork .......................................................... 234.3.4 Retirement Forms are Validated ............................................................................. 234.3.5 Retirement PAR Initiated ....................................................................................... 234.3.6 HR Reports are Produced...................................................................................... 274.3.7 Retirement Package Is Sent to OPRS..................................................................... 284.3.8 Create IRR for a Separated Employee.................................................................... 284.3.9 Identify IRR........................................................................................................... 304.3.10 Process ROST Report (CSRS Only) (2807) .......................................................... 314.3.11 Check for Errors (CSRS Only) .............................................................................. 324.3.12 Generate (RITS) Interface Report (CSRS Only).....................................................324.3.13 Run the Accum Fiscal Data REPORT YEAR end report (CSRS Only)..................... 34

5.0 Running PeopleSoft Reports and Processes......................................................................35

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1.0 Purchase of Service Deposits

1.1 Purpose

This section of the IRR SOP documents the procedures used to process Purchase of ServiceDeposits Buybacks. The Purchase of Service Deposits is used for employees who want to buyback service or military service in order to add that time to their Service Completion Date forretirement purposes.

1.2 Roles Involved in the Process

Human Resources Specialists

Benefits Specialists

Payroll Technicians

2.0 Processing Purchase of Service DepositsFederal civilian employees with prior military and teachers service may choose to buy backservice so that it will be creditable for civilian retirement. This applies to Military & Teachersservice after December 31, 1956. Purchase of Service Deposits is a delivered process withinPeopleSoft Payroll Module for Civil Service Retirement System (CSRS) participants.The District has passed legislation that allows Police Officers and Firefighters to purchasemilitary service. Police and Firefighters may also purchase prior civil service certified by OPM.We have added Police and Fire processing to the delivered PeopleSoft processing for servicebuy back. This procedure will outline the steps in both HR and Payroll to complete the process.

2.1 Employee Requests a Purchase of Service Deposits BuybackAn EMPLOYEE of the District of Columbia Government makes a request to buy back Service.This request is made in person to DCHR HR/Benefit Specialist within DCHR. In mostinstances, this is completed at the time the employee retires

2.2 Employee provides Proper PaperworkA CSRS (Civil Service) fills out the required paperwork and provides it to DCHR HR/BenefitSpecialist along with a copy of the DD 214. Forms are sent to the Military Finance Center for

Military earnings information.

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2.3 Post 1956 ReportDCHR HR/Benefits Specialist runs a Post 1956 Deposit Report (OPM System) detailing thecontribution plus interest cost to the employee to buy back military service. The Employee

approves the transaction and signs the paperwork requesting to purchase service. HR Advisoror HR Specialist informs DCHR that the Veterans Information link in HR must be updated.DCHR HR/Benefit Specialist hand delivers the documents to OPRS.

2.4 Veterans Information LinkThe Staffing Specialist for DCHR updates the Veterans Information link in PeopleSoft.To update the Veterans Information Link use the following navigational path:

8Workforce Administration8 Job Information

- HR Processing USF

1. Enter an Employee ID.2. Click the Personal Data page tab.3. Click the Military Service link.

The Veterans Info page displays.

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NOTE: The Veterans Information page must be accurate in order to correctly process theMilitary Buy Back. Review each field, and, if necessary add the required information or correctthe existing information.

Field DataVeterans Preference Choose from options.Veterans Status Choose from optionsUniformed Service Choose from options.Military SeparationDate

Enter date from DD214

Military Grade Enter grade from DD214Military Service StartDate

Enter date from DD214

End Date Enter date from DD214Reserve Category Choose from options.Creditable Military

Service

Enter a four digit number, i.e. for 4 years and 10 months service,

enter 0410.Notify Military PayCenter

Check this box if you are going to notify military pay center.

Veterans PreferenceRIF

Check this box if veteran has preference during a RIF.

Military ServiceVerified

Check this box to note that the military service has been verified.

Disabled Veteran Check this box if the veteran is disabled.

4. Click the OK button.

5. Click theSave button.

2.5 Identify POS DepositThe Payroll Technician completes the Identify POS Deposit pages. The employee may elect topay in the form of a lump sum.To complete the Identify POS Deposit pages use the following navigational path:

8 North American Payroll8 Employee Pay Data USF

8 Purchase of Service Deposits0 Identify POS Deposit

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The Service Information page displays.

NOTE: The Retirement Plan defaults from the Retirement Plan Table and the Service CompDate defaults from Employment 1 on GVT_JOB.1. In theBuy Back Retirement Plan field, select CS, Fire, Police or Teachers. The RetirementPlan and the Buy Back Retirement Plan need to be the same.2. In theStart Date field, enter the date the service member entered service. This informationwill be on the DD214.

3. In theEnd Date field, enter the date the service members ended service. This informationwill be on the DD214. PeopleSoft will automatically calculate the Total Days of Service.4. In theInterest Accrual Date field, enter the date interest begins to accrue. This informationis located on the Post 1956 Purchase of Service Deposits Report.

5. Click theEarnings Information page tab.

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The Earnings Information page displays.

6. In theAmount of Earnings field, enter the earnings from the Estimated Earnings Form(Attachments to FPM-LTR 831-77).7. In theWithholding field, enter the Retirement Contribution. This is 7 (CSRS) orTeachers, 75 (Law Enforcement or FEMT) or 8 (Fire and Police Hired after 10/01/96) percent.The Amount Balance will populate.8. In theDeduction Amount field, enter the amount that the employee has elected to bededucted each pay period.9. Click theTake Deduction checkbox or;10. If this is a lump sum payment, do not check the checkbox and enterLump Sum Paymentin the Description field.

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11. Click theTransaction Information page.

The Transaction Information page displays.12. Verify the information in theTransaction Information row generated by PeopleSoft. TheTransaction date should equal the pay calendar date of the payroll run.

13. Click theAdd a Row icon to add the interest adjustment. The Transaction date willneed to be one day different from the line 1 date.

14. Click theLook up Trans Type icon and select Interest (I) and add the interest rate fromthe Post 1956 Purchase of Service Deposits Report. The end balance will equal the total of theinterest plus the contributions. The A, and S values are system generated and will begenerated by the system after the processing of the RITS interface.

15. If this is a lump sum payment complete steps 17 and 18 above andAdd a Row on line3 of the transaction page enter U (Unscheduled Payment) in the Trans Type field and enter thetotal balance. When payroll is confirmed and the RITS interface is run the lump sum paymentwill be complete and the account will be closed. (Follow procedure for closed accounts at the

end of this document.)

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16. Click theSave button.NOTE: When this page is saved, the create General Deduction page is populated.

2.6 Verify the TransactionThe Payroll Technician navigates to the General Deduction page to verify that a deduction hasbeen created.To verify whether or not the deduction has been made use the following navigationalpath:

8 North American Payroll8 Employee Pay Data USF

8 Deduction0

Create General Deduction1. Enter an Employee ID.The General Deduction Data page displays.

2. Verify the deduction has been created.NOTE: The Effective Date defaults to the current date.3. Change the effective date to the actual Payroll Date.

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4. In theEffective Date field, enter the next Payroll Date.

5. Click the Save button.

The Current Goal Balance will populate after the Payroll is run.

2.7 Run PayrollThe Payroll Technician runs the payroll process.

2.8 RITS InterfaceThe Register of Insurance Transfers Summary (RITS) populates the Transaction InformationPage Purchase of Service Deposits processing. The Scheduled (S) payment will be populatedon the page. The report also lists the health, life, and other payments sent to OPM for Federal

employees each pay period (2812).The Payroll Technician runs the RITS interface.To run the RITS interface use the following navigational path:

8 North American Payroll8 Payroll Distribution

8 Additional Integrations USF0 RITS Interface

2.9 Verify Transaction InformationThe Payroll Technician navigates to the Transaction Information page to verify the payments.To verify the Transaction Information use the following navigational path:

8 North American Payroll8 Employee Pay Data USF

0 Identify POS Deposit1. Enter an Employee ID.

2. Click on the Transaction Information page tab.

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The Transaction Information page displays.

This page can be used to keep employees updated on the amount and times of theirdeductions.3. Click the Home link.

3.0 Purchase of Service Deposits ReportsThere are three main reports that are used to provide information on military service. Theyinclude:

Report Purpose Who Runs How OftenOPM 1514 Individual MILSERV Pay Tech As NeededReport 5 All MILSERV Pay Tech As Needed

FGPY012 All employees paid in full Pay Tech As Needed

3.1 Running ReportsTo run the OPM 1514 Report use the following navigational path:

8 North American Payroll8 Employee Pay Data USF

8 Purchase of Service Deposits0 POS Dep OPM-1514

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The POS Dep OPM-1514 page displays.

1. On the Run Control ID page add a new ID selecting any combination of letters or numbers.NOTE: You may elect to use your initials and the date the report is run.2. Enter the Status of the Account: Open, Closed, Cancelled.3. Select the Emplid (s) of the report.4. Save the page and Click on Run.

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5. After initiating the process, click the Process Monitor link to view the run status.

6. Click on the Refresh button until run status notes Success and the Distribution Status =

Posted.7. Click on the Details link to view Process Detail and under the Actions scroll area select ViewLog / Trace to link to the PDF Report.

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8. Under the Actions scroll area select View Log / Trace to link to the PDF Report.

9. Select the fg1514 52177 PDF link to view the actual report.

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The report prints for the employee noting the all details and the record of payments. When theaccount is closed you will notice the balance of zero.All PeopleSoft delivered reports will be run using the same process as noted in the steps above.

The links to the reports are noted under Purchase of Service Deposits.The Navigation for Report 5 is different because it is a custom report. The Navigation is theonly difference in running a delivered vs. a custom report. The steps are the same. This customreport is the same format as the Service Buy Back report currently in use.

8 DC Customizations8 Reports

0Purchase of Service Report

1. Enter the appropriate Run Control ID.The Report page is displayed.

2. Complete the report parameters.

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Company DCGPay Group Select Pay Group for ReportPay Period End Date Current Pay Period for the Report

3. Select the Run button to run the Report and View the Process Scheduler.

4. Select the Service Name PSUNX and click the OK button.This brings you back to the Report page and the Process Instance is noted.

5. Click on Process Monitor link.

6. Click on the Refresh button until the Run Status is equal to Success and the DistributionStatus equals Posted.

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8. Under the Actions scroll area select View Log / Trace to link to the PDF Report.

9. Select the dcpnr005 52178 PDF link to view the actual report.The report prints for all employees currently purchasing service.

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3.2 Closed Account Report Sent to OPMPayroll Technician sends the results of the Purchase of Service Deposits Closed AccountReport to the Office of Personnel Management along with the Individual Retirement Record

noting the Service or Military Service Buy Back. Follow the steps in the Individual RetirementRecord Processing for running the IRR worksheet.To run the Closed Account Report use the following navigational path:

8 North American Payroll8 Employee Pay Data USF

8 Purchase of Service Deposits0 OPM Closed Report

Follow the same process as noted in the section for running reports.

3.3 Service Computation Date is ChangedOnce the Purchase of Service Account is closed, the Payroll Supervisor changes theemployees service Computation Date. The Service Computation Date must be changed inPeopleSoft. The Payroll Supervisor navigates to the Data Control Page.To navigate to the Data Control Page use the following navigational path:

8Workforce Administration8 Job Information

0HR Processing USF1. Enter an Employee ID.

The Data Control page displays.

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2. Click theAdd a Row icon to add a new record.3. In theActual Effective Date field, enter the effective date of the change.

4. In theAction field, enter DTA (Data Change). = MIL (New Action)5. In theReason field, enter STC (Status Change). = CLD (New Reason)6. In theNOA Code field, enter 800 (Change In Data Element). = 8827. In theAuthority (1) field, enter 065 (DPM Chapter 31B).8. In the PAR Remark field, enter M39 Military Service Buyback.9. Click theEmployment 1 page tab. (Delivered Code)

The Employment 1 page displays.

10. In theService Computation Dates frame, change the Retire field to the new ServiceComputation Date.

11. Click theSave button.

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4.0 Individual Retirement Record

4.1 PurposeThe purpose of this section is to outline the steps used to process the Individual RetirementRecord (IRR) (2806) to OPM. The IRR process kicks off when a separated employee requestsretirement due to resignation or retirement in defined benefit plans.Since the District currently has 2806 information for all employees, this practice will continue inPeopleSoft. Civil Service Participants (CSRS) and all other participants will be N/A for printingIRRs and reporting purposes.The IRR process includes several reports. Please refer to the Reports section at the end of thisdocument for information on how to run PeopleSoft reports.

4.2 Roles Involved in this Process

Human Resources

Payroll / Retirement Unit

4.3 Processing an Individual Retirement Record (IRR)Current employees that resign and are eligible to retire must begin the retirement process attheir Human Resources office.

4.3.1 Create IRR for a Current Employee EstimateDCHR manually processes information for estimates from the Official Personnel File (OPF).Estimates are calculated using last three years of Salary using the Government RetirementBenefits Calculator from OPM (GRB). The Calculator produces the estimate.

The DCHR HR/Benefit Specialist or the Retirement Specialist runs the Create IRR for aCurrent Employee process. The Create IRR for a Current Employee is a process where newprocedures may be determined in the new PeopleSoft Payroll environment for running aretirement estimate for the employee. If DCHR continues that process, security will need to bereviewed for running the Create IRR for current employee in Payroll.

To run the Closed Account Report use the following navigational path:

8 North American Payroll8 Periodic Payroll Events USF

8 Maintain IRR0 Create IRR Wrksht-Current Emp

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The Create IRR Wrksht-Current Emppage displays.

1. Enter aRun Control ID. Run control IDs may be both alpha and numeric characters in anycombination. An example would be your initials and a date or the emplid of the employee youare processing that day.The IRR Worksheet- Current Empl page displays.2. In theEmployee ID field, enter the Employee IDs of the employee you are running the reportfor. Refer to the Running PeopleSoft Reports section in this document to complete the report.

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4.3.2 Employee Requests Retirement DCHR HR/Benefit Specialist reviews the Official Personnel File (OPF) to determine if theemployee is eligible to retire.

4.3.3 Employee Completes Retirement PaperworkHR/Benefit Specialist provides CSRS or Teachers, Police and Fire employee with therequired forms to be completed and signed.

4.3.4 Retirement Forms are ValidatedThe DCHR HR/Benefits Specialist validates the retirement forms. DCHR HR/BenefitsSpecialist notifies HR Specialist that a termination/retirement PAR is required.

4.3.5 Retirement PAR InitiatedA Retirement PAR with a Nature of Action Code associated with an IRR Type (in NOA codeSetup) links the NOA code and the PAR remark which creates IRR processing in Payroll andIRR Control Record. The Individual Retirement Record (IRR) processing enables you to viewan IRR online and print the final IRR.The DCHR HR/Benefit Specialist initiates the retirement PAR action.To initiate a Retirement PAR action use the following navigational path:

8Workforce Administration8 Job Information

0Supervisor Request USF

1. Enter an Employee IDThe Data Control page displays.

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2. Click theAdd a Row icon to add a new record.3. In theActual Effective Date field, enter the effective date of the retirement.

4. In theAction field, enter RET (Retirement).5. In theReason field, enter a reason for the retirement. Options include:

Reason Code PurposeCRE Compulsory RetirementDSB Disability RetirementERT Early RetirementRMT Normal RetirementVRE Voluntary Retirement

6. In theNOA Code field, select the appropriate Nature of Action Code for the action. Optionsinclude:NOA Code Purpose300 Retirement-Mandatory301 Retirement-Disability302 Retirement-Voluntary303 Retirement-Special Option304 Retirement-ILIA920 Applied - Disabl. Retire.

995 Conditional Retirement

7. In theAuthority (1) field, enter 087 (Chap 83 5 US Code), or 088 (Sec 5-712 DC Code).8. Add a PAR Remark for the applicable retirement.NOTE: This is a very important step (PAR Remarks Link). This links the NOA code to the PARfor IRR processing in PeopleSoft. If you forget this step, the IRR process will not work inPayroll.

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For terminations the same process is used as noted above; however, the terminationaction/reasons codes, NOA Codes and PAR remarks will be different as noted below.Termination Action/Reason Codes

Reason Code DescriptionActionTER ATT Attendance

TER CNV Conversion

TER CON Misconduct

TER DEA Death

TER DIS Dishonesty

TER EAC End of Apprenticeship Contract

TER EFT End of Fixed-Term Contract

TER ELI Elimination of Position

TER FAM Family Reasons

TER GMI Gross Misconduct

TER HEA Health Reasons

TER HRS Dissatisfied with Hours

TER ILL Illness in Family

TER INS Insubordination

TER JOB Job Abandonment

TER LOC Dissatisfied with Location

TER LTC Legal Termination of Contract

TER LVE Failure to Return from Leave

TER MAR Marriage

TER MIS Misstatement on Application

TER OTH Other/Unknown

TER OTP Resignation-Other Position

TER PAY Dissatisfied with Pay

TER PCD Premises Closed

TER PER Personal Reasons

TER POL Dissatisfied w/Comp. Policies

TER PPP Payee's End Probation Time

TER PRM Dissatisfied w/Promotion Opps

TER PTD Partial/Total Disability

TER RED Staff Reduction

TER REF Refused TransferTER REL Relocation

TER RES Resignation

TER RET Return to School

TER RIF Reduction in Force

TER SUP Dissatisfied with Supervision

TER TAF Term w/o Leave Payout

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8/7/2019 IRRSOP6-2009

26/37

Action Reason Code Description

TER TAR Tardiness

TER TMP End Temporary Employment

TER TPP During Probation/Trial Period

TER TRA Transportation Problems

TER TWP Dissatisfied w/Work Conditions

TER TYP Dissatisfied w/Type of Work

TER UFC Unforeseen Circumstances

TER UNS Unsatisfactory Performance

TER VIO Violation of Rules

TER VSP Voluntary Separation Program

TER WOR Dissatisfied w/Work Conditions

NOA Codes for Termination

Description - Part 1 Description - Part 2Nature of Action Code312 Resignation-ILIA (blank)

317 Resignation (blank)

330 Removal (blank)

350 Death (blank)

352 Termination-Appt in (blank)

355 Termination-Exp of Appt (blank)

356 Separation-RIF (blank)

357 Termination (blank)

385 Term. during prob/trial period

390 Separation-Appt In (blank)932 Termination of Detail (blank)

995 Transfer Out (blank)

9. Click theCompensation page tab.

26

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The Compensation page displays.

10. In theStep field, enter the employees current step.

11. Click theSave button.This PAR action must work its way through the approval process. Once received at DCHR, its

status will be changed to PRO. For independent agencies, the HR Advisor will change thestatus to PRO.

4.3.6 HR Reports are ProducedHR/Benefit Specialist runs the following reports:

SF-52 request for Personnel Action

Notice of Personnel Action USF

Personnel Action Report USFTo run HR Reports use the following navigational path:

8Workforce Administration8 Job Information

0ReportsIf these reports are not completed in HR the IRR process will not work in Payroll.RememberPeopleSoft is an integrated system and steps in HR must be completed beforestep in Payroll will work.

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4.3.7 Retirement Package Is Sent to OPRSHR/Benefit Specialist forwards the retirement package for separated employees electing toretire, have resigned or RIF via intra District mail to OPRS.

4.3.8 Create IRR for a Separated EmployeeRetirement Specialist runs the Create IRR for a Separated Employee processand providesthe report to the Retirement Supervisor hand delivering it.To create an IRR for a Separated Employee use the following navigational path:

8 North American Payroll8 Periodic Payroll Events USF

0Maintain IRR

1. Create IRR Wrksht-Sep Emp.The Create IRR Wrksht-Sep Emppage displays.2. Enter aRun Control ID. Run control IDs may be both alpha and numeric characters in anycombination.

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The IRR Worksheet- Sep Empl page displays.

3. In the Form field, select CSRS or N/A. Select CSRS for CSRS employees and N/A for Policeand Fire.

4. Click theFilter button. The available IRRs display.

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5. Click the checkbox next to a single Employee and click the Add Selectedbutton. For Separated Employee you must run the worksheets one at a time.

6. Click theRun button to create the SF-2806.7. Complete the report process as detailed in the Running PeopleSoft Reports at the end of thisSOP.8. After running the report, click the Home link.NOTE: The IRR (2806) for Teachers, Police and Fire employees is then sent by the RetirementSpecialist to the DC Retirement Board along with any additional paperwork. Once you havecompleted the above steps you may identify the IRR and review all the information on line.There are three pages associated with Identifying the IRR: IRR Service History, Fiscal History,and IRR Remarks. If you find an error in the information noted on service or fiscal history

pages, this is where you may complete a correction to either service history or fiscal history.The COR field is used to generate supplemental or correction IRRs. Select the IRR type that isassociated with the original IRR. For example, if the original IRR Type was R (retirement), enterR in the COR field. This links the original IRR that you are changing to the Supplemental IRR orCorrection IRR. This process is defined in a Separate SOP for Correction.

4.3.9 Identify IRRYou must create IRR Worksheet for a separated employee before you can view this online.To identify an IRR use the following navigational path:

8 North American Payroll8 Periodic Payroll Events USF

8Maintain IRR0 Identify IRR

1. Enter the Emplid and select enter.

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3. In the ROST Form Type select either CSRS or N/A4. In the Series field, select OPM (Office of Personnel Management).

5. Click the Run button.6. Complete the report process as detailed in the Running PeopleSoft Reports at the end of thisSOP.7. After running the report, click the Home link.

4.3.11 Check for Errors (CSRS Only)After the ROST report is run, Retirement Specialist checks the report for errors. If there are noerrors, the RITS Interface is run.If there are errors a correction must be made using the PAR process. Retirement Specialistmust enter a correction PAR to correct the error. The processes detailed above will be redoneand the Fiscal Accum Year End Report (for the one employee) must be run. The Correctionprocess is defined in a separate SOP for correction.

4.3.12 Generate (RITS) Interface Report (CSRS Only)Retirement Specialist runs the RITS Interface report. This report creates the deductiondistribution output files, SF-2812, and SF-2812A. These files are sent to OPM by FederalExpress. RITS is run after every Payroll Confirmation.

To generate (RITS) Interface Report (CSRS Only) use the following navigational path:

8 North American Payroll8 Payroll Distribution

8Additional Integrations USF0 RITS Interface

1. Enter a Run Control ID.

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2. The RITS Interface page displays.

3. In the Pay Run ID field, enter the correct pay run ID.4. In the Pay Period Code field, enter number of current pay periods.5. In the Original or Supplemental field, select either Original or Supplemental.In the 2812 file name field, enter 2812 date of current Pay Period: For Example: 28121015(date of the payroll you are running the report as of).6. Click the Include off Cycle Deductions only if you want to include the Off Cycle Deductions inthis run.

7. Click the Process Request button.

8. Click the OK button.

9. Click the Process Monitor button to complete the report process.

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4.3.13 Run the Accum Fiscal Data REPORT YEAR end report (CSRSOnly)Retirement Supervisor runs the Process Accumulated Fiscal Data Report at the end of each

year. The results of the report are sent via fax to OPM.To run the Accum Fiscal Data Report Year end report (CSRS Only) use the followingnavigational path:

8 North American Payroll8 Periodic Payroll Events USF

8Maintain IRR0 Process Accum Fiscal Data

The Process Accum Fiscal Data page displays.1. Enter a Run Control ID.2. In the Agency field, enter DCG3. In the Pay Year field, enter the pay year for which you are running the report. If you do not

enter an EmplID in the Empl ID field, the report will run for everyone in the Agency selected.This report should only be run for one employee if there is a correction that needs to be made inthe contributions history.

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4. Click the Run button.5. Complete the report process as detailed in the Running PeopleSoft Reports at the end of thisSOP.6. After running the report, click the Home link.

5.0 Running PeopleSoft Reports and Processes

Whether you are running Human Resources, Payroll, Time and Labor or any other PeopleSoftreport, the process used is the same.To run PeopleSoft Reports and Processes use the following navigational path:

8 Select the report you want to run.8 Enter a Run Control ID.

8Enter the Report parameters, i.e., tell PeopleSoft what you are trying to get.8Run the Report or Process.

0 Save or print the results.

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The following steps are used to Process IRRs. Steps for running worksheets for IRRprocessing are the same steps and procedures except for the final process.

8 North American Payroll8

Periodic Payroll Events USF8Maintain IRR

0 Process IRRs1. Enter a Run Control ID.

NOTE: Remember the Run Control ID can be both alpha and numeric characters.Filter for the Retirement Plan and the employee you are processing.

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2. Check the checkbox of the employee and Add Selected button. The emplid and otherinformation will populate the page.

3. Click the Run button.

4. In the Server Name field, select PSNT for the Final Process only.5. Click the OK button.6. Click the Process Monitor link.When printing the Final Process, the hard copy 2806 form will be used and the printer will be setup with special parameters: Type = Printer, Format = HP and the output destination will be\\asmpw19\pypcl01.Once the Run Status changes to Success, the actual 2806 form will print on the printer and you

will not be able to review any IRR processes for this employee other than correction.

http://asmpw19/pypcl01http://asmpw19/pypcl01