Retirement Detail Report Instructions

Use the Retirement Detail Report to print the retirement and insurance information including break-downs of the employee's share and the employer's share.  For comparison purposes, you can use the same Report Selection parameters for this report as defined in the Monthly Retirement Report.

Important:  Because the Monthly Retirement Report generates the retirement transactions, you must run the Retirement Detail Report after the Monthly Retirement Report.

For additional information, click More.

Directions:

To see directions for...

• Opening the Retirement Detail Report, click More.

   

  1. Click Reporting from the Menu Bar.

  2. Click Government Reports.

  3. Click Retirement Detail Report.
     
     Or, use the keyboard shortcut:  [ALT] [e] [g] [d].

   

  Retirement Detail Report Window Example:

  

   

  Retirement Detail Report Writer Window Example:

  

• Choosing the selections at the prompt window, click More.

   

  Procedure:

  1. Fill in the Retirement Detail Report prompts described below.

  2. Click Continue to display the Report Writer.

  3. Review the Report Writer prompts and make changes, if applicable.
     Tips:

  4. To send the report to the Print View window, enter the appropriate Printer Number (usually 5).

  5. For more information, refer to the Report Writer Overview.

  6. Click OK to run the report.

   

  Retirement Detail Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Run Code	To include a specific group of employees in the report, click the Run Code in the drop-down list.  (1.0 numeric) Tip:  To specify all employees, click 3 - All Run Codes.
  Quarter	To specify the quarter of the year to include in the report, click one of the options in the drop-down list.  (1 through 4)
  Report Selection	To specify a selection number for an existing or new group of report criteria, click the number in the drop-down list or simply type the number in the field. (1-9) Tips: If report criteria has already been defined for the selection number, you will see the recalled information filled in. If the report criteria is for a new selection, you will see New displayed next to the selection field. After you fill in the information and click Continue , the information for the current selection is automatically saved for future use. To search for an existing Report Selection, click Search .
  	To create another version of the report for the same Report Selection number, click Next. Keyboard shortcut:  [ALT + n] Tips: Most facilities, including schools, can skip this button. This creates a second record for a particular Report Selection. Example:  You may want to print two versions of the report for Run Code 1 - one for 4 pay periods and one for 2 pay periods.  First enter Report Selection 1 and fill in the fields including 4 pay periods and run the report.  Then specify Report Selection 1 and click Next; fill in the fields including 2 pay periods.
  Number of Pay Periods	Enter the Number of pay periods to include in this report.  (1.0 numeric)
  Basic Monthly Ins. Rate	Enter the basic monthly insurance rate.  (1.2 numeric)
  Codes List Note:  To select the gross wages for certain groups of employees for the report, enter the applicable Position Class Codes and Personnel Status Codes.  All criteria entered in a row must be matched for the record to be included in the report (works like the Boolean logic "AND" operator).
  General Directions	To change the value for a field in a line item, click the field in the applicable line. Confirm that you selected the right field by checking the Item # and the label for the entry field. Enter the new or changed value in the entry field. Click Add to make the change. Or, click Delete to clear the value. Repeat for each field you want to update.
  Item #	Displays the number of the selected line item. Tip:  To enter values for a specific line, click to highlight a field in the applicable line of the list.
  Entry Field	The label for the entry field changes according to which field you clicked in the Class List. Position Class Code:  If you clicked in the Position Class Code area in the Class List, enter the Position Class Code(s) that you want included in the report detail. Tips: You can enter up to eight Position Class Codes. To include all Position Class Codes in the report, do not enter any codes. Personnel Status Code:  If you clicked in the Personnel Status Code area in the Class List, enter the Personnel Status Code(s) that you want to include in the report detail. Tips: You can enter up to fourteen Personnel Status Codes. To include all Personnel Status Codes in the report, do not enter any codes.
  	To update a changed field in the selected line, click Add or press [ENTER]. Keyboard shortcut:  [ALT + a]
  	To clear the value for a field in the selected line, click Delete or press [ENTER]. Keyboard shortcut:  [ALT + d]
  Class List	The Class List displays the following fields in each of the 14 rows: Item # Position Class Code Personnel Status Code
  	After entering the report prompts, click Continue to display the Report Writer prompts. Keyboard shortcut: [ALT + o]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]
  	To delete all of the report prompt values for the currently displayed Report Selection, click Delete. Keyboard shortcut: [ALT + e]

   

• Report Sample(s), click More.

   

  o see an example of the report, click Retirement Detail Report Sample.