MSR Detail FM

Use MSR Detail FM to edit employee retirement information if it is incorrect or to remove an employee if they should not be included in the MSR Magnetic File.  The MSR Detail records are created when the MSR Build Export Work File - Enhanced is run.

Tips:  

• For information on the timing and sequence of MSR Magnetic Filing tasks, see MSR Magnetic Filing Procedure.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening MSR Detail FM, click More.

   

  1. Click Payroll from the Menu Bar.

  2. Click Government Reports.

  3. Click MSR Magnetic Filing.

  4. Click MSR Detail FM.
     
     Tip:  Or, use the keyboard shortcut:  [ALT] [e] [g] [m] [d].

   

   

  MSR Detail FM Window Example:

  

   

• Creating a new MSR Detail Record, click More.

   

  To create a new record, enter the desired Report Selection and the new Employee Number, then click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]

  Tip:  To indicate that you are building a new MSR Detail record, New  displays near the Employee Number.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  MSR Detail File Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Selection	To specify magnetic report criteria to edit, click the number in the drop-down list or simply enter the number in the field. (1-9)
  Employee Number	Enter the employee number for the employee to edit. Or, if you do not know the employee number, click Search to look for the employee number.
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view the next employee in the build work file, click Next.   Keyboard shortcut: [ALT + n]
  	To display the previous employee in the build work file, click Back. Keyboard shortcut: [ALT + b]
  Transmitter Code	Enter the employer transmitter code.  (up to 5 characters)
  Employee Name	Enter the employee's full name. (up to 30 characters)
  Employee SSN	Enter the employee's social security number (9.0 numeric)
  FTE Amount/Stipend	Enter the FTE amount or stipend. (7.2 numeric)
  Birth Date	Enter the employee's date of birth. (mmddccyy)
  Employer Code	Enter the employer code. (up to 6 characters)
  Report MM/YY	Enter the reporting period with month and year. (mmyy)
  Report ID	Enter the 1 character report ID. (1 character)
  Transaction Type	Enter the transaction type for the report. (up to 4 characters)
  Transaction Date	Enter the date the magnetic file was built. (mmddccyy)
  Personnel Status Code	Enter the employee's personnel status code. (2 characters)
  Position Class Code	Enter the employee's position class code. (up to 5 characters)
  Bargaining Unit Code	Enter the employee's bargaining unit code. (2 characters)
  Retirement Plan Part Status	Enter the employee's retirement plan part status. (1 character)
  Life Insurance Code	Enter the employee's life insurance code. (up to 3 characters)
  Excess/Payback Status	Enter the employee's excess/payback status. (1 character)
  Benefit Plan Code	Enter the employee's benefit plan code. (up to 5 characters)
  Rate Schedule	Enter the employee's rate schedule. (up to 6 characters)
  Insurance Info
  Life Insurance Basis	Enter the employee's life insurance basis. (6.0 numeric)
  Insurance Premiums Basic	Enter the dollar amount of the employee's basic insurance premium. (3.2 numeric)
  Insurance Premiums Supplemental	Enter the dollar amount of the employee's supplemental insurance premium. (3.2 numeric)
  Insurance Premiums Dependent	Enter the dollar amount of the employee's dependent insurance premium. (3.2 numeric)
  Earnable Compensation	Enter the dollar amount of the employee's earnable compensation. (3.2 numeric)
  Grant Funded Compensation	Enter the dollar amount of the employee's grant funded compensation. (3.2 numeric)
  Retirement Contribution	Enter the dollar amount of the employee's retirement contribution. (3.2 numeric)
  Additional Retirement Contribution	Enter the dollar amount of the employee's additional retirement contribution, if applicable. (3.2 numeric)
  Pay Info
  Time Paid	Enter the employee's time that was paid.
  Time Unit Code	Enter the employee's type of time code, click a choice in the drop-down list.
  Rate of Pay	Enter the employee's rate of pay. (7.2 numeric)
  Expected Hrs/Day per Week	Enter the employee's expected hours or days per week. (2.2 numeric)
  Expected Weeks per Year	Enter the employee's expected weeks per year. (2.0 numeric)
  Furlough Days/Hrs	Enter the employee's furlough days/hours. (3.2 numeric)
  Furlough Earned Compensation	Enter the employee's furlough earned compensation, if applicable. (6.2 numeric)

   

• Editing an existing MSR Detail Record, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the desired Report Selection and the new Employee Number and then press [TAB].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Employee Number, you can click Search  to see a list of employees.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing MSR Detail Record, click More.

   

   To display the record to be deleted, enter the desired Report Selection and the new Employee Number and then press [TAB].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Employee Number, you can click Search  to see a list of employees.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click OK to delete the record, or click Cancel to escape from the delete routine.

   

  Example:

  

   

  Note:  After you click OK, you will see the following message on the Status Bar.