MSR Plan Codes Maintenance

Use MSR Plan Codes Maintenance to maintain the Plan Codes for the Retirement Consolidated Plan.  Each benefit Plan Code within the MainePERS is associated with the employer's Retirement Rate for Fringe and the IUUAL Cost or Credit Amount for the plan.  The Plan Code information is used for calculations on the Consolidated Summary Page that optionally reports with Build Monthly Work File.

For additional information, click More.

Directions:

To see directions for...

• Opening MSR Plan Codes Maintenance, click More.

   

  1. Click Payroll from the Menu Bar.

  2. Click Miscellaneous File Maintenance.

  3. Click MSR Plan Codes.
     
     Tip:  Or, use the keyboard shortcut:  [ALT] [p] [m] [c].

   

  MSR Plan Codes Maintenance Window Example:

  

   

• Creating a new Plan Code, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Plan Code and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Plan Code and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

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

   

  MSR Plan Codes Maintenance Window Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Plan Code	Enter the Plan Code.  (up to 2 characters) Tips: The MainePERS defines the meaning of each Plan Code.  For detailed instructions for the MainePERS fields, refer to the appropriate MainePERS System Payroll Reporting Manual. Each Plan Code should have a corresponding Report Remark Code, where the first two characters of the Remark Code matches the Plan Code.
  	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 all of the existing Plan Codes, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
  	To display an existing Plan Code, enter the Plan Code and click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t]
  Employer Rate	Enter the employer's Retirement Rate for Fringe.  (3.1 numeric) Tip:  The MSRS determines the rate associated with each Plan Code.
  IUUAL Cost or Credit Amount	Enter the IUUAL Cost or Credit Amount.  (-6.2 numeric) Tip:  The MSRS determines the IUUAL Cost or Credit associated with each Plan Code.

   

• Editing an existing Plan Code, click More.

   

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

  1. To display the record to be changed, enter the Plan Code and click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]
     
     Tip:  If you do not know the Plan Code, you can click Search  to see a list of Plan Codes.

  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 Plan Code, click More.

   

  1. To display the record to be deleted, enter the Plan Code and click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the Plan Code, you can click Search  to see a list of Plan Codes.

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

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

   

  Example:

  

   

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