Iowa PERS Report

Human Resources > State Requirements > IA > System Settings Maintenance

Human Resources > State Requirements > IA > Retirement List

The Iowa PERS reporting process has been improved with the additions of a System Settings Maintenance page and an Iowa Retirement List page that combines the create and report functions.

Users need permission to a new security component, Iowa System Settings Maintenance:

  1. Navigate to Maintenance > new world ERP Suite > Security > Users. The User List page opens.
  2. Select the user’s row.
  3. Click Permissions. The User Permissions page opens, containing a grid of security components and a filter panel.

  4. In the Search Security Components filter, type Iowa System Settings (the entry is not case sensitive). The grid refreshes to contain the Iowa ClosedSystem Settings Maintenance security component only:

  5. Select the appropriate permissions.
  6. Click SAVE.

Human Resources > Workforce Administration > Search > Employee > Employment tab

On the ClosedEmployment tab of Workforce Administration, the IA PERS Occupation Class UDF has been changed from a text field to a drop-down based on a pre-loaded validation set, 602-Iowa PERS Occupation Class.

IA PERS Employment Date is a new UDF available to users to override hire dates that may differ from PERS employment dates. The First Date of Employment column on the Iowa Retirement Report contains an employee’s hire date by default. If a date is selected in the IA PERS Employment Date UDF, it appears in this column instead.

To create the UDF, follow these steps:

  1. Navigate to Maintenance > new world ERP Suite > Security > User-Defined Fields.
  2. In the Record Type field, select Employee Employment.
  3. In the Maintenance Type field, select Attributes.
  4. Click New. The User-Defined Fields dialog opens.
  5. In the Name field, type IA PERS Employment Date.
  6. If you have created a Section Header for Iowa PERS, select it.
  7. If you want the UDF to appear in a specific position in the list of UDFs, select a Sequence Number.
  8. In the Data Type field, select Date/Time.
  9. Leave the Required check box deselected.
  10. Click OK.

The IA PERS Deduction, IA PERS Wages and IA PERS Termination UDFs have been removed from the Iowa PERS reporting process.

The deduction selection process on a new System Settings Maintenance page (see next section) has eliminated the need for the IA PERS Deduction and IA PERS Wages UDFs.

Instead of using an IA PERS Termination UDF, the reporting process has been modified to use the termination dates from the Employment tab in Workforce Administration.

Human Resources > State Requirements > IA > System Settings Maintenance

A System Settings Maintenance option has been added to the Iowa State Requirements menu. This option opens the ClosedSystem Settings Maintenance page. Use this page to identify employer and agency numbers, determine whether to merge records that have the same SSNs and select the deduction codes to be used in PERS reporting.

Field Description
Employee Number Five-digit, state-assigned account number identifying the employer.
Agency Number Primary agency to be reported.
Combine Employee SSN on Transmittal If selected, transmittal file merges records that have the same social security numbers, summing total wages. This feature only applies to the transmittal file. Records will continue to show individually on the Iowa Retirement List page (see next section).
PERS Deductions Deduction codes to which PERS wages will be applied to determine the deduction gross in PERS reporting. Select codes by moving them from the Available to the Selected list box. As noted earlier, this selection process has eliminated the need for the IA PERS Deduction and IA PERS Wages UDFs.

To navigate between this page and the Iowa Retirement List page while performing setup and running reports, use the Retirement List button on this page and the Settings button on the Iowa Retirement List page.

Human Resources > State Requirements > IA > Retirement List

The IPERS List option on the Iowa State Requirements menu has been renamed as Retirement List. This option opens the ClosedIowa Retirement List page.

The creating and printing of PERS data occurs from here. The ClosedCreate and Print buttons at the bottom of the page replace the Create IPERS Data and IPERS Report options on the state requirements menu:

The Create button opens a ClosedCreate Iowa Retirement Data dialog containing From Check Date and To Check Date fields.

After making selections, click Ok to create an on-screen work file of retirement system data that will be available for the Iowa Retirement Report. This data may be reviewed and modified before it is transmitted to the state.

The Print button opens a ClosedPrint Iowa Retirement Report dialog containing Report Type, Reporting Month and Reporting Year fields.

The Report Type field gives you the option to generate the report in summary or detail. The summary report contains employees, social security numbers, occupation codes, wages and first dates of employment. The detail report contains the same information plus dates of birth, genders, addresses, employer IDs, agency codes, termination dates and last check dates.

After making selections, click Ok to generate the Iowa Retirement Report and transmittal file in myReports.

ClosedSummary Report

ClosedDetail Report

ClosedTransmittal File