Alaska BEARS Retirement Reporting

Human Resources > State Requirements > AK > System Settings Maintenance

Human Resources > State Requirements > AK > BEARS Retirement List

Alaska BEARS retirement reporting has been added to the Alaska State Requirements menu.

Human Resources > State Requirements > AK > System Settings Maintenance

A Retirement Settings tab for setting up the Alaska BEARS Retirement Report has been added to the Alaska System Settings Maintenance page:

This tab contains five sub-tabs of data: Employment Events, Earnings, Deductions, Benefits and Service Types.

Map each applicable employment status event in the left column to its corresponding status type from the dropdown in the right column, clicking Save after each selection:

Map each applicable hours code in the left column to its corresponding earnings type in the right column, clicking Save after each selection:

Map each applicable deduction in the left column to its corresponding contribution type in the right column, clicking Save after each selection:

Map each applicable benefit in the left column to its corresponding employer-paid contribution type in the right column, clicking Save after each selection:

Map each applicable hours code in the left column to its corresponding service type in the right column, clicking Save after each selection:

To navigate to the Alaska BEARS Retirement List page to generate, update and print retirement data, click the BEARS Retirement button at the bottom of the page.

The Alaska BEARS Retirement List page also provides a Settings button for navigating back to this page.

Human Resources > State Requirements > AK > BEARS Retirement List

After completing the setup on the Alaska System Settings Maintenance page, navigate to the Alaska BEARS Retirement List page to create an on-screen work file of the wage and contribution data that are available for the BEARS retirement report and transmittal file. Review and, if necessary, modify this data before transmitting it to the state.

The grid on this page contains retirement data from the last time the work file was created, with each row in the grid corresponding to an employee record. To accommodate multiple contribution records per employee, the grid is hierarchical. If you are running this process for the first time, it will be empty.

  1. Click the Create button. The Create Alaska BEARS Retirement Data popup displays:

  2. Select the Type of data to be reported: Personnel Only, Payroll Only or Personnel and Payroll (the most common selection).
  3. Select the Pay Group and Pay Batch from which to collect payroll data. These selections are required when the Type is Payroll Only or Personnel and Payroll. The Pay Batch dropdown is populated according to the Pay Group selected. Only posted pay batches are available. Since each pay batch has a unique identifier, the report is run for one pay group and one pay batch at a time. When the Type is Personnel Only, leave these fields blank.
  4. If you want to include employment events with an effective date that differs from that of the currently selected pay period, select the Effective Date; otherwise, leave this field blank.

  5. After making your selections, click Ok. (If retirement data has been created previously, a dialog asks whether you want to overwrite the data.) Retirement data matching the selections populates the grid on the Alaska BEARS Retirement List page:

Sorted alphabetically by employee, the grid summarizes the earnings, contribution payments and service hours of each employee.

To remove an employee from the list, select the appropriate row, and click the Delete button.

To add an employee to the grid, click the New button; to review or edit an employee's detailed data, click the Employee Name. In either instance, the Alaska BEARS Retirement Entry page for that employee displays.

This page contains six tabs of data: Member, Employment, Events, Earnings, Contributions, Service and Leave Balance.

Most of the Member data defaults from the employee record in Workforce Administration and is not editable. The SSN does not display:

Data in the Seasonal Address section may be edited.

Employment data that has changed in Workforce when the create process is run populates the Employment tab:

If necessary, the data on this tab may be edited.

Using the date range of the pay period being reported, the grid on this tab contains the employment events created according to mappings on the Employment Events tab in Alaska System Settings Maintenance:

If necessary, the data on this tab may be edited.

Data in the Earnings grid comes from payroll. As of now, all earnings are reported as Regular Earnings:

If necessary, the data on this tab may be edited.

, For the pay period being reported, Contributions data comes from the deduction and benefit mappings in Alaska System Settings Maintenance:

If necessary, the data on this tab may be edited.

The grid on this tab contains the service data tied to the hours codes mapped to service types in Alaska System Settings Maintenance:

If necessary, the data on this tab may be edited.

The create process does not include leave balance data, but if necessary, it may be added to the grid on the Leave Balance tab:

The accrual categories reported are those selected in the Include in Leave Balance list box on the Company Settings tab in Alaska System Settings Maintenance.

  1. To create the Alaska BEARS Retirement Report and transmittal file(s), including a transmittal error file, click the Print button at the bottom of the Alaska BEARS Retirement List page. The Print Alaska Retirement Report popup displays:

  2. From the Report Type dropdown, select whether to create a Summary or Detail report.
  3. From the Transmittal Type dropdown, select whether to create a Personnel Only or Payroll Only transmittal file or separate Personnel and Payroll transmittal files.
  4. To create the report and transmittal for one employee, select from the Employee dropdown; to create the report and transmittal for all employees, leave this field blank.
  5. Mark the appropriate checkbox(es) to include the corresponding data on the report and transmittals.
  6. Click Ok. The report and transmittal files are created and sent to myReports.

Note: To navigate quickly from the Alaska BEARS Retirement List page to Alaska System Settings Maintenance, click the Settings button. The system settings page also provides a BEARS Retirement button for navigating back to this page.