Iowa Public Employees' Retirement System (IPERS)
Overview
The IPERS process will produce the standard Iowa Public Employees’ Retirement System report and file as defined in the IPERS Employer Handbook.
Setup
Occupation Class Code
Every Educational employee to be reported must have an Occupation Class Code of 11 or 28. Occupation Class Codes are assigned through common codes PYFG/781IA##, where ## is 01 through 10. If all employees are to have the same code, it can be assigned through a single common code by entering “DEFAULT” in one of the Associated Code fields 3 through 5.
If different codes need to be assigned to employees, then multiple PYFG/781IA## common codes are set up to map Occupation Class Codes by the Pay Class on the Employee Master screen. There will be one common code for each unique Occupation Class code. For each non-default Occupation Class Code, the key word “PAYCLASS” is entered in one of the Associated Code fields 3 through 5, as well as a comma-separated list of valid Pay Class codes entered in the corresponding Associated Description field.
Contribution and Deductions
Employees will only be included in the report/file if they have an assignment of a contribution or deduction coded for IPERS processing. Contributions and deductions defined in the payroll system and applicable to IPERS reporting must be coded with the proper value in one of the Miscellaneous Code fields of the Contribution and Deduction Definition screens (mask PYUPCC and PYUPDD, respectively). Which one of the eight Miscellaneous Code boxes is used and what code is entered in that box is made known to this process through common code PYFG/PY781IA, code CNT/DED.
Pay Base Definition
Earnings to be reported to IPERS must affect the retirement pay base (plus/minus on the Hour Definition (PYUPHH) page, Pay Base Flags tab). Normally, the pay base used is 7, but users have the option of designating a different pay base for this purpose through common code PYFG/PY781IA, code IPERS PB, described below. All pay and direct contributions that affect the retirement pay base will be included in the wages reported.
Employee and Employer Rates
Employee and employer rates are supplied to this process through common code(s) PYFG/781IA##, where the Occupation Class Code is entered in the Short Description field.
Processing
PYRERRIAPR
Use mask PYRERRIAPR to produce the IPERS report and file.
The user will need to supply a beginning and ending date for the scope of the report. All pay periods defined in the system whose CHECK DATE falls within this range will be selected and reported. Optionally, the “EXTRACT BY END DATE” option may be specified in the Medium Description field of common code PYFG/PY781IA. Only check history from those periods that has been distributed (check note DP or DT) will be included.
IPERS File
The file created when producing the IPERS State Retirement Report is named IPERSyymm, where yy are the last two digits of the year of the report end date and mm is the two-digit month of the report end date.
After this process is completed, the file can be copied for submission to IPERS.
Common Code Setup
PYFG/PY781IA
Use common code PYFG/PY781IA to customize certain aspects of the process.
Short Description: Enter “DEBUG” to run the process in debug mode. This is reserved for PowerSchool use.
Medium Description: Normally, only information from payroll periods where the check date falls within the date range entered at run time are included in this process. If the user wishes to change this to select by the end date of the period, enter EXTRACT BY END DATE in this field.
Long Description: Enter employer name as it is to appear on the report.
Associated Value, Codes & Descriptions
The word(s) entered in the CODES field determine what should be entered in the NUMERIC VALUE and/or DESCRIPTION fields on the same line.
CODE | NUMERIC VALUE and / or DESCRIPTION |
|---|---|
EMPLOYER | Enter the Employer ID in the NUMERIC VALUE. If all employees have the same Agency ID, enter that value in the DESCRIPTION field. To assign various Agency IDs to employees, in the DESCRIPTION field enter the cluster/attribute name of the Employee Master field where the Agency ID can be found. |
IPERS PB | In the NUMERIC VALUE enter the pay base number to be used in reporting wages (default is 7). |
OCCUPATION | In the DESCRIPTION field enter either the two-digit Occupation Class Code to be assigned to all employees, or the cluster/attribute name of the field in the Employee Master that contains the Class Code for each employee. This setting is overridden by the PYFG/781IA## common code(s). |
CONTACT | Enter the contact Name and Phone Number in the DESCRIPTION field. This is the person IPERS will communicate with if there are only problems/question with the information submitted. |
CNT/DED | In the NUMERIC VALUE enter the number of the Miscellaneous Code box that will be used to identify IPERS contributions/deductions. In the DESCRIPTION field enter the value (in upper case) that will be used to identify these CDHs. In the example above, this process will look for the value IPER in the third Miscellaneous Code box of all contributions and deductions. |
PYFG/781IA##
Use common code PYFG/781IA## to set valid Occupation Class Codes and related values.
The following sample common code is set up for Occupation Code 11, setting 11 as the default:
The next example is for Occupation Code 28 and sets 28 by pay classes 279, 999, and 998.
Short Description: Used to set the Occupation Class Code value.
Medium Description: Used to set the name of the Occupation Class Code for the report.
Long Description: Used to describe the common Code.
| Associated Numeric Value | Associated Codes | Associated Descriptions |
|---|---|---|---|
1 | Employee percentage rate | Used to describe value in Numeric Value | Not used |
2 | Employer percentage rate | Used to describe value in Numeric Value | Not used |
3 | Not used | “DEFAULT” sets default Occupation Class Code value to the Short Description value. If “PAYCLASS” is entered here, then the Associated Description holds a comma-delimited list of pay classes that map to the Occupational Class Code in the Short Description. | If the Associated Code is “PAYCLASS,” the Associated Description field holds a comma-delimited list of pay class codes that map to the Occupational Class Code in the Short Description. |
4 | Not used | “DEFAULT” sets default Occupation Class Code value to the Short Description value. If “PAYCLASS” is entered here, then the Associated Description holds a comma-delimited list of pay classes that map to the Occupational Class Code in the Short Description. | If the Associated Code is “PAYCLASS,” the Associated Description field holds a comma-delimited list of pay class codes that map to the Occupational Class Code in the Short Description. |
5 | Not used | “DEFAULT” sets default Occupation Class Code value to the Short Description value. If “PAYCLASS” is entered here, then the Associated Description holds a comma-delimited list of pay classes that map to the Occupational Class Code in the Short Description. | If the Associated Code is “PAYCLASS,” the Associated Description field holds a comma-delimited list of pay class codes that map to the Occupational Class Code in the Short Description. |