PERS - PERT

California PERS Codes
This is the main common code that controls where to extract data and processing control. Values in this common code should be reviewed and filled out properly to ensure accurate results.
Code Category: PERS
Code Value: PERT
Short Description: Not used.
Medium Description: Placing "PERS ID REQUIRED" in the medium description makes the PERS ID on HRRTCA a required field. This means that "0000000000," blanks, and nulls will not be accepted.
Long Description: Not Required. Use to describe code.
Associated Numeric Values
1: This value tells the system which Miscellaneous Code to use to identify PERS CDH definitions. This value defaults to 4 and if a value is given outside the range 1-8, it defaults back to 4.
2: This value tells the system which Miscellaneous Code on the CDH definition to use to identify the special compensation type. This defaults to miscellaneous code 5 if no value is given. These code values are setup by PERS.
3: Not used.
4: This value determines which process switch to use for the CA PERS Rate Type. Currently accepted values are 25 or 26 which means that either Switch 25 or Switch 26 on the CDH definition can be used to define the PERS Rate. The description for these switches can be defined in common code PYFG/PY335C; Associated Description 1 corresponds to the description for Switch 25, and Associated Description 2 corresponds to the description for Switch 26.
5: Not used.
Associated Codes
1: Enter the Business partner ID here (10 digits). The business partner ID is the CalPERS ID of the agency who is logged into the system and uploading the file.  This is a required field to submit to PERS and in most cases will match the PERS ID in associated code.
2: This field contains the Employers PERS ID.
3: Enter the Period type that marks which periods are regular periods. This is to identify which dates coincide with which service periods.
4: Enter "USE PA HRLY" to determine rates for Hourly/Daily Rate types from the pay assignment hourly rate. Enter "USE PAY MON" to determine rates for Monthly rate types from the pay assignment salary field. Enter "USE PAY ASGN" to determine rates for monthly types from pay assignment salary AND hourly/daily rate types from the pay assignment hourly rate. Enter "USE HR MON" to get the monthly rate from emppay. This setting tries to avoid rounding issues introduced by using Payroll values but may have issues if you have mid period splits. The default setting uses salary paid prorated by employee FTE. This comes from the rate on the SYSTM timecards.
5: Enter "USE K12 SCRN" – causes the system to use the service dates provided by the K12 screen solely to determine prior service (PPA) records. What this means is if a record doesn't have service dates it will use the current month as service instead of looking at the timecard date (rate date).
Associated Descriptions
1: Enter "USE PATCH DATES" to make the system use the patch/calc dates to identify which pay assignments go with which timecards. This setting will take the timecard date and look for matching pay assignments by patch/calc dates.
2: Enter "USE PERIOD DATES" to use period end date instead of check date to identify which periods to include in the current service period.
3: Use this setting if you have some employees who use "H"ourly or "D"aily Hours but you want to report them with a monthly rate type. Enter the Cluster.Attribute and a value to identify which employees this override should occur. Example: EMPM.SKILL4,MON. This value means to check skill code four of the employee definition for the value of "MON." If that value is present then hours for this employee will be reported with a rate type of monthly. The only cluster that is currently allowed is EMPM.
4: "SERVICE BY FREQUENCY" tells the system to select which service periods to use based on the frequency entered when the extract is run (PYRERRCANE). This is important if the site has multiple frequencies of periods defined in the period definition. The history/timecard records that are read are not affected by this setting. This is the default behavior. "BOTH BY FREQUENCY" tells the system to not only select which service periods to use based on frequency but also only reads history/timecards associated with periods with those frequencies. This option not only limits the service periods to the frequency entered when the extract is run but also limits which periods are read for history / timecards. This option would be used if you want separate files for each frequency and are running them separately.
5: This description is used to control the sort of the PERS report. Available options are "ETY-DIV-NAME," "DIV-ETY-NAME" and "DIV-NAME" (ETY = Entity, DIV = Division, NAME = Employee last name). A word of caution if you are going to USE ETY-DIV-NAME. The employer contribution amount is calculated by division so if for some reason ETY-DIV-NAME results is a sort that combines different Divisions those calculations will be inaccurate. In addition other functions may fail. This option is intended when an entity has only a single Division ID. In addition totals only appear by division and grand totals. There are no subtotals by Entity.