WESPaC User Guide:

• Retirement Calculations

• Retirement Verify

Release:

Version 05.14.10.00.03, November 8, 2014 standard release

Issue #:

225085

Change:

Employees with a birthday on the 31st that are moving to the next age bracket will now have their employee contribution increase on the month after their birthday.

Reason:

Previously the increase was not occurring until the second month after their birthday in some cases.

Menu:

HR\PR\CP\CA

Release:

Version 05.14.06.00.10, October 8, 2014 addendum release

Issue #:

263012

Change:

Retirement hours for Non-Rate Type Non-Contract pay codes are reported in the correct earning period when payments are from worksheets.

Reason:

Previously, the retirement hours were placed in the current earning period for payments from worksheets.

Menu:

HR\PR\CP\CA

Release:

Version 05.14.06.00.05, July 30, 2014 addendum release

Issue #:

245149

Change:

The payroll calculate has been corrected to properly reconnect retirement transactions when new pay records are created multiple times.  A warning has been added which lists the retirement transactions that have been reconnected.

Reason:

Previously, retirement transactions were not reconnected when new pay records were created multiple times.

Menu:

HR\PR\CP\CA

Release:

Version 05.14.06.00.04, July 16, 2014 addendum release

Issue #:

243734

Change:

Warning 53 &endash; Retirement History ER/EE Amt possibly adjusted by DRS.’  has been changed to no longer be generated for historical transactions when the employee’s current plan is not Plan 3.

Reason:

Previously, the warning was generated when the employee was no longer active in Plan 3.

Menu:

HR\PR\CP\CA

Release:

Version 05.14.02.00.11, June 11, 2014 addendum release

Issue #:

261645

Change:

Plan 3 employee contributions for worksheet pay are now included in the payroll deduction and vendor invoice.

Reason:

Previously Plan 3 employee contributions were not included in the payroll deduction and vendor invoice when the employee was paid on worksheets for multiple earning periods, the employee had no earnings for that pay code in the current earning period, and the rounded total for the worksheet pay was different that the actual total.

Menu:

HR\PR\CP\CA

Release:

Version 05.14.02.00.80, April 30, 2014 addendum release

Issue #:

1.  245054, 245111

2.  245100, 245160

3.  255437, 255450

Change:

The Washington Payroll Calculate has been changed to:

1.  No longer double reverse some retirement transactions when an employee’s member profile is changed retroactively.

2. Use the most recent plan 3 option code when calculating employee contributions

3. No longer generate penny rounding retirement transactions in the current earning period.

Reason:

Previously ,

1. Some retirement transactions were reversed twice.

2. Some contract pay would be calculated using a previous contribution rate.

3. Negative $.01 retirement transactions could be created.

Menu:

HR\PR\CP\CA

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

N\A

Change:

The program was modified to not create ’r;disconnected’ contracts when replacement contracts are imported from EMS.

Reason:

To remove the possibility of the ’r;disconnected’ contract condition.

Menu:

HR\PR\CP &endash; Calculate

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

218537

Change:

The retirement calculation was modified to allow the use of Active\Inactive Calendars.

Reason:

The original retirement calculation did not support Active\Inactive Calendars, but it was determined a couple agencies were using this calendar style successfully.

Menu:

HR\PA\CP\CA &endash; Calculate

HR\EM\CL &endash; Calendar Codes

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

210075

Change:

Entering the Eligibility Start and Stop dates as equal on the erroneous Member Profile will cause the calculate process to ignore that Member Profile, reverse the retirement transactions reported under the incorrect plan and report them under the correct plan.

Reason:

Employee reported under incorrect plan for 1 month, doesn't self-adjust when data entry is corrected.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

203273

Change:

Rebalancing was enhanced to process completely regardless of the amount of compensation to be distributed.

Reason:

Contracts with overpayments did not rebalance correctly.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

208049, 208065

Change:

The calculation program was modified to replace an invalid earning period date with the default earning period from the calculation parameters screen.

Reason:

The retirement calculation did not handle invalid earning period values well.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.10.01.00.00, April 10, 2010

Feature:

Retirement Calculation (worksheet dock pay from contracts)

Issue #:

213498

Change:

Skyward made a change to how worksheet transactions were created.

Reason:

Compensation was reduced correctly in the payroll containing the leave without pay transaction, but the next payroll would include the compensation.

Workers’ Compensation hours were not reduced appropriately also.

Time entry creating a leave without pay condition did not report retirement correctly.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

50933

Change:

Documentation improvements in the following areas:  Employee Types, HR Messages, WESPaC Retirement Profile, Workers’ Compensation Calculations, Calculating Retirement

Reason:

The documentation needs improvements and modifications for the revised retirement calculation process.

Menu:

SkyDoc\Washington Sch Info Proc Coop\WESPaC Finance\Human Resources\

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

213246

Change:

Calculation process was modified to properly handle retirement plan transfers\plan corrections.

Reason:

The calculation program did not create the proper retirement transactions, requiring manual adjustments.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Adjustments made outside of WESPaC, i.e. WBET, will have to be entered into WESPaC and WBET such that district and employee contributions are not duplicated.  Training materials have additional information.

Release:

Version 04.10.01.00.00, April 10, 2010

Issue #:

200305

Change:

Several error and warning messages were changed (3), removed (7), or added (10) to support the new retirement calculation.

Reason:

To help the client identify more faulty conditions prior to sending data to the Department of Retirement Systems.

Menu:

HR\PA\CP\CA &endash; Calculate

Implementation Notes:

You may view a report of all the HR Messages by using the following path:  HR\PA\UT\HR Messages &endash; Report.

Messages removed:  36, 37, 39, 40, 53, 54

Messages added:  17, 36, 37, 39, 40, 53, 54, 59, 60, 61

Messages changed:  52, 57, 58

Select and calculate all active employees as soon as possible to reveal new errors or warnings that require correction.

Release:

Version 04.08.10.00.01, January 10, 2009

Issue #:

204008

Change:

A correction is made to Retirement calculation validations.  The check and warning for changes in the gross pay calculation are now only possible for worksheet generated pay.

Reason:

Reduce unnecessary instances of the following exception message: "Warning &endash; the pay gross value (HPATRP-PAY-GRS) was changed during pass 1 or 2 of the calcs.  This is UNEXPECTED, and should be reported to WSIPC for investigation."

Menu:

HR\PA\CP\CA

Implementation Notes:

Districts should still report occurrences of this warning to WSIPC.

Release:

Version 04.08.10.00.01, December 6, 2008

Issue #:

204008

Change:

Corrections are made to Retirement calculations from Worksheet Pay.

Reason:

Retirement calculations are incorrect and\or creative negative net pay in some cases.

Menu:

HR\PA\CP\CA

Release:

Version 03.07.02.01.04, July 14, 2007

Remedy Ticket:

101803

Change:

Retirement Calculation error messages were created to detect disconnected retirement transactions and incorrect data entry on contract pay records when employees transfer retirement plans.

Reason:

These conditions cause calculation problems that do not rebalance when the data entry is corrected in future payrolls.

Menu:

Human Resources\Payroll\Cur. Payroll\Calculate

Release:

03.06.01.1, March 17, 2006

Remedy Tickets:

83114

Change:

Retirement Calculation

Reason:

When using Payroll Worksheets where a person has multiple pay entries using the same pay code and earning period, the system would not calculate retirement for subsequent Worksheet entries for the person.

Menu:

Human Resources\Payroll\Cur. Payroll\Calculate

Note:

This issue began with the February payroll. Prior payrolls are correct.

Implementation Note:

This implementation will create retirement adjustments for people affected by this deficiency in the employees’ WESPaC\Retirement Adjustments screen.  Affected employees will have these adjustments applied to their next payroll process.  Adjustments are created based upon the February payroll only, and previous payrolls are correct.

Release:

02.05.06.3, February 4, 2006

Remedy Tickets:

77943

Change:

The program was modified to fix the way compensation rounding was handled. Rounding differences for compensation will now be balanced and allocated to the final month of the contract.

Report Examples for Before and After Modification

Reason:

The program was not handling rounding differences. Contracts with differences between the sum of rounded monthly compensation and the contract amount could have extra cents reported as compensation beyond the work ending date.

Menu:

Human Resources\Payroll\Cur. Payroll\Calculate

Release:

02.05.06.3, January 7, 2006

Remedy Tickets:

76935, 76936

Change:

76935:

The program was modified to fix the way a date range is determined for retirement calculations. Contracts that have a start date near the end of a month will now be correctly included in the date range.

76936:

The program was modified to fix the calculation for hours (or days) when a contract ends before the end of a month, and before the calendar ends, and if stop dates exist on the retirement deduction and benefit. Retirement hours (or days) will now be calculated through the work stop date instead of the full month.

Reason:

76935:

Retirement could be incorrectly calculated for contracts that started near the end of a month. The first full month of the contract could be skipped due to how a date range was being determined.

76936:

Retirement hours (or days) did not correctly calculate when a contract ended before the end of a month and before the calendar ended and when stop dates existed on the retirement deduction and benefit.

Menu:

Human Resources\Payroll\Cur. Payroll\Calculate

Release:

02.05.06.2, December 3, 2005

Remedy Tickets:

58868, 66531

Change:

The process for finding a Retirement Member Profile record was modified in the Retirement Calculate and the Retirement Verify programs.

The following messages will display on the WESPaC Payroll Exceptions report for these situations:

• The retirement deduction and benefit on the selected pay transaction does not match the Retirement Member Profile system and plan. The profile may be for a different system and plan or maybe there is not profile at all.

Error &endash; Retirement Deduction and\or Benefit does not match the Retirement Member Profile.

• A retirement deduction and benefit does not exist on the selected pay transaction, but a Retirement Member Profile record does exist.

Warning &endash; On Retirement and pay item does not have a Retirement Deduction and\or Benefit. Is item exempt from Retirement?

• The retirement deduction and benefit on the selected pay transaction does not match an active Retirement Member Profile for the earning period.

Warning &endash; Retirement Deduction and\or Benefit exists and no active Retirement Member Profile found for earning period.

The messages described above provide more detail and information. The old message about no retirement member record will no longer display on the WESPaC Payroll Exceptions report.

Reason:

If the Retirement Member Profile had a Retirement Eligibility End Date, the system would think the profile did not exist.

The old message (Error &endash; No Washington Retirement Member record.) was confusing when a Retirement Member Profile record did indeed exist.

Menu:

Human Resources\Payroll\Cur. Payroll\Calculate

Note:

See WESPaC PaC Documentation for more information in the Payroll, Current Payroll, Calculate, and Retirement Calculations books.

Implementation Note:

The interim workaround the clients were using was to enter eligibility end dates after payroll and before creating the DRS transmittal. This workaround will not be necessary following the December 2005 release.