Release Notes

Retirement History & Retirement Transaction Reports

Release:	Version 05.13.02.00.13, May 15, 2013 - addendum release
Feature:	Retirement History Report
Issue #:	246712
Change:	This report will now reflect Pay Code changes made in the Rename Pay Codes payroll utilities.
Reason:	When a Pay Code was changed using the Rename Pay Codes Payroll Utility, the report didn’t pick up the change.
Menu:	WESPaC Paths: HR\PA\RE\RE\RH HR\PR\RE\RE\RH HR\PR\WS\RE\WR\RH Web paths: Human Resources\Payroll\RE\RE\RH Human Resources\Employee\RE\RE\RH

Release:	Version 05.13.02.00.12, May 1, 2013 - addendum release
Feature:	Retirement History Report
Issue #:	240345
Change:	When Retirement History Report is run by System/Plan/Employee/Paycode, the Retirement Transaction records with blank Pay Codes will now be included in the report. The report no longer omits the last part of the page in the Report Counts section.
Reason:	The Retirement Transaction records with blank Pay Codes had been excluded from the report. The Report Counts section was not showing the last part of the page.
Menu:	PaC Paths: HR\PA\RE\RH and HR\PR\RE\RE\RH Web Path: Human Resources\Payroll\Reports\Retirement\RH

Release:	Version 05.13.02.00.11, April 17, 2013 - addendum release
Feature:	Retirement Transaction Report
Issue #:	253078
Change:	Added the Employment Record Information back into the report. This information includes System, Plan, Type, and Start and End Dates.
Reason:	This information used to be in the report but was missing from the last release.
Menu:	WESPaC Paths: HR\PA\RE\RE\RT HR\PA\CP\CA HR\PR\RE\RE\RT HR\PR\WS\RE\WR\RT Web paths: Human Resources\Payroll\RE\RE\RT Human Resources\Employee\RE\RE\RT

Release:	Version 04.12.02.00.04, March 3, 2012
Feature:	Retirement History Report
Issue #:	239389
Change:	The Retirement History Report was modified to eliminate the ”r;\” that was being displayed if there is no applicable report period.
Reason:	Defect Correction
Menu:	HR\PA\RE\PA\RE\RH HR\PR\RE\PA\RE\RH HR\PR\WS\RE\WR\RH

Release:	Version 04.10.12.01.03, March 12, 2011
Feature:	WESPaC Retirement Activity Report and Retirement History Report selection screen
Issue #:	234990
Change:	The Retirement Activity Report and the Retirement History Report selections screens were modified to use the new ’r;DoNotReport’ logical field in the WA001RetTransactions table and display asterisks appropriately when adjustments for contract pay codes are included in balancing. Previously, the report and selections screen were still using the Misclogical field and the Adj column did not display an asterisk even if there were adjustments marked as ’r;Do Not Report to DRS’ included in the amount.
Reason:	Defect.
Menu:	HR\PA\RE\PA\RE\RA HR\PA\RE\PA\RE\RH

Release:	Version 04.10.12.01.03, March 12, 2011
Feature:	WESPaC Retirement Transaction Report\DRS Transmittal
Issue #:	234827
Change:	The Retirement Transaction Report and DRS Transmittal were modified to appropriately create ’r;B’ records in cases when ’r;B’ records with different Type codes are needed for the same person, plan, and earning period.
Reason:	Defect correction.
Menu:	HR\PA\RE\PA\RE\RT HR\PA\RE\PA\RE\DT

Release:	Version 04.10.12.00.04, February 5, 2011
Feature:	WESPaC Retirement Transaction Report\DRS Transmittal
Issue #:	230167
Change:	The Retirement Transaction Report and DRS Transmittal were modified to not send B or C records if plan 3 has a future eligibility date. Entering a future start date for a plan should not generate a B code for a month that plan is not yet in effect, or generate a zero amount defined contribution record if the future plan is plan 3. A member profile for a future earning period should not cause a B code or contribution record to be created for an earlier earning period.
Reason:	Defect correction.
Menu:	HR\PA\RE\PA\RE\RT HR\PA\RE\PA\RE\DT

Release:	Version 04.10.12.00.04, February 5, 2011
Feature:	WESPaC Retirement Transaction Report\DRS Transmittal
Issue #:	233850
Change:	Retirement Adjustments with ”r;do not report” were incorrectly included in the DRS transmittal. This happened because the program was reverted to the previous version, which used the old field ”r;MiscLogical” instead of the new ”r;DoNotReport” field, but the data had been moved to the new field. This issue was fixed with the 1\12 NSR With this release, WSIPC ran a query to identify any items that were reported that should not have been reported, then provided the list of items to affected School Districts, so they could correct them in WBET.
Reason:	Defect correction.
Menu:	HR\PA\RE\PA\RE\RT HR\PA\RE\PA\RE\DT
Implementation Note:	WSIPC ran a query to identify any items that were reported that should not have been reported, then provided the list of items to affected School Districts, so they could correct them in WBET.

Release:	Version 04.10.12.00.04, February 5, 2011
Feature:	WESPaC Retirement History & Transaction Reports (Summary Counts)
Issue #:	219746
Change:	The Retirement History and Transaction Reports were modified to remove the Retirement Transmittal Summary Counts (should only print for the Transmittal report).
Reason:	Defect correction.
Menu:	HR\PA\RE\PA\RE\RH

Release:	Version 04.10.06.02.08, December 4, 2010
Feature:	WESPaC Retirement Transaction Report (Annual Statement Sort)
Issue #:	229759
Change:	The Retirement Transaction Report screen was modified to remove the ”r;Annual Statement Sort” option. This option is no longer valid.
Reason:	Approved enhancement.
Menu:	HR\PR\WS\RE\WR\RT HR\PR\RE\PA\RE\RT

Release:	Version 04.10.06.02.08, December 4, 2010
Feature:	WESPaC Retirement History Report (Record Counts)
Issue #:	219746
Change:	The Retirement History Report was modified to remove the Record Counts section in the upper left hand corner. Previously, the Retirement History, Transaction and Transmittal Reports each had record count totals for Membership, Employment, Plan Choice, and Defined Contribution records. These counts are relevant to the Retirement Transaction and Transmittal Reports, but are not relevant to the Retirement History Report.
Reason:	Defect correction.
Menu:	HR\PR\WS\RE\PR\WR\RH HR\PA\RE\PA\RE\RH

Release:	Version 04.10.06.01.08, September 11, 2010
Feature:	WESPaC Retirement History and Retirement Transaction Reports
Issue #:	219746
Change:	The Record Counts section has been removed from the Retirement History and Retirement Transaction Reports. This includes the Membership, Employment, Plan Choice, and Defined Contribution counts. These counts are only meaningful on the Retirement Transmittal Report, since they reflect counts of different record types within the DRS Transmittal File.
Reason:	Defect correction.
Menu:	HR\PR\WS\RE\PR\WR\RH HR\PA\RE\PA\RE\RH HR\PR\WS\RE\PR\WR\RT HR\PA\RE\PA\RE\RT

Release:	Version 04.09.06.00.01, August 15, 2009
Feature:	Retirement History Report
Issue #:	3379
Change:	Display Transaction (options) &endash; a new option was added to allow the client the ability to select [ ] Adjustments not Reported to DRS An ’r;Adj’ column was added to the report. An ’r;*’ in the ’r;Adj’ column indicates the adjustment transaction exists in the transaction history table but was not reported to DRS.
Reason:	Allows the ability to include or exclude adjustment transactions not reported to DRS Indicates to the client which reporting periods include adjustments not reported to DRS.
Menu:	HR\PA\RE\RH
Implementation Notes:	Adjustment transactions not reported to DRS will effect the person net, i.e. deductions and benefits, and vendor payment, but the supporting retirement transaction(s) will not be reported to DRS.

Release:	Version 03.06.06.02.04, February 3, 2007
Feature:	Retirement History and Retirement Transaction Reports
Remedy Ticket:	92334
Change:	Employee Type has been added to the selection criteria for the Retirement Transaction Report and Retirement History Report.
Reason:	Clients requested the ability to select by Employee Type.
Menu:	Human Resources\Payroll\Reporting\Retirement History Report