Mass Add/Edit Retirement Member Profile

Contents

1 Overview

2 Exception Report

3 Verification Report

4 How-to

5 Exception Report Fields

6 Verification Report Fields

7 User Tips

8 Tables Diagram

3 Verification Report

If there is no match to the selection criteria, then the verification report will display at the top of the report "No data was found matching the selection criteria."

If all selected employees have errors, then the verification report will display at the top of the report "All selected employees have errors on the exception report and will not be processed."

The verification report lists employees by name key and employee name, displaying data in the following categories.

Data Category	Description
Name Key	System assigned. The employee’s identifier.
Employee	Up to 35 characters of the employee name will display on the report. The display format will be either Last, First, Middle or First, Middle, Last depending on the district’s system wide setting. The report will always sort by Last, First, Middle name.
Building	Short description of building.
Check Location	Short description of check location.
Employee Type	Short description of employee type.
Old / Add Old / New	Old and Add will be used for the Mass Add Verification Report. Old and New will be used for the Mass Edit Verification Report.
System	Short description for retirement system.
Plan	Short description for retirement plan.
Opt Cd	Plan 3 rate option code.
Inv Mgr	Plan 3 investment manager.
Typ Cd	Type code for retirement system and plan.
Elig Start	Retirement eligibility start date.
Elig End	Retirement eligibility end date.
Choice Date	Date when choice for plan 2 or plan 3 was made.
Choice Code	Code indicating how choice for plan 2 or plan 3 was made.

Page Updated 8/05

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