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Retirement Activity Report

Contents

1 Overview

2 Sample Reports

3 How-to

4 Fields

 

4 Fields

Field Name

Path to data field

Table/ field ID

Header

System

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Member Profile

WA001RetMember.RetSystemCode

Plan

WA001RetMember.RetPlan

Defined Contribution Option

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Member Profile

WA001RetMember.OptionCode

Retirement Option Employee Rate

WA001RetOptionCodes. RetOptionCodeEmployeeRate

Investment Manager

WA001RetMember.RetInvMgrCode

Social Security Number

Human Resources / Profile / + Add or Edit

NAME.FEDERAL-ID-NO

Name Key

Assigned by the system and not updateable. The system assigns a  new name key if an employee's name is updated/changed: Human Resources / Profile / + Add or Edit

NAME.NALPHAKEY

Employee Name

Human Resources / Profile / + Add or Edit

NAME.FIRST-NAME

NAME.LAST-NAME

NAME.MIDDLE-NAME

Retirement Type

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Member Profile

WA001RetMember.RetTypeCode

Contract (where WA001RetTransactions.TransactionSource = "Contract")

Pay Codes

Human Resources / Profile / Pay / +Add or Edit

HPADCP-PAY-CODES.HAPDCP-PAY-CODE

HPADCP-PAY-CODES.HAPDCP-PAY-DESC

Earning Period

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Adjustments

WA001RetTransactions.EarnPeriod

Projection (where WA001RetTransactions.TransactionSource = "Contract")

Projected Retirement Status Code

Calculated and viewable in this report

HPADCP-PAY-CODES.WA-HPADCP-RETIRE-STATUS

Projected Compensation

N/A

Projected Hours/Days

N/A

Projected Employee

N/A

Projected Employer

N/A

History (where WA001RetTransactions.TransactionSource = "Contract or Pay Item", and WA001RetTransactions.ReportPeriod is not blank)

History Retirement Status Code

Viewable in this report

WA001RetTransactions.RetStatusCode

History Compensation

WA001RetTransactions.Compensation

‘*’Adjustment

WA001RetTransactions.MiscLogical

History Hours/Days

If WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetPlan = "1", or

WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetTypeCode = "80", use days (WA001RetTransaction.Days), else use hours (WA001RetTransaction.Hours).

History Employee

WA001RetTransactions.Employee

History Employer

WA001RetTransactions.Employer

Current (where WA001RetTransactions.TransactionSource = "Contract or Pay Item", and WA001RetTransactions.ReportPeriod = blank)

Current Retirement Status Code

Viewable in this report

WA001RetTransactions.RetStatusCode

Current Compensation

WA001RetTransactions.Compensation

Current Hours/Days

If WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetPlan = "1", or

WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetTypeCode = "80", use days (WA001RetTransaction.Days), else use hours (WA001RetTransaction.Hours).

Current Employee

WA001RetTransactions.Employee

Current Employer

WA001RetTransactions.Employer

Adjustments (where WA001RetTransactions.TransactionSource = "Adjust" and WA001RetTransactions.RetSystemCode and WA001RetTransactions.RetPlan are not blank)

Earning Period

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Adjustments

WA001RetTransactions.EarnPeriod

Pay Codes

Human Resources / Profile / Pay / +Add or Edit

HPADCP-PAY-CODES.HAPDCP-PAY-CODE

HPADCP-PAY-CODES.HAPDCP-PAY-DESC

Current Retirement Status Code

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Adjustments

WA001RetTransactions.RetStatusCode

*Adjustment

WA001RetTransactions.MiscLogical

Current Compensation

WA001RetTransactions.Compensation

Current Hours/Days

If WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetPlan = "1", or

WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetTypeCode = "80", use days (WA001RetTransaction.Days), else use hours (WA001RetTransaction.Hours).

Current Employee

WA001RetTransactions.Employee

Current Employer

 

WA001RetTransactions.Employer

Unmatched Void Transactions (where WA001RetTransactions.TransactionSource = "Void" and WA001RetTransactions.RetSystemCode and WA001RetTransactions.RetPlan are not blank)

Note: This section of the report would rarely be displayed since void transactions would normally be matched to the original transaction.

Earning Period

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Adjustments

WA001RetTransactions.EarnPeriod

Pay Codes

Human Resources / Profile / Pay / +Add or Edit

HPADCP-PAY-CODES.HAPDCP-PAY-CODE

HPADCP-PAY-CODES.HAPDCP-PAY-DESC

Current Retirement Status Code

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Adjustments

WA001RetTransactions.RetStatusCode

Current Compensation

WA001RetTransactions.Compensation

Current Hours/Days

If WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetPlan = "1", or

WA001RetMember.RetSystemCode = "T" and WA001RetMember.RetTypeCode = "80", use days (WA001RetTransaction.Days), else use hours (WA001RetTransaction.Hours).

Current Employee

WA001RetTransactions.Employee

Current Employer

WA001RetTransactions.Employer

Defined Contribution/Benefit Summary

System

N/A

WA001RetMember.RetSystemCode

Plan

WA001RetMember.RetPlan

Hours

Calculated and viewable in this report

WA001RetTransactions.Hours

Days

WA001RetTransactions.Days

Employee

WA001RetTransactions.Employee

Employer

WA001RetTransactions.Employer

Compensation

WA001RetTransactions.Compensation

Count

Calculated from the  number of transactions represented in the summary line.

N/A

Period

N/A

WA001001RetTransactions.EarnPeriod

* Adjustment

‘*’ Indicates an adjustment exists in this total that will not been reported to DRS.

WA001RetTransactions.MiscLogical

WSIB

Calculated

Human Resources / Profile / / Retirement tab / +Add or Edit Retirement Member Profile

WA001RetMember.RetInvMgrCode

SELF (Employee Contribution)

Retirement Rates

System

Human Resources / Setup / Codes / Retirement / Retirement System Rates / +Add or Edit

WA001RetRate.RetSystemCode

Plan

WA001RetRate.RetPlan

Effective

WA001RetRate.StartDate

Employee

WA001RetRate.EmployeeRate

Employer

WA001RetRate.EmployerRate

Page Updated 08/09

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