Steps
to Print a ReportThe instructions below are for generating the Illinois Municipal Retirement Fund Report prior to March 2024.
Note: Prior to generating the report, if you have any employees with a member plan code that is different from the majority of the employees, define a referenced custom field for Plan Type; then complete the custom field in the Employee File with the correct member plan code for the plan in which the employee is participating.
From the Payroll screen, select the Government Reporting menu and then Illinois Municipal Retirement Fund Report.
At the Illinois Municipal Retirement Fund Report screen, click the Report Options tab and complete the information.
Enter the month for which to generate the report in the Ending Month field. Use the mm/yyyy format or click the down-arrow button to select the desired date. The default of the most recent (greatest) month used as the Processing Month in Payroll will appear, but can be changed.
Enter the 5-digit employer number for your school district in the Employer Number field.
If applicable, click the down-arrow button for the Plan Type field to select the correct referenced custom field defined in the Employee File to track the member plan code for those employees if different than the default specified in the next field.
In the Default field, enter the appropriate alphanumeric member plan code (up to 4 digits) as defined by the IMRF Office (for example, RG01) to use as the default for the majority of the employees.
Click the Save button.
Click the Pay Groups tab to select the pay groups to include on the retirement report.
Note: The pay groups defined (within the Pay Group File) to be included on the Illinois Municipal Retirement Fund Report are selected by default, but can be changed if needed; if changes are made here, the changes will also be reflected in the Pay Group File.
To select a pay group, click the box under the Selected column to the left of the pay group ID. A checkmark will appear in the box if the pay group is selected.
To select all of the pay groups, click the Select All button located above the Pay Groups List.
Click the Save button.
Click the Deductions tab to select which deductions are set up for the various retirement options.
Tip: To lock a column in place so that it does not move while scrolling the information in the grid, click the pushpin located to the right of the desired column heading. Once the pushpin has been selected for a column, the pushpin will appear vertical to indicate the column is locked, and the locked column will move to the left and appear in front of all unlocked columns. To unlock a column, click the pushpin again; the pushpin will appear horizontal to indicate a column is unlocked. If the screen is closed and re-opened, or the Save button is clicked (if applicable), the settings for the pushpins will go back to the defaults.
For each retirement deduction, enter which share (Employee, Employer, or Both) of the deduction to include on the report in the field under the column for the appropriate category (Retirement Codes and Voluntary Contributions), or click the down-arrow button in the field under the appropriate category to select the correct one.
Click the Save button.
The retirement report can then be generated to paper or a file (or both).
Printing to Paper:
From the Illinois Municipal Retirement Fund Report screen, select the Reports menu and then IL Municipal Retirement Fund Report.
Creating a File:
Complete the Create Report File option.
After the retirement report is printed and the file created, click the X in the upper right-hand corner to close the screen.