Nebraska
Retirement Report Setup ProceduresNote: Complete the Nebraska Retirement Report Setup Procedures for each employee who earned retirement before completing the steps listed below to generate the Nebraska Monthly Retirement Report.
Nebraska
Retirement Report Setup Procedures
From the Payroll screen, select the Government Reporting menu and then Nebraska Monthly Retirement Report.
At the Nebraska Monthly Retirement 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 number of the county (up to 2 digits) for your school district in the County field.
Enter the number for your school district (excluding any preceding zeros, up to 4 digits) in the District field.
Click the down-arrow button for the Classified/Non Classified field to select the correct referenced custom field defined in the Employee File to track whether each employee is classified or non classified.
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 Nebraska Monthly Retirement 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 (Employee Contribution, Installment Amount, Employer Make-up, Employee Make-up, and Late Interest), or click the down-arrow button in the field under the appropriate category to select the correct one.
Click the Save button.
If needed, click the Adjust Hours Worked tab to adjust the number of hours worked for employees for the specified month.
Note: Adjustments can only be made for employees with retirement who worked and were paid in the specified month.
The payroll earnings information for the specified month for the employees appear on the screen with each pay code (and check date) listed as a separate entry.
To make an adjustment, click in the Hours Worked field (column) for the desired entry and then key the new number of hours worked.
Note: The hours worked entered here will be rounded to 2 decimal places, as required for the retirement report (and file).
Click the Save button to save the changes.
Repeat these steps until all adjustments have been made.
The retirement report can then be generated to paper or a file (or both).
Printing to Paper:
From the Nebraska Monthly Retirement Report screen, select the Reports menu and then select the desired report: Nebraska Monthly Retirement Report, Nebraska Retirement Comparison Report, or Retirement Wages and Hours Worked Report.
Tip: The Nebraska Monthly Retirement Report contains the information to be submitted to the Retirement Office for the monthly contributions, while the other two reports are optional and can be printed at any time. Print the Retirement Wages and Hours Worked Report if the Retirement Office requests a list of retirement contributions, retirement gross, and the hours worked for an employee that has retired; when printing the Retirement Wages and Hours Worked Report, the information for only the month specified in the Ending Month field on the Report Options tab for the Nebraska Monthly Retirement Report option is included. Print the Nebraska Retirement Comparison Report at the end of the fiscal year for retirement (end of June) to determine if an employee who is within 60 months (5 years) of retirement had an increase in compensation over 8% from the previous year; when printing the Nebraska Retirement Comparison Report, all employees are included on the report, not just those who will be retiring within 60 months (5 years).
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.
