Steps
to Add a Custom FieldAdd the following four custom fields to the Employee File:
Position Code (referenced custom field, with the 3-digit position codes assigned by the Retirement Office as the referenced values)
Months (numeric custom field)
Part Time (referenced custom field, with Y for Yes as the referenced value)
Plan Code (referenced custom field, with C for PSRS Critical Shortage, R for Retired Working Member, S for PSRS Social Security Required, and W for PEERS Critical Shortage as the referenced values)
Note: If this step has already been completed, skip to Step 2.
Complete the custom fields added in Step 1 for each employee who earns retirement.
In the Employee File, bring up an employee and then click the Custom Fields tab.
Tip: To bring up the first employee for which to edit the custom fields, click the First Record button and then utilize the Next Record button to scroll through all the employees.
Enter the ID for the appropriate 3-digit position code for the employee in the Position Code custom field, or click the down-arrow button to select the correct one.
Enter the ID of Y for Yes in the Part Time custom field if the employee is part time; otherwise, leave the field blank if the employee is not part time.
Enter the ID for the appropriate code for the retirement system plan code of the employee in the Plan Code custom field if the default retirement system plan code generated by the system for the employee should be overridden, or click the down-arrow button to select the correct one. The default retirement system plan code is generated by the system based upon which retirement deduction is set up and used for the employee (for example, P for PSRS, N for PEERS, or X for Non-Member (no retirement deduction)). The Plan Code custom field would only be completed then if the retirement system plan code for the employee is C for PSRS Critical Shortage, R for Retired Working Member, S for PSRS Social Security Required, or W for PEERS Critical Shortage.
Enter the number of months the employee is hired to serve in the Months custom field if the number is different than default entered when generating the retirement report. If the number is the same as the default, leave the Months field blank.
Note: This is the number of months the employee will actually work and not the number of payments the employee will receive.
Click the Save button.
If the employee is terminated, complete the following:
Click the Employment tab and enter the date the employee was terminated as the Termination Date in the Employee Dates List; click the Save button.
Click the Name & Address tab and update the Employee Status field to be the appropriate status (such as Terminated or Retired, etc.); click the Save button.
Note: The termination date of the employee will print on the report if Employee Status is any status except Hired.
To include an amount in the Gross Salary column on the MO Annual Base Report for unit employees, click the Wages tab and complete the Total Contract field for the appropriate unit pay codes. If the unit pay code has an amount designated in the Pay Rate field on the Wages screen, enter the number of units the employee will be paid with that particular pay code in the Total Hours field and then the system will automatically calculate the total dollar amount and display it automatically in the Total Contract field. Click the Save button.
Repeat Steps 2-4 for each employee that earns retirement.