From within the applicable government reporting option, select the Options menu and then Create Report File.
At the Create Report File screen, select the desired path (drive and folders) for the destination location and click the Save button. The system will default to the location that was last specified.
Note: If applicable, do not change the name of the file that will be created.
A message will appear in the status bar after the file was created.
For Iowa school districts only, if completing the Create Report File option from within the Iowa Monthly Retirement Report option and there is an employee with a negative retirement gross for the month, a screen will appear after the file is created listing the employees with a negative retirement gross who were not included in the file.
For Missouri school districts only, if completing the Create Employer Reporting File option within the Missouri Retirement Report option, a prompt will appear asking to include the annual base amounts; click Yes to include the annual base amounts for all employees or click No to not include the annual base amounts for all employees. (Note: If No is selected, the annual base amounts will still be included in the enrollment records for new hires.)
For North Dakota school districts only, if completing the Create Report File option within the North Dakota Public Employees Retirement Report option, if there is an employee with an invalid plan code, the file will not be created and a prompt will appear listing any employees with invalid codes; click OK, and then review the referenced values for the custom field defined for PERS Plan and update the Referenced Field IDs to be valid plan codes. Then repeat the steps again to create the file.
For South Dakota school districts only, if completing the Create Report File option within the South Dakota Monthly Retirement Report option, if there is an employee that has retirement and the Member Number field is not completed for the retirement deduction, the file will not be created and a screen will appear listing the employees missing a Member Number; if applicable, double-click on an employee in the list to open the Deductions screen in the Employee File for the employee and then complete the Member Number field for the retirement deduction and save.
If applicable, for files created as a .CSV file format, the newly created file should not be opened and resaved in Microsoft® Excel, because when viewing a .CSV file using Excel, the leading zeros on numeric fields are not displayed and if the file is resaved, the leading zeros will be dropped from the file. If desired, to see the .CSV file exactly as it will be submitted, open it using Microsoft® Notepad or Microsoft® WordPad instead.