South
Dakota Retirement Report Setup ProceduresNote: Complete the South Dakota Retirement Report Setup Procedures before completing the steps listed below to generate the South Dakota Monthly Retirement Report.
South
Dakota Retirement Report Setup Procedures
From the Payroll screen, select the Government Reporting menu and then South Dakota Monthly Retirement Report.
At the South Dakota 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 (up to 7 digits) for the school district in the Employer Number field.
If applicable, enter the total amount of adjustments made from a prior report for the employees’ share of retirement in the Employee Prior Report Corrections field.
If applicable, enter the total amount of adjustments made from a prior report for the employer’s share of retirement in the Employer Prior Report Corrections field.
If applicable, enter the total amount of deficiency payments made by the employer in the Employer Deficiency Payments field.
Enter the method of payment (ACH or Check) for the retirement contributions in the Payment Method field, or click the down-arrow button to select the correct one.
Enter the date when the payment will be mailed or sent via ACH in the Payment Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
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 South Dakota 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 (Retirement - Employee, Retirement - Employer, Spouse Option, Prior Service, Pro Family, and Pro Disability), 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 the employees that do not have a retirement gross or contributions and were included in a payroll calculation batch for the month.
The payroll earnings information for the applicable employees for the specified month appears in the Adjust Hours Worked List 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.
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 South Dakota Monthly Retirement Report screen, select the Reports menu and then select the desired report: SD Monthly Retirement Report and SD Retirement Contribution Recap Report.
Tip: If filing electronically, print only the SD Retirement Contribution Recap Report (in addition to creating the report file), and then export the SD Retirement Contribution Recap Report as a .PDF file to submit to the Retirement Office; if desired, also print the SD Monthly Retirement Report to retain a printed copy of the data submitted for your records.
Creating a File:
Complete the Create Report File option.
Note: 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 a third digit was manually entered (as part of the code specifying the type and status of the employee) in the Member Number field on the Deductions screen in the Employee File for the retirement deduction for an employee, complete the Remove Third Digit from Member Numbers option at this time to clear the status (delete the third digit). Select the Options menu and then Remove Third Digit from Member Numbers; when prompted, click Yes to continue.
After the retirement report is printed and the file created, click the X in the upper right-hand corner to close the screen.
