Wyoming
Retirement Report - Old Format Setup ProceduresThe instructions below are for completing the Wyoming Monthly Retirement Report option through August 2013; follow the instructions for the Wyoming Monthly Retirement Report topic when completing the option for September 2013 and after.
Note: Complete the Wyoming Retirement Report - Old Format Setup Procedures for each employee who earned retirement before completing the steps listed below to generate the Wyoming Monthly Retirement Report.
Wyoming
Retirement Report - Old Format Setup Procedures
From the Payroll screen, select the Government Reporting menu and then Wyoming Monthly Retirement Report.
At the Wyoming Monthly Retirement Report screen, select the Options menu and then Wyoming Monthly Retirement Report - Old Format.
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 date of the payment in the Payment Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
Enter the 3-digit number for your school district in the Agency Number field.
Enter the total for any adjustments underpaid from the previous month included in this payment in the Previous Underpayment field.
Enter the total for any adjustments overpaid from the previous month included in this payment in the Previous Overpayment field.
Enter the name of the contact person (up to 50 characters) for your school district in the Contact Name field.
Enter the phone number for the contact person in the Contact Phone field. The system will automatically add the dashes for the phone numbers (if entered with numbers only) using the following formats: 1) ### - #### if 7 digits are entered; 2) ### - #### x ## if 8 or 9 digits are entered; 3) ### - ### - #### if 10 digits are entered; or 4) ### - ### - #### x ## if 11 or more digits are entered.
Enter the check number or authorization number for the payment in the Check/Authorization Number field. The number previously entered will appear as the default but can be changed.
If applicable, click the down-arrow button for the Salaried Plus Overtime field to select the correct referenced custom field defined in the Employee File to track if an employee is exempt, salaried with overtime, or neither.
If desired, enter the appropriate code (E for Exempt From Overtime, Y for Yes (Salaried With Overtime), and N for Not Applicable) to use as the default in the Default field for Salaried Plus Overtime for those employees where the Salaried Plus Overtime custom field was left blank. For example, if the majority of the employees are exempt and only those that are salaried with overtime or neither had the Salaried Plus Overtime field completed, enter E for Exempt From Overtime in this field to stipulate the rest of the employees are exempt.
Note: If this field is not completed and the Salaried Plus Overtime custom field was left blank for an employee, the system will assume N for Not Applicable for that employee.
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 Wyoming Monthly Retirement Report - Old Format 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 (Taxed, Untaxed, Employer, and Rehired Retiree), or click the down-arrow button in the field under the appropriate category to select the correct one.
Note: For the Taxed field (column), enter the retirement deduction set up as taxed for the amount of retirement paid by the employees, if applicable. For the Untaxed field (column), enter the retirement deduction set up as untaxed for the amount of retirement paid by the employees, if applicable. For the Employer field (column), enter the retirement deduction set up for the amount of retirement paid by the employer. For the Rehired Retiree field (column), enter the deduction (if any) set up for the fee paid by the employer for hiring a retired employee.
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 who worked and were paid in the specified month. If the employee is flagged as exempt from overtime, the default of 174 hours worked will be reported (on both the report and file), no matter what shows as hours worked for the employee on this screen. If the employee is flagged as salaried with overtime, the default of 174 plus any hours worked tied to overtime pay codes will be reported (on both the report and file). If the employee is neither exempt or salaried with overtime, the actual hours worked as shown on this screen will be reported (on both the report and file).
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.
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 Wyoming Monthly Retirement Report - Old Format screen, select the Reports menu and then select the desired report: Payroll Contribution Report, Payroll Contribution Summary Report, or Rehired Retiree Payment Report.
Tip: The Payroll Contribution Report contains the information to be submitted to the Retirement Office for the monthly contributions (and is included on the file if filing electronically). The Payroll Contribution Summary Report should be submitted with your payment. The Rehired Retiree Payment Report should be printed and submitted to the Retirement Office if you hired a retired employee and are paying a fee to the Wyoming Retirement System due to their rehiring.
Creating a File:
Complete the Create Report File option.
Email the file for the monthly contributions created in Step 7 to the Retirement Office, following their specific instructions for encrypting and subject line requirements. Mail a paper copy of the Payroll Contribution Summary Report along with your payment to the Retirement Office.
After the retirement report is printed and the file created, click the X in the upper right-hand corner to close the screen.
