RSA Retirement - Enrollment Report

The RSA Retirement - Enrollment Report provides information about employees who are enrolled to contribute towards the RSA Retirement plan.

Menu Path

Choose Human Resources from the main navigation menu, then choose State. Click RSA Retirement - Enrollment Report.

Submission Period

On any specified submission date.

Selection Rule

Includes all the employees who are enrolled for RSA Retirement Enrollment as part of Employee Setup.

Process

To create a report:

If needed, update the related setup to reflect any changes.

1. Load the data for the report.
2. Create the report file and verify that data was loaded correctly.
   
   • Review the log file for possible errors, if any.

   • Use the maintenance options to add or delete records or to correct data. Note that any changes that you make here must be duplicated in the source data.

     

     If errors require changes to the setup or source data, you must purge the loaded data, then repeat steps 1 and 2.

3. Once the data is correct, create the RSA Retirement - Enrollment Report.

Download the RSA Retirement - Enrollment Report and follow the State's submission procedures.

Setup

RSA Position Codes

1. Choose Setup, then RSA Position Codes.
2. Filter records using the following criteria:
   • RSA Position Code
   • RSA Position Description
   • RSA PEEHIP Designation
     To specify filter criteria, select an option from the list, enter a keyword or select an option in the following field, and click Add. The filter is added.
3. To add a new record, click Add Record. Specify valid information in the required fields and click Save. Click Yes.
4. To edit a record, click the ellipsis in the Actions column and select Edit.
5. To delete a record, click the ellipsis in the Actions column and select Delete. Click Yes.
6. To download the information, click Download, and then select Download PDF or Download as an Excel Document.

Prerequisites

• Enter valid RSA enrollment information on the Employee Information page.
• Map the RSA Position Codes to Job Classes.

Load Data

You can load data based on a submission date and employer code. When you load data for the first time, the Enrollment Type for all employee records is set to New. In the subsequent data loads, the Enrollment Type for new employee records is also set to New. However, if there is any change in the enrollment data for employees, the Enrollment Type for such employees is set to Change. If there are no changes to enrollment data for employees and no new enrollments, compared to the previous submission date, zero records are displayed on the maintenance screen.

1. Choose Load.
2. Select the Submission Date.
3. Enter the Employer Code.

4. Click Load, then Yes. The AL RSA Retirement Enrollment Load Summary Report is created.

5. Save the file, then click OK.
6. Navigate to the folder containing the summary report file.
7. Inspect the file. Update data, if needed.
8. Repeat steps 1 to 7 until all the required data is loaded.

Maintain Data

You can correct loaded data before submitting the report. However, any corrections to the application's information must also be updated in the source data.

1. On the RSA Retirement - Enrollment Report page, you can filter records by the following criteria:
   • Submission Date
   • Enrollment Type
   • Employee Number
   • Last Name
   • First Name
   • Contribution Group
   • Position Status
   • LOA Status
   • Contributing / Non Participating
2. To specify filter criteria, select an option from the list, enter a keyword or select an option in the following field, and click Add. The filter is added.
3. To add a record, click Add Record. Specify valid information in the required fields and click Save. Click Yes.
4. To edit a record, click the ellipsis in the Actions column and select Edit.
5. To delete a record, click the ellipsis in the Actions column and select Delete. Click Yes.

Create File

1. Choose Report.

2. Specify the Submission Date.

3. Create a hard copy of the report to verify data before you create the electronic file:
   
   1. Under File Type, select Hard Copy.
   2. Under File Format, select PDF or Excel.
   3. Under Group By, select Contribution Group or Payroll Frequency.
   4. If you have security to view the entire Social Security Number (without masking) and want to include the entire Social Security Number, select Print Full Social Security Number.

   5. Click Create, then click Yes.
      The RSA Retirement - Enrollment Report is created.

4. Save the file and navigate to the folder containing the report file.

5. Inspect the file. Update data, if needed.
6. Repeat steps 1 to 5 until all the required data is included.
7. Create the electronic file:
   1. Under File Type, select Electronic File.
   2. Click Create, then click Yes.
      The electronic file is created.
8. Save the file and click OK.

Purge Data

You can purge the data for the report in the following scenarios:

• You want to discard the data for the report completely.
• You want to change the setup or employee data and reload the data.

1. Choose Purge.
2. To purge records for a specific submission date:
   1. Select the Submission Date option.
   2. Select a Submission Date.
   3. Click Submit.
   4. Click Yes, then OK.
3. To purge records for a specific year:
   1. Select the Year option.
   2. Select a Year.
   3. Click Submit.
   4. Click Yes, then OK.