AZ State Retirement Report

To access the maintenance and reporting options for the AZ State Retirement Report, select the following menu path: State -> Human Resources -> AZ State Retirement Report.

Report Specific Set-up

Prior to using the report application, the user will have to enter at least one buyback deduction code and one pay run deduction code in the Human Resources Profile – State Window (see the Human Resources Profile – State Window section under Setting Up the application for AZ State Reporting above). The certified and classified plan and system numbers must be completed on this screen as well. In addition, for an employee to appear on this report, their Employee's State Required window must be completed as well.

Loading the Data

Use the Load option to load employee information from Human Resources into the AZ retirement tables. This option gets the required data for all the qualified employees, from the appropriate files, and appends all employees' data into the retirement file (azretire table). During the load, one record is created for each employee in the pay run with an active retirement deduction. The dollar amounts will be drawn from the current pay file.

Click Load.
The last pay run is selected automatically for the load criteria.

Field Name	Description
Pay Run	The last pay run will be automatically entered in this field and cannot be changed.
Pay End Date	The end date of the last pay run will be automatically entered and cannot be changed.

Click OK.
If retirement work records exist for the report period date entered and you want to overwrite the existing records, click Yes. All existing retirement records will be removed for the pay run and pay end date entered, and new records will be created during the load.

See the File Layouts and Data Mapping sections below for more information about how the data is mapped during the load process.

AZ State Retirement Fields

Field Name	Table field	Data source
Pay Run	pay_run	Pay run from which the information in this record was gathered
Pay Period	pay_period	Pay period end date of the assigned pay run
Employee Number	empl_no	Employee’s internal employee number
SSN	ssn	Social security number from employee’s record.
Employee Name	emp_name	Last name first name from employee’s record
Department	dept	Employee’s department from the employee’s state required window
Account Number	acct_no	Employee’s retirement account number from the employee’s state required window
Employee Type	emp_type	Employee’s type code from the employee’s state required window (user-defined page 32000 ftext3). The values must be CLS or CRT.
Deduction Code	ded_cd	The deduction code from employee’s deduction information page.
Gross Pay	gross_pay	Employee’s total wages for this pay run
Employee Contribution	ee_contrib	Employee’s retirement contribution for this pay run
Employer Contribution	er_contrib	Employer’s retirement contribution for this pay run

Maintaining the Data

Once data is loaded the user can perform searches, add, update and delete records from the AZ State Retirement Report page.

To update a record, enter search criteria and click Find. After the records are displayed, highlight the desired record and click OK to review and update information.

To add a record click 'New' in the File Options on the ribbon bar and enter the appropriate information.

To delete a record, highlight the desired record and click Delete.

Purging the Data

You may delete all the data records for any given pay run, from the AZ State Retirement Report's file, azretire table.

Click Purge.
Enter the pay run or the pay end date to be purged.
Click OK.
To continue with the purge, click Yes on the Confirmation message.

Generating Reports and Files

You can generate the Arizona State Retirement report as either a hard copy or an electronic file to submit to the state.

If you select to generate the hard copy report, two reports will be produced.

Retirement Report
Retirement Buyback Report

The Electronic File option produces a fixed length file containing the different types of records for each reportable employee's retirement information using the record layouts specified by Arizona State Retirement System. Each group of records is sorted by social security numbers.

The name of the file created is "azretire.dat". The default location for this file is the directory associated with the FASTAPDIR environmental variable.

Click Reports.
In the Report Type, select Hard Copy to generate a printed report or Electronic File to create the file to submit to the state.
In the Report Criteria, enter the pay run and pay end date, if you do not want to use the default values selected.
Click OK.
If you selected to output the hard copy report and you have permission to view social security numbers on reports, then select whether or not full social security numbers should be printed. Click Yes to print the full social security number or No to print masked social security numbers.
Select the destination for the report. The destination page for the Electronic File option is displyed.

Report Layouts

The printed reports for AZ State Retirement are formatted according to the state requirements.

File Layouts and Data Mapping

The following tables show the Arizona field numbers, field names, and where the data comes from in the application for the AZ State Retirement files that are submitted to the state. The files are always sorted by social security number.

Record for Pay run Retirement code

Field Name	Format	Position	Explanation
SSN	9(9)	1-9	The member's current social security number.
Department	9(6)	10-15	The member's department.
Alpha Number	X(5)	16-20	The member's employee number.
Employee Name	X(20)	21-40	Last name First name
Gross Pay	9(7)v99	41-50	The member's gross reportable wages.
Employee Contribution	9(6)v99	51-59	Employee Contribution
Employer Contribution	9(6)v99	60-68	Employer Contribution
Account Number	9(3)	69-71	Account Number
Pay Period Date	X(6)	72-77	The pay period date formatted "MMDDYY".
Filler	X(2)	78-79	Space fill
Plan/System Certified	X(1)	80-80	Plan/System Certified. (P/S)

Record for Other Retirement codes

Field Name	Format	Position	Explanation
SSN	9(9)	1-9	The member's current social security number.
Department	9(6)	10-15	The member's department.
Retirement Code	X(6)	16-23	Retirement code
Employee Name	X(20)	24-43	Last name First name
Filler	X(6)	44-50	"000000"
Employee Contribution	9(6)v99	51-59	Employee Contribution
Employer Contribution	9(6)v99	60-68	Employer Contribution
Account Number	9(3)	69-71	Account Number
Pay Period Date	X(6)	72-77	The pay period date formatted "MMDDYY".
Plan/System Code	X(2)	78-79	40 – Plan / 41 - System
Plan/System Type	X(1)	80-80	Plan/System Certified. (P/S)