RIC Census Report

The Iowa Retirement Investors' Club (RIC) offers state-sponsored 403b or 403b Roth voluntary retirement savings benefit plans. These plans have no vesting requirements.

Iowa employers are required to create and submit RIC reports to the Iowa Department of Administrative Services. Districts must maintain demographic information for all members who have contributed and submit this information through a Census file to keep the data current. Additionally, districts must submit payroll contributions through a Common Remitter file each pay period. The Census data must be submitted first before submitting contributions, or an error will occur.

Menu path

From the Human Resources menu, select State. From the State - IA menu, select RIC Census Report.

Submission period

As often as required to keep census records current.

Selection rule

The current eFinancePlus baseline Employee Information is compared with the IA RIC Census Import data based on the report data, and the employee data is loaded into the IA RIC Census Report by categorizing the records as New Enrollment, Changes, No Change, or outside of eFinancePlus.

Prerequisites

Enter valid information on the Defined Page 32001 - Iowa RIC Information page.

Import data

Import is needed when the district wants to use the existing data on the RIC website and upload it to eFinancePlus.

The Import module is optional; if used, it will serve as a reference point for comparing changes. If not used, the load process occurs based on the RIC-related deductions set up on the IA RIC Common Remitter Report - Setup - Retirement Deductions page. For the first upload, all employees will be loaded as New. From the next upload, any changes will be identified.

On the IA RIC Census Report page, select Import.
Filter records using the filter criteria. To enter filter criteria:
1. Select an option in the first field.
2. Select or enter a value.
3. Select Add if the button is enabled.
  Refer to Search for records for more information.
  - To view a record, select the ellipsis in the Actions column and then select View. For information about the fields, refer to Field descriptions.
  - To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
  - To upload data, select Upload. Refer to Upload data for more information.
  - To purge data, select Purge. Refer to Purge data for more information.

Upload data

Use the IA RIC Census Report - Import - Upload page to upload a .xlsx file containing the district's census data. You can download the file from Planwithease.

On the IA RIC Census Report - Import page, select Upload.
Select the Import Date. The default is the current date.
Select Choose File to select the file location that contains the census data.
Select Load, then Yes.
Save the Load Summary report file and select OK.
Navigate to the file location.
Inspect the file. Update data if needed.
Repeat these steps until all required data is uploaded.

After uploading the data, the records display on the IA RIC Census Report - Import page.

View data

Use the IA RIC Census Report - Import page to view or delete uploaded census records.

You cannot add or update records on the IA RIC Census Report - Import page.

Field descriptions

The following table describes the fields on the Employee Information form of the IA RIC Census Report - Import page.

Field	Description	Source field in the Census import file
Import Date	The import date of the census data. The field value is retrieved from the Import Date field on the IA RIC Census Report - Import - Upload page.	Not applicable
Employee Number	The employee number.	Employee #
Social Security	The employee's social security number.	Employee SSN
First Name	The employee's first name.	Employee First Name
Middle Name	The employee's middle name.	Employee Middle Name
Last Name	The employee's last name.	Employee Last Name
Street Address 1	The first line of the employee’s address.	Street Address 1
Street Address 2	The second line of the employee’s address.	Street Address 2
City	The employee’s city.	City
State	The employee’s state.	State
Zip Code	The employee’s five-digit zip code.	Zip Code
Zip Code Extn	The employee’s zip code extension.	Zip Code
Foreign State/Prov.	The employee’s country of origin or residence.	Foreign State/Prov.
Country	The employee’s country.	Country
Gender	The employee's gender. Valid values: M - Male F - Female	Gender
Birth Date	The employee's date of birth.	Birth Date
Home Phone	The employee’s home phone number.	Home Phone
Cell Phone	The employee’s cell phone number.	Not applicable
Office Phone	The employee’s office phone number.	Office Phone
Office Phone Extn	The employee’s office phone number extension.	Office Phone Extension
Other Phone	The employee’s other phone number.	Other Phone
Plan Status	The employee’s status within the plan. Plan status A should be used for all employees who contribute to the 403b plan. Plan status X should be used for all eligible employees who are not currently contributing to the 403b plan. Retired and terminated employees, as well as any other employees who previously contributed to the 403b plan but no longer contribute, should be assigned plan status X. Valid values: A = Eligible Participating X = Not Participating	Plan Status
Plan Status Sub Type	The employee’s status subtype within the plan. Enter a value in this field only if the employee has an outstanding Qualified Domestic Relations Order (QDRO), a court order issued under state domestic relations law related to the payment of child support, alimony, or marital property rights. Otherwise, this field should be left blank. If the Plan Status field value is X, leave this field blank. If the Plan Status field value is A, the valid values are: Blank C = QDRO Court action pending	Plan Status Sub Type
Plan Status Date	The effective date of the Plan Status and Plan Status Sub Type field values. The plan status date would be the same as the hire date for all current employees, provided they were eligible to participate in the plan immediately upon hire. For retired and terminated employees, this should be their retirement or termination date. This date should be updated whenever an employee's Plan Status changes.	Plan Status Date
Employment Status	The employee’s employment status. If your system does not differentiate between retired and terminated employees, you can use T. Valid values: H = Hired D = Deceased P = Disabled R = Retired T = Terminated L = Leave of Absence	Employment Status
Employment Status Sub Type	The employee’s employment status subtype. If the Employment Status field value is H, the valid values are: O = Original R = Rehired If the Employment Status field value is R, the valid values are: N = Normal E = Early P = Postponed If the Employment Status field value is L, the valid values are: A = Approved – Paid U = Approved – Unpaid F = Family Medical leave Act M = Military	Employment Sub Type
Employment Status Date	The effective date of the Employment Status field value. This field value depends on each employee’s employment status and the date that status became effective. For example, it could be their hire date, or the date they retired, were terminated, became disabled, etc. This date should be updated whenever an employee's employment status changes.	Employment Status Date
Hire Date	The employee’s date of hire.	Hire Date
Plan Entry Date	The date the employee is eligible to participate in the plan. This field value should be the employee’s hire date, provided the employee is eligible to contribute to the 403b plan immediately upon hire.	Plan Entry Date
Currently or Previously Contributing	Indicates whether the employee is currently contributing to or has previously contributed to the plan. Valid values: Y = Currently or Previously Contributing N = Has Never Contributed	Currently Contributing
Current Salary	The employee’s annual salary, to be used for the 415 portion of the Contribution Limit Monitoring. The annual salary should reflect the employee’s salary from January to December of the current calendar year.	Current Salary
Vested	Indicates whether the employee is vested in the plan. The valid value is Y.	Vested
Years of Service	The number of years of service a participant has worked. This field value is used for the 15 years of service catch-up contribution calculation for Contribution Limit Monitoring. It should only include completed years, not partial years of service. For employees who have not yet completed one year of service or if the 15-year service catch-up provision is not allowed under the plan, the valid value is 0. This field should be calculated only for an employee’s years of service under your employment. Years of service under an unrelated employer do not count toward this calculation. For full-time employees, the most recent one-year service period will generally be the current taxable year. For part-time and retiring employees, the most recent one-year service period consists of the service in the current year and the service for as many previous years as necessary to total one full year of service. The most recent periods of service are added to determine the most recent one–year period of service. This is done by first considering the service during the year for which the determination is being made and then adding the service from the preceding years until the total service reaches one year. Remember that the most recent one-year service period for teachers may not translate to a 12-month year if the school considers a teacher's "period of service" to be a shorter amount (for example, 9 or 10 months, to align with the academic year).	Years of Service

Purge data

If you need to correct setups or employee data, purge the existing records and re-upload the data.

On the IA RIC Census Report - Import page, select Purge.
Select the Import Date.
Select Submit.
Select Yes, and then OK.

Load data

The Load logic fetches the RIC deduction employees by comparing it with the Import Report Date or the previous Load process' Report Date, whichever is the latest. It then groups the employees based on whether there are changes, no changes, new additions, or those outside of eFinancePlus. If the Import includes employees outside of eFinancePlus, they will be loaded as usual. The Enrollment Type indicates whether there is a change, no change, a new record, or outside of eFinancePlus.

On the IA RIC Census Report page, select Load.
Select the Report Date.
Select Actual or Projected.
Select Load, and then Yes.
If data for the selected criteria is loaded, select Yes to delete and reload the data.
Save the Load Summary report file and select OK.
Navigate to the file location.
Inspect the file. Update data if needed.
Repeat these steps until all required data is loaded.

Maintain data

You can correct the loaded data before submitting the report. However, you must also update the source data.

On the IA RIC Common Remitter Report page, filter records using the filter criteria. To enter filter criteria:
1. Select an option in the first field.
2. Select or enter a value.
3. Select Add if the button is enabled.
  Refer to Search for records for more information.
  - To add a record, click Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
  - To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
  - To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
  - To download the information, select Download, then select Download PDF or Download as an Excel Document.

Field descriptions

The Employee Information form of the IA RIC Census Report page contains the following:

General section

The following table describes the fields in the General section of the Employee Information form of the IA RIC Census Report page.

Field	Description	Load logic - Data source and Valid values
Report Date	The reporting date of the census data. This field is view-only and cannot be updated after saving the record.	Not applicable
Employee Number	The employee number. Select the Lookup icon to search for and select an employee number. This field is view-only.	The field value is retrieved from the Employee Number field on the Employee Information page.
Name	The employee’s name. The format is last name, first name, middle name. This field is view-only.	The value is retrieved from the Last Name, First Name, and Middle Name fields on the Employee Information page.
Enrollment Type	Indicates whether the employee is newly enrolled, and the demographic data must still be submitted. This field is view-only and cannot be updated after saving the record. If Change or No Change is selected, the previously submitted data fields are displayed on the Member, Employment, and Address tabs.	Valid values: Change No Change New Outside of eFP
Vested	Indicates whether the employee is vested in the plan. This field is view-only.	The valid value is Y.

Member tab

Previous field labels are the labels that depict the previously loaded data, whereas the current field labels represent the current data. Current labels do not have data; if that field hasn’t changed, only the previous field is displayed.

The following table describes the fields on the Member tab of the Employee Information form of the IA RIC Census Report page.

Field	Description	Load logic - Data source and Valid values
Social Security	The employee's Social Security number. This field is view-only.	The application checks if the Social Security number changed after the last Load process. If there is a change, the new Social Security number is stored in this field.
Previous Social Security	The employee's previously reported Social Security number. This field is view-only. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Social Security field on the Employee Information page.
Last Name	The employee's last name.	The application checks if the employee's last name changed after the last Load process. If there is a change, the new last name is stored in this field.
Previous Last Name	The employee’s previously reported last name. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Last Name field on the Employee Information page. This field value overrides the Last Name field value on the Employee Information page.
First Name	The employee's first name.	The application checks if the employee's first name changed after the last Load process. If there is a change, the new first name is stored in this field.
Previous First Name	The employee’s previously reported first name. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the First Name field on the Employee Information page. This field value overrides the First Name field value on the Employee Information page.
Middle Name	The employee's middle name.	The application checks if the employee's middle name changed after the last Load process. If there is a change, the new middle name is stored in this field.
Previous Middle Name	The employee’s previously reported middle name. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Middle Name field on the Employee Information page. This field value overrides the Middle Name field value on the Employee Information page.
Gender	The employee's gender.	The application checks if the employee's gender changed after the last Load process. If there is a change, the new gender is stored in this field. Valid values: M - Male F - Female This field can also be blank.
Previous Gender	The employee’s previously reported gender. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Valid values: M - Male F - Female This field can also be blank. The field value is retrieved from the Sex at Birth field on the Employee Information page. This field value overrides the Sex at Birth field value on the Employee Information page.
Birth Date	The employee's date of birth.	The application checks if the employee's date of birth changed after the last Load process. If there is a change, the new date of birth is stored in this field.
Previous Birth Date	The employee’s previously reported birth date. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Birthdate field on the Employee Information page. This field value overrides the Birthdate field value on the Employee Information page.

Employment tab

Previous field labels are the labels that depict the previously loaded data, whereas the current field labels represent the current data. Current labels do not have data; if that field hasn’t changed, only the previous field is displayed.

The following table describes the fields on the Employment tab of the Employee Information form of the IA RIC Census Report page.

Field	Description	Load logic - Data source and Valid values
Hire Date	The employee’s date of hire.
Previous Hire Date	The employee’s previously reported date of hire. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Hire Date field on the Employment tab of the Employee Information page. This field value overrides the Hire Date field value on the Employment tab of the Employee Information page.
Plan Entry Date	The date the employee is eligible to participate in the plan. This field value should be the employee’s hire date, provided the employee is eligible to contribute to the 403b plan immediately upon hire.	The application checks if the Plan Entry Date changed after the last Load process. If there is a change, the new Plan Entry Date is stored in this field.
Previous Plan Entry Date	The date the employee was previously reported as eligible to participate in the plan. This field value should be the employee’s hire date, provided the employee is eligible to contribute to the 403b plan immediately upon hire. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Entry Date field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Entry Date field value on the Defined Page 32001 - Iowa RIC Information page.
Plan Status	The employee’s status within the plan. Plan status A should be used for all employees who contribute to the 403b plan. Plan status X should be used for all eligible employees who are not currently contributing to the 403b plan. Retired and terminated employees, as well as any other employees who previously contributed to the 403b plan but no longer contribute, should be assigned plan status X.	The application checks if the Plan Status changed after the last Load process. If there is a change, the new Plan Status is stored in this field. Valid values: A = Eligible Participating X = Not Participating
Previous Plan Status	The employee’s previously reported status within the plan. Plan status A should be used for all employees who contribute to the 403b plan. Plan status X should be used for all eligible employees who are not currently contributing to the 403b plan. Retired and terminated employees, as well as any other employees who previously contributed to the 403b plan but no longer contribute, should be assigned plan status X. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Valid values: A = Eligible Participating X = Not Participating The field value is retrieved from the Plan Stat field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Plan Stat field value on the Defined Page 32001 - Iowa RIC Information page.
Plan Status Sub Type	The employee’s status subtype within the plan. Enter a value in this field only if the employee has an outstanding Qualified Domestic Relations Order (QDRO), a court order issued under state domestic relations law related to the payment of child support, alimony, or marital property rights. Otherwise, this field should be left blank.	The application checks if the Plan Status Sub Type changed after the last Load process. If there is a change, the new Plan Status Sub Type is stored in this field. If the Plan Status field value is X, leave this field blank. If the Plan Status field value is A, the valid values are: Blank C = QDRO Court action pending
Previous Plan Status Sub Type	The employee’s previously reported status subtype within the plan. Enter a value in this field only if the employee has an outstanding Qualified Domestic Relations Order (QDRO), a court order issued under state domestic relations law related to the payment of child support, alimony, or marital property rights. Otherwise, this field should be left blank. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	If the Plan Status field value is X, leave this field blank. If the Plan Status field value is A, the valid values are: Blank C = QDRO Court action pending The field value is retrieved from the Plan Stat Type field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Plan Stat Type field value on the Defined Page 32001 - Iowa RIC Information page.
Plan Status Date	The effective date of the Plan Status and Plan Status Sub Type field values. The plan status date would be the same as the hire date for all current employees, provided they were eligible to participate in the plan immediately upon hire. For retired and terminated employees, this should be their retirement or termination date. This date should be updated whenever an employee's Plan Status changes.	The application checks if the Plan Status Date changed after the last Load process. If there is a change, the new Plan Status Date is stored in this field.
Previous Plan Status Date	The effective date of the Previous Plan Status and Previous Plan Status Sub Type field values. The previous plan status date would be the same as the hire date for all current employees, provided the employee was eligible to participate in the plan immediately upon hire. For retired and terminated employees, this should be their retirement or termination date. This date should be updated whenever an employee's Previous Plan Status changes. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Plan Stat Date field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Plan Stat Date field value on the Defined Page 32001 - Iowa RIC Information page.
Employment Status	The employee’s employment status. If your system does not differentiate between retired and terminated employees, you can use T.	The application checks if the employee’s employment status changed after the last Load process. If there is a change, the new employment status is stored in this field. Valid values: H - Hired D - Deceased P - Disabled R - Retired T - Terminated L - Leave of Absence The values in the drop-down list are retrieved from the User Defined Table ES. If the value is not found, the application displays a validation error.
Previous Employee Status	The employee’s previously reported employment status. If your system does not differentiate between retired and terminated employees, you can use T. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Valid values: H - Hired D - Deceased P - Disabled R - Retired T - Terminated L - Leave of Absence The field value is retrieved from the Emp Stat field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Emp Stat field value on the Defined Page 32001 - Iowa RIC Information page. The values in the drop-down list are retrieved from the User Defined Table ES. If the value is not found, the application displays a validation error.
Employment Status Sub Type	The employee’s employment status subtype. This field displays if the Employment Status field value is: H - Hired R - Retired L - Leave of Absence	The application checks if the Employment Status Sub Type changed after the last Load process. If there is a change, the new Employment Status Sub Type is stored in this field. If the Employment Status field value is H, the valid values are: O - Original R - Rehired If the Employment Status field value is R, the valid values are: N - Normal E - Early P - Postponed If the Employment Status field value is L, the valid values are: A - Approved – Paid U - Approved – Unpaid F - Family Medical leave Act M - Military The value in this field is validated against the User Defined Table ET. If the value is not found, the application displays a validation error.
Previous Employment Status Sub Type	The employee’s employment status subtype. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page. This field displays if the Employment Status field value is: H - Hired R - Retired L - Leave of Absence	If the Employment Status field value is H, the valid values are: O - Original R - Rehired If the Employment Status field value is R, the valid values are: N - Normal E - Early P - Postponed If the Employment Status field value is L, the valid values are: A - Approved – Paid U = Approved – Unpaid F = Family Medical leave Act M = Military The field value is retrieved from the Emp Stat Type field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Emp Stat Type field value on the Defined Page 32001 - Iowa RIC Information page. The value in this field is validated against the User Defined Table ET. If the value is not found, the application displays a validation error.
Employment Status Date	The effective date of the Employment Status field value. This field value depends on each employee’s employment status and the date that status became effective. For example, it could be their hire date, or the date they retired, were terminated, became disabled, etc. This date should be updated whenever an employee's employment status changes.	The application checks if the Employment Status Date changed after the last Load process. If there is a change, the new Employment Status Date is stored in this field.
Previous Employee Status Date	The effective date of the Previous Employee Status field value. This field value depends on each employee’s employment status and the date that status became effective. For example, it could be their hire date, or the date they retired, were terminated, became disabled, etc. This date should be updated whenever an employee's employment status changes. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Emp Stat Date field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Emp Stat Date field value on the Defined Page 32001 - Iowa RIC Information page.
Currently or Previously Contributing	Indicates whether the employee is currently contributing to or has previously contributed to the plan.	The application checks if the Currently or Previously Contributing flag changed after the last Load process. If there is a change, the new flag is stored in this field. Valid values: Y - Currently or Previously Contributing N - Has Never Contributed
Previous Currently or Previously Contributing	The employee’s previously reported plan contribution status. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Valid values: Y - Currently or Previously Contributing N - Has Never Contributed The field value is retrieved from the Contributing field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Contributing field value on the Defined Page 32001 - Iowa RIC Information page.
Current Salary	The employee’s annual salary, to be used for the 415 portion of the Contribution Limit Monitoring. The annual salary should reflect the employee’s salary from January to December of the current calendar year.	The application checks if the employee’s annual salary changed after the last Load process. If there is a change, the new annual salary is stored in this field.
Previous Current Salary	The employee’s previously reported annual salary, to be used for the 415 portion of the Contribution Limit Monitoring. The annual salary should reflect the employee’s salary from January to December of the current calendar year. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Current Salary field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Current Salary field value on the Defined Page 32001 - Iowa RIC Information page.
Years of Service	The number of years of service a participant has worked. This field value is used for the 15 years of service catch-up contribution calculation for Contribution Limit Monitoring. It should only include completed years, not partial years of service. For employees who have not yet completed one year of service or if the 15-year service catch-up provision is not allowed under the plan, the valid value is 0. This field should be calculated only for an employee’s years of service under your employment. Years of service under an unrelated employer do not count toward this calculation. For full-time employees, the most recent one-year service period will generally be the current taxable year. For part-time and retiring employees, the most recent one-year service period consists of the service in the current year and the service for as many previous years as necessary to total one full year of service. The most recent periods of service are added to determine the most recent one–year period of service. This is done by first considering the service during the year for which the determination is being made and then adding the service from the preceding years until the total service reaches one year. Remember that the most recent one-year service period for teachers may not translate to a 12-month year if the school considers a teacher's "period of service" to be a shorter amount (for example, 9 or 10 months, to align with the academic year).	The application checks if the number of years of service changed after the last Load process. If there is a change, the new number of years of service is stored in this field.
Previous Years of Service	The previously reported number of years of service a participant has worked. This field value is used for the 15 years of service catch-up contribution calculation for Contribution Limit Monitoring. It should only include completed years, not partial years of service. For employees who have not yet completed one year of service or if the 15-year service catch-up provision is not allowed under the plan, the valid value is 0. This field should be calculated only for an employee’s years of service under your employment. Years of service under an unrelated employer do not count. For full-time employees, the most recent one-year service period will generally be the current taxable year. For part-time and retiring employees, the most recent one-year service period consists of the service in the current year and the service for as many previous years as necessary to total one full year. The most recent periods of service are added to determine the most recent one–year period of service. This is done by first considering the service during the year for which the determination is being made and then adding the service from the next preceding years until the total service reaches one year. Remember that the most recent one-year service period for teachers may not translate to a 12-month year if the school considers a teacher's "period of service" to be a shorter amount (for example, 9 or 10 months, to align with the academic year). This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Yrs of Service field on the Defined Page 32001 - Iowa RIC Information page. This field value overrides the Yrs of Service field value on the Defined Page 32001 - Iowa RIC Information page.

Address tab

Previous field labels are the labels that depict the previously loaded data, whereas the current field labels represent the current data. Current labels do not have data; if that field hasn’t changed, only the previous field is displayed.

The following table describes the fields on the Address tab of the Employee Information form of the IA RIC Census Report page.

Field	Description	Load logic - Data source and Valid values
Street Address 1	The first line of the employee’s address.	The application checks if the first line of the employee’s address changed after the last Load process. If there is a change, the new first line is stored in this field.
Previous Street Address 1	The previously reported first line of the employee’s address. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Address field’s first line on the Employment tab of the Employee Information page. This field value overrides the Address field value’s first line on the Employment tab of the Employee Information page.
Street Address 2	The second line of the employee’s address.	The application checks if the second line of the employee’s address changed after the last Load process. If there is a change, the new second line is stored in this field.
Previous Street Address 2	The previously reported second line of the employee’s address. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Address field’s second line on the Employment tab of the Employee Information page. This field value overrides the Address field value’s second line on the Employment tab of the Employee Information page.
City	The employee’s city.	The application checks if the employee’s city changed after the last Load process. If there is a change, the new city name is stored in this field.
Previous City	The employee’s previously reported city. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the City field on the Employment tab of the Employee Information page. This field value overrides the City field value on the Employment tab of the Employee Information page.
State	The employee’s state.	The application checks if the employee’s state changed after the last Load process. If there is a change, the new state name is stored in this field.
Previous State	The employee’s previously reported state. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the State field on the Employment tab of the Employee Information page. This field value overrides the State field value on the Employment tab of the Employee Information page.
Zip Code	The employee’s five-digit zip code.	The application checks if the employee’s zip code changed after the last Load process. If there is a change, the new zip code is stored in this field.
Previous Zip Code	The employee’s previously reported five-digit zip code. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page. This field value overrides the Zip Code field value on the Employment tab of the Employee Information page.
Zip Code Extn	The employee’s four-digit zip code extension.	The application checks if the employee’s zip code extension changed after the last Load process. If there is a change, the new zip code extension is stored in this field.
Previous Zip Code Extn	The employee’s previously reported four-digit zip code extension. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page. This field value overrides the Zip Code field value on the Employment tab of the Employee Information page.
Foreign State/Prov.	The employee’s country of origin or residence.	The application checks if the employee’s country of origin or residence changed after the last Load process. If there is a change, the new country of origin or residence name is stored in this field.
Previous Foreign State/Prov.	The employee’s previously reported foreign state or province. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Not applicable
Country	The employee’s country.	The application checks if the employee’s country changed after the last Load process. If there is a change, the new country name is stored in this field.
Previous Country	The employee’s previously reported country. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	Not applicable
Home Phone	The employee’s home phone number.	The application checks if the employee’s home phone number changed after the last Load process. If there is a change, the new home phone number is stored in this field.
Previous Home Phone	The employee’s previously reported home phone number. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Home Phone field on the Employment tab of the Employee Information page. This field value overrides the Home Phone field value on the Employment tab of the Employee Information page.
Cell Phone	The employee’s cell phone number.	The application checks if the employee’s cell phone number changed after the last Load process. If there is a change, the new cell phone number is stored in this field.
Previous Cell Phone	The employee’s previously reported cell phone number. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Cell Phone field on the Employment tab of the Employee Information page. This field value overrides the Cell Phone field value on the Employment tab of the Employee Information page.
Office Phone	The employee’s office phone number.	The application checks if the employee’s office phone number changed after the last Load process. If there is a change, the new office phone number is stored in this field.
Previous Office Phone	The employee’s previously reported office phone number. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Work Phone field on the Employment tab of the Employee Information page. This field value overrides the Work Phone field value on the Employment tab of the Employee Information page.
Office Phone Extn	The employee’s office phone number extension.	The application checks if the employee’s office phone number extension changed after the last Load process. If there is a change, the new office phone number extension is stored in this field.
Previous Office Phone Extn	The employee’s previously reported office phone number extension. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Work Phone field on the Employment tab of the Employee Information page. This field value overrides the Work Phone field value on the Employment tab of the Employee Information page.
Other Phone	The employee’s other phone number.	The application checks if the employee’s other phone number changed after the last Load process. If there is a change, the new phone number is stored in this field.
Previous Other Phone	The employee’s previously reported other phone number. This field is not displayed if the New or Outside of eFP options are selected in the Enrollment Type field in the General section of the Employee Information form of the IA RIC Census Report page.	The field value is retrieved from the Other Phone field on the Employment tab of the Employee Information page. This field value overrides the Other Phone field value on the Employment tab of the Employee Information page.

Create file

On the IA RIC Census Report page, select Report.
Select the Report Date.
Create a hard copy of the report to verify data before you create the electronic file:
1. Select Hard Copy.
2. Select PDF or Excel.
3. If you have the security permission to view the entire Social Security Number (without masking) and want to include it, select Print Full Social Security Number.
4. Select Create, and then Yes.
Save the file and select OK.
Navigate to the folder containing the report file.
Inspect the file. Update data if needed.
Repeat these steps until all the required data is included.
Create the electronic file:
1. Select Electronic File.
2. Select an Enrollment Type. If no option is selected, all enrollment types loaded for the selected report data are included in the electronic report.
3. Select Create, and then Yes.
4. Save the file and select OK.
  The default file name is IA RIC Census Report_<MMDDYYYY>.csv

Follow the state's submission procedures.

Purge data

If you need to correct setups or employee data, purge the existing records and reload the data.

On the IA RIC Census Report page, select Purge.
Select the Report Date.
Select Submit.
Select Yes, and then OK.