MD Retirement Systems Report - Maintain Data

Use the MD Retirement Systems Report page to add, update, delete, and search Maryland retirement records in the staging table. This page allows users to review and modify loaded retirement information before generating reports and electronic files for state submission.

If errors are encountered during the Load data process, you can correct the source data on the Employee Information form of the MD Retirement Systems Report page. After corrections, you must purge and reload the data.

PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.

On the MD Retirement Systems 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, select 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.

Field descriptions

The following table describes the fields on the Employee Information form of the MD Retirement Systems Report page.

Field	Description	Load logic - Data source and Valid values
Payroll End Date	The pay period ending date associated with the employee's retirement contribution record. This field is view-only and cannot be updated after saving the record.	Populated during the data load process. The field value is retrieved from the Payroll End Date field on the MD Retirement Systems Report - Load page.
Employee Number	The employee’s identification (ID) number. Select the Lookup icon to search for and select an employee number. This field is view-only and cannot be updated after saving the record.	Populated during the data load process. The field value is retrieved from the Employee Number field on the Employee Information page.
Social Security	The employee's Social Security number. This field is view-only.	Populated during the data load process. The field value is retrieved from the Social Security field on the Employee Information page.
Last Name	The employee's last name. This field is view-only.	Populated during the data load process. The field value is retrieved from the Last Name field on the Employee Information page. The value is truncated to 17 characters if it exceeds that length.
First Name	The employee’s first name. This field is view-only.	Populated during the data load process. The field value is retrieved from the First Name field on the Employee Information page. The value is truncated to 12 characters if it exceeds that length.
Middle Initial	The employee's middle name. This field is view-only.	Calculated during the data load process. The field value is retrieved from the Middle Name field on the Employee Information page.
Location	The employee's work location code for retirement reporting purposes.	Calculated during the data load process. The calculated value is derived from the Employee Location Code or Teacher Location Code fields on the Human Resources Profile - State page (based on the employer number and system code), combined with the Check Location field on the Payroll tab of the Employee Information page. The location format varies based on site type and retirement system code.
Transaction Code	The type of transaction being reported to the Maryland State Retirement Systems.	Calculated during the data load process. The valid value, 405, is hardcoded and represents a regular payroll contribution transaction.
System Code	The Maryland State Retirement System in which the employee participates.	Valid values: 1 - Teachers Retirement 2 - Employees Retirement 6 - Teachers Pension 7 - Employees Pension Populated during the data load process. The field value is retrieved from the System Code field on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page.
Base Salary Paid	The employee's base salary for the current pay period.	Populated during the data load process. The field value is retrieved from the Amount field for the pay period on the Check History page. For Talbot County summer months (July/August), the value may be derived from the pay rate if the base salary is zero.
Employee Contribution	The amount of retirement contributions withheld from the employee's wages for the pay period.	Calculated during the data load process. The calculated value represents the employer contribution amount (fringe) if the deduction is configured as a Board Paid Benefit on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page, or the employee contribution amount (taken) if it is an employee-paid deduction, retrieved from check history detail records.
Actual Annual Salary	The employee's total annual salary amount used for retirement benefit calculations.	Calculated during the data load process. The calculated value represents the sum of annual salaries from the Pay Rate Information page for pay codes not exempt from the retirement deduction. If the Annual Salary field on the Payroll Information - State Required page contains a numeric value, that value overrides the calculated annual salary.
Hours Worked	The total hours the employee worked during the pay period for service credit calculations.	Calculated during the data load process. The calculated value represents the sum of hours from check history detail records for pay codes not exempt from the retirement deduction. Hours from FLSA premium records are excluded. The value is capped at the value in the Standard Worked field. If the Hours Worked field on the Payroll Information - State Required page contains a value, it overrides the calculated hours.
Standard Worked	The standard number of hours expected for a full-time position during the pay period.	Populated during the data load process. The field value is retrieved from the Standard Hours field on the Payroll Information - State Required page.
Plan Code	The specific retirement plan within the system, such as 8 for the Contributory Pension Plan.	Valid values: blank (no specific plan) 8 - Contributory Pension Plan Populated during the data load process. The field value is retrieved from the Plan Code field on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page.
Percent Time	The employee's work schedule as a percentage of full-time employment.	The valid values are 0-99. Calculated during the data load process. The calculated value is the FTE field value on the Pay Rate Information page multiplied by 100. If the FTE equals 1 (full-time), the percent time is set to 0 (indicating full-time status).
Annual Earnable Salary	The employee's projected annual compensation based on their current rate of pay and percent time, used for part-time employee retirement calculations.	Calculated during the data load process. The calculated value represents the Actual Annual Salary divided by Percent Time when the employee is part-time. For full-time employees (Percent Time = 0), the value equals the Actual Annual Salary.

Field

Description

Load logic - Data source and Valid values

Payroll End Date

The pay period ending date associated with the employee's retirement contribution record.

This field is view-only and cannot be updated after saving the record.

Populated during the data load process.

The field value is retrieved from the Payroll End Date field on the MD Retirement Systems Report - Load page.

Employee Number

The employee’s identification (ID) number.

Select the Lookup icon to search for and select an employee number.

This field is view-only and cannot be updated after saving the record.

Populated during the data load process.

The field value is retrieved from the Employee Number field on the Employee Information page.

Social Security

The employee's Social Security number.

This field is view-only.

Populated during the data load process.

The field value is retrieved from the Social Security field on the Employee Information page.

Last Name

The employee's last name.

This field is view-only.

Populated during the data load process.

The field value is retrieved from the Last Name field on the Employee Information page. The value is truncated to 17 characters if it exceeds that length.

First Name

The employee’s first name.

This field is view-only.

Populated during the data load process.

The field value is retrieved from the First Name field on the Employee Information page. The value is truncated to 12 characters if it exceeds that length.

Middle Initial

The employee's middle name.

This field is view-only.

Calculated during the data load process.

The field value is retrieved from the Middle Name field on the Employee Information page.

Location

The employee's work location code for retirement reporting purposes.

Calculated during the data load process.

The calculated value is derived from the Employee Location Code or Teacher Location Code fields on the Human Resources Profile - State page (based on the employer number and system code), combined with the Check Location field on the Payroll tab of the Employee Information page. The location format varies based on site type and retirement system code.

Transaction Code

The type of transaction being reported to the Maryland State Retirement Systems.

Calculated during the data load process.

The valid value, 405, is hardcoded and represents a regular payroll contribution transaction.

System Code

The Maryland State Retirement System in which the employee participates.

Valid values:

1 - Teachers Retirement
2 - Employees Retirement
6 - Teachers Pension
7 - Employees Pension

Populated during the data load process.

The field value is retrieved from the System Code field on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page.

Base Salary Paid

The employee's base salary for the current pay period.

Populated during the data load process.

The field value is retrieved from the Amount field for the pay period on the Check History page. For Talbot County summer months (July/August), the value may be derived from the pay rate if the base salary is zero.

Employee Contribution

The amount of retirement contributions withheld from the employee's wages for the pay period.

Calculated during the data load process.

The calculated value represents the employer contribution amount (fringe) if the deduction is configured as a Board Paid Benefit on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page, or the employee contribution amount (taken) if it is an employee-paid deduction, retrieved from check history detail records.

Actual Annual Salary

The employee's total annual salary amount used for retirement benefit calculations.

Calculated during the data load process.

The calculated value represents the sum of annual salaries from the Pay Rate Information page for pay codes not exempt from the retirement deduction.

If the Annual Salary field on the Payroll Information - State Required page contains a numeric value, that value overrides the calculated annual salary.

Hours Worked

The total hours the employee worked during the pay period for service credit calculations.

Calculated during the data load process.

The calculated value represents the sum of hours from check history detail records for pay codes not exempt from the retirement deduction. Hours from FLSA premium records are excluded. The value is capped at the value in the Standard Worked field. If the Hours Worked field on the Payroll Information - State Required page contains a value, it overrides the calculated hours.

Standard Worked

The standard number of hours expected for a full-time position during the pay period.

Populated during the data load process.

The field value is retrieved from the Standard Hours field on the Payroll Information - State Required page.

Plan Code

The specific retirement plan within the system, such as 8 for the Contributory Pension Plan.

Valid values:

blank (no specific plan)
8 - Contributory Pension Plan

Populated during the data load process.

The field value is retrieved from the Plan Code field on the Retirement Deductions form of the MD Retirement Systems Report - Deductions page.

Percent Time

The employee's work schedule as a percentage of full-time employment.

The valid values are 0-99.

Calculated during the data load process.

The calculated value is the FTE field value on the Pay Rate Information page multiplied by 100.

If the FTE equals 1 (full-time), the percent time is set to 0 (indicating full-time status).

Annual Earnable Salary

The employee's projected annual compensation based on their current rate of pay and percent time, used for part-time employee retirement calculations.

Calculated during the data load process.

The calculated value represents the Actual Annual Salary divided by Percent Time when the employee is part-time. For full-time employees (Percent Time = 0), the value equals the Actual Annual Salary.