PERA Exclusion Report - Maintain Data | PowerSchool ERP Compliance

Use the MN PERA Exclusion Report page to generate and print exclusion reports for submission to the Public Employees Retirement Association (PERA). This page allows users to view previously loaded exclusion data, apply sorting options, and generate output in multiple formats, including hardcopy (PDF), electronic file (fixed-length text), and Excel spreadsheet for review or submission to PERA.

If errors are encountered during the Load data process, you can correct the source data on the MN PERA Exclusion Report Information form of the MN PERA Exclusion 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 MN PERA Exclusion Report page, you can filter records using 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, 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, and then select Download PDF or Download as an Excel Document. The default file names are:
    - Excel: MN PERA Exclusion Records_<MMDDYYYY_hhmmss>.xlsx
    - PDF: MN PERA Exclusion Records_<MMDDYYYY_hhmmss>.pdf

Field descriptions

The following table describes the fields on the MN PERA Exclusion Report Information form of the MN PERA Exclusion Report page.

Field	Description	Load logic - Data source and Valid values
Exclusion Year	The fiscal year for which the employee's exclusion from PERA is being reported. This value identifies the reporting period and must match a valid exclusion year. This field is view-only and cannot be updated after saving the record.	Valid values are 2014 and later. Populated during the data load process. The field value is retrieved from the Exclusion Year field on the MN PERA Exclusion Report - Load page.
Employee Number	The employee number. Select Lookup 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.
Exclusion Code	The PERA-defined code indicating the reason the employee is excluded from PERA membership.	Valid values: 001 - Full-Time Student < 23 002 - TRA Annuitants 003 - Receiving PERA Benefit 004 - Foreign Citizen 005 - Federal Service Excl 006 - Degree or Residency PGM 007 - Student Internship 008 - Patient/Inmate Personnel 010 - Pension Coverage Prohibtd 011 - Supported Empl/Work Study 012 - Trades Worker 101 - Temporary Position < 6 MO 102 - Emergency Employee 103 - Part-Time Teaching Serv 104 - Paid/Volunteer Ambulance 105 - Election Official 106 - Seasonal Position 108 - Paid/Volunteer Firefighte 201 - Elected Official 301 - Earning <= $425/Month Populated during the data load process. The field value is retrieved from the PERA Exclusion field on the Payroll Information - State Required page. This field value overrides the PERA Exclusion field value on the Payroll Information - State Required page. The values in the drop-down list are retrieved from the User Defined Table EX.
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.	Populated during the data load process. 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.	Populated during the data load process. 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 Initial	The employee’s middle initial.	Populated during the data load process. 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.
Original Hire Date	The date the district originally hired the employee.	Populated during the data load process. The field value is retrieved from the Original Hire field on the Employment tab of the Employee Information page. If this field is blank, the value is retrieved from the Hire Date field. This field value overrides the Original Hire and Hire Date field values on the Employment tab of the Employee Information page.
Last Hire Date	The employee's most recent hire date (current hire date). This may differ from the Original Hire Date if the employee was rehired.	Populated during the data load process. 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.
Employee Status	Indicates whether the employee is currently active or terminated.	Valid values: A - Active T - Terminated Calculated during the data load process. The calculated value represents the employee's current employment status. If the Last Day Worked field on the Terminate Employee page contains a value, the status is set to T - Terminated. If the Last Day Worked field is blank, the status is set to A - Active.
Annual Salary	The employee's total earnings during the fiscal year reporting period. Must be greater than zero.	Calculated during the data load process. The calculated value represents the employee's total earnings for the fiscal year. The system sums all check earnings from check history (checkhi2) with earn/ded type = P (Pay) within the fiscal date range, subtracts earnings from voided checks, and excludes earnings from pay codes that have PERA deduction codes listed in the Exempt Deductions fields on the Deductions tab of the Pay Codes page.
Last Paid Amount	The employee's earnings from their most recent paycheck within the fiscal year. Must be greater than zero.	Calculated during the data load process. The calculated value represents the employee's earnings from their most recent paycheck within the fiscal year. The system retrieves earnings from the employee's last check history record (checkhi2) with earn/ded type = P (Pay) within the fiscal date range, excluding earnings from pay codes that have PERA deduction codes listed in the Exempt Deductions fields on the Deductions tab of the Pay Codes page.
Pay Cycle	The employee's pay frequency converted to PERA's code format.	Valid values: 1 - Monthly 2 - Semi-Monthly 3 - Bi-weekly 4 - Quarterly 5 - Yearly 6 - Semi-Yearly 7 - Weekly 8 - Bi-Monthly 9 - Lump Sum Populated during the data load process. The field value is retrieved from the Pay Frequency field on the Payroll tab of the Employee Information page and converted to PERA's code format: A (Annual) = 5 B (Bi-weekly) = 3 M (Monthly) = 1 S (Semi-monthly) = 2 W (Weekly) = 7
Job Title	The employee's job title for PERA reporting purposes.	Populated during the data load process. The field value is retrieved from the PERA Job Title field on the Payroll Information - State Required page. This field value overrides the PERA Job Title field value on the Payroll Information - State Required page.