Use the MN PERA Retirement Report - Load page to extract and load employee retirement data for PERA (Public Employees Retirement Association) reporting. This page loads data for both the PERA Contribution Report and the PERA Demographic Report for the specified check date range.
Before loading data, ensure:
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Payroll has been processed with appropriate check dates.
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Pay runs are available for selection during the load process.
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On the MN PERA Retirement Report page, select Load.
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Refer to the Field descriptions and enter or select the required load criteria.
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Select Load, and then Yes.
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If data for the selected criteria is loaded, select Yes to delete and reload the data.
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Save the Load Summary report file and select OK.
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If errors are encountered, save the Load Error log and select OK.
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Navigate to the file location.
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Inspect the files. Refer to Maintain data and update it as necessary.
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Repeat these steps until no errors are encountered and all required data is loaded.
Field descriptions
The following table describes the fields on the MN PERA Retirement Report - Load page.
|
Field |
Description |
|---|---|
|
Previous Check Date |
The starting boundary date for the load. Only checks dated on or after this date will be included in the extraction. This is typically the last check date from your previous PERA submission. |
|
Current Check Date |
The ending boundary date for the load. Checks dated up to and including this date will be included. This defines the end date of the reporting period. |
|
Pay Runs |
The pay run codes to include in the load. Only checks from the selected pay runs within the date range will be extracted. |
|
Includes Summer Pay |
Indicates whether the pay runs being loaded contain summer pay amounts. When checked, the system uses contract start/end dates (rather than pay period dates) to determine the correct fiscal year for the contribution records. |