Use the MN PERA Retirement Report - Demographic page to view, add, update, and manage employee demographic records for PERA reporting. This page allows users to review and edit the demographic data that was loaded from payroll and employee records before generating the PERA Demographic Report for submission to PERA.
If errors are encountered during the Load data process, you can correct the source data on the Employee Information form of the MN PERA Retirement Report - Demographic 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 Retirement Report page, select Demographic.
-
Filter records using the filter criteria. To enter filter criteria:
-
Select an option in the first field.
-
Select or enter a value.
-
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. The default file names are:
-
Excel: MN PERA Demographic Records_<MMDDYYYY_hhmmss>.xlsx
-
PDF: MN PERA Demographic Records_<MMDDYYYY_hhmmss>.pdf
-
-
-
Field descriptions
The Employee Information form of the MN PERA Retirement Report - Demographic page contains the following:
General section
The following table describes the fields in the General section of the Employee Information form of the MN PERA Retirement Report - Demographic page.
|
Field |
Description |
Load logic - Data source and Valid values |
|---|---|---|
|
Check Date |
The payroll check date associated with the demographic record. Demographic records are grouped and reported by check date, which links the demographic information to the corresponding contribution records. |
Populated during the data load process. The field value is retrieved from the Current Check Date field on the MN PERA Retirement Report - Load page. |
|
Employee Number |
The employee’s identification (ID) number. Select the Lookup icon to search for and select an employee number. To list terminated employees using the Employee Search Tool:
This field is view-only. |
Populated during the data load process. 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 initial. |
Populated during the data load process. The field value is retrieved from the Last Name, First Name, and Middle Name fields on the Employee Information page. |
|
New Enrollment |
Indicates whether this is a new PERA member enrollment or a change to an existing member's record. When checked, the record indicates a first-time enrollment for an employee joining PERA. When unchecked, the record represents a change/update to demographic information for an existing PERA member (requiring both original and updated values to be reported). If this checkbox is selected, the previously submitted data fields are not displayed on the Member, Employment, and Address tabs. |
Calculated during the data load process by checking if the employee has any existing PERA demographic records in the compliance system. The system queries for prior demographic records. If no previous records exist, this checkbox is selected. If prior records exist, this checkbox is cleared. |
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 MN PERA Retirement Report - Demographic page.
|
Field |
Description |
Load logic - Data source and Valid values |
|---|---|---|
|
Social Security |
The employee's current Social Security number. This field is blank when the New Enrollment checkbox is cleared. 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. |
|
Previous Social Security |
The employee's previously reported Social Security number. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Social Security Number from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Social Security value. For change records, it is retrieved from the ssn field (or orig_ssn if blank) of the employee's last PERA demographic record. |
|
Last Name |
The employee's current 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. |
|
Previous Last Name |
The employee's previously reported last name. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Last Name from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Last Name value. For change records, it is retrieved from the l_name field (or orig_l_name if blank) of the employee's last PERA demographic record. |
|
First Name |
The employee's current 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. |
|
Previous First Name |
The employee’s previously reported first name. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the First Name from the most recent previously submitted PERA demographic record. For new enrollments, it is set equal to the current First Name value. For change records, it is retrieved from the f_name field (or orig_f_name if blank) of the employee's last PERA demographic record. |
|
Middle Initial |
The employee's current middle initial. |
Calculated during the data load process. The calculated value represents the first character of the employee's middle name, extracted from the Middle Name field on the Employee Information page. This field value overrides the Middle Name field value on the Employee Information page. |
|
Previous Middle Initial |
The employee's previously reported middle initial. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Middle Initial from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Middle Initial value. For change records, it is retrieved from the m_initial field (or orig_m_initial if blank) of the employee's last PERA demographic record. |
|
Suffix |
The employee’s current name suffix.
|
Valid values:
This field can also be blank. Populated during the data load process. The field value is retrieved from the Suffix field on the Employee Information page. The values in the drop-down list are retrieved from the Suffix Table page. |
|
Previous Suffix |
The employee’s previously reported suffix. This field is view-only. This field is not displayed if:
|
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value represents the Name Suffix from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Suffix value. For change records, it is retrieved from the name_suffix field (or orig_name_suffix if blank) of the employee's last PERA demographic record. The values in the drop-down list are retrieved from the Suffix Table page. |
|
Previous Last Name |
The employee's maiden name or previous last name before a name change. Used when the employee has legally changed their name. |
Populated during the data load process. The field value is retrieved from the Previous Last Name field on the Employee Information page. |
|
Previous Last Name |
The employee’s previously reported last name (maiden name). This field is view-only. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Previous Last Name (maiden name) from the most recent PERA demographic record submitted. For new enrollments, it is set to the current Previous Last Name value. For change records, it is retrieved from the prev_lname field (or orig_prev_lname if blank) of the employee's last PERA demographic record. |
|
Gender |
The employee's gender.
|
Valid values:
Populated during the data load process. 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. |
|
Previous Gender |
The employee's previously reported gender. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Gender from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Gender value. For change records, it is retrieved from the gender field (or orig_gender if blank) of the employee's last PERA demographic record. |
|
Birth Date |
The employee's date of birth.
|
Populated during the data load process. 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. |
|
Previous Birth Date |
The employee's previously reported date of birth. This field is not displayed if:
|
Calculated during the data load process. The calculated value represents the Birth Date from the most recent previously submitted PERA demographic record. For new enrollments, it is set to the current Birth Date value. For change records, it is retrieved from the birthdate field (or orig_birthdate if blank) of the employee's last PERA demographic record. |
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 MN PERA Retirement Report - Demographic page.
|
Field |
Description |
Load logic - Data source and Valid values |
|---|---|---|
|
PERA Plan |
The PERA retirement plan type assigned to the employee. PERA uses the Plan ID to determine the applicable contribution rates and validate the salary, deductions, and employer contributions reported for the coverage and paid dates. |
Valid values:
Populated during the data load process. The field value is retrieved from the employee's PERA deduction plan. If the employee has an active deduction plan (plan type "P"), the Plan ID is retrieved from the Deduction Plan field on the MN Retirement Deductions page. For re-employed PERA benefit recipients, the default value is 99. |
|
Previous PERA Plan |
The employee's previous PERA plan, if changed. Used to report plan changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Valid values:
Calculated during the data load process. The calculated value represents the last reported PERA Plan value. For new enrollments, the previous value is set to the current PERA Plan. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
Hire Date |
The employee’s current date of hire. |
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. |
|
Previous Hire Date |
The employee's previous hire date, if corrected or changed. Used to report hire date corrections to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value corresponds to the last reported Hire Date. For new enrollments, the previous value is set to the current Hire Date. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
Eligibility Date |
The date the employee became eligible for PERA membership. This is typically the hire date unless the employee had a waiting period or exclusion. |
Calculated during the data load process. The calculated value represents the employee's PERA eligibility date. The system first defaults the value to the employee's Hire Date. If a value exists in the PERA Elig Date field on the Payroll Information - State Required page, that value overrides the default. |
|
Previous Eligibility Date |
The employee's previous eligibility date, if changed. Used to report eligibility date corrections to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value corresponds to the last reported Eligibility Date. For new enrollments, the previous value is set to the current Eligibility Date. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
PERA Exclusion Code |
The code indicating why an employee is excluded from PERA membership, if applicable. |
Valid values:
This field can also be blank. Populated during the data load process. The field value is retrieved from the PERA Exclusion field on the Payroll Information - State Required page. The exclusion code is populated only if the Eligibility Date is greater than the Hire Date (indicating delayed eligibility due to an exclusion). The values in the drop-down list are retrieved from the User Defined Table EX. |
|
Previous PERA Exclusion Code |
The employee's previous exclusion code, if changed. Used to report exclusion status changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value corresponds to the last reported PERA Exclusion Code. For new enrollments, the previous value is set to the current PERA Exclusion Code. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. The values in the drop-down list are retrieved from the User Defined Table EX. |
|
PERA Employee Status |
The employee's current employment status for PERA reporting. |
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value represents the employee's PERA employment status. The system retrieves the status code from the Employ Status field on the Payroll Information - State Required page. If no status is found, the value defaults to N (Enroll new or rehired employee). The values in the drop-down list are retrieved from the User Defined Table ES. |
|
Previous PERA Employee Status |
The employee's previous employment status, if changed. Used to report status changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value represents the last reported PERA Employee Status value. For new enrollments, the previous value is set to the current PERA Employee Status. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. The values in the drop-down list are retrieved from the User Defined Table ES. |
|
PERA Employee Status Date |
The effective date of the employee's current status. |
Populated during the data load process. The field value is retrieved from the Status Date field on the Payroll Information - State Required page. |
|
Previous PERA Employee Status Date |
The effective date of the employee's previous status, if changed. Used to report status date corrections to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value corresponds to the last reported PERA Employee Status Date. For new enrollments, the previous value is set to the current PERA Employee Status Date. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
PERA Position |
The employee's PERA position classification. |
Valid values:
This field can also be blank. Populated during the data load process. The field value is retrieved from the PERA Position field on the Payroll Information - State Required page. The values in the drop-down list are retrieved from the User Defined Table PC. |
|
Previous PERA Position |
The employee's previous position classification, if changed. Used to report position changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value represents the last reported PERA Position value. For new enrollments, the previous value is set to the current PERA Position. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. The values in the drop-down list are retrieved from the User Defined Table PC. |
|
PERA Position Class |
The employee's position class indicating full-time or part-time status. |
Valid values:
This field can also be blank. Populated during the data load process. The field value is retrieved from the PERA Pos Class field on the Payroll Information - State Required page. The values in the drop-down list are retrieved from the User Defined Table CL. |
|
Previous PERA Position Class |
The employee's previous position class, if changed. Used to report position class changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Valid values:
This field can also be blank. Calculated during the data load process. The calculated value represents the last reported PERA Position Class value. For new enrollments, the previous value is set to the current PERA Position Class. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. The values in the drop-down list are retrieved from the User Defined Table CL. |
|
Job Title |
The employee's current job title. |
Populated during the data load process. The field value is retrieved from the PERA Job Title field on the Payroll Information - State Required page. |
|
Previous Job Title |
The employee's previous job title, if changed. Used to report job title changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported Job Title value. For new enrollments, the previous value is set to the current Job Title. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
Address tab
If the New Enrollment checkbox is cleared, you can view the employee's previously reported address details.
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 MN PERA Retirement Report - Demographic page.
|
Field |
Description |
Load logic - Data source and Valid values |
|---|---|---|
|
Address Line 1 |
The first line of the employee’s current address. |
Populated during the data load process. The field value is retrieved from the Address field on the Employment tab of the Employee Information page. This field value overrides the Address field value on the Employment tab of the Employee Information page. |
|
Previous Address Line 1 |
The first line of the employee's previous address, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported Address Line 1 value. For new enrollments, the previous value is set to the current Address Line 1. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
Address Line 2 |
The second line of the employee's current address (apartment, suite, etc.). |
Populated during the data load process. The field value is retrieved from the Address field on the Employment tab of the Employee Information page. This field value overrides the Address field value on the Employment tab of the Employee Information page. |
|
Previous Address Line 2 |
The second line of the employee's previous address, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported Address Line 2 value. For new enrollments, the previous value is set to the current Address Line 2. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
City |
The employee’s current city. |
Populated during the data load process. 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. |
|
Previous City |
The employee's previous city, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported City value. For new enrollments, the previous value is set to the current City. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
State |
The two-character state abbreviation of the employee's current address. |
Populated during the data load process. 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. |
|
Previous State |
The state abbreviation of the employee's previous address, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported State value. For new enrollments, the previous value is set to the current State. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
Zip |
The five-digit ZIP code of the employee's current address. |
Calculated during the data load process. The calculated value represents the first five characters of the employee's ZIP code. The system retrieves the full ZIP code from the Zip Code field on the Employment tab of the Employee Information page and extracts the first five characters. |
|
Previous Zip Code |
The ZIP code of the employee's previous address, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported Zip Code value. For new enrollments, the previous value is set to the current Zip Code. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |
|
Zip Extension |
The four-digit ZIP+4 extension of the employee's current address. |
Calculated during the data load process. The calculated value represents the ZIP+4 extension. The system retrieves the full ZIP code from the Zip Code field on the Employment tab of the Employee Information page and extracts characters 6-9 (the four-digit extension portion). |
|
Previous Zip Extension |
The ZIP+4 extension of the employee's previous address, if changed. Used to report address changes to PERA. This field is view-only. This field is not displayed if the New Enrollment option is selected. |
Calculated during the data load process. The calculated value represents the last reported Zip Extension value. For new enrollments, the previous value is set to the current Zip Extension. For change records, the value is retrieved from the most recent PERA Demographic record previously loaded for the employee. |