PERA Retirement Report - Maintain Demographic Data

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

On the MN PERA Retirement Report page, select Demographic.
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 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 paycheck issue date. 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 initial. This field is view-only.	The value is retrieved from the Last Name, First Name, and Middle Name fields on the Employee Information page.
New Enrollment	Indicates whether the employee is newly enrolled, and the demographic data must still be submitted to PERA. This field is view-only and cannot be updated after saving the record. If this checkbox is selected, the previously submitted data fields are not displayed on the Member, Employment, and Address tabs.	Not applicable

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 social security number. This field is view-only. This field is blank if the New Enrollment option is not selected.	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 Enrollment option is selected.	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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Last Name field 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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the First Name field on the Employee Information page.
Middle Initial	The employee's middle initial.	The application checks if the employee's middle name changed after the last Load process. If there is a change, the new middle initial is stored in this field.
Previous Middle Initial	The employee’s previously reported middle initial. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Middle Name field on the Employee Information page.
Suffix	The employee’s name suffix.	The application checks if the employee's name suffix changed after the last Load process. If there is a change, the new name suffix is stored in this field. Valid values: ED.D II III JR PH.D SR This field can also be blank.
Previous Suffix	The employee’s previously reported suffix. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: ED.D II III JR PH.D SR This field can also be blank. The field value is retrieved from the Suffix field on the Employee Information page.
Previous Last Name	The employee’s last name at birth.	The application checks if the employee's last name at birth changed after the last Load process. If there is a change, the new last name at birth is stored in this field.
Previous Last Name	The employee’s previously reported last name at birth. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Previous Last Name field 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: Female Male This field can also be blank.
Previous Gender	The employee’s previously reported gender. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: Female Male This field can also be blank. The field value is retrieved from the Sex at Birth field 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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Birthdate field 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 MN PERA Retirement Report - Demographic page.

Field	Description	Load logic - Data source and Valid values
PERA Plan	The employee’s PERA plan. 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.	The application checks if the employee’s PERA plan changed after the last Load process. If there is a change, the new PERA plan is stored in this field. Valid values: 01 - Basic 02 - Coordinated 03 - Police and Fire 07 - Privatization 11 - Correctional 14 - DCP Ambulance 15 - DCP Physician 16 - DCP Elected Official 17 - DCP City Official 99 - Exempt Re-employed PERA Benefit Recipient
Previous PERA Plan	The employee’s previously reported PERA plan. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: 01 - Basic 02 - Coordinated 03 - Police and Fire 07 - Privatization 11 - Correctional 14 - DCP Ambulance 15 - DCP Physician 16 - DCP Elected Official 17 - DCP City Official 99 - Exempt Re-employed PERA Benefit Recipient The field value is retrieved from the PERA Plan field on the MN PERA Contribution Table Information form of the MN PERA Retirement Report page.
Hire Date	The employee’s date of hire.	The application checks if the employee’s date of hire changed after the last Load process. If there is a change, the new date of hire is stored in this field.
Previous Hire Date	The employee’s previously reported date of hire. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Hire Date field on the Employment tab of the Employee Information page.
Eligibility Date	The PERA eligibility date of the employee.	The application checks if the employee’s PERA eligibility date changed after the last Load process. If there is a change, the new PERA eligibility date is stored in this field.
Previous Eligibility Date	The employee’s previously reported PERA eligibility date. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the PERA Elig Date field on the Payroll Information - State Required page.
PERA Exclusion Code	The employee’s PERA exclusion code.	The application checks if the employee’s PERA exclusion code changed after the last Load process. If there is a change, the new PERA exclusion code is stored in this field. Valid values: 001 - Full-time student under the age of 23 002 - TRA annuitants who have resumed teaching service 003 - Receiving PERA retirement or disability benefit 004 - Foreign citizen 005 - Federal service exclusion 006 - Degree or residency program 007 - Student internship 008 - Patient and inmate personnel 010 - Pension coverage prohibited - federal/state grant 011 - Person has supported employment/work-study position 012 - Trades workers excluded in PERA law 101 - Persons hired to temporary positions (< 6 months) 102 - Emergency enployee 103 - Part-time teaching service 104 - Paid on-call/volunteer ambulance personnel 105 - Election officials (judges) 106 - Persons hired to fill seasonal positions 108 - Volunteer or paid on-call firefighters (relief) 201 - Elected officials who have not joined PERA plan 301 - Earnings always less than $425 a month 302 - Annual earnings stipulated to not exceed $3800 a month 303 - Annual earnings stipulated to not exceed $5100 a month 401 - Holds two positions (1 < $425/month, 1 seasonal) This field can also be blank. The values in the drop-down list are retrieved from the User Defined Table EX.
Previous PERA Exclusion Code	The employee’s previously reported PERA exclusion code. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: 001 - Full-time student under the age of 23 002 - TRA annuitants who have resumed teaching service 003 - Receiving PERA retirement or disability benefit 004 - Foreign citizen 005 - Federal service exclusion 006 - Degree or residency program 007 - Student internship 008 - Patient and inmate personnel 010 - Pension coverage prohibited - federal/state grant 011 - Person has supported employment/work-study position 012 - Trades workers excluded in PERA law 101 - Persons hired to temporary positions (< 6 months) 102 - Emergency enployee 103 - Part-time teaching service 104 - Paid on-call/volunteer ambulance personnel 105 - Election officials (judges) 106 - Persons hired to fill seasonal positions 108 - Volunteer or paid on-call firefighters (relief) 201 - Elected officials who have not joined PERA plan 301 - Earnings always less than $425 a month 302 - Annual earnings stipulated to not exceed $3800 a month 303 - Annual earnings stipulated to not exceed $5100 a month 401 - Holds two positions (1 < $425/month, 1 seasonal) This field can also be blank. The field value is retrieved from the PERA Exclusion field on the Payroll Information - State Required page. The values in the drop-down list are retrieved from the User Defined Table EX.
PERA Employee Status	The employee’s PERA employment status.	The application checks if the employee’s PERA employment status changed after the last Load process. If there is a change, the new PERA employment status is stored in this field. Valid values: T - Terminated C - Death L - Layoff (temporary) I - Layoff (indefinite) W - Worker’s compensation K - Maternity / paternity leave M - Medical leave P - Personal leave X - Military leave A - Return from a leave of absence or layoff N - Enroll new or rehired employee This field can also be blank. The values in the drop-down list are retrieved from the User Defined Table ES.
Previous PERA Employee Status	The employee’s previously reported PERA employment status. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: T - Terminated C - Death L - Layoff (temporary) I - Layoff (indefinite) W - Worker’s compensation K - Maternity / paternity leave M - Medical leave P - Personal leave X - Military leave A - Return from a leave of absence or layoff N - Enroll new or rehired employee This field can also be blank. The field value is retrieved from the Employee Status field on the Payroll Information - State Required page. The values in the drop-down list are retrieved from the User Defined Table ES.
PERA Employee Status Date	The date when the employee’s employment status code changed.	The application checks if the employee’s employment status code changed after the last Load process. If there is a change, the new employment status code is stored in this field.
Previous PERA Employee Status Date	The date when the employee’s previously reported employment status code changed. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Status Date field on the Payroll Information - State Required page.
PERA Position	The employee’s position.	The application checks if the employee’s position changed after the last Load process. If there is a change, the new position is stored in this field. Valid values: ADMN - Administrator OTHR - Other CTMG - City Manager CROF - Correctional Officer, Guard ELOF - Elected Official FRFT - Fire Fighter PLOF - Police Officer PRMD - Paramedic MDPH - Medical Physician This field can also be blank. The values in the drop-down list are retrieved from the User Defined Table PC.
Previous PERA Position	The employee’s previously reported position. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: ADMN - Administrator OTHR - Other CTMG - City Manager CROF - Correctional Officer, Guard ELOF - Elected Official FRFT - Fire Fighter PLOF - Police Officer PRMD - Paramedic MDPH - Medical Physician This field can also be blank. 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.
PERA Position Class	The employee’s position type.	The application checks if the employee’s position type changed after the last Load process. If there is a change, the new position type is stored in this field. Valid values: FT - Full-time IO - Intermittent/On call OT - Other PT - Part-time SL - Seasonal This field can also be blank. The values in the drop-down list are retrieved from the User Defined Table CL.
Previous PERA Position Class	The employee’s previously reported type of position. This field is view-only. This field is not displayed if the New Enrollment option is selected.	Valid values: FT - Full-time IO - Intermittent/On call OT - Other PT - Part-time SL - Seasonal This field can also be blank. 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.
Job Title	The employee’s job title.	The application checks if the employee’s job title changed after the last Load process. If there is a change, the new job title is stored in this field.
Previous Job Title	The employee’s previously reported job title. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the PERA Job Title field on the Payroll Information - State Required page.

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 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 Address Line 1	The previously reported first line of the employee’s address. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Address field’s first line on the Employment tab of the Employee Information page.
Address Line 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 Address Line 2	The previously reported second line of the employee’s address. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Address field’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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the City field 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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the State field on the Employment tab of the Employee Information page.
Zip	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 view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page.
Zip Extension	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 Extension	The employee’s previously reported four-digit zip code extension. This field is view-only. This field is not displayed if the New Enrollment option is selected.	The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page.