eSERS Contribution Report - Maintain Data - SERS Data
Use the OH eSERS Contribution Report page to generate and submit employee contribution data to the School Employees Retirement System (SERS) of Ohio. This page allows users to load payroll contribution records, generate verification reports, and create electronic submission files for periodic contribution reporting to SERS. The data is used to report, for each pay period, employee and employer retirement contributions, earnings, hours worked, and service days to satisfy Ohio SERS reporting requirements.
If errors are encountered during the Load data process, you can correct the source data on the School Employees Retirement System Data form of the OH eSERS Contribution 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 OH eSERS Contribution Report page, 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, 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.
To download the information, select Download, then select Download PDF or Download as an Excel Document. The default file names are:
Excel: OH eSERS Contribution Report_<MMDDYYYY_hhmmss>.csv
PDF: OH eSERS Contribution Report_<MMDDYYYY_hhmmss>.pdf
Field descriptions
The following table describes the fields on the School Employees Retirement System Data form of the OH eSERS Contribution Report page.
Field | Description | Load logic - Data source and Valid values |
|---|---|---|
Pay Date | The date the employee was paid. This links the contribution record to the specific payroll run. 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 Check Date field on the Check History page. This represents the payroll check issue date, which matches the Pay Date selected on the OH eSERS Contribution Report - Load page. |
Begin Date | The first day of the pay period covered by this 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 Start Date field on the OH eSERS Contribution Report - Pay Period page, matched to the employee's check history record based on the pay date, pay frequency, and contribution cycle code. |
End Date | The last day of the pay period covered by this 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 End Date field on the OH eSERS Contribution Report - Pay Period page, matched to the employee's check history record based on the pay date, pay frequency, and contribution cycle code. |
Contribution Cycle Code | The SERS contribution cycle code that identifies the reporting period. This code is assigned based on the pay frequency and pay schedule. 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 Contribution Cycle Code field on the OH eSERS Contribution Report - Pay Period page, matched to the employee's pay frequency and pay period dates. |
Earnings Code | The type of earnings being reported. | Valid values:
Populated during the data load process. The field value is retrieved from the SERS Earning Code field on the General tab of the Pay Codes page, based on the pay codes included on the employee's check. |
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. | 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. | Calculated 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. |
Suffix | The employee’s name suffix. | Populated during the data load process. Valid values:
The field value is retrieved from the Suffix field on the Employee Information page. This field value overrides the Suffix field value on the Employee Information page. |
Employee Status | The employee's current SERS status, if a status change is being reported. | Valid values:
Populated during the data load process. The field value is retrieved from the SERS Emp Stat field on the Payroll Information - State Required page. |
Status Date | The effective date of the employee status change, if applicable. This field is view-only. | Populated during the data load process. The field value is retrieved from the SERS Emp Date field on the Payroll Information - State Required page. The system automatically converts the text value to a date format. |
Earnings | The total covered compensation (gross earnings) subject to SERS contributions for this pay period. | Calculated during the data load process. The calculated value represents the sum of gross earnings for pay codes mapped to the specific SERS earnings code. The system automatically retrieves pay code amounts from Check History Detail records where the pay code is mapped to the SERS earnings code on the Pay Codes page, then sums the amounts by earnings code type. For employees with a Pickup on Pickup (PP) plan type, earnings are adjusted to include deflated fringe benefit amounts using the formula: Earnings + (Fringe Amount ÷ (1 + Employee Rate)). |
Pre-Tax Contribution | The employee's pre-tax contribution amount deducted from earnings for this pay period. | Calculated during the data load process. The calculated value represents the employee’s pre-tax retirement contribution amount for the earnings code. The system automatically calculates this based on the deduction plan type:
|
Post-Tax Contribution | The employee's post-tax (after-tax) contribution amount deducted from earnings for this pay period. | Calculated during the data load process. The calculated value represents the employee’s post-tax retirement contribution amount for the earnings code. The system automatically calculates this based on the deduction plan type:
|
Service Credit Days | The number of days for which the employee was paid during the pay period. A "day" is any part of a day for which the employee receives compensation, including workdays and paid leave. | Calculated during the data load process. The calculated value represents the number of service credit days for the pay period and earnings code. The system automatically retrieves this value from one of two sources:
|
Hours Paid | The total number of hours for which the employee was paid during the pay period. | Calculated during the data load process. The calculated value represents the number of hours paid for the pay period and earnings code. The system automatically retrieves this value from one of two sources:
|