Retirement System Deductions

Use the OH Retirement System Deductions page to add, update, delete, search, and print retirement deduction code mappings. This page allows users to configure which payroll deduction codes are associated with Ohio retirement systems (SERS and STRS) and how they should be processed for retirement reporting.

Menu path

From the Human Resources menu, select State. From the State - OH menu, select Retirement System Deductions.

Maintain Retirement System Deductions data

On the OH Retirement System Deductions page, 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, 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 Retirement System Deductions_<MMDDYYYY_hhmmss>.csv
    - PDF: OH Retirement System Deductions_<MMDDYYYY_hhmmss>.pdf

Field descriptions

The following table describes the fields on the Retirement Deductions form of the OH Retirement System Deductions page.

Field	Description
Deduction Code	The payroll deduction code from the Payroll system to be mapped to a retirement system. This links the payroll deduction to Ohio retirement reporting.
Description	The description of the Retirement System deduction.
Retirement System	The Ohio retirement system associated with this deduction. Valid values: 1 - SERS - School Employees Retirement System 2 - STRS - State Teachers Retirement System
Plan Type	The retirement plan type for this deduction. Valid values: RE - Regular PP - Pickup on Pickup PT - Post tax
Employee or Board	Indicates whether the deduction represents the employee's contribution or the board/employer's contribution to the retirement system. Valid values: E - Employee Share B - Board Share
Accrued	Indicates whether to include accrued pay amounts in retirement calculations for employees with this deduction. When this option is selected, accrued pay data will be included in retirement reporting.
Update Retirement Days	Indicates whether to update retirement days worked for employees with this deduction. When this option is selected, the system will track and update the number of days worked for retirement credit purposes.
Exclude from Retirement	Indicates whether to exclude employees with this deduction from retirement reporting. When this option is selected, employees assigned this deduction will not be included in retirement extracts and reports.