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Retirement Time

Use the OH Retirement Time page to add, update, and delete SERS retirement information records. You can also create a report of the SERS retirement information for job classes associated with employee pay rates or future pay rates.

Menu path

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

Maintain Retirement Time data

  • On the OH Retirement Time page, enter the Search Criteria to find the required <name> records, and then select Search.
    Refer to Search for records for more information.

    • To add a record, select Add new. Refer to the Field descriptions, enter valid information, and select Accept.

    • To edit a record, select the record and select Accept. Update the information and select Accept.

    • To delete, select the record and select Delete. Select Yes.

    • To generate a report, select Print, and then select a Destination:

      • Select File to create the report in .rpt format. The default file name is oh_hrsdays.rpt. You can change the default file name.

      • Select Screen to download the report in .pdf format. The default file name is oh_hrsdays_<#####>.pdf.

      • Select Excel to download the report in .xlsx format. Select the required Excel Options. The default file name is oh_hrsdaysrpt<####_#####>.xlsx.

        • Select OK.

          • Download the .rpt file from the View Files page.

          • Save the .pdf or .xls file.
            For more information about the Print option, refer to Print Reports.

Field descriptions

The following table describes the fields on the OH Retirement Time page.

Field

Description

Data Source or Valid Values

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.

Last Name

The employee's last name.

This field is view-only.

The field value is retrieved from the Last Name field on the Employee Information page.

Suffix

The employee’s generation suffix.

This field is view-only.

The field value is retrieved from the Suffix field on the Employee Information page.

Middle Name

The employee’s middle name.

This field is view-only.

The field value is retrieved from the Middle Name field on the Employee Information page.

First Name

The employee’s first name.

This field is view-only.

The field value is retrieved from the First Name field on the Employee Information page.

Pay Run

The payroll run code that identifies a specific payroll processing cycle.

Used to associate retirement time records with a particular pay period.

Not applicable

Retirement System

Identifies which Ohio retirement system the record applies to.

Valid values:

  • SERS

  • STRS

SERS Earnings Code

The type of earnings for SERS reporting.

Valid values:

  • 01 - Regular

  • 02 - Supplemental

Retirement Days

The number of days worked during the pay period that count toward retirement service credit.

This value is used in the eSERS Contribution Report for calculating days paid.

Not applicable

SERS Retirement Hours

The number of hours worked during the pay period for SERS retirement reporting.

This value is used to calculate hours paid on the eSERS Contribution Report.

Not applicable

Month to Date SERS Days

The cumulative total of SERS days worked for the current month.

Updated with each pay run calculation.

This field is view-only.

The field value is retrieved from the SERS Days MTD field on the Payroll Information - State Required page.

Fiscal Year to Date STRS Days

The cumulative total of STRS days worked for the current fiscal year.

Updated with each pay run calculation.

This field is view-only.

The field value is retrieved from the STRS Days FTD field on the Payroll Information - State Required page.

Create file

  1. On the OH Retirement Time page, select Pay Rates Report.

  2. Select the Report Type:

    • OH Pay Rates: Select this option to view existing pay rate information used for retirement time calculations.

    • OH Future Pay Rates: Select this option to view pay rate records scheduled to take effect on a future date.

  3. Refer to the Field descriptions and enter or select the Report Criteria.

  4. Select Accept.

  5. Select the Destination for the report:

    • Select File to save the report in .rpt format. 

    • Select Screen to save the report in .pdf format.

    • Select Excel to save the report in .xlsx format. Select the required Excel Options.

  6. Select OK.

  7. Save the file, then navigate to the folder containing the report. 

  8. Inspect the file. Update data, if needed.

  9. Repeat these steps until all required data is included.

The default file names are:

  • PDF: oh_payrate_hoursrpt<timestamp>.pdf

  • Excel: oh_payrate_hoursrpt<timestamp>.xlsx

For detailed information about the report’s file layout, refer to OH Retirement Time - Pay Rates report - File layout and data mapping.

Field descriptions

The following table describes the fields on the OH Retirement Time - Pay Rates Report page.

Field

Description

Effective Date

The date on which the pay rate information becomes effective.

Used to filter the report by a specific effective date when reporting on future pay rates.

This option is displayed when OH Future Pay Rates is selected.

Employee Number

The unique identifier for an employee.

Enter an employee number to filter the report to a specific employee, or leave it blank to include all employees.

Job Class

The job classification code assigned to the employee's pay rate record.

Select a job class to filter the report to employees in a specific classification.

SERS Hours/Day

The number of hours worked per day used for SERS (School Employees Retirement System) retirement calculations.

Enter a value to filter the report by employees with a specific number of hours per day.

Freeze

Indicates whether the pay rate record is frozen and should not be updated by automated processes.

Select a value to filter the report accordingly.

Include Terminated Employees

An option to include employees with a terminated status in the report.

Select this option to include terminated employees. Leave it unchecked to exclude them from the report.

This option is displayed when OH Pay Rates is selected.

Include Terminated/Inactive Pay Rates

An option to include pay rate records that have a terminated or inactive status in the report.

Select this option to include these records. Leave it unchecked to show only active pay rates.

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