Set Up SERS Retirement Deduction Codes

Ohio SERS (School Employees Retirement System) is a public employee retirement system for classified/non-certified support staff (reported through eSERS, the electronic reporting portal).

Field descriptions

To set up an SERS Retirement deduction code record, you must enter or select valid information on the following tabs of the Deduction Table page:

General tab

Enter or select the following field values on the General tab of the Deduction Table page.

Field	Employee Deduction - What to enter or select	Employer (Board) Deduction - What to enter or select
Deduction Code	SERS	SERB
Title	SERS EMPLOYEE	SERS BOARD
Check Title	SERS EE	SERS BD
Frequency	Select the appropriate frequency code (e.g., A for All Pays)	Select the appropriate frequency code (e.g., A for All Pays)
Maintain Arrears	Select this option.	Leave this option unchecked.
Method	P - Table %	N - None
Subjective Gross	TT - Total Gross	TT - Total Gross
Include in EAC "What If" Calculator	Leave this option unchecked.	Leave this option unchecked.

Employee tab

Enter or select the following field values on the Employee tab of the Deduction Table page.

Field	Employee Deduction - What to enter or select	Employer (Board) Deduction - What to enter or select
Withholding Account	Enter the SERS liability account (e.g., 01-0000-2151).	Leave this field blank or use the same liability account.
Deduction Amount/Rate	10.000000 Verify the current SERS employee rate with SERS.	0
Maximum Gross	0.00 (no maximum)	0
Crossover Middle Rate	0	0
Crossover Middle Maximum	0	0
Crossover High Rate	0	0
Maximum Deduction	0.00 (no maximum)	0
Maximum Method	Y - Year to Date	Y - Year to Date
Cafeteria Plan	N - Deduction is not part of the cafeteria plan	N - Deduction is not part of the cafeteria plan
Copy Bank Info to Vendor	Leave this option unchecked.	Leave this option unchecked.
Deduction for a Bond	Leave this option unchecked.	Leave this option unchecked.

Employer tab

Enter or select the following field values on the Employer tab of the Deduction Table page.

Field	Employee Deduction - What to enter or select	Employer (Board) Deduction - What to enter or select
Benefit Method	N - None	P - Table %
Benefit Amount/Rate	0	14.000000 Verify the current SERS employer rate with SERS.
Benefit Charging	Not applicable	A - All Pay Rates or P - Primary Pay Rates
Benefit Account	Leave this field blank.	Enter the SERS expense account (e.g., 01-2700-2210-000).
Benefit Liability Account	Leave this field blank.	Enter the SERS liability account (e.g., 01-0000-2151).
Maximum Benefit	0	0.00 (no maximum)
Encumber Benefits	Leave this option unchecked.	Select this option if encumbering benefits.
Times Encumbered	0	Enter the number of pay periods (e.g., 26).
Remaining	0	Enter the remaining periods for the current fiscal year.

Taxation tab

Enter or select the following field values on the Taxation tab of the Deduction Table page.

Field or Section	Employee Deduction (STRS) - What to enter or select	Employer Deduction (STRB) - What to enter or select
Deduction Tax Exemptions section - Federal Tax	Select this option.	Leave this option unchecked.
Deduction Tax Exemptions section - State Tax	Select this option.	Leave this option unchecked.
Deduction Tax Exemptions section - FICA Tax	Leave this option unchecked.	Leave this option unchecked.
Deduction Tax Exemptions section - Local Tax	Select this option.	Leave this option unchecked.
Child Support Garnishments section - Mandatory	Leave this option unchecked.	Leave this option unchecked.
Child Support Garnishments section - Child Support	Leave this option unchecked.	Leave this option unchecked.
Benefit Taxes section - Federal Tax	Leave this option unchecked.	Leave this option unchecked.
Benefit Taxes section - State Tax	Leave this option unchecked.	Leave this option unchecked.
Benefit Taxes section - FICA Tax	Leave this option unchecked.	Leave this option unchecked.
Benefit Taxes section - Local Tax	Leave this option unchecked.	Leave this option unchecked.
Additional Withholding section - Calculate Prior to Additional Withholding	Leave this option unchecked.	Leave this option unchecked.

Vendor tab

Enter or select the following field values on the Vendor tab of the Deduction Table page.

Field	Employee Deduction - What to enter or select	Employer (Board) Deduction - What to enter or select
Vendor	Enter the SERS vendor code.	Enter the SERS vendor code.
Payment Frequency	Enter the payment frequency (e.g., monthly).	Enter the payment frequency (e.g., monthly).

Refer to SERS Retirement Deduction Codes Examples for examples of setting up SERS Retirement Deduction Codes for various requirements.

After setting up the SERS Retirement Deduction Codes, do the following:

Link the SERS deduction codes on the Retirement System Deductions page.
Assign the SERS deduction codes to certified employees on the Employee Deductions page.