ERSRI Retirement Report Setup

Before generating the ERSRI Retirement report, ensure that valid information is entered in the following fields on the Rhode Island State Retirement page:

• Pension Pos Cd

• Status Code

• Status Date

When you create the electronic file for the ERSRI Retirement report, the information is populated for the employees who are reported.

State Retirement Page - Employee Information

Specify Employee Information For Regular Employees

Regular employees are those employees who do not have a Pending Status of "Add Pending" on the Employee Information page.

1. On the application start page, select Menu -> Human Resources -> Entry & Processing -> Employee Information (under Employee).

2. Specify the search criteria to find the required regular employees. Click Find.
   OR

   You can also leave all Search Criteria fields blank, and select only Exclude Pending Employees. Click Find to display the list of regular employees.
   A list of regular employees matching the search criteria appears.

3. Double-click the relevant employee record.
   

4. On the navigation bar, click Personnel Information, and select Defined Windows.

5. Double-click 32001 - Rhode Island State Retirement.
   The following table describes the required fields on the Rhode Island State Retirement - <First Name Last Name (Employee number)> page.

6. Enter valid information in the required fields, and on the navigation bar, click OK.

If there are other fields that need to be filled with valid information, a message is displayed beside the blank field. Ensure that you specify valid information in all these fields, and then click OK.

The next step is to create the ERSRI Retirement report.

Specify Employee Information For Pending Employees

Pending employees are those employees with a Pending Status of Add Pending on the Employee Information page.

1. On the application start page, select Menu -> Human Resources -> Entry & Processing -> Employee Information (under Employee).

2. Specify the search criteria to find the required pending employees. Click Find.
   OR
   You can also leave all Search Criteria fields blank, and select only Only List Pending Employees. Click Find to display the list of pending employees.
   A list of pending employees matching the search criteria appears.

3. Double-click the relevant employee record.

4. Click Rhode Island State Retirement (under Personnel).
   The following table describes the required fields on the Rhode Island State Retirement - <First Name Last Name (Employee number)> page.
   

   Field	Description	Required / Optional	Source Data / Override
   Pension Pos Cd	Enter the employee's pension position code.	Required	Validated from User Ref table
   Status Code	Valid status code values: 01 - New 02 - Term 03 - Leave 04 - Return 05 - On WC 06 - Off WC	Optional	Source data
   Status Date	Enter the date of status change.	Optional	Source data

5. Enter valid information in the required fields, and click Finish.

6. On the navigation bar, click Finish.

   

   If there are other fields that need to be filled with valid information, a message is displayed. Ensure that you specify valid information in all these fields, and then click OK.

7. Click OK.
   The next step is to create the ERSRI Retirement report.