MoneyPlus Report

MoneyPlus is an insurance benefit provided to employees by the South Carolina Public Employee Benefit Authority (PEBA).

MoneyPlus offers tax-favored accounts, IRS-approved, tax-free benefits. MoneyPlus enables employees to save money on eligible medical and dependent care costs.

The MoneyPlus account is funded with money deducted from the employee's salary before it is taxed. The MoneyPlus program is administered by ASIFlex.

Menu Path

Human Resources > State > State - SC > MoneyPlus Report

Submission Period

The report is processed every payroll date

Selection Rules

The following rules are applied when selecting records to include when loading data:

• A valid check date is entered.

• A valid check issue start date is entered.

• A valid check issue end date is entered.

Setup

Retirement Deductions

Before generating reports, set up retirement deductions.

1. Select Setup > Retirement Deductions.

2. Filter records using the following criteria:

• Deduction Code

• Description

• Retirement Type

• Plan Type

To specify filter criteria, select an option from the list, enter a keyword or select an option in the next field, and click Add. The filter is added.

3. To add a record, click Add Record. Specify valid information in the Required fields and click Save. Click Yes.

• To edit a record, click the ellipsis in the Actions column, and select Edit.

• To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.

Process

To create a report:

1. If needed, update related setup to reflect any changes.

2. Load the data for the report.

3. Create the report file and verify that data was loaded correctly.

   • Review the log file for possible errors.

   • Use the maintenance options to add or delete records or to correct data. Note that any changes made here must also be made in the source data.

4. If errors require changes to setup or source data, you must purge the data that was loaded, then repeat steps 2 and 3.

5. Once data is correct, create the MoneyPlus Report.

6. Download the MoneyPlus Report and follow the state's submission procedures.

Load Data

You can load data based on Check Date, Check Issue Start Date, and Check Issue End Date.

1. On the navigation bar, select Load.

2. Select the Check Date, Check Issue Start Date, and Check Issue End Date.

3. Click Load.

Maintain Data

You must load data for the submission first. If necessary, you can correct data here. If the corrections also apply to the application information, you must also edit the source records.

1. On the SC MoneyPlus Report page, you can filter records to display by the following criteria:

• Check Date

• Employee Number

• Social Security Number

• Last Name

• First Name

• Status

• Gender

2. To specify filter criteria, select an option from the list, enter a keyword or select an option in the next field, and click Add. The filter is added.

3. To add a record, click Add Record. Specify valid information in the Required fields and click Save. Click Yes.

• To edit a record, click the ellipsis in the Actions column, and select Edit.

• To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.

Create File

1. On the navigation bar, select Report.

2. Select the Check Date.

3. Create a hard copy of the report to verify data before you create the electronic file:

   1. Under File Type, select Hard Copy.

   2. Under File Format, select PDF or Excel.

   3. If you have security to view the full Social Security Number (without masking) and you want to include the full Social Security Number, select Print Full Social Security Number.

   4. Click Create, then click Yes.
      The MoneyPlus report is created. If any errors were encountered, an error message appears. Click OK.

      

      Depending on the browser type, the report file is either displayed within the browser, or you are prompted to select a download location.

4. Save the files and navigate to the folder containing the report file.

5. Inspect the files. Update data, if needed.

6. Repeat steps 1-5 until all required data is included.

7. Create the electronic file:

   1. Under File Type, select Electronic File.

   2. Click Create, then click Yes.

   3. If a hard copy of the report was not created, a message is displayed. Click OK and follow Steps 3 and 4 to create a hard copy of the report, and confirm that the required data is included.

   4. Select Electronic File and click Create.

      

      Depending on the browser type, the report file is either displayed within the browser, or you are prompted to select a download location.

The electronic file is created. You can submit this file to ASIFlex.

Purge Data

If you need to correct setup and/or employee data, first purge the existing records, then reload the data.

1. On the navigation bar, select Purge.

2. Select a purge option:

   • To purge data based on a check date, select the Check Date option, then select the Check Date.

   • To purge data based on year, select the Year option, then select the Year.

3. Click Submit.

4. Click Yes.