agenda project status employer payroll submission process employer contribution file details
DESCRIPTION
September 2010. MARIS Project Impact to Employers. Agenda Project Status Employer Payroll Submission Process Employer Contribution File Details Employer Self Service Functionality Next Steps. Project Status. Pilot 1 Design, Construction, and Testing: DONE - PowerPoint PPT PresentationTRANSCRIPT
MARISMARISMassachusetts Retirement Information SystemMassachusetts Retirement Information System
Agenda
Project Status
Employer Payroll Submission Process
Employer Contribution File Details
Employer Self Service Functionality
Next Steps
MARIS Project Impact to Employers
September 2010
Project StatusProject Status
2
Pilot 1 Design, Construction, and Testing: DONE- MSRB functionality to support person and organization data
Pilot 2 Design: In Progress and On Track- Employer Contribution Reporting File & Payroll Submission Process
Pilot 1 Design, Construction, and Testing: DONE- MSRB functionality to support person and organization data
Pilot 2 Design: In Progress and On Track- Employer Contribution Reporting File & Payroll Submission Process
Employer Payroll Employer Payroll Submission Process Submission Process
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Impacts:- Key Impact: Improved service to the membership- Benefit to Employers - Improved integration with MSRB
Impacts:- Key Impact: Improved service to the membership- Benefit to Employers - Improved integration with MSRB
Definition: - The submission of contributions and employment data on behalf of a member Definition: - The submission of contributions and employment data on behalf of a member
Tools:- Employer Self-Service (ESS) Website.Tools:- Employer Self-Service (ESS) Website.
Purpose:- To earn service in the retirement plan - To support retirement business processes (benefit estimates, refund requests).
Purpose:- To earn service in the retirement plan - To support retirement business processes (benefit estimates, refund requests).
Employer Payroll and FundEmployer Payroll and FundSubmission Process ChangesSubmission Process Changes
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Data Submission:- Data may be submitted to MSRB through:
• Data File Upload (FTP or ESS)• Data Entry (ESS)
-Data should be submitted for every pay period throughout the member’s employment.• This includes Unpaid Leave
Data Submission:- Data may be submitted to MSRB through:
• Data File Upload (FTP or ESS)• Data Entry (ESS)
-Data should be submitted for every pay period throughout the member’s employment.• This includes Unpaid Leave
Reporting Frequency: - Employers will report contributions to MSRB based on their payroll reporting frequency.
• Data submission and Funds submission.
Reporting Frequency: - Employers will report contributions to MSRB based on their payroll reporting frequency.
• Data submission and Funds submission.
Funds Submission:- ACH Fund Submission (Preferred Method)- Check
Funds Submission:- ACH Fund Submission (Preferred Method)- Check
Employer Payroll Employer Payroll Data ChangesData Changes
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Categories of Data Elements: - Employee Demographic Information- Employment Position Information
• Position Hours• Job Classification• Union, or Collective Bargaining Unit, Information• Contract Begin and End Dates
- Earnings Information• Annual Earnings• Earnings for the Pay Period
- Contribution and Service Information• Type of Contribution and Amount• Hours Worked for the Pay Period
- Unpaid Leave Information
Categories of Data Elements: - Employee Demographic Information- Employment Position Information
• Position Hours• Job Classification• Union, or Collective Bargaining Unit, Information• Contract Begin and End Dates
- Earnings Information• Annual Earnings• Earnings for the Pay Period
- Contribution and Service Information• Type of Contribution and Amount• Hours Worked for the Pay Period
- Unpaid Leave Information
Requested Data Elements: - MSRB is requesting more information from the employer- Each data element requested has a purpose for MSRB.
Requested Data Elements: - MSRB is requesting more information from the employer- Each data element requested has a purpose for MSRB.
Employer Payroll Employer Payroll Code ValuesCode Values
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Types of Code Values: - Retirement Plan and Contribution Rate Codes- Contribution Type Codes
• Regular, Differential, Sabbatical, Worker’s Compensation,Housing Allowances, Educational Incentives, 415 Limit Excess,Longevity, Fitness Compliance, Violence Pay, Other Allowances,Other Contributions
- Unpaid Leave Type Codes• Family, Personal, Military, Educational, Maternity, Employer Suspension
Types of Code Values: - Retirement Plan and Contribution Rate Codes- Contribution Type Codes
• Regular, Differential, Sabbatical, Worker’s Compensation,Housing Allowances, Educational Incentives, 415 Limit Excess,Longevity, Fitness Compliance, Violence Pay, Other Allowances,Other Contributions
- Unpaid Leave Type Codes• Family, Personal, Military, Educational, Maternity, Employer Suspension
Code Values: - Code values are used to drive retirement specific business rules received through the employer payroll process.
Code Values: - Code values are used to drive retirement specific business rules received through the employer payroll process.
Employer Payroll Employer Payroll File Format ChangesFile Format Changes
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File Structure:- Multiple Record Types
• Record Type 1: Employee Demograhic Information• Record Type 2: Contribution Data• Record Type 3: Leave Information
File Structure:- Multiple Record Types
• Record Type 1: Employee Demograhic Information• Record Type 2: Contribution Data• Record Type 3: Leave Information
Employee Information Record (Record Type 1)Contribution Transaction (Record Type 2)Contribution Transaction (Record Type 2)
Employee Information Record (Record Type 1)Contribution Transaction (Record Type 2)
Employee Information Record (Record Type 1)Leave Transaction (Record Type 3)…
Report Summary Record (Record Type 4)
Employer Self Service (ESS)Employer Self Service (ESS)
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Functionality includes:
- Employer Payroll Submission- Communication with MSRB
Functionality includes:
- Employer Payroll Submission- Communication with MSRB
What is Employer Self Service (ESS)?- Secure website - Provides employers access to specific business process functionality.
What is Employer Self Service (ESS)?- Secure website - Provides employers access to specific business process functionality.
Employer Self Service (ESS): Employer Self Service (ESS): Employer Payroll SubmissionEmployer Payroll Submission
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Purpose:- Enables Employer Payroll Data Submission- Provides historical repository of previously submitted Employer Payrolls
Purpose:- Enables Employer Payroll Data Submission- Provides historical repository of previously submitted Employer Payrolls
Payroll Data Submission Details:- File Submission
• File Upload Functionality• ‘Real-Time’ Business Validations
- Data Entry• “Copy Forward” Functionality• Automated Calculation of contributions basedon Member Contribution Rate and Earnings
Payroll Data Submission Details:- File Submission
• File Upload Functionality• ‘Real-Time’ Business Validations
- Data Entry• “Copy Forward” Functionality• Automated Calculation of contributions basedon Member Contribution Rate and Earnings
Enables submission of:- Member demographics- Earnings, Contribution, and Service Information
Enables submission of:- Member demographics- Earnings, Contribution, and Service Information
ESS: Employer Payroll ESS: Employer Payroll Submission – File SubmissionSubmission – File Submission
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ESS: Employer Payroll ESS: Employer Payroll Submission – Data EntrySubmission – Data Entry
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Employer Self Service (ESS): Employer Self Service (ESS): Communication FunctionalityCommunication Functionality
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Automated Messaging based on EmployerPayroll processing, or other business processes.Automated Messaging based on EmployerPayroll processing, or other business processes.
Ad hoc messages from MSRB to a specific employer contact.Ad hoc messages from MSRB to a specific employer contact.
Mass Messages to all employers.Mass Messages to all employers.
ESS: Communication with MSRBESS: Communication with MSRB
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Next StepsNext Steps
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Construction & UAT: Payroll Submission process and ESS functionality
Parallel C.R Testing: Submitting Contribution Reporting files in new format
Training: Employer Training Sessions
Construction & UAT: Payroll Submission process and ESS functionality
Parallel C.R Testing: Submitting Contribution Reporting files in new format
Training: Employer Training Sessions