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This checklist is a sample of a payroll checklist. This can be customized to meet your district specific needs. Please contact your ITC for complete instructions before using this checklist. |
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Criteria needed for an employee to be on the SERS New Hire report: An employee has to have a SERS =400 Payroll Item with the New Employee box checked and hold a position that has SERS as the Position>Retirement Code and a Position>Position Hire Date no more than 60 days before the system date for the employee to be eligible for the report. |
- Create the SERS Per Report for verification.
- Go to Reports>SERS Reporting>SERS New Hire Report
- Report Title - Default is SERS New Hire Report. Can be changed if desired.
- Click Generate Report.
- Verify the report.
- Go to Reports>SERS Reporting>SERS New Hire Report
- Generate the submission file
- Click Generate File
- Save the file to a folder of your chose
- Upload to eSERS
- Click Generate File
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Criteria needed for an employee to be on the STRS New Hire report: An employee has to have a STRS =450 Payroll Item with the New Employee box checked and hold a position that has STRS as the Position>Retirement Code and a Position>Position Hire Date no more than 60 days before the system date for the employee to be eligible for the report. |
- Create the STRS Per Pay Report for verification.
- Go to Reports>STRS New hire Report
- Report Title-Default is STRS New Hire Report
- To create a report click Generate Report
- Report Title-Default is STRS New Hire Report
- Go to Reports>STRS New hire Report
- Generate the submission file
- Click Generate Submission File
- Click Choose File. Browse to select your file.
- Click Submit Uploaded File to STRS
- OR Click Generate Submission File and Submit to STRS in one step
- Click Generate Submission File
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- Processing a Refund of a Payroll Item (REFSCN)
- See Payroll Item Refund link.
- See Payroll Item Refund link.
- Processing a Special Pay
- See Special Pay Processing link.