The BC Pension Adjustment Upload option is used to load PA entries into Payroll from a file supplied by BC Superannuation. This process will add the importing PA amount to any existing PA amounts for the same taxation year/income deductions. The Pension Adjustment Purge option can be used to clear out any incorrect or unwanted PA amounts. The income tax deduction to be used per employee is taken from the first active income tax deduction code on the employee's deduction master.
Any rejected entries will be listed on a separate error/rejection listing along with the reason for the rejection. Each rejected entry includes a record number of the error. This number refers to the record number of the import file, providing a way for you to identifying the invalid record. This rejection report is listed following the regular report.
This process uses the Global BC Pension File PENGLT.Pyy (Teachers) or PENGLM.Pyy (Municipal), where yy is the pension/taxation year, to determine which payroll each employee is active on. The SIN from the Superannuation record is used to find the employee within the Global BC Pension file. The Payroll Number from that Global BC Pension record determines which payroll the PA record will be created under. When an employee has more than one record in the Global BC Pension file then the entry with the highest pensionable salary is used. When no pensionable salary is available then the record with the highest pensionable service is used.
The contents of the Superannuation file to be imported must be the following:
|
FIELD |
DESCRIPTION |
MAX LENGTH |
|---|---|---|
|
1 |
SIN |
9 |
|
2 |
LAST NAME |
30 |
|
3 |
FIRST NAME |
30 |
|
4 |
DATE OF BIRTH |
8 YYYYMMDD |
|
5 |
EMPLOYEE NUMBER |
12 |
|
6 |
PA AMOUNT |
6 (No Decimals) |
Example of an imported file contents:
"111111118","DOE","JOHN","19540603","10000","5463"
"222222229","DOE","JANE","19550812","10004","923"
Enter Taxation Year
Enter a 4-digit year (e.g. 2002) to identify the taxation year to be assigned to all pension adjustments to be uploaded into payroll during this process.
Enter <CR> to accept the current year displayed as the default.
Enter Location of File To Be Imported
Enter up to 35 characters of a logical or exact directory location where your import file can be found.
Or, select 'File Upload' to select the file to be imported.
Enter Name of The File To Be Imported
Enter the exact name of your import file.
If the 'File Upload' was used, the name will auto populate via the 'File Upload' process.
Fields Tab or Comma Delimited
-
Enter 'C' when the fields in your file are separated by a comma.
-
Enter 'T' when the fields in your file are separated by a tab.
Pension for Teacher or Municipal
-
Enter 'T' if this run is to use the Global BC Teacher Pension file (PEGLOT.DAT) to determine the employee's active payroll.
-
Enter 'M' if this run is to use the Global BC Municipal Pension file (PEGLOT.DAT) to determine the employee's active payroll.
Report Only or Process
-
Enter 'R' to indicate a preliminary run. This option only generates the report and error listings. It is recommended that a preliminary is run first, so you are aware of any rejected entries.
-
Enter 'P' for a Process Run. The process will generate Pension Adjustment entries for the given taxation year.
Sort by Name, Number, SIN, Payroll
-
Enter 'N' to generate the report in employee name order.
-
Enter 'E' to generate the report in employee number order.
-
Enter 'S' to generate the report in employee SIN order.
-
Enter 'P' to generate the report in payroll order.
When sort by 'P'ayroll was selected:
Sort By Name, Number, SIN
-
Enter 'N' to generate the report sorted by payroll in employee name order.
-
Enter 'E' to generate the report sorted by payroll in employee number order.
-
Enter 'S' to generate the report sorted by payroll in employee SIN order.
The report lists the following:
-
Employee SIN name and number as defined in the Superannuation import file.
-
The physical record number.
-
The payroll ID where the PA record will be created.
-
Tax deduction number and description
-
PA amount to be added.
-
Existing PA amount for same year and tax code.
-
Total of PA record for year and tax code.
-
Total number of entries processed.
The rejection report lists the following:
-
Employee SIN name and number as defined in the Superannuation import file.
-
The physical record number.
-
The PA amount to be imported.
-
The reason the entry was rejected.
-
The total number of rejections.