BC Pension Plan Report Regeneration

The BC Pension Plan Report Regeneration reports all the pension values previously created for the pension year through the BC Pension Plan Report Creation process. The BC Pension Plan Report Regeneration process would be used to generation a new report listing and extract file of pension information that was first created through the BC Pension Plan Report Creation and then adjusted through the BC Pension Report Record Changes.

The report and file extraction formats follow the BC Pension Corporation IPAS requirements. All BC Pension report files are generated using the pension reporting year. This means that new pension files are created each year. This method maintains the old pension report information and eliminates the need for clearing out of old information when reports are reprocessed.

All BC Pension Plan Report values can be adjusted as necessary through the BC Pension Report Record Changes and then re report through the BC Pension Plan Report Regeneration option.

The extract file for submission to BC Pension Corporation is in IPAS format and the file SRB$OPSWRK:cPP_PEN##.Eyy, where c is T for Teach or M for Municipal, ## is the pension deduction and yy is the last two digit of the pension year. When creation of the extract file is selected, the full file name and location is included in the header of the report.

Please refer to Instructions for Employer Data Reporting Requirements Reporting of Service Event Records in IPAS format, supplied by the BC Pension Corporation.

The Global pension can be loaded into the global pension file PENGLT.Pyy for Teachers or PENGLM.Pyy for Municipal pension, from both the BC Pension Creation or Regeneration processes. The system will automatically replace only the information you are processing within the global pension reporting. The use of the Global pension reporting requires the field 38=Global Pension Directory be completed under the User Specific Parameters Profile.

This process includes the option to maintain multiple sets of stored prompts.

Name the prompt sets by defining a title up to 10 characters, with a 30-character description.

On the first prompt click the Report Defaults icon to select an existing set of prompt values. You can delete prompt sets or change the description from the Report Default icon.

Enter Pension Reporting Year

• Enter the year the pension report was generated for. This value is also used in the report heading and electronic file information. All pension files will be created using the pension year in the file name, allowing for unique files per year.

Enter Regular Pension Deduction Code

• Enter the regular pension deduction used during the creation of the pension file.

Pension Reporting for Teacher or Municipal

• Enter 'T' if this report is for a teacher's pension, plan id 05TPP.

• Enter 'M' if this report is for a municipal pension, plan id 04MPP.

This prompt determines some of the extract header values such as pension plan id, valid values of Employee Group Code and the T/M is used as part of the extract file name.

Enter Pension Employer Number

• Enter your employer organization id number as a 5-digit number. This number will be used on the report header and in the electronic file format information when the electronic file option was selected.

Create the Pension Extract File

• Enter 'N' to bypass the creation of the pension electronic file.

• Enter 'Y' to create the IPAS format extract file for submission to BC Pension Corporation.

The extract file SRB$OPSWRK:cPP_PEN##.Eyy, where c is T for Teach or M for Municipal, ## is the pension deduction and yy is the last two digits of the pension year. When creation of the extract file is selected, the full file name and location is included in the header of the report.

Please refer to the Pension Corporation for their instructions on Electronic Submission Methods.

Report ALL, RANGE or Selected Employees

Add DATA to Global Pension File

• Enter 'N' to omit the generation of a global pension file.

• Enter 'Y' to produce a pension report for this payroll and to update the global pension file with the information for each employee. The current payroll's Payroll Number will display. In order to use the Global Pension system, each payroll in the Payroll Location Changes must have had a payroll number assigned. Should you run the BC Pension Report Creation / Regeneration multiple times, the system will automatically replace the Global information for the payroll being processed, when Addition to the Global Pension file is selected.

This option provides employers with the ability to produce a single report amalgamating all the employees from various payrolls into a single pension report of like pension, for submission to the BC Pension Corporation. To use this function, you must have completed field 38 in the user specific parameters profile defining the global pension directory. Each payroll is assigned a unique Payroll Number (setup on the Payroll Location Changes) for reporting under the Global Pension system. Two Global pension reports are possible at the same time, per year, a Teachers and Municipal. The Global pension report is required in order to process the BC Pension Adjustment Update (PA loading from data sent from the BC Pension Corporation).

When all payrolls which are to be included in the global pension report have been run, BC Global Pension Plan Report is used to produce the global report for submission to the BC Pension Corporation. The values loaded into the global pension file can be adjusted through the 'BC Global Pension Report Changes'.

Invalid Global Pension File – Refresh File or EXIT

This prompt will only appear when a version change affects the global pension file structure.

• Enter 'R' to create a new global pension file in the new format. When you are just starting your pension reporting for the year this step will have no impact other than to reset the structure of the global pension file.

• Enter 'E' to exit this process when you do not want the existing global pension file deleted. You will not be able to run this report loading data into the selected year's global pension file.

Enter Start Period Number

• Enter the starting pay period to be reported. This pay period defines the default start date for use on the pension report.

Enter the Reporting Period Start Date

By default, the first start date of the Start Period will be displayed.

• Enter the reporting start date that will be used as the default Effective Start Date on the report. The report will omit displaying the employee's start date when the start date matches this default date. The employee's start date is included on the Service Event record for electronic submissions.

Enter End Period Number

• Enter the ending pay period to be included on the report. This pay period defines the default end date for use on the pension report.

Enter the Reporting Period End Date

By default, the first end date of the End Period will be displayed.

• Enter the reporting end date that will be used as the default Effective End Date on the report. The report will omit displaying the employee's end date when the end date matches this default date. The employee's end date is included on the Service Event record for electronic submissions.

Sort by Employee Number or Employee Name

• Enter 'N' to produce the report sorted by the employee name.

• Enter 'E' to produce the report sorted by employee number.

Include Employee Salary Grid

This option will only print the employee's current master function line salary grid on the BC Pension report. The salary grid field is not available on the Global BC Pension report.

• Enter 'N' to omit printing the employee's salary grid from the master function line.

• Enter 'Y' to include printing the employee's salary grid from the master function line.

Double Space Report

• Enter 'N' to produce the report with employees reported single spaced.

• Enter 'Y' to produce the report with the employees reported with a blank line between each employee. The BC Pension Corporation prefers a double-spaced report be submitted when a pension electronic file is NOT submitted.

The report header lists the following:

• Location and exact name of extract file for electronic submission

• Employer name (from Employer Constant Database)

• Employer Organization ID

• Pension year

• Plan ID

• Reporting Start and End dates

The report lists the following: