The BC Pension Union Export process allows you to generate the union membership data for all plan members and an export file for submission to the BC Pension Corporation. This process is designed to allow you to include multiple payrolls (up to 10) or to define the same payroll multiple times when multiple selection criteria apply to a single payroll. When multiple payrolls are combined, each employee will only be reported once.
The export file is created in a CSV format which can be opened in Excel.
The export file is created where the logical SRB$OPSWRK is pointed to. The exact export file name and location is included on the header of the report. After generating the applicable export file, you would download or save the excel file to your PC for submission to the BC Pension using the pension corporations transfer requirements.
Note: The Union Code should be set up on the Affiliation field for the Deduction Code (Group 2) in the Deduction Code Database.
The first union deduction in this list that an employee has will determine the union affiliation used for reporting.
Please refer to BC Pensions for the list of valid BC Unions and their Codes
DEFAULT PROMPT STORAGE & RETRIEVAL
This process includes the option to maintain multiple sets of stored prompt.
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 Employer ID Number
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Enter your employer number as specified in Section 1 of the Pension Plan Instructions Manual supplied by the Superannuation Commission. This number will be used on the report header and as part of the export file name.
Reporting Per Payroll ID
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Enter one or multiple payroll ID's along with the union deductions per payroll for employee selection. Only employees with at least one of the union deductions on the deduction master will be included.
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Enter the applicable Employee Group per payroll or payroll selection. The Additional Optional Selection allows you to define additional options based on Pay Code, Employee Type Code, Pay Cycle or Deduction code based on the employee’s function lines.
Use the <UP>/<DOWN> arrows to move through the list of payrolls to make necessary changes. Press <REMOVE> or <PF1>D to clear a specific line. Press <NEXT_SCREEN> or <CR> on an empty payroll ID field to move to the next prompt.
Report Employees Terminated/On Leave/Both
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Enter 'T' for Terminated
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Enter 'L' for On Leave
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Enter 'B' for Both
Select Master Or All Function Lines
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Enter ‘M’ to select Employees using only criteria from the Master Function Line.
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Enter ‘A’ to select using criteria from all the function lines an employee may have.
Sort By Name, Employee Number or SIN
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Enter ‘N’ to sort by Employee Last Name.
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Enter ‘E’ to sort by Employee Number.
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Enter ‘S’ to sort by Employee SIN.
The export lists the following:
Employee SIN
Employee Last Name
Employee Group
Employee Union Affiliation
The report lists the following:
Payroll Id
Employee SIN
Employee Number
Employee Last Name and Initial
Employee Group
Employee Affiliation