The Ontario Teachers’ Pension (OTPP) History Process allows you to archive the reported pension values for future reporting. This process loads the temporary pension values from the PENS##.YPP pension file generated by the OTPP Creation and/or OTPP Regeneration processes.
This archived pension information can be reported for one or up to 9 payrolls of pension information with a selected range of pay periods per payroll. The report option also includes selective employee reporting for full details on a small number of employees.
This option includes an excel export option for information purposes only. These excel output contains all of pension information included on the pension extract record in a comma delimited format. This .CSV files should not be used for submission to the pension board. See below the reporting details for CSV contents.
Load Pension History Or History Reporting
Enter 'R' to generate a report from the archived pension history.
Enter 'L' to load pension reporting details into the archived history.
Should you define to load a payroll / pay period that has already been loaded, you will be warned that values have already been loaded. If you proceed, the existing archived values for the payroll / pay period will first be removed and the new pension values will be loaded.
Select Stored Prompts
Click the Report Defaults button to select previously stored prompt values.
Enter to option selection of stored prompts.
Enter one or up to 9 payroll ID's along with the pay period range and applicable pension deduction. When pension loading, only an ending pay period will be required.
When ‘R’eporting was Selected:
Report All Or Selected Employees
Enter ‘A’ to include all employees for the selected payrolls, per pay period range. Entering ‘A’ will clear any previously selected employees.
Enter ‘S’ to select individual employees plus pay ID to be included in the report.
When ‘S’elective Employees was Selected:
Enter the employee number followed by the appropriate payroll ID code. Use the lookup to search all employees and select the appropriate employee + payroll ID. You can only include employees from payroll ID that have been selected for this report.
Select the View Employee icon to see a listed of selected employees.
Select the Clear icon to clear all selected employees.
Sort By Payroll Or By Employee
Enter 'P' to produce the report organized by payroll.
Enter 'E' to produce the report organized by employee.
Sort By Employee Name, Employee Number Or Sin
This sort selection will determine the sequencing of employee record within the sort as defined above.
Enter 'N' to produce the report in employee name sequence.
Enter 'E' to produce the report in employee number sequence.
Enter ‘S’ to produce the report in employee SIN sequence.
The report lists the following:
Employee number and Last Name
Pay period
Employees FTE for contractual or Credit Hours for hourly paid
Hours per day for hourly paid
Payroll ID code
Union affiliation code and short description of union
Employee’s % Rate Of Pay, 100% of current base salary.
CPP Liable flag
TPP Contribution flag
Employee’s Salary paid
Employee’s retro salary, when applicable
Employee’s pension contribution amount
Employee’s Service Credits for pay period range
The excel csv file contains the following columns:
Payroll Id code
Pay period
Board Profile
Employee Number
Employee Name
Employee OCT Number
Employee SIN
Employee’s Apartment number
Employee’s Address 1
Employee’s Address 2
Employee’s City
Employee’s Province
Employee’s Postal Code
Employee’s Birth Date
Employee’s Death Date
Employee’s Termination Date
Salary Paid
Salary Paid
Employee Hours, if hourly
Employee’s TPP Contributions
Employee FTE
Work Code
Hours Per day, if hourly
CPP Liable Flag
TPP Contribution flag
Retro Salary
Retro Start Date
Retro End Date
Re-employment Flag
Event Start Date
Event End Date
Union Affiliation Code
Employee’s Service Credit
Rate of Pay at 100%
Event Type code