Pension Credit Export Process

The Pension Credit Export Process may be used to report or export the current Pension Credit values contained on the employee's history records. The export files generated by this process is created in the same format as used by the Pension Credit Import Process. This allows you to export the current Pension Credit values, make any adjustments as needed and import the values back into the payroll.

This report includes an option to generate an export file, ######.CSV, where ###### is the job number. The export file is generated where the logical SRB$OPSWRK is defined. The export file is a comma separated file with one record per deduction per employee. The export file contains the following fields:

The export file includes the following fields:

Payroll ID
Employee number
Pay Period
Pension deduction code
Employee's Pension credit
Two blank columns
Pension deduction description
Employee's Name
Employer Share
Eligible Earnings
Employee Taken
The first 5 columns must be in this order to allow this file to be imported back into the payroll system using the Pension Credit Import process.

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 Starting Pay Period

Enter the starting pay period for a range of pay periods to be reported and extracted.

Enter Ending Pay Period

Enter the ending pay period for a range of pay period to be reported and extracted.

Select Pension Codes to Extract

Accept the default without defining any pension deduction codes and the process will automatically include all group 1 deductions.
Enter one or up to 10 pension deduction codes (group 1 deductions) to be included in the extract.

Report All or Selected Employees

Enter Pay Codes for Record Selection

Accept the default without defining any pay codes to include all pension credit records for the period range selected.
Enter one or up to 25 pay codes to be used for record selection. An employee must have one of these pay codes in the pay period for the employee's history records to be included in the extract. When an employee has earnings from one of these pay codes, then all the employee's history records for that pay period will be included in the extract.

This option is intended to allow extract of, for example, all employees with Mat Leave earnings that may require Pension Credit adjustments.

Sort by Employee Number or Employee Name

Enter 'E' to have the report generated in employee number sequence.
Enter 'N' to have the report generated in employee name sequence.

Include Generation of CSV Export File

Enter 'N' to omit the generation of the export file.
Enter 'Y' to include the generation of the export file.

The report will list the following:

Report header includes the export file location and name
Employee number and name
Pay period
Pension Deduction and description
Pension Credit amount
History record type
Employer share
Eligible earnings
Employee taken
Totals including total employees and records processed