The Saskatchewan Civic Pension Report allows for the extraction of the data needed by Morneau Shepell system to administer the civic pension plan. It pulls all the relevant information for a selected pay period range, deduction codes and other values and creates a semi-colon delimited file which is used to submit to Morneau Shepell. A report as well as an actual comma delimited ######.CSV (where ###### is the job number) is also produced which can be used for reference to review the information sent.
This process generates the pension submission file, per payroll, named PayID_POSTPayroll_YYYYMMDD.csv. The file name and location are included on the report header. This file can be emailed using the Payroll Email File Process. This file would be renamed once transferred to your PC, before submission to the pension system.
Morneau requires the pension submission file name is formatted in the following way:
FileNature_Client_Employer_POSTPayroll_YYYYMMDD.csv where:
- "File Nature" indicates whether the current file is a test file or a production file. This part of the name can have one of the two following
-
TEST for test file
-
PROD for production file
- "Employer" is the name or code of the employer
- "Client" is the name or code of the client in Morneau Shepell's system
- “YYYYMMDD” is the date the file was generated
Example: PROD_ABoard_ABC_POSTPayroll_20160130.CSV for a production Post Payroll file generated on January 30, 2016.
Please note that the pension submission file although has a .CSV extension, it is not a comma separated values file as it is a semi-colon delimited file. This is a non-standard format that does not open into defined columns in Excel.
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.
Create New Report/Reprint Report
-
Enter 'R' to reprint a previously generated pension report. The option to reprint a pension report allows the pension information to be changed as needed through the Saskatchewan Civic Pension Adjustments option, and then recreate the report with the changes included.
-
Enter 'C' to create a new report. This option would be run to generate a pension listing with the new pension information. This option will override previously generated pension information.
When Report Selection is Create:
Enter Starting Pay Period
-
Enter the starting period of the range of data to be included on the report.
Enter Ending Pay Period
-
Enter the ending period of the range of data to be included on the report.
Enter Pension Deduction Codes
-
Enter the list of pension deduction codes which has been used in your payroll for the Saskatchewan Civic Pension Deduction.
Enter LTD Deduction Codes
-
Enter the list of LTD deduction codes which has been used in your payroll for the Saskatchewan Civic Pension Deduction.
Enter Past Service Deduction Codes
-
Enter the list of Past Service deduction codes which has been used in your payroll for the Past Service Deduction.
Enter Storage Banks for Hours Selection
-
Enter one or up to 15 storage banks to define the storage banks to be used to accumulate the employees working and regular hours for pension reporting.
Leave this field blank when the hours to be reported are to be taken from the employee's earnings history instead of the storage banks.
Report All or Selected Employees
Enter Employer Code
-
Enter the Employer Code for your organization.
Enter Client Code
-
Enter the Client Code for your organization.
When Report Selection is Create or Reprint:
Report by Name or Employee Number
-
Enter 'N' to produce the report in employee name sequence.
-
Enter 'E' to produce the report in employee number sequence.
Report Prod or Test File
-
Enter 'P' to produce the PRODUCTION delimited file. This is the default.
-
Enter 'T' to produce the TEST delimited file.
The Report lists the following:
-
Employee Number
-
Employee SIN
-
Employer Code
-
Period Start Date per employee's pay cycle code
-
Period End Date per employee's pay cycle code. Earlier Termination date will take precedence.
-
Target Date – by default, same as period end date
-
Payment Date – payment or cheque date from ending pay period
-
Regular Earnings
-
Worked Hours – history hours or storage bank hours for pay period range
-
Regular Hours – base hours for Employee Type Code from master function line, per employee
-
Regular employee deduction contributions
-
Enhanced Contributions – voluntary deduction contributions by the employee
-
Past Service Contributions – voluntary contributions purchased prior to employee joining the Civic Pension plan
-
LTD Premium deduction contributions
The Pension Submission file lists the following:
-
Employee Number
-
Employee SIN
-
Employer Code
-
Period Start Date
-
Period End Date
-
Target Date - this will be the same as the period end date
-
Payment Date – this will be the same as the period end date
-
Regular Earnings
-
Extra Earnings – not applicable on civic plan but required column
-
Additional Payout– not applicable on civic plan but required column
-
Worked Hours
-
Regular Hours
-
Regular Employee Contributions
-
Ancillary Contributions– not applicable on civic plan but required column
-
Enhanced Contributions
-
Past Service Contributions
-
LTD Premium Contributions
-
The .CSV file lists the following:
-
Payroll Id
-
Employee Number
-
Employee Name
-
Employee SIN
-
Employee Start Date
-
Employee End Date
-
Payment date
-
Target date
-
Regular Earnings
-
Regular Employee Contributions
-
Enhanced Contributions
-
Past Service Contributions
-
LTD Premium Contributions
-
Worked Hours
-
Regular Hours