PY058 One Retire Plan Per Employee

State of Connecticut Core-CT Project

Application: HRMS Module: Payroll Business Process: Maintain Employee Payroll Data Requirement Number: PY058 Requirement Title: Ability to ensure an employee holding dual positions is enrolled in only one retirement plan.

Module Leads: Nancy Ribes, Josh Woodrum

1. Requirement Description Describe the requirement (gap). Include a description of the delivered PeopleSoft functionality. Each employee may be enrolled in only one pension plan. Pension contributions are determined based on the plan that is eligible for the oldest currently active job data for the employee. Current system capacity provides post edits to ensure employees holding more than one position are enrolled in only one plan. There are two exceptions to this rule: 1) An employee is eligible for a State Employee Retirement System plan (SERS) and also eligible for an Alternate Retirement Plan (ARP). 2) An employee is eligible for a Hazard Duty plan and also eligible for a Non-Hazard Duty plan. In this case, an employee would be eligible for the same tier of different plans. Employees are not eligible for different tiers of plans (example: employee can not be eligible for Tier 1 of Plan A and Tier 2 of Plan B).

Peoplesoft does not provide these two above edits.

2. Business Need Provide a justification for the requirement. Include information about frequency, volume, number of users impacted, etc. Most state employees are eligible to be in a pension plan. Central Payroll Specialist in coordination with Agency Payroll Specialist must maintain and transmit information such as hours, pension contributions, deductions, earnings etc. on each pension eligible employee to the retirement system on a bi-weekly basis. Failure to accurately track and calculate these contributions will result in incorrect pension funding and pension records.

3. Required By: (Y/N) Federal _N___ Agency __N__ Bargaining Unit __N__

State Statutory __N __ State Regulatory _N___ State Procedural __Y_

4. Requirement Priority ___Medium__(High, Medium, Low – please see “Requirements Prioritization Criteria”)

5. Recommended Solution Enter an “X” next to the appropriate category

______Process Solution ___ Option Number

___X___ Application Modification

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__1_ Option Number

6. Explanation for Recommendation Provide reasons for recommendation. Please do not re-state the description of the solution itself.

An online edit would be much too complex and can be handled using a report with minimal manual effort.

7. Organizational Impact of Recommendation Describe the changes to the organization that result from the recommended solution. Include a description of any role, process, statute, or bargaining unit agreement affected.

Central and agency payroll specialists should be trained not to enter multiple pension codes for an employee.

8. Process Solutions Describe the possible Process Solutions. Include a description of impacts and benefits of each solution.

Option 1. Create queries and use online panels to identify employees that have more than one pension code and manually validate exceptions.

9. Application Modifications Describe the possible Application Modifications. Include a description of impacts and benefits of each solution.

Option 1. Modification Type: Report Complexity: Medium Description: A report that provides after the fact identification of an employee having more than one pension code. Manual process required to validate exceptions.

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