WRS Reporting (Wisconsin)

Last Modified on 10/22/2022 9:57 am CDT

PATH: Human Resources > Reports > WRS Reporting

The WRS Report extracts contribution and compensation data for all district employees who are participating WRS members. The report can be used for monthly and periodic reporting. Only payroll data in a Closed status is available for reporting.

WRS Reporting Editor

Report Logic

  • The report looks for any staff with deductions or adjustments within the Beginning Pay Period and Ending Pay Period range selected for Retirement Benefits Codes with:

    •  A Summary Class = Wisconsin Retirement System (WRS)

    •  A Code Type = Pension

  •   Only one record reports per staff member with the following exception.  
    •  When a staff member has deductions from more than one retirement benefit code within the pay period range selected, the staff will report in multiple Benefit Code Assigned sections based on the number of number of retirement benefit codes deducted from. For example, a staff member who changes Employment Category and retirement benefit codes from a Support Staff in 1901 to a teaching position as of 1902 will report on two lines when the pay period range includes 1901 and 1902: 
      • One line in former support staff retirement benefit code section for the previous support staff position's earnings and hours credited.
      • The second line in the new teaching staff retirement benefit code section with the new teacher position's earnings and hours credited.  

Report Editor

Field Description
Beginning Pay Period

The first Pay Period you want to include in the report.


The Beginning Pay Period and the Ending Pay Period can be the same if you want to report for a single pay period.
Ending Pay Period

The last Pay Period you want to include in the report.

 
The Beginning Pay Period and the Ending Pay Period can be the same if you want to report for a single pay period.
 Include staff members without contributions for periodic reporting

If this checkbox is marked, Campus includes staff members who do not have contributions for periodic reporting. When this checkbox is marked, the Start Date and End Date fields display.

Staff whose most current Retirement Plan Information record is newly added or modified for  Employment Category, Action Code or Last Earnings Date within the date range entered and who did not make a contribution within the pay periods selected report their current retirement plan status.
Ad Hoc Filter When auditing data, use an Ad Hoc Filter to narrow report results.
Format
  • CSV
  • Excel
  • HTML
Generate Extract The report can be created immediately using the Generate Extract button.

Report Layout

Data Element Description/Logic Type, Format, and Length Campus Database Campus Location
Employee SSN# The employee's Social Security Number. Numeric hrDemographics.ssn Human Resources > Personnel > Personnel Master > HR General Information > Social Security Number
Employee Last Name The employee's last name. Alphanumeric hrDemographics.lastName Human Resources > Personnel > Personnel Master > HR General Information > Last Name
Employee First Name The employee's first name. Alphanumeric hrDemographics.firstName Human Resources > Personnel > Personnel Master > HR General Information > First Name
Employee Middle Name Initial The employee's middle initial. Alphanumeric hrDemographics.middleName Human Resources > Personnel > Personnel Master > HR General Information > Middle Name Initial
Employment Category Assigned

The Employment Category assigned to the employee.

Employment Category Code of 00, 40, or 42 report from the most current Retirement Plan Info record.

The most current Retirement Plan Info record to report is defined as follows.

  • A record with the most current Start Date (latest date) and without an End Date.
    If none exist, THEN
  • The RPI record with the most current Start Date where an End Date is present is considered the most current record.
  • If none exist, reports blank.
 Alphanumeric hrRetirement.retirementEmploymentCategory  Human Resources > Personnel > Personnel Master > HR General Information > Retirement Plan Info > Employment Category 
Action Code

The Action Code assigned to the employee's Retirement Plan information.

Active employees report 00 when  the most current Retirement Plan Info (RPI) record is assigned the Action Code 00 and 

  • the Employment Dates > Hire Date is within 31 days of the day of report generation.
    OR
  • an RPI record exists with a Start Date within 31 days of the day of report generation.
  • Otherwise, this field reports blank.

For all remaining Action Codes, the RPI record's Action Code reports.

 Alphanumeric hrRetirement.retirementActionCode Human Resources > Personnel > Personnel Master > HR General Information > Retirement Plan Info
Action Date

The date the Action Code was assigned.

When there is a single Retirement Plan Info (RPI) record and the Action Code is 00,

  • and the Employment Dates > Hire Date is within 31 days of the day of report generation, the Action Date reports as the RPI Start Date.
    OR
  • the single RPI record has a Start Date within 31 days of the day of report generation, the Action Date reports as the RPI Start Date.
  • Otherwise, the field reports blank.

The Action Date reports as the Start Date for the 00: Active Employee from the RPI record when the following conditions are met.

  • there are multiple RPI records AND multiple retirement deductions taken within the selected pay period range
    AND
  • the most current RPI is in 00: Active Employee
    AND
  • a second consecutively End Dated RPI record exists with Action Code 10: Employment category change.

For the following terminated Action Codes, the most current RPI record's Action Date from the Last Earnings Date reports. If blank, the Termination Date on the most current Employment Dates record reports.

  • 01: Resignation or retirement
  • 04: Termination due to a non-work related illness or injury
  • 05: Dismissed or discharged
  • 06: Termination due to death
  • 08: Termination due to a work-related illness or injury

For the following enrollment correction codes, the Action Date reports as the End Date on the RPI record, if blank, report blank.

  • 03: Termination for ineligible employees
  • 07: Termination for local elected officials who waive part-time elected service, 

For the Action Code 10: Employment category change, the Action Date as the End Date on the RPI record reports.

For the following leave of absence Action Codes, the Action Date reports as blank since deductions were taken.


    • 40: Informal leave of absence with no annual earnings.
    • 50: Military leave of absence at year-end.
    • 51: Unpaid leave of absence at year-end.
    • 53: Layoff at year-end
    • 54: Leave of absence due to a non-work related illness or injury
    • 58: Leave of absence due to a work-related illness or injury

Date Field

CCYYMMDD

 Calculated

 Human Resources > Personnel > Personnel Master > HR General Information > Retirement Plan Info > Last Earnings Date 

 OR 

    Human Resources > Personnel > Personnel Master > HR General Information > Employment Dates > Termination Date  
 
Last Earning Date

The date the employee last worked.

For the following terminated Action Codes, the Last Earning Date from the most current RPI record's Last Earnings Date reports. If blank, the most current Employment Dates record Termination Date reports. Otherwise, this field reports blank.

  • 01: Resignation or retirement
  • 04: Termination due to a non-work related illness or injury
  • 05: Dismissed or discharged
  • 06: Termination due to death
  • 08: Termination due to a work-related illness or injury

For the following enrollment correction codes, the Last Earning Date reports as blank.

  • 03: Termination for ineligible employees
  • 07: Termination for local elected officials who waive part-time elected service

Action Code 10: Employment category change, reports the Last Earning Date as blank.

The following leave of absence Action Codes report the Last Earning Date from the most current RPI record's Last Earnings Date. If blank, the most current Employment Dates record Last Day Worked reports. Otherwise, this field reports blank.


    • 40: Informal leave of absence with no annual earnings.
    • 50: Military leave of absence at year-end.
    • 51: Unpaid leave of absence at year-end.
    • 53: Layoff at year-end
    • 54: Leave of absence due to a non-work related illness or injury
    • 58: Leave of absence due to a work-related illness or injury

Date Field

CCYYMMDD

hrRetirement.lastEarningsDate

hrRetirementHistory.lastEarningsDate

 Human Resources > Personnel > Personnel Master > HR General Information > Retirement Plan Info > Last Earnings Date  

 OR  

 Human Resources > Personnel > Personnel Master > HR General Information > Employment Dates > Termination Date OR Last Day Worked  
New Employee Code

The New Employee Code reports as 60 when the Employment Code is in 40 or 42 AND

  • There is a single Retirement Plan Info (RPI) record in Action Code = 00:
    • The Employment Dates > Hire Date is within 31 days of the day of report generation OR
    • The single RPI record has a Start Date within 31 days of the day of report generation.
  • There are multiple RPI records and the most current is in Active Code = 00: Active Employee
    • The most current Employment Dates record > Hire Date is within 31 days of the day of report generation.

Otherwise, this field reports blank.

 Numeric N/A N/A
Benefit Code Assigned

The retirement Benefit Code assigned to the staff member.

When there are multiple retirement Benefit Codes where deductions or adjustments were taken within the pay period range, the report will list the staff member separately for each corresponding Benefit Code Assigned.

 Alphanumeric N/A Human Resources > Payroll > Benefits > Benefit Codes > Benefit Code Details > Long Name
Hours of Service

The number of hours for which earnings are paid.

When retirement deductions or adjustments are made for a staff member within the pay period range, the report sums

  • the Hours on Summary Grosses from User 1 for each pay period for Hourly Pay Codes AND
  • the calculated number of hours using the Amount from Summary Grosses for each pay period divided by the WRS Hourly Service Rate Conversion on the staff member's Position Code when they are paid using a Unit of Material Pay Code.
 Numeric N/A


Human Resources > Payroll > Off Cycle > Payroll Employees > Summary Grosses (User 1)


Human Resources > Administration > Position Codes > Edit Position Codes > WRS Hourly Service Rate Conversion
Earnings

Earnings reported for a staff member.

Staff members without contributions report blank.

 Numeric N/A Human Resources > Payroll > Off Cycle > Payroll Employees > Summary Grosses (User 1)
Total Contribution

The report sums and report the Total Contribution for the staff member in the report's Employment Category section based on how corresponding Earnings are split. 

 Numeric N/A Human Resources > Payroll > Employee > Payroll > Detailed Deductions (for the Pay Period) > retirement Benefit Code > Details > Deduction + Cost
Employer Required Contribution

The total amount of the employer's contribution.

 Numeric N/A Human Resources > Payroll > Employee > Payroll > Detailed Deductions (for the Pay Period) > retirement Benefit Code > Details > Cost
WRS Benefit Contribution Percentage

The total percentage being contributed when the benefit code percentages are summed.

 Numeric N/A

Human Resources > Payroll > Employee > Employees > Benefits > Benefits > Benefit Plan > Calculations > Employee Amount > Details > Percentage

PLUS

Human Resources > Payroll > Employee > Employees > Benefits > Benefits > Benefit Plan > Calculations > Employer Cost > Details > Percentage
Calculated Contribution The Calculated Contribution is the Earnings x WRS Benefit Contribution Percentage. Numeric N/A N/A
Over/Under The difference between the Calculated Contribution and the Total Contribution. Numeric N/A N/A

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