BN - Federal Employee Retirement Contributions Query

The Federal Employee Retirement Contributions Query is designed to assist UW Extension in reporting contributions to the Federal government by payroll.

Procedure At-A-Glance
Category: Federal Employee Benefits
Audience: UW Extension
Navigation: Reporting Tools > Query > Query Viewer
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General Description

UW Extension has a few employees eligible who are both Federal and State Employees.  These employee are enrolled into Federal Retirement and contribute a percentage each payroll.  This query provides UW Extension the ability to identify and report these contributions for each payroll.

Process Inputs

  • Pay Run ID

Process Outputs

    • Excel spreadsheet

    Process Considerations

      • Report should be run after each monthly payroll confirmation.

      Procedure Steps

      1.  Click Reporting Tools

      2.  Click Query

      3.  Click Query Viewer

      4.  Enter UW_BN_FED_RTMT_PY_CONTRIB into the search criteria and click Search.

      Federal Retirement - Search

      5.  You are shown the Search Results below.  If you had done a partial search, multiple queries may appear in the list.  If you searched for the specific query you are looking for, you should only see that value below.  To view the query, click the link for Excel.

      Federal Retirement - Search Results

      6.  Once you click on the Excel link, a new page will open.  On that page, you will enter the Pay Run ID into the Pay Run ID field.

      Federal Retirement - Criteria

      7.  After you choose your business unit, click View Results.

      Federal Retirement - View Results

      8.  Open the query using Microsoft Excel and click OK or Open depending on your internet browser.

      Below is an example of Mozilla Firefox.

      Federal Retirement - Pop Up

      Below is an example of Windows Internet Explorer 9.

      Federal Retirement - IE Pop Up

      9.  Review the results and determine a course of actions if needed.  Note:  An employee will appear on the report with multiple rows for employee and employer deductions.  The data appearing in the Excel spreadsheet is:

      A.  ID = Empl ID

      B.  Name = Employee Name

      C.  Empl Rcd#

      D.  Plan Type = A list of Plan Type are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .

      E.  Eff Date = Deduction date

      F.  Group = Pay Group

      G.  Pay Period End

      H.  Plan = A list of Benefit Plans are available in  BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .

      I.  Deductn Cd = A list of Deduction Codes are available in  BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .

      J.  Ded Class = Deduction Class

      K.  Curr Dedn = Current Deduction Amount
      Federal Retirement - Excel

      Related Policies, Job Aids and Forms

      Related Job Aids

      Keywords:Plan Type 7V, CRSR, FERS   Doc ID:17122
      Owner:Joanna B.Group:Human Resource System (HRS)
      Created:2011-02-28 19:00 CDTUpdated:2016-06-24 09:36 CDT
      Sites:Human Resource System (HRS)
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