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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Payroll > Deductions > Retirement File/Report > Illinois
Recent Changes:
6.212 - Records will now be combined for each employee per pay period/month.
6.197 - Added the functionality to group the employee data when the report period option is selected as a month and show a single record for each employee.
6.180 - Changed the Plan field in the new, CSV, format to to use a new field deduction table, IllinoisPlanType.
6.169 - Following modifications were made to the the Illinois Retirement export file:
* Member id to be blank (previously it was pulling the employee id)
* Contributions will be the deduction amount for Deductions with Retirement type (1,3,4) that have 'Regular Pension' set and Voluntary additional contributions will be the deduction amount for Deductions with Retirement type (1,3,4) not flagged as 'Regular Pension' and there will be only be one record per pay period for each employee making contributions.
6.157 - Added an additional menu item so that both the old IMRF and the new IMRF formats could be generated
6.154 - Modified export file and report to handle new 2022 layout.
6.58 - Added a breakdown of the totals for Pension and Retirement deduction types to the report.Introduction
This process allows for the reporting and exporting of retirement deduction information for Illinois.
Selection Criteria
Select process - The options are to Create File (only creates the file), Print (only prints the report) and Print & Create File (default)
Select output option - The options are Detail (displays the amounts for each individual employee) and Totals only
Included Deductions - Option to filter a range of retirement deduction types
Enter period to report - This option determines the date range to be selected for the payroll check
Enter IMRF Id - This is enabled when create file is selected
Enter directory - This option determines where the file is saved to and is enabled when create file is selected
Export File Format
- Export file is .csv file
| Field | Type | Description | Mandatory | Maximum Length | SF Field | NOTES |
|---|---|---|---|---|---|---|
| SSN | integer | SSN | Yes | 9 | hr180.cssn without hyphens | |
| MemberID | integer | Unique member identifier of the employee | No | 11 | Defaulted as blank | |
| FirstName | alpha | First name of employee | Yes | 50 | hr180.cfirstname | |
| LastName | alpha | Last name of employee | Yes | 50 | hr180.clastname | |
| Plan | alpha | Pension plan | Yes | 7 | pr163.IllinoisPlanType | |
| PeriodStartDate | date | Start date of the period of wages reported | Yes | 10 | input start date | MM-DD-YYYY |
| PeriodEndDate | date | End date of the period of wages reported | Yes | 10 | input end date | MM-DD-YYYY |
| PaymentDate | date | This will be set to the end date of the Period/Month | Yes | 10 | input end date | MM-DD-YYYY |
| ReportableWages | decimal | Amount of wages reported | Yes | 21 | SUM(pr161.yretwage) or sum(pr161.y401kwage) | No dollar signs or commas |
| Overtime | decimal | Amount of overtime wages reported | No | 21 | Defaulted to 0 | No dollar signs or commas |
| Contributions | decimal | Amount of employee contributions reported | Yes | 21 | SUM(pr162.ydedamt) for deductions flagged as Regular Pension and retirement type (1,3,4) | No dollar signs or commas |
| VoluntaryAdditionalContributions | decimal | Amount of voluntary additional contributions reported | No | 21 | SUM(pr162.ydedamt) for deductions not flagged as Regular Pension and retirement type (1,3,4) | No dollar signs or commas |
| FinalWages | alpha | Indicates if the amounts provided are the final wages | Yes | 1 | Defaulted to 'N' | Y/N |
BELOW IS THE OLD FILE LAYOUT
Export File Format
- Export file is .xls or Excel file
| Field | Type | Description | SF Field |
|---|---|---|---|
| employer_nbr | integer | IMRF Id entered at UI | |
| report_month | integer | Ending reporting month entered at UI | |
| report_year | integer | Ending reporting year entered at UI | |
| member_ssn | integer | SSN | hr180.cssn without hypens |
| member_name | alpha | Last name First Name Middle Initial | hr180.clastname + ' ' + hr180.cfirstname + ' ' + hr180.cmi + ' ' + hr180.csuffix |
| member_gender | char(1) | Gender | hr180.csex |
| plan_code | alpha | Retirement plan code | pr163.cdedabbrev |
| current_wages | decimal | Selected period wages | SUM(pr161.yretwage) or sum(pr161.y401kwage) |
| current_contributions | decimal | Selected period contributions | SUM(pr162.ydedamt) |