SmartFusion Modules > Payroll > Deductions > Retirement File/Report > North Carolina

Recent Changes:
6.167 - Added an exceptions report for NC that will show any employees for whom the note field for employee retirement number is greater than 9 characters.  
6.111 - Enabled the ellipsis for selecting an export file directory while preserving the payroll system file setting (Page 4) and the required file name

Introduction

This process allows for the reporting and exporting of retirement deduction information for North Carolina.
This report is specifically searching for deduction codes with an RSD plan code of 'STRS','STRE', or 'LOCRS'.
If a pay check was issued and no deduction code with these RSD plan codes was configured, the record will not show up on the report.

Selection Criteria

Note field for employee retirement number
Include employer cost
Include summary page
Select process - Create File (only creates the file), Print (only prints the report) or Print & Create File (default)
Output option - Detail (displays the amounts for each individual employee) or Totals Only
Include employees - Retired, Non-Retired or Both (default)
Include in file - Department, Location (default) or none
Enter period to report - Current period (default), Current Quarter, Fiscal Year, Month, Quarter 1, Quarter 2, Quarter 3, Quarter 4 or Year
Enter filename - This option determines where the file is saved to and is enabled when create file is selected; A default path can be set in the payroll system file (Page 4)

Export File

• Default name will be yyyyMM + Agency Number + ".CNT"
• Data pull is from stored procedure CSI_RETIREMENTREPORTFORNC
• Export file format is a Crystal report pr162r12nc.rpt

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Detail

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