ERA-Employer Reporting Application€¦ · 8/10/2019  · ERA User Type registered by the Employer...

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ERA-Employer Reporting Application

Transcript of ERA-Employer Reporting Application€¦ · 8/10/2019  · ERA User Type registered by the Employer...

Page 1: ERA-Employer Reporting Application€¦ · 8/10/2019  · ERA User Type registered by the Employer Main Contact. ... Case State Information Case Search Bar View Case Headings Case

ERA-Employer Reporting Application

Page 2: ERA-Employer Reporting Application€¦ · 8/10/2019  · ERA User Type registered by the Employer Main Contact. ... Case State Information Case Search Bar View Case Headings Case

Agenda

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• Getting Started‒ Registering

• ERA Introduction‒ New Look

‒ Getting Started

• Employer Management‒ View My Profile

‒ Manage User Profiles

‒ View Employer Profile

• Member Management‒ Member Lookup

• Employer Reporting‒ Interactive correction

• DCP

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Getting Started

Responsible for maintaining all other User Types for their

organization. Registered in ERA by DRS. Access to Services varies by User. Authorized to

create Employer Contacts and Information Only Contacts for your organization.

Authorized to

create Employer Contacts and Information Only Contacts for your organization.

ERA User Type registered by the Employer Main Contact. The Employer

Contact has access to ERA Portal. Access to Services varies by user and is granted by the

Employer Main Contact at time of registration.

ERA User Type registered by Employer Main Contacts for DRS informational purposes only. This User Type does not have access to log in to ERA.

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Registering with SAW

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Getting Started

A tool or device for cutting, typically a thin blade of metal with aseries of sharp teeth

SAW (SecureAccess Washington) is a single sign-on application gateway developed by the Washington State Department of Information Services. DRS uses SAW for security authentication in ERA.

The past tense of see

A 2004 film directed by James Wan

What is SAW?

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Registering

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Registering

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Registering

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Registering

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Registering

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Registering

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Registering

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Registering

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Registering

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Before and After

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ERA Portal Structure

Work area

Pro

ce

ss

me

nu

Main Menu

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ERA Portal Structure

User

Ca

se

Are

a

Inbox

Case State Information

Case Search Bar

View

Case Headings

Case

View Summary

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Employer Management

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Employer ManagementP

roc

es

s m

en

u

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• Edit• Reset Password

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Employer Management

Displays the employer profile information and addresses.

Employer Profile

Display a list of all related organizations with this employer

Related Organizations

Information displayed for each employer

Report Groups

Displays all the reporting groups available for the current employer.

Contacts

A list of all the employer’s contacts

FEIN Related

Organizations

Displays the FEIN related organizations.

Case History

Displays the case history

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Member Management Process

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Member Management

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Member Lookup

Displays the personal information from the member (addresses, phones and emails)

Allows the user to see the historical system plans for the member

Allows the user to see the earning information for a specific system/plan, year and calendar type

Profile Information System/Plan Earning Information

Member Lookup

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Member Lookup Search Results

Service Credits

Earnings

Max

Compensation

Defined

Contributions

Retiree Return to

Work Limits

Retiree Return to

Work Earnings

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Member Lookup

Search Results

Service Credits

Earnings

Max

Compensation

Defined

Contributions

Retiree Return to

Work Limits

Retiree Return to

Work Earnings

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Employer Reporting Process

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• Save & Continue- Saves the information and Edit Member screen is displayed to continue entering information

for the same member

• Validate- Edits the information against system edits. These edits will be displayed on the current Edit

Member screen to continue entering information for the same member

• Remove- Removes the person from the current report only upon submit. Manage Member screen is

displayed as if user were starting over

• Save & Return- Saves the information and Manage Member’s screen is displayed to continue with another

member

Employer Reporting

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Employer Reporting

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

DCP

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

New to DCP:

Each agency’s payroll is now responsible for handling rejected DCP records

• Fixing errors and resubmitting data

• Reviewing warning and default messages

Employers will have access to more member information

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

New to DCP Cont’d:

DCP reports now allow partial processing

• Good data will process

• Rejected data will not process• Per SSN

• Fixed data must be submitted via a correction report

What isn’t changing:

Payments

Manual DCP record entries in HRMS

DCP Auto Enroll process

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Payroll Timeline

HRMS DCP File submitted two days prior to pay day

HRMS payment posts one day prior to pay day

HRMS reports reconcile late morning/early afternoon one day prior to pay day

HRMS corrections can be submitted once the original report case is closed.

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Reviewing Messages

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Reviewing Messages

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Common reject issues and resolution:

• Break in service / Early deferrals – DCP record in HRMS is from a prior employment or keyed manuallyDRS will move the funds Payroll will refund member next payrollNo correction report is needed

• Separation date fed in error – deferrals rejected due to an incorrect term date at DRSDRS must remove the bad dataPayroll must resubmit the records via a correction report

• Transfer prior to Auto Enroll Begin date –Payroll must resubmit the records with a begin date via a correction report

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Reviewing Edit Message Report

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

ERA Generated Correction Report

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Submitting a Correction Report

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Report type

Upload or Interactive:

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Upload or Interactive:

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Report Period:

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Manage Members:

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Adding a member:

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Add Records:

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Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Report Totals:

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Reviewing Messages

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Review Case

Messages and Documents:

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Tasks

Pending activities can be found in tasks

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Example Run

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Reminders:Log into ERA to review messages:

Edit messages and reports are located in

My Documents:

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Employer Reporting Application (ERA) Project DRS Advisory CommitteeApril 2017 Update

Reminders Cont’d:Follow up in ERA after each payroll / submitted report

Adding a begin date will not enroll a member into DCP

Any time there is a break in service, a member must reenroll in DCP

Keep track of your case numbers

If you are unsure how to proceed, call DCP Accounting

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New Website

• Current system users on the left

• ERA users on the right

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ERA Tools and ResourcesERA Tools and Resources• FAQs• Videos• Quick Start Guides

- ERA Basics- Pay by Check- Processing ePayment- Submit an end date- Submit a begin date

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Contact Us• Employer Support

[email protected]

₋ 360.664.7200• Option 2

₋ 800.547.6657• Option 6

• Option 2

• DRS Websitewww.drs.wa.gov

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• DCP Accounting₋ [email protected]

₋ 360.664.7200• Option 3

₋ 800.547.6657• Option 6

• Option 3

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Questions?

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Thank You