EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251...
-
Upload
stephanie-barton -
Category
Documents
-
view
218 -
download
1
Transcript of EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251...
![Page 2: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/2.jpg)
Retirement & Benefits Retirement & Benefits Representatives:Representatives:
• Erika BurkhousePayroll Processing Supervisor
•Mandy IrelandRetirement & Benefits Specialist
• Linda ZagarRetirement & Benefits Technician
• Tushyne EyreRetirement & Benefits Technician
![Page 3: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/3.jpg)
Discussion TopicsDiscussion Topics• New Payroll Contact / LogonID Form
•My Alaska / Employer Services
• eReporting / Banking Tab
• Retirement & Benefits Forms
![Page 4: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/4.jpg)
Employer ServicesEmployer Services
![Page 5: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/5.jpg)
Employer FormsEmployer Forms
![Page 6: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/6.jpg)
Employer FormsEmployer Forms
![Page 7: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/7.jpg)
LogonID Request Form for UsersLogonID Request Form for Users• The LogonID form
must be signed by the new payroll contact and the Employer Representative.
![Page 8: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/8.jpg)
LogonID Request Form for UsersLogonID Request Form for Users• DO NOT Share your password and username
with anyone.
• Criminal Activity: by signing the LogonID form you acknowledge that misuse of computing resources is a criminal activity punishable under Alaska Statute AS 11.46.484
![Page 9: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/9.jpg)
User RightsUser Rights
Are you adding, deleting or changing a payroll contact?
•Member Accounts:
• Basic Indicative and Employment Information
• Defined Contribution Account Balances
What User Rights Are Needed?
![Page 10: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/10.jpg)
User RightsUser Rights
•Web Reports:
•Member Detail Report
• Service Detail Report
• Employer eReporting Tool:
• Payroll and Employee’s Information
• Full access rights to include set up for bank account access
What User Rights Are Needed?
![Page 11: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/11.jpg)
Logon ID RequestLogon ID Request
![Page 12: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/12.jpg)
Logon ID RequestLogon ID Request
Once your payroll contact has entered you into eReporting, an email will be generated to you with your temporary password, similar to the email below.
![Page 13: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/13.jpg)
Questions or comments for LogonID?
![Page 14: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/14.jpg)
Employer Access Employer Access
![Page 15: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/15.jpg)
Employer Account Access LogonEmployer Account Access Logon
![Page 16: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/16.jpg)
Employer Account Access LogonEmployer Account Access Logon
![Page 17: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/17.jpg)
Employer Account Access LogonEmployer Account Access LogonEmployer Services
![Page 18: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/18.jpg)
Employer ServicesEmployer Services
Click on this link to view your report
![Page 19: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/19.jpg)
Employer ServicesEmployer Services• Full name
• Hire date
• Date of birth
• Address
• Fund
• Employment status
• Tier status
• Last event entered and date
![Page 20: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/20.jpg)
Questions or comments for Employer Services?
![Page 21: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/21.jpg)
Welcome to eReportingWelcome to eReporting
Once your payroll contact has entered you into eReporting an email will be generated to you with your temporary password, similar to the email below.
![Page 22: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/22.jpg)
Welcome to eReportingWelcome to eReporting
Click On Link
![Page 23: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/23.jpg)
Welcome to eReportingWelcome to eReporting
https://concord.retben.state.ak.us/ers/forms/
PayrollControl.html
![Page 24: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/24.jpg)
Welcome to eReportingWelcome to eReporting
![Page 25: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/25.jpg)
Welcome to eReportingWelcome to eReporting
• You will need to log into eReporting with your temporary password, then you will prompted to enter in a new password.
• Once you have successfully changed your password, you will need to log out of eReporting and log back in, using your new password.
NOTE:
![Page 26: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/26.jpg)
Welcome to eReportingWelcome to eReporting
Once you have changed your password, eReporting will send you an email confirming the password has been changed.
![Page 27: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/27.jpg)
Welcome to eReportingWelcome to eReporting
• Enter in your pay period ending date (example: 11/18/2011)
• Enter in the issue date (example: 11/18/2011)
• Select payroll cycle: Semi-monthly
Control Tab
![Page 28: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/28.jpg)
Welcome to eReportingWelcome to eReporting
This is what you will see after you have created a New Payroll, your next step will be to either clone a previous payroll, import your payroll, or click on the payroll tab to enter in your payroll manually.
![Page 29: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/29.jpg)
Welcome to eReportingWelcome to eReporting
![Page 30: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/30.jpg)
Welcome to eReportingWelcome to eReporting
![Page 31: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/31.jpg)
Welcome to eReportingWelcome to eReporting
![Page 32: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/32.jpg)
Welcome to eReportingWelcome to eReporting
![Page 33: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/33.jpg)
Payment OptionsPayment Options• Check: mailing a check directly to the
Division of Retirement and Benefits
• Other ACH
• eReporting electronic payment
• No Payment: this can only be used if pre-approved by the Division of Retirement and Benefits
![Page 34: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/34.jpg)
Payment OptionsPayment Options• Dedicated email
address for scanned summary reports: [email protected]
• Dedicated fax number is: (907) 465-3364
![Page 35: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/35.jpg)
Employer Summary ReportEmployer Summary Report
![Page 36: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/36.jpg)
Employer Summary ReportEmployer Summary Report
![Page 37: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/37.jpg)
Transmittal of ContributionsTransmittal of Contributions• All payrolls and money are due to be
transmitted to the plan no later than 15 days after the payroll issue date.• An email reminder will be sent to the payroll
contact. • 30 days late – A certified letter will be mailed
to the payroll contact with a courtesy copy to the Administrator.• 60 days late – A certified letter will be mailed
to the Administrator.
![Page 38: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/38.jpg)
Questions or comments?
![Page 39: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/39.jpg)
DB and DCR Employee FormsDB and DCR Employee Forms• PERS/TRS Defined Benefit Refund Election
• (PERS Tiers I, II, III / TRS Tiers I, II)
• PERS Defined Contribution Retirement Plan Distribution/Direct Rollover Request
• (PERS Tier IV)
• TRS Defined Contribution Retirement Plan Distribution/Direct Rollover Request
• (TRS Tier III)
![Page 40: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/40.jpg)
Employee FormsEmployee Forms
![Page 41: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/41.jpg)
Employee FormsEmployee Forms• PERS/TRS DB
Refund Election form
• PERS Tier I, II and III
• TRS Tier I and II
![Page 42: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/42.jpg)
Employee FormsEmployee Forms• PERS – DCR Tier IV
Distribution/ Direct Rollover Request401(a) Plan form
![Page 43: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/43.jpg)
Employee FormsEmployee Forms• TRS – DCR Tier III
Distribution/ Direct Rollover Request401(a) Plan form
![Page 44: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/44.jpg)
Payroll Processing StaffPayroll Processing Staff• Mandy Ireland, Retirement & Benefits Specialist
(907) 465-5716 | [email protected]
• Ellie Schroeder, Retirement & Benefits Technician (907) 465-3862 | [email protected]
• Employer numbers 102 through 160 and 173 (excluding 110, 111, 113, 117, and 145)
• Linda Zagar, Retirement & Benefits Technician(907) 465-3765 | [email protected]
• Employer numbers 101, 501, 601, 901 (excluding 701, 706, 722, 733, 736, 746)
![Page 45: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/45.jpg)
Payroll Processing StaffPayroll Processing Staff• Courtney Oliva, Retirement & Benefits Technician
(907) 465-5709 | [email protected]
• Employer numbers 110, 111, 113, 117, 145, 180, 190, 502-522, 701, 706, 722, 733, 736, 746
• Lyn Fiehler, Retirement & Benefits Technician (907) 465-5713 | [email protected]
• Employer numbers 222, 228 through 298
• Tushyne Eyre, Retirement & Benefits Technician (907) 465-5714 | [email protected]
• PERS employer numbers 161 through 227, (excluding – 173, 214, and 222)
![Page 46: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov.](https://reader038.fdocuments.us/reader038/viewer/2022103005/56649e1b5503460f94b09393/html5/thumbnails/46.jpg)
Wrap UpWrap Up• Questions?
• Comments?
• Suggestions?