Revised: 9/2022
The Colorado PERA Termination Report is used to report to the Colorado PERA Retirement Association information on each employee terminated in the school district on a per payroll basis. For more information on the report from PERA visit their website at www.copera.org
Note: The payroll(s)
that are going to be reported on the PERA Termination Report must be
closed.
Terminate Employee record
1. Select Human Resources
2. Select Add Change Employee Information
3. Select Employee
4. Under the “Payroll Control”, update the two fields required for reporting:
•Pay field to be “N”
•Enter the Termination Date
Access
Report Screen
5. Select Payroll Processing
6. Select State and Federal Reporting
7. Select Colorado
8. Select PERA Termination Report
9. Select Report Date
Fill in the following items on the PERA Termination Report screen:
Dates and Periods:
•Payroll Date From: This is the starting date of the payroll(s) in the SDS payroll calendar that need to be reported on the PERA report.
•Payroll Date To: This is the ending date of the payroll(s) in the SDS payroll calendar that need to be reported on the PERA report.
•Reporting Month
•Reporting Quarter
•Quarter Ending Date
•Report Calendar Year
•Report Fiscal Year
District Address, Contact, Account #’s and other coding information:
•PERA ID # enter PERA ID number
•Number of Pay Periods enter number of Pay Periods reporting
Benefit, Retirement, and Deduction Selection Options:
•Retirement Selector: Select Retirement Codes to report
9. Select Save Setup
10. To create the file, select Create Report
11. To open the file to review, click on the yellow folder under the open column
a. The file that is created will be listed at the top of the screen when first created. When you re-enter this report it will be displayed under Show/Hide Historic Reports. All files created will have a date and time stamp on them from when they were created.
b. To delete any of the files, select the box under the Del? Column and then select the Delete button.
12. To save the file to send to PERA right click on the folder and select save target as. Save the file on your desktop or other desired location on your computer. You can then send the file to PERA
Note: Employees with Termination Date >= Report Date, will be listed on report.