Ontario Municipal Employees Retirement System (OMERS) export administration

Sparkrock 365 provides the capability to produce the Ontario Municipal Employees' Retirement System (OMERS) e-Form 119 file. This export reports credited service, contributory earnings, RPP/RCA contributions, and pension adjustments for members. The data to be reported is presented to the user in a worksheet for review, and then exported to a file for submission to OMERS.

Employee benefits

Any employee that is part of the OMERS Retirement System must have an employee benefit entry with the benefit plan code that is being used for OMERS. The employee benefit record holds the employment status of the employee.

The employment status on the employee benefit determines whether the employee is reported as C, which represents continuous full time, or O, which represents other than continuous full time. An Employment Status of Full Time causes the employee to be reported as C and an Employment Status of Part Time causes the employee to be reported as O.

Note

Note:
If the Employment Status is blank for an OMERS employee, an error appears when populating the worksheet.

If the employee changed statuses in the middle of the reporting period, it is important to use an HR request to make the appropriate change to the employee assignment. During the HR request process, it is equally important to use the employee benefit section to also create an employee benefit entry with the same effective date as the HR request effective date. When the HR request is processed, the appropriate assignment changes are made and a new employee benefit entry is created for the employment status change.

When the employment status changes in the middle of a reporting period, two E lines are generated on the OMERS Worksheet page.

OMERS worksheet

On the OMERS Worksheet page, you can view the OMERS e-Form 119 export data.

To view the OMERS worksheet

Choose Lightbulb that opens the Tell Me feature., enter omers worksheet, and then choose the related link.

The OMERS Worksheet page opens.

Loading lines into the OMERS worksheet

The Load Lines action populates the worksheet with all employees who have an OMERS employee benefit entry that does not have the Not Participating / Not Eligible checkbox selected.

Each employee who is being exported will have at least one M record and one E record. The employee number of the employee being exported is displayed on each line in the worksheet.

To load lines into the OMERS worksheet

  1. Choose Lightbulb that opens the Tell Me feature., enter omers worksheet, and then choose the related link.

    The OMERS Worksheet page opens.

  2. On the action bar, choose Load Lines.

    The Load OMERS Worksheet page opens. On the Load OMERS Worksheet page, you can specify the reporting period and which HR deduction codes are to be used to capture the contribution amount.

    The Start Date and End Date on the request page will default to the start and end of the current year.

  3. In Start Date and End Date, if you want a different reporting period, specify new dates.

    These dates are used to filter the employee benefit to find all eligible employees to report and to determine whether the employment status has changed during the period for the employees who are being reported. The dates are also used to filter the compensation ledger entries by the posting date to find the total contributions, total earnings and service credit.

  4. In OMERS HR Deduction Codes, if required, specify different values than the default values.

    The default values are based on the setup of the HR Integration Setup page, in the HR Deduction Codes field.

  5. In OMERS Pension Adj. HR Deduction Codes, if required, specify different values than the default values.

    The default values are based on the setup of the HR Integration Setup page, in the Pension Adj. HR Deduction Codes field.

  6. Choose OK.

Member records

One M record type (Member) is generated per employee that is being exported.

The following table includes information about the fields that are included in member records.

Field Source
Last Name HR Employee Last Name
First Name HR Employee First Name
Social Insurance No. HR Employee Social Insurance No.
Date of Birth HR Employee Date of Birth

Employment records

One E record type (Employment) is generated per employee that is being exported.

The following table includes information about the fields that are included in employment records.

Field Source
Normal Retirement Age (NRA) Displays 60 or 65 based on the value that is specified on the HR Integration Setup page, in the Normal Retirement Age field. The is an export-only field.
Employment Status The converted value that is specified on the Employee Benefits page for the employee, in the Employment Status field of the OMERS entry.
Pension Adjustment (PA) Displays the value that is specified on the HR Integration Setup page, in the HR Deduction Codes field.
Credited Service The sum of Days / Hours from the compensation ledger entries for all Related HR Pay Codes that are associated with the one or more HR deduction codes for the contribution.
Earnings The sum of the Amount from the compensation ledger entries for all Related HR Pay Codes that are associated with the one or more HR deduction codes for the contribution.
Primary RPP Normal The sum of the Amount from the compensation ledger entries for the one or more HR deduction codes that are used for the employee contribution deduction, which was specified on the Load OMERS Worksheet page when lines were loaded into the worksheet.

Resources

Annual Reconciliation (e-Form 119) at OMERS

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