Payroll → Other → North Dakota Reports → ND PERS Report


What This Process Does                    

Creates a text file for contributions that can be uploaded to the North Dakota Public Employee Retirement System.


ND PERS Updated Report Requirements 

  • Previously only plans MAIN and MN20 were included on the report and designated by a retirement plan including 2020 and hire date after 1/1/2020.  
  • Retirement plans will now be used to designate the plan. 
  • If a retirement plan does not exist on the employee's Benefits tab, the previous rules will be used to designate the retirement plan which are MAIN and MN20 (Any employee hired after 1/1/2020 will not have RHIC)
  • The Deduction Description ID must contain "RETIREMENT" or "401A" in the Deduction Type
  • The first 4 characters of the Deduction Description ID must be "PERS" or the first 5 characters must be 'PSERS"


Retirement Plan Setup

Personnel → Setup → Benefit Plans → Retirement Plans


Retirement Plans will need to be setup for each plan: MAIN, MN20, DICM, DC20, DC25. Click the + button to add a new plan. Enter the plan number for Retirement Plan and Plan ID.  Enter Description in Title field.  Additional Description can be added under the Description field.  Click Save at the bottom to save the plan. Repeat steps for each plan.



Employee Retirement Plan Setup

Personnel → Demographics  → Benefits tab


Select each employee and go to the Benefits tab.  Use the magnifying glass for Retirement Plan and select the appropriate plan.  The box titled, Retirement Plan Participant is an optional setting to use as a search option in demographics, but not required for ND PERS reporting.  Click Save at the bottom to save the Retirement plan.


Deduction Description Master Setup

Payroll → Setup  → Deductions  → Deduction Descriptions


The Deduction Description IDs must contain "RETIREMENT" or "401A" in the Deduction Type. 


ND PERS Report


Payroll → Other  → North Dakota Reports  → ND PERS Report


Complete all the fields at the top of the form.  Filename is optional otherwise filename will default to Retirement_Org Code ID_Reporting Month_Reporting Year.  No ranging needed.  Click on Cog wheel/Select.


The Ndpers Browse will display information on all employees.  Columns will display based on the Define List settings.  These settings can be changed to show more or less columns by clicking on the Define List icon at the top left highlighted below. Each record can be selected to view detail. If data is correct, click on the Save icon at the bottom. You can also click on the X at the bottom to cancel the report.



Click on printer icon to review report which will display all deduction amounts.


Once report is reviewed, close report and the Run Report Chain Window will display. Click on Cog wheel/select to create file.


Click on down arrow to download the file to your computer. File is ready to upload.