NYS retirement year runs from April 1 - March 31. The retirement year end procedures need to be ran after the final March payroll.

If you have both regular retirement and police/fire run the report once for regular and then a second time for police/fire.

• Run the Retirement YTD Report
  • Choose Payroll > Reports > Retirement Reports > Retirement YTD Report
  • Enter the date Range  Use April 1 prior year - March 31 current year
  • Enter Retirement Contribution Number:
    • For Regular Retirement Usually 2
    • For Police/Fire Retirement Usually 5
  • Enter Retirement Loan Number:
    • For Regular Retirement Usually 3
    • For Police/Fire Retirement Usually 6
  • Enter Retirement Arrear Deduction Number
    • For Regular Retirement Usually 4
    • For Police/Fire Retirement Usually 7
  • Enter Additional Retirement Contribution Number
    • Only if applicable enter only if there is an additional retirement deduction number 
  • Enter Additional Retirement Arrear Deduction Number
    • Only if applicable enter only if there is an additional retirement arrear deduction number 
  • Sort By:
    • Enter N for Name
    • Enter R for Registration Number
  • Report Destination - Queue is recommended this way it is saved in the spooler if you ever need to go back to it
    • This report could be needed for a retirement audit so please print and save it.
• Backup Payroll files
  • Choose Payroll > Processes Tab> PR Backup/Restore
  • All Users must be out of files
    • Click OK to continue
    • Click Cancel to escape to menu
  • Choose Backup > Payroll/Standard Financial Only
    • Click Ok to Backup
  • Report will pop up with files being backup if at the bottom Number of files Not Copied = 0 continue
    • If Number of files Not copies is > 0  It is OK to continue  If first part of file name is PRQ
    • Otherwise click the X to close the report get users out of the system and run back up again
  • Once Backup is successful Click X to close the report
  • Click Ok to the Number of files message box
• Run the YTD Retirement Clear
  • Choose PR > Clears/Purge tab > YTD Retirement Clear
  • Have Payroll Files been Backed Up
    • Click Yes to continue
  • Employee Selection
    • Regular Employees - Clears Employees with Deduction 2
    • Teacher and/or Fire/Police - Clears Employees with Deduction 5
    • All - Clears all employees regardless of what deduction number they have
  • Click OK to Process Clears