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USPS Fiscal Year-End Close Manual
Insurance Rollover

Establish Parameters for Insurance Rollover

Screen:

HMQU1 (Rollover Parameters)

Key Field:

AGENCY

 > GU    00XXX                                                     ON HMQU1
                                                                                   
                      -----------ROLLOVER PARAMETERS----------                     
                                                                                   
 R   AGENCY--> 00XXX 
                                                                                   
                                                                                   
                                                                                   
 ORGANIZATION(HNO)------------------>  N                                        
 PAYROLL TABLES(HN7,HMM)------------>  N                                        
 SALARY TABLE(H7S)------------------>  N                                        
 JOB CLASS CODE(HNT, H7O, HML)------>  N                                        
 POSITION(HNP)---------------------->  N  ENTER 'E' FOR EDIT OR 'U' FOR UPDATE  
 ACT(A),BUDG(B),GREATER(G),LOWER(L)>   A                                        
 LIST DETAIL FOR ROLLED RECORDS(Y/N)?  N                                        
 EMPLOYEE ASSIGNMENTS(HMP)---------->  N  ENTER 'E' FOR EDIT OR 'U' FOR UPDATE  
 LIST DETAIL FOR ROLLED RECORDS(Y/N)?  N                                        
 INSURANCE(HMT)---------------->       M 
   INSURANCE ROLL STATUS--------- ->                                            
                                                                                   
                                                                                   
  A205W-END OF LIST                      MM/DD/YYYY  08:23:54   M3LL PARJ ____ 

Action:

  1. Access HMQU1.
  2. Enter R in the SUBCOMMAND field
  3. Enter the following fields as required:
    • AGENCY (KEY)
    • INSURANCE (HMT) (REQUIRED)
      This field defaults to N.
      Code Description
      N (default) Indicates that the system is free to perform an insurance rollover.
      S Roll only the semimonthly employees’ insurance salaries and recalculate the insurance premiums (pay frequency 70 only).
      M Roll only the monthly employees' insurance salaries and recalculate the insurance premiums (pay frequency 90 only).
      B Roll both the semimonthly and the monthly employees’ insurance salaries and recalculate the insurance premiums.

      Note: For semimonthly agencies, after rolling either semimonthly or monthly employees only, (S or M in the INSURANCE ROLL STATUS field) a B value should always be entered.

  4. Press Enter to process the transaction.
  5. Verify the new insurance salary calculation using Report 974.

Note: Once your agency has requested the insurance rollover on the Rollover Parameters HMQU1 screen, the system will automatically continue to do an insurance salary calculation during each nightly cycle until the September regular payroll has successfully processed.

The insurance salary that is calculated during the nightly cycle is compared to the last insurance salary reported to ERS. If it is different, a new Report 974 will be produced and sent to ERS via FTP.

This process will automatically resend all changes to an insurance salary to ERS and create a new Report 974 without any action from the agency after the Insurance Rollover is first requested.

If an agency requests an insurance rollover for semimonthly employees, (a value of S on HMQU1), then the nightly process will continue to check for insurance salary changes for semimonthly employees until the September second half semimonthly payroll has been completed.

Once an agency requests an insurance rollover for monthly employees (a value of M or B on HMQU1), the nightly process will continue to check for insurance salary changes for monthly employees until the September monthly payroll is finaled. Once both semimonthly and monthly regular payrolls have processed, the automatic insurance salary evaluation process will cease.

Note: If the agency makes changes after the automatic insurance salary evaluation process ceases, a re-roll can be requested on the HMQU1 by entering a B (for semimonthly agencies) or M (for monthly agencies). Before doing so, the agency should ensure that no October special pays have been established on H10SP as special pays are not effective dated and would be incorrectly included in the insurance salary. This manual re-roll must be completed no later than Sept. 30, the ERS deadline for reporting insurance salary changes.

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