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Glenn Hegar  ·  Texas Comptroller of Public Accounts

USPS Reports Guide
Report 974 Insurance Salary Transactions

This report displays the new insurance salary for each employee and the pays that are included to calculate the insurance salary. It is automatically run during the insurance rollover each FYE. This process will either insert or update a 09/01/XXXX HMTU1 record for the new fiscal year with the new insurance salary and premiums using transaction code FYE for all employees with a HØBUS employee status of 1 or 2. Employees who elected to have no coverage will have $0.00 used; board members and legislators who currently have district judge salaries will have the annual salary for district judges used.

An agency can elect to run either both monthly and semi-monthly employees together or individually using HMQU1.

Employees with invalid insurance carriers will have a 09/01 record created or updated. Errors will be printed on Report 991. These HMTU1 records will need to be corrected with a valid carrier prior to running the September regular payroll.

Employees with no change in insurance salary will not be included on the report or the ERS file but will have a 09/01 HMTU1 record created.

Additionally, a file is generated with the new insurance salaries and is sent to the Employees Retirement System. Employees with a retirement code equal to X will be included.

This report will automatically be run as a result of employee salary changes effective September 1 that were entered on HMPHR or HNHBK after the agency has run their fiscal insurance rollover. For agencies that employ both monthly and semi-monthly employees, only semi-monthly employees will be re-rolled until the monthly employee rollover is done.

If an HMP salary change is done after the initial Insurance Roll an Auto Insurance Roll will occur. An R will populate the HMQU1 screen and during the cycle Report 974 will be produced and a new tape sent to ERS with the new salary change. This only occurs until the ERS cut off for INS Salary changes.

Report Criteria

Category Benefits Administration
Distribution Agency, Employees Retirement System
Frequency Annually at Fiscal Year-End
Form  
Sort Sequence Organization Code, Employee Number
Page Break Organization Code
Parameters  
Databases Used HØB, HØC, HØZ, H1Ø, H7O, HID, HMP, HMQ, HMT, HNH, HNP
Selection Criteria All employees with a hire date less than 9/1/XXXX and a termination date greater than 09/01 or null.
Produce Output? Yes – Tape and Report
Request Screen HMQU1: INUSURANCE (HMT) – B for all, M for monthly, or S for semi-monthly, R for reroll. This field is set to N by this report.
Posting Report? Yes – HMTU1 is updated.
Additional Notes

This report/rollover can be run as many times as needed to complete the insurance rollover. Only salaries that have changed from what was previously reported to ERS will be included on the new report/tape.

This report will stop run each night a salary change has been made until the date set on Agency 0, HNKU9 position end date field.

Report Headings

ORGANIZATION CODE HNH.ORGCODE
Displays the employee's organization code.
AS OF HMQ.ROLLEFFDT
Displays the date of the new fiscal year.
SALARY TRANSACTIONS GENERATED FOR
Displays the pay frequency being rolled.
EMP SSN HØB.EMPLOYEENO
Displays the employee's SSN.
EMPLOYEE NAME HID.LASTNAME
Displays the employee's last name.
BASE SALARY HNH.HSALARY
Displays the employee's base salary used to determine the insurance salary.
LONGEVITY/COLA PAY DERIVED FROM H1Ø
Displays the employee's longevity and cost of living adjustment pay used to determine the insurance salary. Longevity is projected to 09/01 to capture the new longevity rate, if applicable.
HAZARDOUS/CORP PAY DERIVED FROM H1Ø
Displays the employee's hazardous duty and corporal pay used to determine the insurance salary. Hazardous duty pay is projected to 09/01 to capture the new hazardous duty rate, if applicable.
DIFF SLRY/BRP PAY DERIVED FROM H1Ø
Displays the employee's shift differential and benefit replacement pay used to determine the insurance salary. Regardless of the employee's leveling preference, the leveled amount will be used. For example, employee's with a ERS retirement type will have $85.57 used.
INS SAL DERIVED
Displays the employee's new insurance salary.

Note: Insurance salary is the sum of an employee's monthly base, longevity, hazardous duty, BRP, shift, corporal and cost of living pay that are in effect on September 1 of the fiscal year.

An hourly employee's base pay is: ((Hourly rate * 2080) divided 12) * assigned FTE

A part time employee's base pay is monthly base pay * assigned FTE.

For calculation of insurance salary, the monthly BRP amount for leveled employees will be used. If an employee is not projected to earn sufficient wages that would allow leveling, then the calculated BRP amount for their salary would be used. The BRP amount will be calculated based on the retirement type of the employee. Retirement type (which determines which BRP factor to use) comes from whichever retirement deduction is set up with an active frequency on HØZUC.

TOTALS DERIVED
Displays the total number of records read, processed, bypassed and transactions created. Bypassed records include on-leave employees, those who denied insurance, and elected officials at the Senate or House of Representative.

Sample Report

 REPORT:   974                         UNIFORM STATEWIDE PAYROLL/PERSONNEL SYSTEM                       PAGE:    1
 AGENCY:   XXX                               XXXX XXXXX XXXXXXXXXXX XXXXX                           RUN DATE: XX/XX/20XX
 6002060020                                  INSURANCE SALARY TRANACTIONS                           RUN TIME: 2:00:00
                                                   AS OF 09/01/20XX                                           

SALARY TRANACTIONS GENERATED FOR :  MONTHLY    EMPLOYEES
EMP SSN              EMPLOYEE NAME           BASE SALARY    +  LONGEVITY/  =  HAZARDOUS/  +  BRP PAY/
                                                               COLA PAY/      CORP PAY       DIFF SLRY
                                                               JUDGE PAY                                =   INS SAL
-----------      --------------------------  -----------      ----------      ---------     ----------     ----------

XXX-XX-XXXX       XXXXXXX, XXXXXXX            2,585.00           100.00          0.00          85.57       2,770.57
XXX-XX-XXXX       XXXXX, XXXXXXXXXXXX         2,622.22            20.00          0.00           0.00       2,642.22
XXX-XX-XXXX       XXXXXXXXXX, XXXX            3,142.42            80.00          0.00          85.57       3,310.99
XXX-XX-XXXX       XXXXXXXX, XXXXXXXXX         4,265.25           100.00          0.00          85.57       4.450.82
XXX-XX-XXXX       XXXXXXXXXX, XXX             2,622.22            80.00          0.00          85.57       2,787.79
XXX-XX-XXXX       XXXXXX, XXX                 2,622.22            60.00          0.00          85.57       2,767.79
Glenn Hegar
Texas Comptroller of Public Accounts
Questions? Contact statewide.accounting@cpa.texas.gov
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