This will produce the export file that can be uploaded to the Division of Pensions through the District's MOVEit account as part of the quarterly IROC process.   The report will project the contractual salary, for the selected quarter, for all active staff with an active contractual position tracking record with an annual salary.  

In addition, all active TPAF and PERS staff members with a contractual position and an annual salary MUST have their pension membership number on their pension tab.  In addition, all PERS staff members MUST have their Bureau Number on their pension tab.  

REQUIRED Data in SchoolFi 

On the Payroll  >>  Quarterly  >>  IROC  >>  IROC Setup tab: 

• The TPAF and PERS location number

On the Staff members Pension Tab:

• REQUIRED:  Pension Type of either TPAF or PERS
• REQUIRED:  Membership Number (MUST be 7 digits) 
• REQUIRED for all PERS:  PERS Bureau Number

On the Payroll  >>  Pensions  >>  IROC >>  IROC Report of Salary Change Tab:

• REQUIRED:  your MOVEit File ID number must be entered.  

Running the IROC Salary Change Export Report

Navigate to the the Payroll  >>  Pensions  >>  IROC Report of Salary Change tab.  Click on the Create Report of Salary Change Data button.

Select the year and the quarter and click on the Add button:

The Snapshot of the data will be taken.  You will receive a yellow-triangle warning if there are any staff records that are missing a Pension Membership Number.  You can click on the Excel button to review the data.  We STRONGLY recommend the data be reviewed for completeness and accuracy.

If you need to modify the underlying data in SchoolFi, you can save the excel file and then delete the snapshot.  Then, after the data updates are processed, you can take a new snapshot for submission through the MOVEit system.  

The MOVEit File button WILL NOT appear until the snapshot is free of any errors.  

Analyzing / Reviewing Errors in the Snapshot

We recommend the district utilize the The Pension Records Tab to identify errors / issues with the snapshop.  You can easily search for: