Prerequisites

Here are some prerequisite tasks that must be completed before you can process IRR and ROST reports:

• Set up IRR remarks.

  See Setting Up IRR Remarks.

• Set up Nature of Action (NOA) codes.

  Before you create an IRR, you must define NOA codes to report to the Office of Personnel Management (OPM) on IRRs. Each NOA code has a unique numerical code that identifies the nature of action for statistics and data processing.

  PeopleSoft delivers standard NOA codes in the Nature of Action table in PeopleSoft HCM. These codes are based on information from the OPM Bulletin Board. You can also create new NOA codes.

  See Application Fundamentals: Nature of Actions USF Page.

• Define IRR reportability for earnings codes.

  See Additional Earnings Page.

• Define the pay year for every pay calendar that you establish.

  The IRR Fiscal Data Accumulation Structured Query Report (SQR) Report process (FGPY006) requires this. We recommend that the pay year match the pay end date.

  See Application Fundamentals: Creating Pay Calendars and FLSA Calendars.

• Associate Personnel Action Request (PAR) remarks with IRRs.

  All PAR remarks display on the IRR Service History (Individual Retirement Record service history) page. However, only the PAR remarks that you designate as IRR reportable in the PAR Remarks table appear in the final IRR report.

  See Application Fundamentals: Personnel Action Rqst Rmks Page.