In Illinois, IMRF is piloting a new wage and contribution reporting method. Although it will eventually be rolled out to everyone, for the moment this process should only be used by districts who have been invited to participate in the pilot program. Other districts should continue to use the Legacy Wage Report to report wages once per month.
Generate Reports
Wage Adjustments
Final Wages
Generate Reports
The new IMRF reports can be generated for an entire month, a particular date range, or a specific payroll run.
The quickest way to generate a report for a single payroll run is:
- Go to Financials Main > Payroll > Payroll Runs
- Click the down arrow on the right
- Select Download IMRF Wage Report
- If there are no errors that need to be fixed, Download the report
The report can also be run for various timeframes:
- Go to Financials Main > Payroll > IMRF Wage Report
- Select the Report Type: New Wage Report File (Beta) or New Adjustment File (Beta).
- Pick the month, date range, or specific payroll run to include in the report
- Generate
- If there are no errors that need to be fixed, Download the report
The report will download in a CSV file and can be uploaded directly to IMRF’s website. It is strongly recommended to NOT open the file in Microsoft Excel in order to preserve the formatting requirements.
Wage Adjustments
The new reporting method uses one file type for regular wage reports, and a different file type for adjustments. When generating a report from the Payroll Runs page, SchoolInsight Financials will automatically choose the right file type based on whether the run is labeled as an Adjustment or not.
When you discover a mistake on a previous payroll run, create a new adjustment run.
For each employee who needs to be included in the IMRF report, you must report an adjustment code, explaining the reason for the adjustment. To add an adjustment code:
- Add a payroll item with the item type “IMRF (employee)” to the employee position
- Go to the Summary tab
- Click Enter next to the employee’s name to open the Enter Employee Payroll window
- Beneath all the employee’s payroll items, fill out the IMRF Adjustment Options
- Close
The possible IMRF adjustment codes are in the following table:
| Adjustment Code | Description |
| UNDER | Wages Previously Under Reported |
| OVER | Wages Previously Over-Reported |
| AUDIT | IMRF Audit Finding |
| SETTLE | Settlement Agreement/Grievance Arbitration |
| OVERCAP | Over the Cap/Tier Threshold Reached |
| PRETAX | Pre-Tax Items Treated as Post-Tax |
| PLAN | Plan/Tier Change |
After selecting an adjustment code, check the Tax Deferred checkbox if the member’s W-2 correctly reflects the contributions as tax-deferred.
In the adjustment file, the amount in each “Adjusting” column will add to (or subtract from if negative) the previously reported value. So if an employee was first reported with $800.00 of wages, and the adjustment file contains the value 500.00 in the AdjustingWages column, their new total wages will be $1300.00.
Final Wages
When an employee leaves the district, the school needs to report the last payroll they receive as “Final Wages.”
- Go to Financials Man > Human Resources > Employee - Single View
- Search for the employee
- Go to the Retirement tab
- Edit
- Under IMRF Information, use the blue plus sign in the Retirement Status field to add a row
- If the employee is actually retiring, choose the status Retired and enter their retirement date
- If the employee is not retiring, choose the status Not Retired and enter any date
- Pick the Final Wages Pay Period, i.e. the last pay period for which the employee will receive a check
- Save
When the employee receives pay in that period, the Final Wages column of their IMRF Wage Report will be marked with a Y.