Unable to Determine Role Rule: Contribution Linked to Closed Post
1. Link Contribution to an Open Post:
- Navigate to Cintra iQ: Employment record > Expenses & Benefits > Pension & Benefit Schemes tab.
- Select the desired scheme membership.
- Open the contribution record.
- In the Edit Standing Pension Contribution form, check the "Applies To A Particular Post" box.
- Choose the desired post from the drop-down menu.
- Save the changes.
2. Remove Post from Contribution:
- Confirm the post is closed via Cintra iQ: Employment record > Forms > Post History by checking the From and To dates.
- Go to Cintra iQ: Employment record > Forms > Expenses/Benefits > Pension & Benefit Schemes tab.
- Open the contribution record.
- In the Edit Standing Pension Contribution form, uncheck the "Applies To A Particular Post" box.
- Save the changes.
Note:
- Close the contribution record by entering the To Date on the Edit Standing Contribution form and saving.
- To create a new standing pension contribution record, right-click New in the Expenses/Benefits Pension & Benefit Schemes tab, enter the desired information, select Applies to A Particular Post, choose the desired post, and save.
Employee Missing Establishment for Monthly Data Collection
To set up the establishment for the employee:
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Set Up Teaching Establishment:
- Go to Cintra iQ: Definitions > Lookups > TP MDC Establishments.
- Enter the desired establishments and save.
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Link Employee to Teaching Establishment:
- Go to Cintra iQ: Personnel Record > Forms > Teaching Details.
- In the SIR Details form, select the desired establishment from the Establishment to use for Monthly Data Collection drop-down list and save.
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Link Teaching Establishment to Employer:
- Ensure the Use Managed Educational Establishments for Teachers Pension Monthly Data Collection checkbox is selected.
- Go to Cintra iQ: Payroll > Payroll Setup > Employer Setup.
- Open the desired employer, navigate to the Teaching Details tab, and ensure the checkbox is selected.
- Save.
Employee in Pension Report but Not in MCR File
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Check Employee's Teaching Post:
- Does the employee have a valid teaching post?
- Ensure the Job Category in the employee's Post History form is a teaching role: Cintra iQ: Employment Record > Forms > Post History.
- Verify Job Categories in the Job Category Lookup table are set as teaching roles: Cintra iQ: Definitions > Lookups > Lookup Table: Job Category.
Note: If the employee is not in a teaching role, you can add one. For more information, see How Do I Assign Posts to Employees?
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Verify Employee's Expenses and Benefits:
- Check for overlapping pension memberships.
- Ensure the leave date is entered in the employee's Pension Scheme Membership record: Cintra iQ: Employment Record > Forms > Expenses/Benefits.
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Check Employee's Role ID:
- Ensure all employees have a Role ID in the Role Id tab: Cintra iQ: Payroll > Payroll Tools > Payroll Reports > Teachers Pension - Monthly Contribution Reconciliation.
Overlapping Pension Scheme Memberships
- Resolve Overlapping Memberships:
- Is the employee a member of both the TPA and TPA Care schemes? Ensure the employee is in only one scheme: Cintra iQ: Employment Record > Forms > Expenses/Benefits > Pensions & Benefits Schemes tab.
- Is the second Scheme Membership still active? Enter a To date for the unwanted scheme in the Scheme Membership pane.
- Is the contribution associated with a closed post? Unselect the Applies To A Particular Post checkbox in the closed scheme's contribution record: Cintra iQ: Employment Record > Forms > Expenses/Benefits.
Missing or Invalid National Insurance Number
- Navigate to personnel Records > Personal Details > Enter or Amend NI Number
Post (Example post name) has no Role ID
Each new post entered applied to an employee will require a Role ID number
- Navigate to the Employee Role ID tab,
- on the bottom of the tab, select the option to Generate Role ID’s,
- Once you have done this, Save,
- Re-generate your MCR file.
Missing GTC Reference
- Navigate to Personnel Records > Teaching Details
- Re-Generate your MCR File
Pensionable pay has not been assigned to a post addition
SMP addition in period 10 has not been assigned to the post
- Navigate to your parental payments tab in forms > Select your Claim > Navigate to the second tab > Maternity Pay Schedule > Use the drop-down to select the post > Apply > Ok
- Re-Generate your MCR file
We have ‘Full time salary not between ?13000 and ?350000’
This message means either of the following:
Name | Description |
---|---|
Has No Salary Attached to Post |
Within the employee's Payments form, ensure that an FTE is attached to the post.
|
Post has a salary attached that is under £13000 or above £35000 |
Within the employee's Post History form, ensure that the spine point attached to the employee is between 13000 and 350000.
|
The post is an additional role |
|
Error and Warning messages when creating a Monthly Reconciliation Report (MCR)
Missing or Invalid National Insurance Number
Navigate to personnel Records > Personal Details > Enter or Amend NI Number
Post (Example post name has no Role ID
Each new post entered applied to an employee will require a Role ID number
Navigate to the Employee Role ID tab
On the bottom of the tab, select the option to Generate Role ID’s
Once you have done this, Save
Re-generate your MCR file
Missing GTC Reference
Navigate to Personnel Records > Teaching Details
Re-Generate your MCR File
Pensionable pay has not been assigned to a post addition
SMP addition in period 10 has not been assigned to the post
Navigate to your parental payments tab in forms > Select your Claim > Navigate to the second tab > Maternity Pay Schedule > Use the drop-down to select the post > Apply > Ok
Re-Generate your MCR file