How do I correct MCR errors?

In Cintra iQ, you can create a Monthly Contributions Reconciliation (MCR) report by extracting data through MCR. Previously, employers submitted monthly service and salary details to Teachers' Pension (TP). Now, TP allows a transition from Monthly Data Collection (MDC) to MCR between October 2020 and October 2021.

 

MCR combines MDC, Monthly Contributions Breakdown, and Enrolment into one submission. It helps TP track multiple contracts and opt-outs, affecting final benefits. Employers must report each employment contract or role as separate data rows in MCR for accurate contribution reconciliation. Correct any errors in MCR data by updating the relevant form.

Unable to determine Role Rule. Contribution is linked to a closed Post record.

You need to link the contribution due to a post which is still open, close the contribution if the post is closed or create a new contribution record with the linked post.

How do I link the contribution to a post?

1. Go to Cintra iQ: Employment record> Expenses & Benefits>Pension & Benefit Schemes tab.
2. Select the desired Scheme Membership in the Pensions & Benefits Schemes tab.  The attached contribution record(s) appears.
3. Open the desired contribution record. The Edit Standing Pension Contribution form appears.
4. Select the Applies To A Particular Post check box. The drop down becomes active.
5. Select the desired post.
6. Save. The contribution is now linked to the post.

How do I remove the post from the contribution?

1. Determine that the post is closed via the Post History form. 
   Go to Cintra iQ: Employment record> Forms> Post History. The Post History record will have a From and To date. 
2. Remove the post from the contribution.
   Go to Cintra iQ: Employment Record> Forms> Expense/Benefits> Pension & Benefit Schemes tab. 
3. Open the desired membership's contribution record. The Edit Standing Pension Contribution form appears.
4. Unselect the Applies To A particular Post check box. 
5. Save. The post is removed from the contribution.
   

     Note:

   Note: You can close the contribution record and begin afresh by entering the To Date on the Edit Standing Contribution form and saving. Right-click: New in the Expense/Benefits Pension & Benefit Schemes tab to create a new standing pension contribution record. Enter the desired information and select Applies to A Particular Post. Select the desired post. Save.

 

Unable to Import File. Unexpected File Header Row Definition.

You are unable to import the file because there is a mismatch between column headers. You need to import a .csv file that has the same columns as the Save to Role Id Template file. 

 

Go to Cintra iQ: Payroll> Payroll Tools> Payroll Reports> Teachers Pension - Monthly Contribution Reconciliation. Click the Save to Role Id Template button to create the import file in the Employee Role Id tab.

 

 

Employee has no establishment set up for monthly data collection in 'Teaching Details'.

To set up establishment for the employee

1. Set up the teaching establishment.
   Go to Cintra iQ: Definitions> Lookups> TP MDC Establishments, enter the desired establishments and save.
2. Link the employee to the teaching establishment.
   Go to Cintra iQ: Personnel Record> Forms> Teaching Details. The SIR Details form appears. Select the desired establishment from the Establishment to use for Monthly Data Collection drop down list. Save.
3. Link the teaching establishment to the employer.
   The Use Managed Educational Establishments for Teachers Pension Monthly Data Collection check box must be selected in order for the establishment to be set up in MCR.
   Go to Cintra iQ: Payroll> Payroll Setup> Employer Setup. Open the desired employer. Navigate to the Teaching Details tab and ensure Use Managed Educational Establishments for Teachers Pension Monthly Data Collection check box is selected. Save.

Possible exceptions

• An employee is in the Pension report but not in the MCR file.

• Unable to determine Role Id.

Ask yourself the following questions to problem solve the issues:

• • Does the employee have a valid teaching post?
    • Ensure that the Job Category in the employee's Post History form is a teaching role.
      Go to Cintra iQ: Employment Record> Forms> Post History.
    • Ensure that the desired Job Categories in the Job Category Lookup table are set as teaching roles.
      Go to Cintra iQ: Definitions> Lookups> Lookup Table: Job Category.

        Note:

      If not the employee is not in a teaching role, then you can add one to them. For more information, see How Do I Assign Posts to Employees?

• • Are the employee's expenses and benefits up-to-date?
    Within the employee's Expenses & Benefits form, check the following:

• • • Ensure that the employee does not have an overlapping pension membership?
    • Ensure that the employee's leave date has been entered on their Pension Scheme Membership record.
  • Go to Cintra iQ: Employment Record> Forms> Expenses/Benefits.

• • Does the employee have a Role Id?
    Ensure all employees have a Role ID ion the Role Id tab. 
    Go to Cintra iQ: Cintra iQ: Payroll> Payroll Tools> Payroll Reports> Teachers Pension - Monthly Contribution Reconciliation

• Overlapping Pension Scheme Memberships

  Ask yourself the following questions to resolve the issue.
  Within the employee's Expenses & Benefits form, check the following:

1. 1. Is the employee a member of the TPA and the TPA Care scheme?
      Ensure that the member is in only one of the schemes on the Pensions & Benefits Schemes tab.
   2. Is the second Scheme Membership still active?
      Ensure that you have entered a To date for the unwanted pension scheme in the Scheme Membership pane. 
   3. Is the contribution pane (the right hand side) associated with a post that is closed?
      Ensure that the Applies To A Particular Post checkbox is unselected within the closed schemes' contribution record.
      
      Go to Cintra iQ: Employment Record> Forms> Expenses/Benefits.

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. Navigate to the Allowance and Rates Summary tab in the employee's Standing Allowance and Rates form. The message in MCR will tells you which Post is incorrect. Go to Cintra iQ: Employment record> Forms> Payments/Rates Expand the Post's allowance and rate to see if an FTE amount is displayed.  Note: The employee may have more than one post. You need to be able to see a FTE salary for each post. If there is no FTE salary visible, navigate to the employee's Post History form. Go to Cintra iQ: Employment record> Forms> Post History Double-click the employee's post. The Edit Employee Post form appears.  Ensure the Spine Point Salary Paid As field is populated with the desired grade. Save and recalculate.
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. Navigate to the Spine Point tab. Ensure the current spine point attached to the post is between 13000 and 350000. Save and recalculate.   Note: If you do not use the Post History form to drive your salaries, navigate to the Payments/Rates form and check the salary there. It may be the case that you have a period value but not an annual one.
The post is an additional role	If the post is an additional post i.e. detached from the main post, you can change it on the MCR. Navigate to the Employee Role Id tab. Go to Cintra iQ: Payroll> Payroll Tools> Payroll Reports> Teachers Pension - Monthly Contribution Reconciliation  Check the Add On Contract within the desired post record.  Click the Generate Role Ids. This ties the additional contract to the main one.  Continue to generate the MCR data.