HARRISON SCHOOL DISTRICT TWO Payroll Orientation

Transcription

1 HARRISON SCHOOL DISTRICT TWO Payroll Orientation

2 PAYROLL INFORMATION PACKET Items within the Payroll Information Packet Instructions for: Employee Service Portal account setup W4 Withholdings Direct Deposit Please complete the Portal setup, enter your tax withholdings and direct deposit banking information as soon as possible after your first day of work.

3 EMPLOYEE SERVICE PORTAL The Employee Service Portal is a secure website for: Review monthly payroll information Maintenance of: Banking information Tax Withholding information Benefit selections Changes of address and phone number

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5 Choose Employee Service Portal

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7 ACTIVATION LINK Once setup is completed, an activation link will be sent to the address you entered to finalize the activation of your account. Payroll will monitor the Portal and activate accounts if necessary.

8 PAY DATES Payday is the 25 th of each month. If the 25 th falls on a Saturday, Sunday or Monday holiday, payday will be the Friday before.

9 COLORADO PUBLIC EMPLOYEE RETIREMENT ASSOCIATION (PERA) Colorado Public Employees' Retirement Association (PERA) provides retirement and other benefits to the employees of more than 500 government agencies and public entities in the state of Colorado. PERA is a substitute for Social Security for most of these public employees. Benefits are pre-funded, which means while a member is working, he or she is required to contribute a fixed percentage of their salary to the retirement trust funds. This percentage is 8 percent for most members. Employers also contribute a percentage of pay to the trust fund.

10 PERA cont. If you are a current PERA member, please fill out the top portion of the form, make a note current member. If you want to change your beneficiaries, you can do that online. Sign and date the form. If you are a PERA RETIREE and currently collecting a retirement check, please note that on the form. Fill out the top portion, sign and date the form. If you are new, fill out the top portion and sign and date the form. You are able to add your beneficiaries at any time directly with PERA.

11 PERA cont. When you receive your first paycheck you will see a deduction for PERA. Please log in to and set up your online account. You will receive a mailer with a PIN number from PERA. The District pays 19.65% (20.6% in 2018) of your salary to cover the administrative plan costs (this does not go into your retirement account, nor is it deducted from your pay). It is paid into the School Division Trust Fund for PERA s operating costs and stabilization of the fund. Contact PERA at

12 FORMS Please complete the following forms and turn in to the payroll representative before leaving: PERA Member Information form SSA 1945 form W2 Wage & Tax Statement form

13 Fill in these fields Sign & date

14 SSA-1945 form Your name Your SSN Harrison School District Two 0391 Sign & Date

15 Form W-2 Wage & Tax Statement View & print your online W-2 statement from our secure server anytime. Now, you have convenient, secure access to your W-2 wage and tax statement online. You are currently enrolled for online-only statements. With online-only statements, you ll have the peace of mind that comes from knowing your statement won t be lost or stolen in the mail. You will also have early access to your W-2 information. You may change your settings anytime between April 15th and the following January 1st. Please select (circle) item 1 or item 2: Help Harrison Go Green and select option #1 1. Yes please do NOT mail my W-2 wage and tax statement. I prefer online-only statements. Every effort made to have them available January 25, Please continue to mail my W-2 wage and tax statement to my home address. Mailed no later than January 31, You must complete and return this form to the payroll office no later than December 31, Your 2017 selection must be received in the payroll office before January 1, During the tax preparation season, January 1 to April 14, you will not be able to change your settings. Terms and Conditions 1. For W-2 recipients who do not consent to an electronic version, a paper copy will be provided. 2. Electronic W-2 statements will be available to you by January 31st at the latest and accessible via Harrison School District Two. Internet access is required. W-2 forms will remain available to you for up to five years. 3. Your consent will remain valid until withdrawn or terminated. 4. You may withdraw your consent at any time other than during the tax preparation season (Jan 1 April 14) by notifying Harrison School District Two to that affect. Please or mail your consent withdrawal to the Payroll Office. In the event that you no longer have access to the e-portal, Harrison School District Two will mail a W-2 statement to the address on file. I accept the terms and conditions listed. Initials Print name Sign Emp # Date

16 TAX DEFFERED SAVINGS PLANS Voluntary, no waiting period, no open enrollment period Contribute $$ amount or % of your gross pay, no match from the District 401k or 457 and 401k Roth or 457 Roth Administered by PERA Contact PERA at b Plan AXA Equitable Aaron Haynes ext 117 or Matt Campbell ext 116

17 TAX DEFFERED SAVINGS PLANS cont... Metlife Resources Greg Burrell Valic (Variable Annuity Life Insurance Co.) Daniel Sier

18 PAYROLL CONTACT INFORMATION Payroll Department (719)

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20 C.P.R. Bricker Elementary School Pikes Peak Elementary School Centennial Elementary School Sand Creek Elementary School Giberson Elementary School Soaring Eagles Elementary School Monterey Elementary School Stratmoor Hills Elementary School Mountain Vista Community School Stratton Meadows Elementary School Oak Creek Elementary School Turman Elementary School Otero Elementary School Wildflower Elementary School Carmel Middle School Fox Meadow Middle School Panorama Middle School Career Readiness Academy Harrison High School Sierra High School