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Employer Reporting and Management (ERM) Employer …-perf of indiana phone number

Indiana Public Retirement System (INPRS)
Employer Reporting and Management
(ERM) Employer Management User Manual -
Employer
Indiana Public Retirement System (INPRS)
One North Capitol Avenue, Suite 001
Indianapolis, IN 46204
Table of Contents
Introduction to Employer Management for Employer Users ...............................................................................5
ERM Glossary ...........................................................................................................................................................6
ERM Navigation Menu ..............................................................................................................................................7
Figure 1: ERM Home Page .....................................................................................................................7
Access the Home Dashboard ..............................................................................................................................7
Figure 2: Home Dashboard on the ERM Home Page ............................................................................8
Access and View Employer Account Options ......................................................................................................8
Figure 3: Member Management Options Menu ......................................................................................9
Table 1: Actions Available for Employer Account Options Menu ...........................................................9
Manage an Employer............................................................................................................................................. 10
Locate an Employer Account ............................................................................................................................ 10
Figure 4: Manage Employer Screen .................................................................................................... 10
Search for a Specific Employer Account .................................................................................................... 11
Select an Employer Account ...................................................................................................................... 11
Viewing Account Detail Information .................................................................................................................. 11
Figure 5: Account Detail Tab, Manage Employer Screen.................................................................... 12
Manage an Employer Contact........................................................................................................................... 12
Figure 6: Contacts Tab, Manage Employer Screen............................................................................. 12
Add an Employer Contact........................................................................................................................... 12
Figure 7: Add Employer Contact, Manage Employer Screen .............................................................. 13
Modify an Employer Contact ...................................................................................................................... 14
Figure 8: Modify Employer Contact, Manage Employer Screen.......................................................... 14
Delete an Employer Contact....................................................................................................................... 15
Add an Employer Contact Phone Number ................................................................................................. 15
Figure 9: Add Contact Phone Number, Manage Employer Screen ..................................................... 15
Modify an Employer Contact Phone Number ............................................................................................. 15
Figure 10: Modify Contact Phone Number, Manage Employer Screen............................................... 16
Delete an Employer Contact Phone Number ............................................................................................. 16
Manage Employer Addresses and Phone Numbers .................................................................................. 16
Figure 11: Address & Phone Tab, Manage Employer Screen............................................................. 17
Add an Employer Address .......................................................................................................................... 17
Figure 12: Add/Modify Address, Manage Employer Screen ................................................................ 18
Modify an Employer Address...................................................................................................................... 18
Delete an Employer Address...................................................................................................................... 19
Add an Employer Phone Number............................................................................................................... 19
Figure 13: Add Phone Number, Manage Employer Screen ................................................................ 19
Modify an Employer Phone Number .......................................................................................................... 20
Figure 14: Modify Phone Number, Manage Employer Screen ............................................................ 20
Delete an Employer Phone Number........................................................................................................... 20
View Employer Funds ....................................................................................................................................... 21
Figure 15: Funds Tab, Manage Employer Screen ............................................................................... 21
View Employer Groups ..................................................................................................................................... 21
Figure 16: Groups Tab, Manage Employer Screen ............................................................................. 21
View Submission Unit Information for Employer Accounts ............................................................................... 22
Figure 17: Submission Units Tab, Manage Employer Screen ............................................................. 22
Employer Reporting and Management (ERM) Page 2 of 57
Employer Management User Manual - Employer
Effective: 04/01/2022
Version: 10.0
Manage a Submission Unit ................................................................................................................................... 23
Figure 18: Submission Unit Option, Navigation Menu ......................................................................... 23
Locate a Submission Unit Account ................................................................................................................... 23
Figure 19: Manage Submission Unit.................................................................................................... 24
Search for a Specific Submission Unit Account ......................................................................................... 24
Select a Submission Unit Account.............................................................................................................. 25
Manage Account Details Information.......................................................................................................... 25
Figure 20: Account Details Tab, Manage Submission Unit ................................................................. 26
Manage Submission Unit Address or Phone Number Information ................................................................... 26
Figure 21: Address & Phone Tab, Manage Submission Unit .............................................................. 27
Add a Submission Unit Address ................................................................................................................. 27
Figure 22: Add Address, Manage Submission Unit ............................................................................. 28
Modify a Submission Unit Address............................................................................................................. 28
Figure 23: Modify Address, Manage Submission Unit ......................................................................... 29
Add a Submission Unit Phone Number ...................................................................................................... 29
Figure 24: Add Phone Number, Manage Submission Unit .................................................................. 30
Modify a Submission Unit Phone Number.................................................................................................. 30
Figure 25: Modify Phone Number, Manage Submission Unit.............................................................. 30
Manage Submission Unit Payment Administration ........................................................................................... 31
Figure 26: Payment Admin Tab, Manage Submission Unit ................................................................. 31
Add Bank Account to a Submission Unit Account ...................................................................................... 31
Figure 27: Add Bank Account, Manage Submission Unit .................................................................... 32
Modify Submission Unit Bank Account....................................................................................................... 33
Figure 28: Modify Bank Account, Manage Submission Unit................................................................ 33
Manage Wage and Contribution (W&C) Submission Information..................................................................... 33
Figure 29: W&C Tab, Manage Submission Unit .................................................................................. 34
Figure 30: Define Payroll Dates, Manage Submission Unit................................................................. 34
Figure 31: Confirm Payroll Calendar, Manage Submission Unit ......................................................... 35
Manage Submission Unit Contact Information.................................................................................................. 35
Figure 32: Contacts Tab, Manage Submission Unit ............................................................................ 35
Add a Submission Unit Contact.................................................................................................................. 35
Figure 33: Add Submission Unit Contace, Manage Submission Unit.................................................. 36
Add an Existing Submission Unit Contact .................................................................................................. 37
Figure 34: Administration Options, Navigation Menu .......................................................................... 38
Figure 35: Employer User .................................................................................................................... 38
Figure 36: Email Search, Employer User............................................................................................. 39
Add a Submission Unit Contact Phone Number ........................................................................................ 39
Figure 37: Add/Edit Phone Number, Manage Submission Unit........................................................... 39
Modify a Submission Unit Contact.............................................................................................................. 40
Figure 38: Edit Submission Unit Contact, Manage Submission Unit ................................................... 41
Modify a Submission Unit Contact Phone Number .................................................................................... 41
Delete a Submission Unit Contact Phone Number .................................................................................... 41
View Submission Unit Contribution Type Details.............................................................................................. 42
Hybrid ......................................................................................................................................................... 42
Figure 39: Hybrid Tab .......................................................................................................................... 43
My Choice ................................................................................................................................................... 43
Figure 40: My Choice Tab.................................................................................................................... 44
TRF Contribution Type Details ................................................................................................................... 44
`77 Fund Contribution Type Details ............................................................................................................ 44
Figure 41: '77 Fund Contribution Type Details Tab ............................................................................. 46
JU System Contribution Type Details......................................................................................................... 46
Figure 42: JU System Contribution Type Details Tab.......................................................................... 47
PERF Employer Enrollment Resolution ............................................................................................................ 47
Employer Reporting and Management (ERM) Page 3 of 57
Employer Management User Manual - Employer
Effective: 04/01/2022
Version: 10.0

What is the employer’s Indiana Tax Identification Number?There is a section at the end of the record that allows each state to define its own requirements. Indiana uses this section to define fields for the Employer’s Indiana Tax Identification Number. 331-340 Employer TID 10 Indiana Employer TID Does not include the three digit location. 341-343 Employer TID Location

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Title: Employer Reporting and Management (ERM) Employer Management User Manual - Employer
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Author: Deal, Whitney
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Producer: Adobe PDF Library 22.1.149
CreationDate: Thu Apr 21 14:50:00 2022
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