OMERS Calendar Year Reporting Package Setup Instructions

OMERS Calendar Year Reporting

GOAL: To provide a wholistic overview of the steps and instructions to make use of the EC_RETRO_PAYMENTS_FOR_TAX_YEAR. 

Note: This package is for OMERS but it is named generically as RETRO PAYMENTS FOR TAX YEAR. 

Setup Instructions

1. Upload dsBOARDINFO.rsd  (will be the same as the one from the previous reporting package) 
   1. Click Manage and select the HRP Datasource to link it.

2. Upload dsFullEMPGroupHRP.rsd (will be the same as the one from the previous reporting package) 
   1. Click Manage and select the HRP Datasource to link it. 

3. Upload dsRETROPAYINPUTSFORTAXYEAR.rsd ( this is NEW!!)  
   1. Click Manage and select the HRP Datasource to link it.

4. Upload EC_RETRO_PAYMENTS_FOR_TAX_YEAR.rdl report  
   1. Click Manage and Link data Source 

**You can then run the reports**

Report Logic

The report calculates the number of pays and the portion of the pays that are in the previous year and the current year and then aggregates the totals for the Tax Year.

So for 2024 Pay Calendar and a Sept - Aug calendar;  9 pays will be in 2024 and 17 pays will be in 2025 that is used to calculate the Tax Year amount.