How do I correct MCR errors?

Unable to Determine Role Rule: Contribution Linked to Closed Post

1. Link Contribution to an Open Post:

1. Navigate to Cintra iQ: Employment record > Expenses & Benefits > Pension & Benefit Schemes tab.
2. Select the desired scheme membership.
3. Open the contribution record.
4. In the Edit Standing Pension Contribution form, check the "Applies To A Particular Post" box.
5. Choose the desired post from the drop-down menu.
6. Save the changes.

2. Remove Post from Contribution:

1. Confirm the post is closed via Cintra iQ: Employment record > Forms > Post History by checking the From and To dates.
2. Go to Cintra iQ: Employment record > Forms > Expenses/Benefits > Pension & Benefit Schemes tab.
3. Open the contribution record.
4. In the Edit Standing Pension Contribution form, uncheck the "Applies To A Particular Post" box.
5. Save the changes.

Employee Missing Establishment for Monthly Data Collection

To set up the establishment for the employee:

1. Set Up Teaching Establishment:

   • Go to Cintra iQ: Definitions > Lookups > TP MDC Establishments.
   • Enter the desired establishments and save.

2. 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.

3. 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

1. Check Employee's Teaching Post:

   • Does the employee have a valid teaching post?
   • Does the post have a valid spine point?
   • Does the post have a valid working pattern?
   • 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?

2. 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.

3. 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

1. 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: 

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