Enhanced Reporting Excel Tool
This macro-enabled Excel template automatically generates an enhanced reporting compatible file (pipe-delimited txt file) for uploading to Retirement Online. It may be used for hiring and enrolling, regular reporting, and submitting adjustments.
Please do not use this tool until you have completed your transition to enhanced reporting and are Gold Certified.
Who this tool is for
- Employers who used a template (such as a prn file) for legacy reporting.
- Manual reporters who need to hire in retirees or large numbers of optional employees.
- Employers without a third-party payroll provider or in-house IT department that generate all or part of their enhanced file.
What you can do with this tool
- Hire new employees and retirees.
- Enroll new members.
- Submit job data changes.
- Submit a regular report and/or adjustments for locations that don’t have software that automatically generates the file.
- Submit a regular report and/or adjustments locations that do not wish to manually report all employees.
The Excel Tool & Instructions
- Enhanced Reporting Excel Tool
: Download and use this macro-enabled tool to automatically generate the enhanced txt file. - Instructions: Refer to these step by step instructions when using the tool to generate your report after filling in the report details.
- Tips for Using the Enhanced Reporting Excel Tool
: Refer to these tips when creating the enhanced file using the Excel tool. - Enhanced File Format Guide : Refer to this guide for every field available in the enhanced report, which fields are required, and what inputs will be accepted.
Contact Us
Call your transition coach: 844-619-9614 | Monday – Friday, 8:30 am – 4:00 pm
- When prompted, choose option 1 to be connected to employer resources.
- You will then be asked for your location code followed by the pound “#” sign.
- After you enter this code, you will begin to hear our traditional options for employer related questions. At this point, you can dial your transition group code and be connected to a Gold Certification transition coach. This is a special code that was provided on your transition plan. It is not listed as an option on the Help Desk line.
Send an email: NYSLRSGoldCertification@osc.ny.gov
