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academy:pmis_retropay_checklist

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academy:pmis_retropay_checklist [2022/06/21 19:35] – emorenoacademy:pmis_retropay_checklist [2025/07/14 16:32] (current) – emoreno
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-====== ASCENDER - PMIS: Retro Pay ======+====== ASCENDER - Position Management: Perform Retro Pay Process ======
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_retropay_checklist?do=export_pdf&book_title=Retro Pay Checklist| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:pmis_retropay_checklist?do=export_pdf&toclevels=2-3&book_title=Perform Retro Pay Process|Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
 {{page>general:pmisdocsdate}} {{page>general:pmisdocsdate}}
  
-<WRAP Round Intro> The purpose of this document is to guide you through the Position Management Retro Pay Process. The following steps should be performed **after** the 11-month and/or 12-month employees have been rolled to the current year payroll and PMIS. +<WRAP Round Intro> The purpose of this document is to guide you through the necessary steps to process retro pay in Position Management.  The following steps should be performed **after** the 11-month and/or 12-month employees have been rolled over to the current year Payroll and Position Management. 
  
-This process calculates the difference between the current salary reflected in Payroll and the new salary reflected in NY PMIS, then pays the employee the difference via extra duty pay.+This process calculates the difference between the current salary in Payroll and the new salary in next year Position Management and then pays the difference to the employee via extra duty pay.
  
-This checklist assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
  
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 =====Before You Begin===== =====Before You Begin=====
  
-Review the following information:  +++++Before you begin.|{{page>general:retropayprocess:beforeyoubegin&inline}}++++ 
-  * TRS Rules for Retro Pay - Reference Item **16. Retroactive Pay Increases Excluded by the Plan’s Terms** under **Compensation Not Eligible for TRS** on the TRS Creditable Compensation page at https://www.trs.texas.gov/Pages/re_creditable_compensation.aspx.\\  \\   +
-  * <WRAP Box>**Scenario**: Some LEAs do not give administrators their raise in July or August when their new contract starts. Instead, they wait until September to provide the raise, then pay them the extra pay owed for the raise in July and/or August in September. However, per TRS, "a pay increase given retroactively after work has commenced under the contract or work agreement is excluded as creditable compensation for TRS purposes because it is not paid pursuant to a valid contract." This means that retro pay should **not** be entered on the Payroll > Maintenance > Hours/Pay Transmittals > Extra Duties tab but should be entered on the Non-TRS tab.\\  \\  **Workaround**: In this scenario, the recommendation is to use the Retro Pay Processing as it performs the appropriate calculations and updates the Job Info tab with the correct amounts and balances. Then, print the transactions from the Extra Duties tab and manually add them to the Non-TRS tab, then manually delete those transactions from the Extra Duties tab. Some LEAs may only have a few 11- and 12-month employees, so the number of transactions to reverse and re-enter are minimal. Larger LEAs may have 100 or more 11- and 12-month employees, which results in additional manual entries.  +
-</WRAP> +
-  * <WRAP Box>**Scenario**: When completing a payoff for an employee in Position Management, the system looks at the Standard Gross Pay to determine the employee’s previously paid amounts, which is correct. When an 11 or 12-month employee that received retro pay is paid off, it needs to be picked up from the Non-TRS tab and included in the payoff calculation in Position Management. Per TRS, “a pay increase given retroactively after work has commenced under the contract or work agreement is excluded as creditable compensation for TRS purposes because it is not paid pursuant to a valid contract”. Non-TRS pay does not have an option to say it is part of the Standard Gross Pay. Therefore, it does not get picked up on the CIP Separation when past pay is calculated.\\  \\  **Workaround**: The recommendation is to process and approve the separation, then manually correct the fields on the [[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]] tab. +
-</WRAP>+
  
  
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   - ++Create a simulation.|{{page>general:pmis_retropay_checklist_step1&inline}}++   - ++Create a simulation.|{{page>general:pmis_retropay_checklist_step1&inline}}++
   - ++Process retro pay.|{{page>general:pmis_retropay_checklist_step2&inline}}++   - ++Process retro pay.|{{page>general:pmis_retropay_checklist_step2&inline}}++
 +  - ++Move retro pay extra duties to Non-TRS.|{{page>general:pmis_retropay_checklist_step3&inline}}++
  
  
academy/pmis_retropay_checklist.1655840130.txt.gz · Last modified: 2022/06/21 14:35 (external edit)

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