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payroll:maintenance:schoolytddata
School YTD Data - HRS3700
Payroll > Maintenance > School YTD Data
This page is used to access and maintain the payroll year-to-date totals for individual employees including accrual data and accrued days worked by job code. The page is divided into three data groups: Payroll Data, Accrued Data, and Workers' Comp Data. Although the fields are populated as payroll is processed, you can change school YTD records.
Update school YTD data:
| Field | Description |
|---|---|
| School Year | Type the school year in the YYYY format. The system is set to the current year, if available. |
| Employee |
Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click Retrieve. Or, click Directory to perform a search in the Employees directory. |
❏ Under Payroll Data, complete the following fields:
| Contract Pay | Type the total amount of the standard gross, absence deductions, and absence refunds for each pay date where the employee's primary job is pay type 1. Therefore, this field may include amounts from other jobs which are not pay type 1. |
|---|---|
| Non-Contract Pay | Type the total amount of the standard gross, absence deductions, and absence refunds for each pay date where the employee's primary job is not pay type 1. Therefore, this field may include amounts from other jobs that are pay type 1. This amount also includes all overtime paid to the employee regardless of the pay type of the primary job. |
| Supplemental Pay | Type the total amount of supplement pay issued to the employee during the selected school year. This amount is populated when an employee is paid Extra Duty through Hours/Pay Transmittals or from the Extra Duty on the Pay Info page. |
| FICA Tax | Type the total amount of FICA tax paid by the employee during the selected school year. |
| Medicare Tax | Type the total amount of Medicare tax paid by the employee during the selected school year. This amount is based on the Medicare rate and includes amounts for the employee's additional Medicare tax, if necessary. The accrued FICA/Medicare tax amounts do not include any of the employee's additional Medicare tax. |
| TRS Deposit | Type the total amount in TRS deposits paid by the employee during the selected school year. |
| Absence Deduction | Type the amount deducted from the employee's pay during the selected school year. |
| Overtime Gross | Type the total amount of overtime pay received by the employee for overtime hours worked during the selected school year as received through the Overtime tab in Hours/Pay Transmittals. Its purpose is to provide information as to how much overtime is included in the Non-Contract Pay field. |
| Regular Hrs Worked | Type the total amount of regular hours worked by this employee during the selected school year as received through hours posted on the Regular Hours tab in Hours/Pay Transmittals or from the Regular Hours field on the Job Info tab in Staff Job/Pay data. |
| Overtime Hrs Worked | Type the total number of overtime hours worked by the employee during the selected school year as received through the Overtime tab in Hours/Pay Transmittals. Its purpose is to provide information as to how many hours of overtime for which the employee has received compensation. |
| Emplr Annuities | Type the amount of any employer annuity contributions that were paid by the district for the employee during the selected school year. |
| Emplr 457 Contr | Type the amount of any employer 457 contributions that were paid by the district for the employee during the selected school year. |
| Non-TRS Bus Allow | Type the amount of any non-TRS business allowances that were paid to the employee during the selected school year. |
| Non-TRS N-Tax Bus Allow | Type the non-TRS, nontaxable business allowance amount that was paid to the employee during the selected school year. |
| Non-TRS Reimbr Base | Type the non-TRS reimbursable base amount paid to the employee during the selected school year. |
| Non-TRS Reimbr Excess | Type the non-TRS reimbursement in excess of the base amount paid to the employee during the selected school year. |
| TEA Health Ins Contr | Type the amount of the TEA health insurance contribution that was paid to the employee during the selected school year. |
| N-TRS N-Tax N-Pay Allow | Type the non-TRS, nontaxable, nonpaid business allowance amount applied to the employee during the selected school year. |
| Non-TRS N-Pay Bus Allow | Type the non-TRS, nonpaid business allowance amount applied to the employee during the selected school year. |
| Ret Emplr Pension Surchg | Type the retired employer pension surcharge amount paid by the district for the employee during the selected school year. |
| Emplr TRS Care Contr | Type the amount of the TRS-Care contribution paid by the district for the employee during the selected school year. |
| Emplr TRS Care Surcharge | Type the employer TRS-Care surcharge amount paid by the district for the employee during the selected school year. |
| New TRS Pension Contr | Type the new employee TRS pension contribution paid by the district for the employee during the selected school year. |
| Emplr Dependent Care | Type the employer dependent care amount paid by the district for the employee during the selected school year. |
| Emplr Misc Ded Contr | Type the employer miscellaneous amount paid, if any, by the district for the employee during the selected school year. |
❏ Under Accrued Data, all fields are display only and display the total accrued amount for the specified school year. Adjustments to the accrual amounts are made by using the Zero School YTD Accruals utility, using the Payroll Accrual Variance Extract utility, voiding a check, or issuing a check.
❏ Under Workers' Comp Data, type a new value in the following fields, if applicable. If no codes are defined in the Tables > Tax/Deductions > Workers' Comp table, the page will be empty, and no new rows can be added. Only codes that exist in the table are displayed.
| Code A | Type the total amount of workers' compensation code A gross salary plus tax (that was subject to workers' compensation) paid by the employer during the selected school year. |
|---|---|
| Code B | Type the total amount of workers' compensation code B gross salary plus tax (that was subject to workers' compensation) paid by the employer during the selected school year. |
| Code C | Type the total amount of workers' compensation code C gross salary plus tax (that was subject to workers' compensation) paid by the employer during the selected school year. |
❏ If the school year entered is greater than 2005, the Accrued Data by Job section is displayed. If the employee had any jobs that accrued, the accrual amounts calculated for each job are displayed. The grid shows multiple records (if applicable). Totals are also displayed under Payroll Data (Accrued Pay) and Accrued Data.
- Type a new value in the Days Earned field, as necessary.
- Click
to open a pop-up window with a detailed summary of the total accrued data for the selected job code. - Click OK to close the window.
❏ Click Save.
❏ Click Preview to view the School YTD Record Changes report. Review the report.
Other functions and features:
 | Click to view additional information for a row in the Accrued Data by Job grid. |
|---|
payroll/maintenance/schoolytddata.txt · Last modified: 2021/06/21 20:02 by emoreno