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payroll:utilities:trsmaintenance:employeedataed:ed90term

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payroll:utilities:trsmaintenance:employeedataed:ed90term [2020/08/11 17:17] – created emorenopayroll:utilities:trsmaintenance:employeedataed:ed90term [2021/09/17 18:53] (current) – emoreno
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 //**Payroll > Utilities > TRS Maintenance > Employee Data (ED) > ED90 (Term)**// //**Payroll > Utilities > TRS Maintenance > Employee Data (ED) > ED90 (Term)**//
  
-<WRAP round intro>This tab is used to report an employee who no longer has a contract or work agreement with the local education agency (LEA). The tab is necessary to process refunds and other retirements.+<WRAP round intro>This utility is used to report an employee who no longer has a contract or work agreement with the local education agency (LEA). The tab is necessary to process refunds and other retirements.
  
 The ED90 record is submitted to TRS in the same month that the final transaction for the employee is reported on the Regular Payroll Report. For employees in TRS-eligible positions, the final transaction may be the final salary and deposits, or previously reported salary and deposit adjustments. For employees in TRS-ineligible positions, the final transaction may be the final salary or a previously reported salary adjustment. The ED90 record is submitted to TRS in the same month that the final transaction for the employee is reported on the Regular Payroll Report. For employees in TRS-eligible positions, the final transaction may be the final salary and deposits, or previously reported salary and deposit adjustments. For employees in TRS-ineligible positions, the final transaction may be the final salary or a previously reported salary adjustment.
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 The ED90 record and the final transaction reported through the Regular Payroll Report must be submitted before TRS can process a refund, death claim, or retirement for a member. If the final transaction month was incorrectly reported on the ED90, you must submit a new ED90 to replace the originally reported month. The ED90 record and the final transaction reported through the Regular Payroll Report must be submitted before TRS can process a refund, death claim, or retirement for a member. If the final transaction month was incorrectly reported on the ED90, you must submit a new ED90 to replace the originally reported month.
  
-Click [[https://www.trs.texas.gov/Pages/re_team_about.aspx|here]] to access the TEAM Report Formatting Guide - ISDs, Charters, and ESCs for additional reporting information and complete file record layouts.+ 
 +Click [[https://www.trs.texas.gov/Pages/re_team_about.aspx|here]] to access the RE Portal Resources page for additional reporting information and complete file record layouts.
  
 This tab consists of a grid at the top and a free-form area at the bottom. This tab consists of a grid at the top and a free-form area at the bottom.
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 ^TRS Year|Type the calendar year in the YYYY format for which you want to retrieve data. This is a required field.| ^TRS Year|Type the calendar year in the YYYY format for which you want to retrieve data. This is a required field.|
    
-Click **Retrieve**. The selected information is displayed.+VCV Click **Retrieve**. The selected information is displayed.
    
-Click [[general:employee_directory|Directory]] to search for an employee.+VCV Click [[general:employee_directory|Directory]] to search for an employee.
  
-Click {{:images:mag_edit.svg?16|Spyglass Icon}} to view additional details for a row in the free-form area. +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional details for a row in the free-form area.
-  +
-In the free-form area, the **Emp Nbr**, **Staff ID/SSN**, **Name**, **DOB**, and **Gender** fields are display only.+
    
 +<div indent>In the free-form area, the **Emp Nbr**, **Staff ID/SSN**, **Name**, **DOB**, and **Gender** fields are display only.
 +</div>
 +\\ 
    
-To add another row, click **+Add**. A new row is added with the cursor in the **Emp Nbr** field. In the **Emp Nbr** field of the free-form area, type or select an employee number, and then press TAB. Data associated with the employee number is displayed. You can edit and save the data. If an employee is selected from the Directory, a new row is added. If multiple rows are selected from the Directory, all of the employees are added as new rows in the grid area. +VCV Click **+Add** to add another row. A new row is added with the cursor in the **Emp Nbr** field. In the **Emp Nbr** field of the free-form area, type or select an employee number, and then press TAB. Data associated with the employee number is displayed. You can edit and save the data. If an employee is selected from the Directory, a new row is added. If multiple rows are selected from the Directory, all of the employees are added as new rows in the grid area. 
  
-Under **Termination**:+VCV Under **Termination**:
    
 ^Date|Type the employee's last date of employment in the MMDDYYYY format.| ^Date|Type the employee's last date of employment in the MMDDYYYY format.|
-^Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason code for the employee's termination.\\  \\  //D - Death//\\  //E - End of Employment//|+^Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason code for the employee's termination.<div indent>\\  //D - Death//\\  //E - End of Employment//</div>|
    
-Under **Final Pay**:+VCV Under **Final Pay**:
    
 ^Month|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the calendar month for the report month after which no further deposits or adjustments for this employee will be submitted to TRS.| ^Month|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the calendar month for the report month after which no further deposits or adjustments for this employee will be submitted to TRS.|
-^Year|Type the report year in the YYYY format for the report year after which no further deposits or adjustments for this employee will be submitted to TRS.|+^Year|Type the reporting year in the YYYY format for the reporting year after which no further deposits or adjustments for this employee will be submitted to TRS.|
 ^Annualized Eligible TRS Compensation|Type the amount of eligible compensation that an employee would have earned in the school year.\\  \\  This is a required field if the **Reason** field is set to //D - Death//.\\  \\  If the member works in more than one position, the annualized salary should be the total amount that would have been paid for all positions worked.| ^Annualized Eligible TRS Compensation|Type the amount of eligible compensation that an employee would have earned in the school year.\\  \\  This is a required field if the **Reason** field is set to //D - Death//.\\  \\  If the member works in more than one position, the annualized salary should be the total amount that would have been paid for all positions worked.|
    
payroll/utilities/trsmaintenance/employeedataed/ed90term.1597166251.txt.gz · Last modified: 2020/08/11 12:17 (external edit)

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