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payroll:utilities:trsmaintenance:employmentafterretirementer:er20employmentofretirees

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payroll:utilities:trsmaintenance:employmentafterretirementer:er20employmentofretirees [2020/08/11 17:09] – created emorenopayroll:utilities:trsmaintenance:employmentafterretirementer:er20employmentofretirees [2021/09/20 19:14] (current) – emoreno
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 <WRAP round intro>This tab is used to report employment information for retirees, regardless of retirement date or retirement type. <WRAP round intro>This tab is used to report employment information for retirees, regardless of retirement date or retirement type.
  
-Per TRS, if a retiree has multiple jobs, only one ER20 record should be submitted for each retiree. The **Hours Worked**, **Days Worked**, and **Total Gross Compensation** fields should be cumulative, regardless of how many positions the retiree works for the local education agency (LEA).+ER20 records are extracted per Primary Job and per Retiree Exception, the Retiree Exception will be the Retiree Employment Type if selected.  
 +  * Employees with multiple jobs will have multiple ER20 records reported.  
 +  * Any extra duty pay (XTRA job) that is not attached to the job with the Retiree Exception should be reported with the Primary Job.  
 +  * The TRS Adjustment Days extract will not extract a value for ER type records. Users are expected to update the extracted records with the Retiree Employment Type.
  
-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 page consists of a grid at the top and a free-form area at the bottom. This page 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**. All previously entered TRS Eligible Code 5 (Retired) employment information is displayed.+VCV Click **Retrieve**. All previously entered TRS Eligible Code 5 (Retired) employment information is displayed.
  
 <WRAP box> <WRAP box>
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 </WRAP> </WRAP>
  
-Click [[general:employee_directory|Directory]] to search for an employee.+VCV Click [[general:employee_directory|Directory]] to search for an employee.
  
-To view additional details for a row, click {{:images:mag_edit.svg?16|Spyglass Icon}}.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional details for a row.
  
-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 **Employment**:+VCV Under **Employment**:
    
-^TRS Position Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's TRS position code.\\  \\  //01 - Professional staff//\\  //02 - Teacher, librarian//\\  //03 - Support staff//\\  //04 - Bus driver//\\  //05 - FT nurse/Counselor//\\  //06- Peace Officers//\\  //07 - Food service worker//| +^TRS Position Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's corrected position code.<div indent>\\  //01 - Professional staff//\\  //02 - Teacher, librarian//\\  //03 - Support staff//\\  //04 - Bus driver//\\  //05 - FT nurse/Counselor//\\  //06 - Peace Officers//\\  //07 - Food service worker//\\  //09 - Summer School//</div>| 
-^Retiree Employment Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's employment type code.\\  \\  //C - Combination of Substitute and Half-time or less//\\  //F - Full-Time//\\  //H - Half-time or less//\\  //S - Substitute//| +^Retiree Employment Type|{{page>general:retireeemploymenttypefieldoptions}}| 
-^Zero Days Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason for reporting zero days worked for an employee.\\  \\  //A - Accrued Pay/Not Terminated//\\  //C - Employee on less than 12 month pay schedule/Not Terminated//\\  //F - Final Pay/Terminated//\\  //L - Leave Without Pay//|+^Zero Days Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason for reporting zero days worked for an employee. <div indent>\\  //A - Accrued Pay/Not Terminated//\\  //C - Employee on less than 12 month pay schedule/Not Terminated//\\  //F - Final Pay/Terminated//\\  //L - Leave Without Pay//</div>|
 ^Actual Hours Worked|Type the actual number of hours that the employee worked in the reporting period month. The number of hours must be reported as a whole number. Any number with a portion after the hour must be increased to the next whole number (e.g., 7.5 should be increased to 8, 46.1 should be increased to 47). This field must be reported if actual hours are tracked. This field must be reported if actual hours are tracked.| ^Actual Hours Worked|Type the actual number of hours that the employee worked in the reporting period month. The number of hours must be reported as a whole number. Any number with a portion after the hour must be increased to the next whole number (e.g., 7.5 should be increased to 8, 46.1 should be increased to 47). This field must be reported if actual hours are tracked. This field must be reported if actual hours are tracked.|
 ^Days Worked|Type the actual number of days worked or on paid leave in reporting period month.| ^Days Worked|Type the actual number of days worked or on paid leave in reporting period month.|
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 ^Contract End Date|Type the date that the contract ends in the MMDDYYYY format.| ^Contract End Date|Type the date that the contract ends in the MMDDYYYY format.|
  
-Under **Amount**:+VCV Under **Amount**:
    
 ^Total Gross Pay|Type the retiree’s total gross compensation amount.| ^Total Gross Pay|Type the retiree’s total gross compensation amount.|
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 ^TRS-Care Surcharge|Type the amount of TRS-Care surcharge due based on retiree's employment, if any.| ^TRS-Care Surcharge|Type the amount of TRS-Care surcharge due based on retiree's employment, if any.|
  
-Click **Save**. +VCV Click **Save**. 
  
  
payroll/utilities/trsmaintenance/employmentafterretirementer/er20employmentofretirees.1597165792.txt.gz · Last modified: 2020/08/11 12:09 (external edit)

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