Business

User Tools

Site Tools

Trace: • Move Budget to Finance • Generate the School YTD report • Maintenance ED records • 1099_create_1099_work_table • Copy Current File ID to New File ID
academy:augusttrsreportingchecklist:8

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
academy:augusttrsreportingchecklist:8 [2021/01/06 14:57] – emorenoacademy:augusttrsreportingchecklist:8 [2024/06/07 15:23] (current) – emoreno
Line 1: Line 1:
-====== Extract August ED40 records ======+====== Maintenance ED records ======
  
-**<color #ed1c24>Log on to the current year payroll frequency.</color>**+[[payroll:utilities:trsmaintenance:employeedataed:ed20demo|Payroll > Utilities > TRS Maintenance > Employee Data (ED) > ED20 (Demo)]] & [[payroll:utilities:trsmaintenance:employeedataed:ed40contrandpos|ED40 (Contr and Pos)]]
  
-[[payroll:payrollprocessing:trsprocessing:extract|Payroll > Payroll Processing > TRS Processing > Extract]]+Perform ED Maintenance. Use the [[payroll:reports:trsreports:employeedataed|Payroll > Reports > TRS Reports > HRS8900 - Employee Data (ED)]] to verify the ED20 and ED40 information that was extracted. You may need to add/edit or delete ED records.
  
 +<WRAP center round tip >
 +**TIP**: If ED90 records are added during this step, **it is recommended** that you submit those records after your August RP has reached completed status, which is included in Step 15 of this document.
 +</WRAP>
  
-VCV In the **TRS Month** field, select 8 (August). +{{:general:august_trs_process_step_8_extract_ed.png|Employee Data Maintenance}}
- +
-VCV In the **TRS Year** field, select the applicable TRS reporting year (e.g., 2020).  +
- +
-VCV Select **Contract and Position (ED40) Extract** to extract contract and position data. +
- +
-VCV In the **From Contract Begin Date** field, type the first date in August (e.g., 08/01/20XX).  +
- +
-VCV In the **To Contract Begin Date** field, type the last date in August (e.g., 08/31/20XX).  +
- +
-VCV Click **Execute** to process the selected extract. +
- +
-Use the [[humanresources:reports:trsreports:employeedataed|Human Resources > Reports > TRS Reports > Employee Data (ED)]] to verify the ED20 and ED40 information that was extracted. Additionally, you can use the Human Resources > Utilities > TEAM Submission > Data Maintenance > Employee Data (ED) and retrieve August data to verify ED20 and ED40 information.  +
  
  
academy/augusttrsreportingchecklist/8.1609945033.txt.gz · Last modified: 2021/01/06 09:57 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.