Review the following information:

• 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.
  
  
• 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.
  
  It is recommended 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.

• 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.
  
  It is recommended to process and approve the separation, then manually correct the fields on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab.

Log on to the next year.

1. Create a simulation.

   Create a simulation

   Position Management > Utilities > Salary Simulation > Simulation Options

   Create a salary simulation for the group of employees who are owed retro pay that includes a raise.

   

   ❏ Under Update Options, in the Update Forecast field, select Yes.

   ❏ Click Execute to begin the simulation process.

   ❏ Under Calculation Reports:

   • Select the report(s) from the list. Click Select All or Unselect All to select all of the reports or unselect all reports.
   • Click Generate Reports. The reports are displayed in the order selected.

   
   ❏ Click Process to save the data to budget and/or PMIS records based on the Update Options selected. And, then process the simulation. The simulation updates the forecast and clears the Accept Changes checkbox.

2. Process retro pay.

   Perform Retro Pay

   Position Management > Utilities > Retro Pay Processing

   Perform the retro pay processing. You must be logged on to a next year pay frequency to access this utility.

   Create an export using Export PMIS Tables prior to using this utility.

   PMIS Overtime Notes

   • If the employee’s position record has hours per day, the following overtime calculation is used: overtime rate = (daily rate / hours per day) * 1.5, hourly rate = (daily rate / hours per day).
   • If the employee’s position record hours per day is zero and the job code table has FTE Hours, the following overtime calculation is used: overtime rate = (daily rate / (fte hours / 5) * 1.5, hourly rate = (daily rate / (fte hours / 5).
   • If the employee’s position record hours per day is zero and the job code table has zero FTE Hours, the following overtime calculation is used: overtime rate = (daily rate / standard hrs) * 1.5, hourly rate = (daily rate / standard hrs).

   

   Field	Description
   Select Pay Frequency	Click to select the pay frequency that you wish to move to current year. This is a required field.
   Validate Accounts against General Ledger	By default, this field is selected. Clear Validate Accounts against General Ledger to not validate the accounts against the general ledger.
   Select First Pay Date Codes	Type the pay date codes, separating multiple pay date codes with a comma but no space (e.g., NY4,NY6). Or, click to search for pay date codes.
   Include Extra Duty	Select to include extra duty in the process. If not selected, no extra duty will be processed even if extra duty codes are selected.
   Select Extra Duty Codes or blank for ALL	Type the extra duty codes, separating multiple extra duty codes with a comma but no space (e.g., 08,20,A2,TF). Or, click to search for extra duty codes. Otherwise, leave blank to use all extra duty codes.
   Select Positions or blank for ALL (Includes ALL billets for selected positions)	Type the position codes, separating multiple position codes with a comma but no space (e.g., PRIN,T187). Or, click to search for position codes. Otherwise, leave blank to use all position codes.
   Select Positions/Billets or blank for ALL	Type the position/billet codes, separating multiple position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click to search for position/billet codes. Otherwise, leave blank to use all position/billet codes.
   Select Supplement Positions or blank for ALL (Includes ALL billets for selected supplement positions)	Type the supplement position codes, separating multiple supplement position codes with a comma but no space (e.g., PRIN,T187). Or, click to search for supplement position codes. Otherwise, leave blank to use all supplement position codes.
   Select Supplement Positions/Billets or blank for ALL	Type the supplement position/billet codes, separating multiple supplement position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click to search for supplement position/billet codes. Otherwise, leave blank to use all supplement position/billet codes.
   Select Extra Duty Code for Position Retro Pay	Type the extra duty code (e.g., 11). Or, click to search for an extra duty code.
   Select Extra Duty Code for S-Type Supplement Position Retro Pay	Type the S-type extra duty code (e.g., ST). Or, click to search for an S-type extra duty code.
   Select Extra Duty Code for B-Type Supplement Position Retro Pay	Type the B-type extra duty code (e.g., BT). Or, click to search for a B-type extra duty code.
   Select Extra Duty Code for T-Type Supplement Position Retro Pay	Type the T-type extra duty code (e.g., TT). Or, click to search for a T-type extra duty code.
   Select the Pay date to be used for Payroll Transmittals	Type the pay date code, or click to search for pay date codes. If the Select the Pay date to be used for Payroll Transmittals field is blank, the next available pay date for the selected pay frequency will be used.

   ❏ Click Execute to execute the process.

   The following reports are available:

   • Retro Pay Process Error Listing
   • Retro Pay - Update CYR Positions From Forecast
   • Retro Pay - Update CYR Payroll From Forecast by Employee Name
   • Retro Pay - Update CYR Payroll From Forecast by Campus ID
   • Retro Pay Processing Payroll Transmittals

   
   
   

   ❏ Click Generate Reports. The system displays the first report selected. Review the report.

   ❏ Click Continue to view the next report. Or, click Return to return to the reports selection page.

   ❏ Click Process to proceed. You are prompted to create a backup.

   After the export process is completed, the actual update is performed. If the update is successful, a message indicating that the retro pay update was processed successfully is displayed.

   
   ❏ Click Cancel to return to the Retro Pay Processing page without processing.