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Trace: • HRS5250 - 1095-B Forms
general:humanresources:maintenance:pmischangeinposition:separation:body

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general:humanresources:maintenance:pmischangeinposition:separation:body [2019/06/20 20:53] – emorenogeneral:humanresources:maintenance:pmischangeinposition:separation:body [2022/03/28 19:43] (current) – emoreno
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 ^Field ^Description^ ^Field ^Description^
 ^Pay Frequency|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay frequency.| ^Pay Frequency|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay frequency.|
-^Employee|Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select the desired employee and click **Retrieve**. Or, click {{:images:blue_small_picklist.jpg|}} to perform a search in the Employees directory.\\  \\  Type the desired data in the search fields.\\  \\  Click **Search**. A list of data that matches the search criteria is displayed.\\  \\  Select an employee name from the list. Otherwise, click **Cancel**.| +^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 [[general:employee_directory|Directory]] to perform a search in the Employees directory.| 
-^Effective Dt|Type the effective date of the change in compensation in MMDDYYYY format.\\  \\  For example, what is the last day that should be considered for payoff calculations? If this employee is terminating employment, use the termination date.| +^Effective Dt|Type the effective date for the change in compensation in MMDDYYYY format.\\  \\  For example, what is the last day that should be considered for payoff calculations? If this employee is terminating employment, use the termination date.|
-^Action Reason|Select the reason for the change in compensation.| +
-^TRS Status|This field is display only and indicates the employee's status in regard to TRS deposit calculations. The field is populated based on the employee's payroll record.|+
  
 +VCV Be sure to click **Retrieve** to view and update the next few fields. If not retrieved, payoff dates are not available in the **Payoff Dt** drop-down field.
 +
 +^Payoff Dt|Type the payoff date, which is typically the date of the final check. |
 +^Termination Date|Type the date on which the employee will terminate employment.\\  \\  **Note**: This field can be left blank if the employee is on a leave of absence and is being paid off for now, but will be returning to the LEA at a later date. Or, if the employee is being paid off for one contract to begin a new contract with the LEA.|
 +^Early Contract Payoff|Select to indicate that the change is for an early contract payoff.|
 +^Action Reason|Select the reason for separation from the position. The action reason codes are maintained on the [[https://help.ascendertx.com/districtadmin/doku.php/tables/pmis/actionreason|District Administration > Tables > PMIS > Action Reason]] page. |
 +^TRS Status|This field displays the employee's TRS status. The field is populated based on the employee's payroll record.|
 +
 +VCV Click **Notes** to enter any details related to the separation. The notes can be used as a form of communication between the personnel and payroll departments. The notes are displayed on the [[payroll:maintenance:approveciptransaction|Payroll > Maintenance > Approve CIP Transaction]] page under **CIP Notes**.
 +
 +VCV Click **Retrieve**. The **Remaining Payments** and **Payoff Date** under **Occupant Information** are updated. If the payoff amount is equivalent to the standard gross of two or three regular pay periods, manually update the number in the **Remaining Payments** field to 2 or 3 in order to correctly calculate the income tax and State Min 373 amounts.
 +
 +{{:general:pmis_separations_process_separations.png?|Separations Tab}}
 +
 +
 +
 +VCV Click **Next**. The Supplements page is displayed. 
  
  
general/humanresources/maintenance/pmischangeinposition/separation/body.1561063983.txt.gz · Last modified: 2019/06/20 15:53 (external edit)

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