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Trace: • accts_rec_group_code • adjustment_reason_code • Copy the current year budget • group_code • Set District HR Options
general:trsprocessing:prerequisites

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general:trsprocessing:prerequisites [2018/07/12 23:00] – created emorenogeneral:trsprocessing:prerequisites [2020/11/03 14:45] (current) – emoreno
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-[[humanresources:tables:districthroptions|Human Resources > Tables > District HR Options]]+<div keep> 
 +===== Set District HR Options =====
  
-Set District HR Options +[[payroll:tables:districthroptions|Payroll > Tables > District HR Options]] 
 + 
 +VCV Address the following District HR Options to indicate how hours (actual/scheduled) are reported and processed for TRS purposes.  
 + 
 +^Update Actual Hours From Payroll Processing|Select to use actual hour data from the pay transmittals during the [[payroll:payrollprocessing:runpayroll|Payroll > Payroll Processing > Run Payroll]] process to update/insert records in the Actual Hours table that is used for TRS processing. This field is selected by default. If selected, the Payroll > Payroll Processing > Run Payroll > Pre-Post Reports > HRS2700 - Actual Hours Worked report uses data from the transmittals. \\  \\  If not selected, you must either use the [[payroll:utilities:importactualhoursworked|Payroll > Utilities > Import Actual Hours Worked]] page to import the actual hours from a file or manually enter the data on the [[payroll:maintenance:actualhoursworked|Payroll > Maintenance > Actual Hours Worked]] page.|
  
-Use the District HR Options page to indicate whether you want to report the weekly scheduled hours or the actual number of hours worked for pay type 3 (hourly) and 4 (substitute) jobs. Pay type 1 (contracted) and 2 (non-contracted) jobs are reported based on the assigned calendar. The TRS workday calendar is used for employees who do not have an assigned calendar.  
  
 Per TRS, each employee must have actual hours worked or hours scheduled reported.  Per TRS, each employee must have actual hours worked or hours scheduled reported. 
  
 +VCV Under **TRS Extract Options**, indicate which hours to report for each listed pay type (pay type 1 - contracted, pay type 2 - non-contracted, pay type 3 - hourly).  
  
-Under **TEAM Extract Options**: + 
 +<WRAP Box> 
 +**Note**:  Substitutes are paid as contracted and as needed. TRS requires the actual days worked for substitutes, and the actual days and hours worked for retired substitutes. 
 +</WRAP>
  
 ^Use Pay Dates for TRS Month or Actual Date|{{page>general:usepaydatesfortrsmonthoractualdate}}| ^Use Pay Dates for TRS Month or Actual Date|{{page>general:usepaydatesfortrsmonthoractualdate}}|
 +^Pay Type 1 - Report Actual or Scheduled Hours|{{page>general:paytype1reportactualorscheduledhours}}|
 +^Pay Type 2 - Report Actual or Scheduled Hours|{{page>general:paytype2reportactualorscheduledhours}}|
 ^Pay Type 3 - Report Actual or Scheduled Hours|{{page>general:paytype3reportactualorscheduledhours}}| ^Pay Type 3 - Report Actual or Scheduled Hours|{{page>general:paytype3reportactualorscheduledhours}}|
 +</div>
 +
 +<div keep>
 +===== Update Job Codes =====
 +
 +[[personnel:tables:jobcontract:jobcodes|Personnel > Tables > Job/Contract > Job Codes]]
 +
 +Use the Job Code table to update the **FTE Hrs** field for all full-time jobs. This information is used on the ED40 (Contract and Position) record to report the number of hours an employee must work in order to be considered full-time.
 +
 +VCV Locate a job code or click **+Add** to add a new job code. 
 +
 +VCV In the **FTE Hrs** field, type the number of full-time equivalent hours for the selected job code.
 +
 +VCV Click **Save**.  
 +</div>
 +
 +<div keep>
 +===== Update Employee Records =====
  
-[[humanresources:tables:jobcontract:jobcodes|Human Resources > Tables > Job/Contract > Job Codes]]+[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] 
  
-Update Job Codes+Use the Staff/Job Pay Data page to update the necessary TRS reporting data fields. 
  
-Use the Job Code table to update the FTE Hours field for all full-time jobs. This information is used on the ED40 (Contract and Position) record to report the number of hours an employee must work in order to be considered full-time. 
  
-Locate a job code, or click +Add to add a new job code.  +VCV Retrieve an employee. 
-In the FTE Hrs, type the number of full-time employee hours for the selected job code. +
-Click Save to save the changes.  +
  
-Update Employee Records +^Employment Type|{{page>general:employmenttype}}| 
-Use the Staff/Job Pay Data page to update the necessary TEAM reporting data fields.  +^Retiree Employment Type|{{page>general:retireeemploymenttype}}| 
- Maintenance > Staff/Job Pay Data > Employment Info +^ERS Retiree Health Elig|{{page>general:ersretireehealthelig}}| 
 +^NY ERS Retiree Health Elig|{{page>general:ny_ersretireehealthelig}}| 
 +</div>
  
-Retrieve an employee.  +<div keep> 
-In the Employment Type field, select one of the following:  +[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff/Job Pay Data > Job Info]] 
-F - Half-Time or more +
-M - Temporary +
-P - Less than Half-Time +
-S - Substitute+
  
-If the employee is a retiree, in the Retiree Employment Type field, select one of the following: +^TRS Member Pos|{{page>general:trsmemberpos}}| 
-C - Combination of Substitute and Half-Time or less +^Wkly Hrs Sched|{{page>general:wklyhrssched}}|
-F - Full-Time +
-H - Half-Time or less +
-S - Substitute +
-If an employee is eligible for group insurance coverage as a retiree from Employment Retirement System of Texas (ERS), University of Texas (UT), or Texas A&M University, select the ERS Retiree Health Elig for current year eligibility, and select NY ERS Retiree Health Elig for next year eligibility.  +
-If selected, the employee does not pay the Member Insurance Contribution (IN), and the employer does not pay the Reporting Entity TRS-Care payment (RI) or Federal TRS-Care (FI)  +
-Maintenance > Staff/Job Pay Data > Job Info +
  
-In the TRS Member Pos field, select one of the following: +VCV Click **Save**.  
-01 - Professional staff +</div>
-02 - Teacher, librarian +
-03 - Support staff +
-04 - Bus driver +
-05 - FT nurse/Counselor +
-06 - Peace Officers +
-07 - Food service worker +
-For pay type 1 and 2 jobs, in the Weekly Hrs Sched field, type the employee’s scheduled weekly hours for the selected job. +
-Click Save to save the changes. +
general/trsprocessing/prerequisites.1531436419.txt.gz · Last modified: 2018/07/12 18:00 (external edit)

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