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general:trsprocessing:prerequisites

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general:trsprocessing:prerequisites [2018/09/20 17:25] – emorenogeneral:trsprocessing:prerequisites [2020/11/03 14:45] (current) – emoreno
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 +<div keep>
 ===== Set District HR Options ===== ===== Set District HR Options =====
  
-[[humanresources:tables:districthroptions|Human Resources > Tables > 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. 
  
-Under **TEAM Extract Options**: +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).   
 + 
 + 
 +<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 ===== ===== Update Job Codes =====
  
-[[humanresources:tables:jobcontract:jobcodes|Human Resources > Tables > Job/Contract > 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. 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.
  
-Locate a job code, or click **+Add** to add a new job code. +VCV Locate a job code or click **+Add** to add a new job code. 
  
-In the **FTE Hrs** field, type the number of full-time employee hours for the selected job code.+VCV In the **FTE Hrs** field, type the number of full-time equivalent hours for the selected job code.
  
-Click **Save** to save the changes.  +VCV Click **Save**.   
 +</div>
  
 +<div keep>
 ===== Update Employee Records ===== ===== Update Employee Records =====
 +
 +[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] 
  
 Use the Staff/Job Pay Data page to update the necessary TRS reporting data fields.  Use the Staff/Job Pay Data page to update the necessary TRS reporting data fields. 
  
-[[humanresources:maintenance:staffjobpaydata:employmentinfo|Human Resources > Maintenance > Staff/Job Pay Data > Employment Info]]  
  
-Retrieve an employee. +VCV Retrieve an employee. 
  
 ^Employment Type|{{page>general:employmenttype}}| ^Employment Type|{{page>general:employmenttype}}|
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 ^ERS Retiree Health Elig|{{page>general:ersretireehealthelig}}| ^ERS Retiree Health Elig|{{page>general:ersretireehealthelig}}|
 ^NY ERS Retiree Health Elig|{{page>general:ny_ersretireehealthelig}}| ^NY ERS Retiree Health Elig|{{page>general:ny_ersretireehealthelig}}|
 +</div>
  
-[[humanresources:maintenance:staffjobpaydata:jobinfo|Human Resources > Maintenance > Staff/Job Pay Data > Job Info]] +<div keep> 
 +[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff/Job Pay Data > Job Info]] 
  
 ^TRS Member Pos|{{page>general:trsmemberpos}}| ^TRS Member Pos|{{page>general:trsmemberpos}}|
 ^Wkly Hrs Sched|{{page>general:wklyhrssched}}| ^Wkly Hrs Sched|{{page>general:wklyhrssched}}|
  
-Click **Save** to save the changes. +VCV Click **Save**.  
 +</div>
general/trsprocessing/prerequisites.1537464328.txt.gz · Last modified: 2018/09/20 12:25 (external edit)

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