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Trace: • payrollprocessing_trsprocessing_adjustmentdaysbody3 • Set District HR Options • accts_rec_group_code • Copy the current year budget • adjustment_reason_code
general:trsprocessing:prerequisites

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general:trsprocessing:prerequisites [2019/10/10 20:48] – emorenogeneral:trsprocessing:prerequisites [2020/11/03 14:45] (current) – emoreno
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 ===== 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]]
  
-Address the following District HR Options to indicate how hours (actual/scheduled) are reported and processed for TRS purposes. +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 Human Resources > 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 Human Resources > 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 Human Resources > Utilities > Import Actual Hours Worked page to import the actual hours from a file or manually enter the data on the Human Resources > Maintenance > Actual Hours Worked page.|+^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.|
  
  
 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 **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).  +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> <WRAP Box>
-**Note**:  +**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.
-\\  \\  +
-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> </WRAP>
  
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 ===== 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 equivalent 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>
  
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 ===== Update Employee Records ===== ===== Update Employee Records =====
  
-[[humanresources:maintenance:staffjobpaydata:employmentinfo|Human Resources > Maintenance > Staff/Job Pay Data > Employment Info]] +[[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. 
  
  
-Retrieve an employee. +VCV Retrieve an employee. 
  
 ^Employment Type|{{page>general:employmenttype}}| ^Employment Type|{{page>general:employmenttype}}|
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 <div keep> <div keep>
-[[humanresources:maintenance:staffjobpaydata:jobinfo|Human Resources > Maintenance > Staff/Job Pay Data > Job Info]] +[[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> </div>
general/trsprocessing/prerequisites.1570740520.txt.gz · Last modified: 2019/10/10 15:48 (external edit)

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