Alberta Pension Profile

The Alberta Pension Profile module is used for generation and reporting of TRF and ATA information as related to the Teachers and Substitute payrolls. This profile should not be filled in for other payrolls. This profile is used by the payroll stream in the calculation of the TRF deduction, TRF History generation as well as in the TRF Export Process.

The second screen of the Teacher profile contains the values used for the Teachers 1/200th calculation process. The third screen of this profile relates to auto generation of alternate TRF History detail.

Teacher or Substitute Payroll

• Enter 'T' if the ATRF Deduction code is for Teachers.

• Enter 'S' if the ATRF deduction code is for Substitutes.

• Enter 'N' if this profile does not apply to this payroll. If 'N' is applicable, do not fill in this profile.

TRF Monthly Rate of Salary Pay Codes

• Leave blank if this is not a Teachers payroll.

• Enter all the pay codes which define the employee's regular salary. The total of these pay codes should represent the employees (MRS) monthly rate of salary.

TRF Deduction Codes

• Leave blank if this is not a Teachers payroll.

• Enter all TRF deduction codes. TRF deductions must be defined in the deduction code database as Group 1 Type 8 deductions. Separate each deduction code with a comma.

TRF Board Number

• Enter your 4-digit numeric TRF board number.

ATA Deduction Codes 

• Enter all ATA deductions codes. Separate each deduction code with a comma.

ATA Local Number

• Enter your ATA local number.

School Year Start

• Enter the year and month that represents the start of the school year. This value is used for reporting to ATRF.

Teaching Days in School Year

• Enter the default total number of teaching days in the current school year. The Annual Hours/Days per Employee Type Code will override this value except when it is zero. These Teaching Days or the overridden value will be reported as the number of School days per year in the ATRF submission.

Alternate Teaching Days

The use of this profile Alternate Days is being replaced with the Alternate Days per payroll calendar and this profile feature will be phases out. The Alternate Days definition per payroll calendar will only be applied when this profile field is blank.

The Alternate Teaching days are to be used as an override to the default Days in School Year as well as the Working Days per payroll calendar for a unique group of employees. This feature is controlled based on the Employee Type code as defined on the employee's master function line. This alternate teaching days definition allows for multiple teaching days to be defined within the payroll and used in all ATRF process where the teaching days apply. The Alternate days only applies to payrolls where this profile, field Teacher, Substitute Or No is marked for Teaching.

• Enter an Employee Type code followed by the equal sign and the number of alternate teaching days for the school year for an override to a select employee group.

• Enter ALT A or select the Alternate Days Details icon to access the Alternate Working Days Detail definitions. Access to the Days details is automatic when changes to the Alternate Teaching Days line has been made.

Alternate Working Days TABLE Maintenance:

Enter Employee Type Code

• Enter the Employee Type code or Use look-up to select.

Define per payroll pay period, the number of working days to be used for the given employee type code. This value will be used in place of the working days from the payroll calendar.

TRF Working Days Storage Banks

• Leave this blank if this is not a Teachers payroll.

• Enter the Days storage bank codes that determines the employee's actual days worked.

Days Missed Docking Pay Codes 

• Leave this blank if this is not a Teachers payroll.

• Enter the pay codes used to dock employees for unpaid days. The total days from these pay codes is used for reporting FTE Days Missed on the TRF reporting.

Payroll Includes 12-month pension reporting

• Enter 'N' when this Payroll does not include employees that are paid over 12 months or more specifically receive TRF days during the summer months.

• Enter 'Y' when this Payroll includes employees that receive regular TRF earnings and TRF days during the summer months, for example Administrators.

12-month pension reporting refers to payrolls with 12-month Teachers or Administrators that do not receive a payout in the summer. This prompt is used in conjunction with the Summer Payout prompt in the TRF History Extract process to determine who is paid out. When Yes and this is a summer payout, the TRF History Extract process will only clear the FTE Days for those employee's when both the Alternate and Regular calendar Working Days are zero, this will also override the Status Code to 'PO' when the employee's FTE Days are zero.

Leave fields Payout Salary Pay Codes to Retro Reporting blank if this is not a Teacher payroll.

Fields Payout Salary Pay Codes to Payout Default Deduction Or Pay 1/200 are required by the Teachers 1/200th calculation process.

Payout Salary Pay Codes

Enter all the pay codes that define the employee's regular salary. The total of these pay codes should represent the employee's regular annual salary.

Payout DOCKING Pay Codes

• Enter any pay codes used to adjust the regular salary.

Payout School Year Pay Periods

• Enter the pay periods that represent September, June, July and August for the current school year.

Payout Pay Code

• Enter the pay code to be used by the Teachers 1/200th calculation when a timesheet is to be generated.

Payout BATCH Code

• Define the batch code to be used by the Teachers 1/200th calculation when a timesheet is to be generated. It is recommended a batch code be created and reserved for this purpose.

Payout Default DEDUCT or Pay 1/200

The Teachers 1/200 Calculation process allows you to toggle back and forth between the Deduct and Pay formula. This setting allows you to define your preference for the initial setting.

• Enter D to define the Deduct 1/200 formula as the initial default setting for the calculation.

• Enter P to define the Pay 1/200 formula as the initial default setting for the calculation.

Retro Reporting

This prompt allows you to redistribute retro earnings back into the months where the retro was earned to be included in the calculation of annual salary. The retro amount is distributed over the applicable months based on a ratio of earnings per month. When retro is applied to a month the amount of retro per month is displayed on the screen.

Define up to five retro pay codes and the retro start year, start month, end year and end month. Retro gross earnings must be reported separated by school terms. Different retro pay codes must be used when retro is to be paid back over more than one school term.

Status Code to BE Reported Separately

The Status Code To Be Reported Separately fields allow you to first define the ATRF Status Code followed by one or more pay codes. During Payroll Update when the TRF History is generated, if earnings are paid with one of the defined pay codes, those earnings are split into a separate TRF History record and recorded with the defined ATRF Status code. The TRF and ATA deduction amounts are prorated for the alternate record based on the percentage of alternate earnings to the total period earnings. This feature allows you to predefine the Payout pay code(s) and have the system generate two TRF History detail records for submission to ATRF. The Regular ATRF details and the secondary PO detail records.

Note: for the ATRF Status code of 'PO' (only), the Days Missed will be reported as zero, at the time the ATRF history record is created.

Substitute Statutory Pay To Report

This is available and visible for the Substitute payroll only. This option allows you to report Statutory pay and ATA fees without reporting any days using code 43. You can define one or more pay codes which will generate a separate detail record containing just the Statutory pay, during Payroll Update.