The TRF History Extract generates the payroll export file to be used in conjunction with the ATRF Client Software. This export file, PRTR02.YYP, is generated at the location defined by the logical SRB$OPSWRK: where YPP is the pay period value given when this process is run. All values reported through this extract are taken from the employee's TRF history records as seen and managed through the TRF History Maintenance process.
Employees without a valid unique SIN will be omitted from this extract. This includes all employees currently defined with the Dummy SIN.
The Special Code and Status Code values extracted per employee's TRF History record can be adjusted through the TRF History Maintenance process. The override to those codes for an employees' most recent TRF History record will be carried forward onto the next pay periods TRF History record during Payroll Update. This feature allows you to set an employee's Special or Status Code and have that setting maintained as well as fed out to the TRF Extract.
This extract process will override all employee's Status Codes to PO for all employees without a Status Code, when the extract is defined as a Summer Payout. This is not applicable for Inactive record types.
This process uses the information as defined on the Alberta Pension Profile. It is Mandatory that the Alberta Pension Profile be setup before running the option. Employer information required by the ATRF export file, such as employer's name and address, contact phone and contact name, are taken from the Employer Constants in the payroll database.
This process will extract the Teachers Certificate number from the atrieveHR system for exporting to ATRF. This extract looks at 'Teaching Cert Type/Class/Code' in atrieveHR User Specific Parameters Profile and the employee's teacher certificate must be defined in the atrieveHR system under Certificate Additions for that type of Certificate.
The extract file generated by this option may require merging with another extract file from a separate payroll before submitting to ATRF. Refer to the TRF Merge Process documentation.
This process will Omit any employees that currently have the DUMMY SIN on their master. These employees must have the correct SIN to be submitted to ATRF.
This process will be cancelled and the extract file PRTR02.YPP removed when the process detects invalid data. A message will display either on-line or in the log that details which employee and which field is invalid. Possible invalid data include the Days or Days Missed field being greater than 99 or the FTE more than 9.0. These values exceed the field size as defined by ATRF and will cause errors on the TRF Merge and ATRF import. To correct invalid data, you go into the TRF History Maintenance process for the applicable employee and pay period and Add an entry to correct the TRF values for the month to be extracted.
Confirm Default Area Code
Your default area code is displayed. This default area code is applied to all phone numbers reported to ATRF that are only 7 digits long.
You will be prompted for the correct area code when you default area code is not defined.
Enter Pay Period
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Enter the pay period to be extracted.
Enter Start of School Year
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Enter the full year and month of the beginning of this school year. The initial default for this prompt comes from the Alberta Pension Profile.
This value will be used for reporting the employee's start of the year.
Extract is Summer Payout – Omit Days
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Enter 'N' for regular school year reporting.
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Enter 'Y' for reporting of July and August TRF pay out information.
Omitting the Days on the TRF reporting will report zero FTE Days Paid and Days Missed, both on the printed report and the TRF export file. This will also mark the status code on the export record as 'PO' for pay out for all employees for this exact only, except Inactive records
Load Location for School Code
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Enter 'N' to omit loading the employee's location code into the school code for TRF reporting.
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Enter 'Y' to load the employee's location code as the TRF school code.
Override Teaching Days in School Year
The default value displayed is from the Pension Profile. Press enter to accept this number of Teaching Days in the School year or enter a value between 1 and 265 days. The value entered will be applied to the ATRF history data for the selected period as well as the ATRF extract file for submission. The intent of this prompt is to allow you to correct the total number of Teaching Days in the School year being reported to ATRF.
The Report lists the following:
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Employee name and SIN
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Record type
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Employee's FTE Days Paid and FTE percentage
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Days missed
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FT-MRS, Full time monthly rate of salary
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PT-MRS, Part time monthly rate of salary
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PSP, Pensionable salary paid
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Employee's TRF contribution
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Employee's ATA dues
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School code, when applicable
The Report Totals include:
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Number of Full-Time employees, FTE of 1.0000
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Total FT-MRS for Full Time (multiple entries on a period are only totaled once per employee)
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Total PT-MRS for Full Time (multiple entries on a period are only totaled once per employee)
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Total PSP for Full Time
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Total TRF Contributions for Full Time
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Number of Part Time employees, FTE less than 1.0000
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Total FT-MRS for Part Time (multiple entries on a period are only totaled once per employee)
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Total PT-MRS for Part Time (multiple entries on a period are only totaled once per employee)
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Total PSP for Part Time
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Total TRF Contributions for Part Time
The report header includes your board number, ATA local number and the start of school year as will be reported to ATRF.