The TRS/PERS Pension Record Changes provides both summary and employee pension information to be adjusted as necessary. Should changes be required to the pension information, the printed pension report and electronic file would then need to be recreated by rerunning the Pension Report reprint option. Information changed through this option does not affect payroll history.
The summary information displays the totals for display only. The totals will be re-calculated for each running of the pension report.
Change TRS Or PERS Pension Records
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Enter 'T' to make changes to the report information for the Teachers Retirement report.
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Enter 'P' to make changes to the report information for the Public Employees Retirement report.
Changes to the pension information is only valid after the current months pension report has previously been generated. Changes made to the pension information would then be reprinted, creating a new printed copy and electronic file.
Change SUMMARY or Employee Pension Records
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Enter 'E' to change employees pension report information.
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Enter 'S' to access the summary information. (Includes a display of the totals.)
When changes to TRS Pension records was selected:
Changes to Regular or Global TRS Pension Records
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Enter 'R' to make changes to the regular or payroll specific TRS pension report file.
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Enter 'G' to make changes to the global or merged TRS pension report file.
When changes to the TRS employee records has been selected:
Employee
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Enter the employee number to change. Use look-up for a full list of employees.
Name
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Enter or correct the employee's last name.
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Enter or correct the employee first name.
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Enter or correct the employee's middle initial.
CONTR Code
The contribution code should only contain ONE of the following:
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'A' indicates this is the first month this employee has been reported to TRS.
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'C' indicates the employee has had a change of status, earnings, contribution amount or FTE since the last report.
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'T' indicates the employee has been terminated and will not appear on next month's pension report. A Terminated employee must first be reported as changed with zero earnings and contribution for one month before the employee is reported as Terminated.
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' ' a blank contribution code indicates the employee has no changes from the last pension report.
Status
This field indicates the employee's status as follows:
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A blank status indicates a full-time employee with an FTE of at least 1.00.
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'H' indicates an employee who is noncontract or non-full time and any hourly paid employees. For example, Substitutes, coaches etc.
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'P' indicates employees that hold full time positions but have an FTE of less than 1.00.
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'W' indicates an employee who is working retired. Retired employees are listed on the pension report showing their earnings although no contributions are included in the totals. Retired employees are not included in the total number of employees reported to the pension branch.
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'R' indicates an employee who is Re-employed Retired. Re-employed Retired have the full pension paid for by the board.
Earnings
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This field represents the employee's pensionable eligible earnings.
EMP CONTR
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This field represents the employee's basic pension contribution.
FTE Hours
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This field represents the number of hours worked by an employee with 'H' status. This field should be empty for all employees that do not have a status of 'H'.
FTE
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This field is the pension credits or FTE worked by the employee. This field only applies to full-time positions. The employee's status should be blank when the FTE is 1.00 and the status should be a 'P' if the FTE is less than 1.00.
This field should be left empty for employees with the status of 'H' or 'W'.
TERM CONTR
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This field indicates the employee's termination contribution. The Term Option must be entered if a value is entered under this field.
TERM Option
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This field indicates the employee's term pay option. This field should be '1' or '2' if a term contribution has been included. Leave this field blank if no term contribution has been made.
Add'l CONTR
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This field indicates the total of the employee's additional contributions.
EMPR CONTR
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This field indicates the employer share.
EMPR TERM
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This field indicates the employer share for termination.
EMPR AddL
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This field indicates the employer share for additional pension.
When changes to the TRS summary record has been selected:
Multiple Pay Date 2
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Enter a 4-charactermonth year combination which defines the second month of pension information.
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Enter 4 zeros if a second month of pension information was included.
Multiple Pay Date 3
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Enter a 4-charactermonth year combination which defines the third month of pension information.
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Enter four zeros if a third month of pension information was not included.
Multiple Pay Date 4
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Enter a 4-character month year combination which defines the fourth month of pension information.
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Enter four zeros if a fourth month of pension information was not included.
FTE Base Hours
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Enter the number of hours a full-time teacher worked for the month which is being reported. The FTE Base Hours is used to calculate the FTE for hourly employees by the pension branch.
When changes to the PERS employee records has been selected:
Employee
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Enter the employee number to change. Use look-up for a list of employees.
Name
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Enter employee's name
Hours
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Enter or correct the employee's total hours worked.
Rate
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Enter or correct the employee's hourly rate of pay. The hourly rate is taken from the employee's master function line.
Seasonal
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Enter the employee 4-character job class code.
Non-Contributing:
Non-contributing employees would not report any contributions. Non-contributing employees are not included in the summary and totals of the PER report. A non-contributing employee is an employee who is being paid but does not have the PER nor the TRS pension deduction code on their master screen.
When the 4-character non-contributing code is not being reported: Enter 'N' if the employee is a Non-contributing employee.
When the 4-character non-contributing code is being reported: Enter a 4-characternon-contributing code that describes why the employee is not contributing. Use look-up for a list of possible non-contributing codes. Codes not in the list may be used as well. Once you define an employee's non-contributing code, the system will store and reuse that non-contributing code each time the PERS report is generated and reported, until that employee is becoming a contributor.
The pension generation process defines an employee as Permanent unless the employee has the letters 'SEA' (seasonal) or 'TEMP' (temporary) in field 06=SPECIFIC on the employees pay master screen. The SPECIFIC field may be set to N/A to indicate an employee should be omitted from being reported as a Non-contributing employee.
No Contribution Record for Employee Generate Contribution Record
The pension generation process omits the contribution records for employees with no earnings and contributions for the pension month.
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Enter 'Y' to add earnings and contribution information for this employee.
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Enter 'N' when no earnings and contribution information is needed.
Earnings
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Enter or correct the employee pensionable earnings. The pension generation process accumulates the earnings from the eligible earnings for all pay period selected from deduction code 52.
EMP CONTR
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Enter or correct the employee's pension contribution. The generation process accumulates the total deduction taken for the pay periods selected from deduction code 52.
AddL CONTR
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Enter or correct the employee's addition contribution. The pension generation process calculates the employee's addition contribution from the deduction taken for all pay periods selected for deduction code 53.
EMPR CONTR
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Enter or correct the employer contribution. The pension generation process calculates the employer contribution from the employer share for the pay periods selected from both deduction code 52 and 53.
Buyback Type
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Enter the 3-character code which defines what type of buyback has been made. The buyback type codes are defined by the pension branch.
Buyback Amount
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Enter the amount of the buyback. A buyback type code must be entered for all buyback amounts.