TX TRS ED40 Generate Criteria

What is the generate criteria for an ED40 record in the TX TRS Report program?

• Payroll
• Texas
• TX TRS Report

An ED40 record is Generated by the system:

1. For any employee with a base pay records in Employee Job/Salary with a Position start date that falls within the defined reporting period, and a Job Class code that crosswalks to a TRS Position not previously reported for this employee and report year.
2. For any employee an ED20 record is created for.
3. For all employees with a renewing contract in July, August or September when Contract Begin Date falls within one of those reporting periods, based on: 
   1. The contract dates associated with the Calendar attached to the base pay record in Employee Job Salary
   2. The contract dates defined on the Contract Dates tab for defined Job Class codes

Note: If an employee starts a new job that has the same TRS position as their primary job, an ED40 would not be generated.  TRS only needs one ED40 per employee and TRS Position.