TX TRS Maintenance - Start of Year Processes
Description of Issue
- Which refresh options need to be run in TX TRS Maintenance?
- How do I update contract steps for TX TRS Reporting?
- How do I refresh the TRS contract for the new year?
- How do we go about identifying employees who were hired mid-year last year and updating their statutory min contact days/months correctly?
Context
- Payroll
- Texas
- TX TRS Maintenance
Cause
When a new contract year starts, Stat Min details need to be updated to reflect the new year and date information needs to be updated for full time retirees.
Resolution
There are 3 process on the Menu ribbon of the TX TRS Maintenance program that need to be evaluated before the first TRS report is Generated for a new contract year:
- Refresh Contract will update Stat Min Contract Days and Months, State Pay Group/BU, State Pay Grade and FTE for all employees in the active Find set, unless the employee is a Retiree. This data only needs to be updated for Stat Min employees.
- Refresh FT Retirees will update the Employment Start and End Dates to reflect current Calendar Start and End dates for all Retirees where Employment Type = Full Time.
- Increase Step will increment the State Pay Step by 1 for all employees in the Active find set. This data only needs to be updated for Stat Min employees, as applicable.
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Additional Information
Please reference the TX TRS Maintenance document for additional details on each option.