TX TRS ED45 generating instead of ED90

Description of Issue

Employee is generating an ED45 record but should be generating an ED90 due to termination date within the reporting month.

Context
  • Payroll
  • Texas
  • TX TRS Report
Cause

The employee deduction for retirement contributions does not have an End Date that falls within the reporting month.

Resolution

The TX TRS Report will Generate an ED90 record when both: a) the retirement deduction end date is within the reporting period AND b) there is a termination date on the Employee record.

If an ED90 record is not being created this means that one of the two above criteria are missing. To verify:

Check Employee Master for Termination date:

  1. Navigate to Human Capital Management >Payroll > Employee Maintenance > Employee Master
  2. Select Search on the Menu Ribbon to search for the employee in question
  3. Select Accept
  4. Click the Dates tab on the employee master
  5. Confirm that the employee has a termination date 

Check Employee Deductions for deduction end date:

  1. Navigate to Human Capital Management >Payroll > Employee Maintenance > Employee Deductions
  2. Select Search on the Menu Ribbon to search for the employee in question
  3. Select Accept
  4. Navigate to the TRS retirement contribution deduction
  5. Confirm that the End Date falls within the reporting period. If it doesn't:
    1. Select Update 
    2. Enter the correct end date for the deduction record in the End Date field
    3. Select Accept to save changes.

Once both of these pieces have been confirmed and corrected, navigate to Human Capital Management >Payroll > State Specific > South > Texas > TX TRS Report

Additional Information