Effective with the May 2018 transmission, ER27 ‘true’ up records are no longer written for Hours / Days Worked Adjustments.
Currently we provide estimated Hours/ Days Worked for working retirees. The formula for computing the estimated Hours and Employment Type (Full or Part Time) will be different depending on whether the retiree has a TRSS deduction. The only time a Working Retiree is set to ‘Full Time is when the working retiree has a TRS Surcharge deduction. If a working retiree is Budgeted and 100 percent he will get set to Part Time without a TRS Surcharge deduction. If a working retiree has hours that are more than 50 percent then the working retiree should have a TRS Surcharge deduction.
Presently it is required for the processor to manually enter the ‘true’ Hours / Days worked once the month has been completed and before the 10th of the following month. The processor should use the WorkDay report titled ‘Payroll Partner Time Summary Review’. The Workday report has modified to include a filter for retirees only.
Additional information can be found with the below TRS Update.
Per TRS the RP (Active member) records allow the estimation of hours and then a subsequent correction, but the Employment after Retirement records hours need to be in by the 10th of the month. The required monthly Employment after Retirement (ER) report and all required surcharges will be due to TRS on the tenth of the month following the close of the calendar month for which the reports are prepared, with the exception of the August report cycle each year. The August report and all required surcharges for that month are due on Sept. 6 each year.
TRS August 2019 UpdateTRS Surcharge Hours Worked Table
See Employment after Retirement Report and ER Adjustment Report