Before generating reports, enter valid information on the Minnesota TRA/PERA Information page.
On the Employee Information page, the Pending Status for a regular employee is blank.
From the Human Resources menu, select Entry & Processing. From the Employee menu, select Employee Information.
Select Exclude Pending Employees, enter the search criteria, and click Search.
Select an employee record and click Accept.
From the Payroll Information menu, select Sate Required.
Refer to Field descriptions and enter valid information.
On the navigation bar, click Accept.
Pending employees require additional information to complete the employee record. On the Employee Information page, the Pending Status on the record displays Add Pending.
From the Human Resources menu, select Entry & Processing. From the Employee menu, select Employee Information.
Select Only List Pending Employees, enter the search criteria, and click Search.
Select an employee record and click Accept.
Select Minnesota TRA/PERA Information.
Refer to Field descriptions and enter valid information.
Click Finish.
The following table describes the fields on the Minnesota TRA/PERA Information page.
Field Name | Description | Referencing Reports |
|---|
TRA Member ID | The member identification number assigned to the teacher or licensed staff by TRA. | TRA Retirement Report |
PERA Member ID | The member identification number assigned to the teacher or licensed staff by PERA. | |
PERA Elig Date | The employee’s PERA eligibility date. Enter a date only when the eligibility date differs from the hire date. | |
Annuitant Type | The annuitant type of the PERA/TRA member. The valid values are: TA: TRA Annuitant PA: PERA Annuitant TD: TRA Disabilitant PD: PERA Disabilitant
| |
TRA Position | The TRA position of the teacher or licensed staff. The valid values are: 01 - Teacher 02 - Administrator
| TRA Retirement Report |
TRA Elig Code | The TRA eligibility class code of the teacher or licensed staff. The class code can be between 01 to 24. TRA Eligibility Class codes are stored in the User Defined Table EL. | TRA Retirement Report |
PERA Position | The PERA position code of the teacher or licensed staff. PERA Position codes are stored in the User Defined Table PC. | |
PERA Pos Class | The PERA position class. For example, SL for seasonal position class. PERA Position Class codes are stored in the User Defined Table CL. | |
PERA Exclusion | The exclusion reason code for which the employee is not eligible for PERA upon hire. PERA Exclusion codes are stored in the User Defined Table EX. Valid values: 001 = Employees who are under age 23 and full-time students enrolled in and regularly attending classes at an accredited school, college, or university. 002 = Retirees of the Teachers Retirement Association (TRA) who have resumed teaching service and are subject to the annual earnings limit set by TRA. 003 = Employees who are receiving a monthly retirement or disability benefit from PERA. Note: Employers must provide the full 9-digit Social Security Number for employees excluded under this code. 004 = Foreign citizens are excluded for the first 3 years of employment by a governmental subdivision, except: (a) Employees of Hennepin County or Hennepin Healthcare System, Inc. (b) Employees legally authorized to work in the United States for three years or more (c) Employees otherwise required to participate under federal law. Currently, those under H-1B, H-1B1, and E-3 visa status holders and
Permanent resident card (green card) holders are required to be in the plan if they meet all other eligibility criteria. 005 = Persons who are members of a religious order and are excluded from coverage under the federal old age, survivors, disability, and health insurance program for the performance of service as specified in United States Code, title 42, section 410 (a)(8)(A), as amended. These are typically members of a religious order that has not elected to participate in Social Security coverage. 006 = Resident physicians, medical interns, pharmacist residents, and pharmacist interns serving in a degree or residency program in a public hospital. 007 = Students serving up to five years in an internship or residency program sponsored by an accredited educational institution or the employing unit. 008 = Patient and inmate personnel who perform services for a governmental subdivision. 010 = Employees who are paid by a federal or state grant that specifically prohibits its use for pension coverage. 011 = Persons who are provided supported employment or work-study positions by a governmental employer and who participate in an employment or industries program maintained for the benefit of these persons, where the employer limits the position’s duration to five years or less. This includes persons participating in a federal or state subsidized on-the-job training, work experience, senior citizen,
youth, or unemployment relief program where the training or work experience is not provided as a part of, or for, future permanent public employment. 012 = Trade workers who have other union pension coverage and who are specifically excluded by law. 101 = Persons hired to temporary positions defined as employment for a predetermined period of six consecutive months or less and whose employment has not exceeded six months. These cannot be employees who are hired for permanent positions, but may be serving a probationary period before being considered permanent employees. 102 = Emergency employees who are employed because of work caused by fire, flood, storm, or other similar disaster. 103 = Persons holding a part-time adult supplementary technical institute license who teach part-time in a technical institute. 104 = Paid on-call/volunteer ambulance personnel (basic or advanced life support and emergency medical staff) who are not members of the PERA Defined Contribution Plan. 105 = Election officers (judges). 106 = Persons hired to fill seasonal positions, which are limited in duration by the employer to six months or less. 108 = Volunteer firefighter personnel who receive credit in a relief association. 201 = Elected public officials and persons appointed to fill vacant elected offices, persons appointed to a board or commission, and city managers and chief city administrative officers (see M.S. §353.028) who have opted not to join the Defined Contribution Plan or Coordinated Plan. 301 = Employees whose monthly earnings do not exceed $425.
| PERA Exclusion Report |
PERA Job Title | The PERA member’s position title. For example, coach. | |
Employ Status | The employee status code. Employee status codes are stored in the User Defined Table ES. | PERA Retirement Report |
Status Date | The date when the employee’s status code changed. | PERA Retirement Report |
