TRA Retirement Report - Load Data

Use the MN TRA Retirement Report - Load page to extract and load payroll data from the HRM system into the Compliance module for TRA (Teachers Retirement Association) reporting.

Before loading data, ensure:

Payroll has been processed with appropriate check dates.
Pay runs are available for selection during the load process.

On the MN TRA Retirement Report page, select Load.
Refer to the Field descriptions and enter or select the required load criteria.
Select Load, and then Yes.
If data for the selected criteria is loaded, select Yes to delete and reload the data.
Save the Load Summary report file and select OK.
If errors are encountered, save the Load Error log and select OK.
Navigate to the file location.
Inspect the files. Refer to Maintain data and update it as necessary.
Repeat these steps until no errors are encountered and all required data is loaded.

Field descriptions

The following table describes the fields on the MN TRA Retirement Report - Load page.

Field	Description
Previous Check Date	The starting boundary date for the load. Only checks dated on or after this date will be included in the extraction. This is typically the last check date from your previous TRA submission.
Current Check Date	The ending boundary date for the load. Checks dated up to and including this date will be included. This defines the end date of the reporting period.
Pay Runs	The pay run codes to include in the load. Only checks from the selected pay runs within the date range will be extracted.
Supplemental	Indicates whether the load is for supplemental/extra pay (such as bonuses or additional compensation). When checked, it creates a separate batch number marked as supplemental pay for TRA submission tracking.
Create all demographic records	Indicates whether the system must create demographic records for all TRA members, regardless of whether their information has changed. Normally, demographic records are only created for new employees or when employee data has changed since the last submission.
Includes Summer Pay	Indicates whether the pay runs being loaded contain summer pay amounts. When checked, the system uses contract start/end dates (rather than pay period dates) to determine the correct fiscal year for the contribution records.