TRA Retirement Report - Maintain Data - Demographic

Use the MN TRA Retirement Report - Demographic page to maintain member demographic information for the Teachers Retirement Association (TRA) plan. This page tracks personal and employment information for TRA-eligible employees that must be reported to TRA for new enrollments and changes to existing member records.

If errors are encountered during the Load data process, you can correct the source data on the Employee Information form of the MN TRA Retirement Report - Demographic page. After corrections, you must purge and reload the data.

PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.

On the MN TRA Retirement Report - Demographic page, filter records using the filter criteria. To enter filter criteria:
1. Select an option in the first field.
2. Select or enter a value.
3. Select Add if the button is enabled.
  Refer to Search for records for more information.
  - To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
  - To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
  - To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

Field descriptions

The Employee Information form of the MN TRA Retirement Report - Demographic page consists of the following:

General section

The following table describes the fields in the General section of the Employee Information form of the MN TRA Retirement Report - Demographic page.

Field	Description	Load logic - Data source and Valid values
Check Date	The payroll check date associated with the demographic record. Demographic records are grouped and reported by check date, which links the demographic information to the corresponding contribution records.	Populated during the data load process. The field value is retrieved from the Current Check Date field on the MN TRA Retirement Report - Load page.
Employee Number	The employee’s identification (ID) number. Select the Lookup icon to search for and select an employee number. To list terminated employees using the Employee Search Tool: Select Include Terminated Employees from the first drop-down list. Select True from the second drop-down list. This field is view-only.	Populated during the data load process. The field value is retrieved from the Employee Number field on the Employee Information page.
Name	The employee’s name. The format is last name, first name, middle initial.	Populated during the data load process. The field value is retrieved from the Last Name, First Name, and Middle Name fields on the Employee Information page.
New Enrollment	Indicates whether this is a new TRA member enrollment or a change to an existing member's record. When checked, the record indicates a first-time enrollment for an employee joining TRA. When unchecked, the record represents a change/update to demographic information for an existing TRA member (requiring both original and updated values to be reported). If this checkbox is selected, the previously submitted data fields are not displayed on the Member, Employment, and Address tabs.	Calculated during the data load process by checking if the employee has any existing TRA demographic records in the compliance system. The system queries for prior demographic records. If no previous records exist, this checkbox is selected. If prior records exist, this checkbox is cleared.

Member tab

The following table describes the fields on the Member tab of the Employee Information form of the MN TRA Retirement Report - Demographic page.

Field	Description	Load logic - Data source and Valid values
Social Security	The employee's Social Security number. This field is blank when the New Enrollment checkbox is cleared. This field is view-only.	Populated during the data load process. The field value is retrieved from the Social Security field on the Employee Information page.
Previous Social Security	The employee's previously reported Social Security number. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.UserDefinedSsn).
Last Name	The employee's last name.	Populated during the data load process. The field value is retrieved from the Last Name field on the Employee Information page. This field value overrides the Last Name field value on the Employee Information page.
Previous Last Name	The employee's previously reported last name. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.LastName).
First Name	The employee’s first name.	Populated during the data load process. The field value is retrieved from the First Name field on the Employee Information page. This field value overrides the First Name field value on the Employee Information page.
Previous First Name	The employee’s previously reported first name. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.FirstName).
Middle Initial	The employee's middle initial.	Populated during the data load process. The field value is retrieved from the Middle Name field on the Employee Information page. This field value overrides the Middle Name field value on the Employee Information page.
Previous Middle Initial	The employee's previously reported middle initial. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.MiddleInitial).
Gender	The employee's gender.	Valid values: M - Male F - Female Populated during the data load process. The field value is retrieved from the Sex at Birth field on the Employee Information page. This field value overrides the Sex at Birth field value on the Employee Information page.
Previous Gender	The employee's previously reported gender. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.Sex).
Birth Date	The employee's date of birth.	Populated during the data load process. The field value is retrieved from the Birthdate field on the Employee Information page. This field value overrides the Birthdate field value on the Employee Information page.
Previous Birth Date	The employee's previously reported date of birth. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.DateOfBirth).

Employment tab

The following table describes the fields on the Employment tab of the Employee Information form of the MN TRA Retirement Report - Demographic page.

Field	Description	Load logic - Data source and Valid values
TRA Number	The six-digit numeric identifier assigned to the member by TRA. This is the member's unique identification number within the Teachers' Retirement Association system. Also referred to as the Board Employee Number.	Populated during the data load process. The field value is retrieved from the TRA Member ID field on the Payroll Information - State Required page. This field value overrides the TRA Member ID field value on the Payroll Information - State Required page.
Previous TRA Number	The employee's previously reported TRA Number. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.BoardEmployeeNumber).
TRA Exempt Status	Indicates whether the employee is exempt from TRA participation.	Valid values: A - Exempt Annuitant B- Exempt Technical College C - Exempt Independent Consultant or Contractor Calculated during the data load process. Determined by checking the Annuitant Type field value on the Payroll Information - State Required page. If the field value is TA, this field is set to A - Exempt Annuitant. This field value overrides the Annuitant Type field value on the Payroll Information - State Required page.
Previous TRA Exempt Status	The employee's previously reported TRA Exempt Status. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.ExemptStatus).
TRA Eligibility	A code that identifies the member's position type or job classification for TRA reporting purposes.	Valid values: 01 - Teacher (Full or Part Time) 02 - Teacher/Administrator 03 - Substitute Teacher 04 - Superintendent 05 - College Instructor 06 - Community Education Director 07 - Counselor 08 - Curriculum Writer 09 - Director of Joint Power Unit 10 - Drivers Education Instructor 11 - Early Childhood Instructor 12 - Employee or Officer of a Professional Org 13 - Head Coach (Certified) 14 - Homebound Instructor 15 - Librarian 16 - Nurse 17 - Principal 18 - Psychologist 19 - Retired Teacher (Not TRA Annuitant) 20 - Social Worker 21 - State High School League Coordinator 22 - Therapist 23 - Title Instructor (Licensed) 24 - Tutor Populated during the data load process. The field value is retrieved from the TRA Elig Code field on the Payroll Information - State Required page. This field value overrides the TRA Elig Code field value on the Payroll Information - State Required page.
Previous TRA Eligibility	The employee's previously reported TRA Eligibility. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.EligibilityCode).
TRA Employee Status	Indicates the member's current employment status with the district.	Valid values: 01 - First Employed 02 - Terminate Employment 03 - Resume Employment 04 - Disability 05 - Sabbatical Leave 06 - Medical Leave 07 - Parental Leave 08 - Extended Leave 09 - Military Leave 10 - Family Leave 11 - Other Leave 12 - Workers’ Comp 13 - Death 14 - Legislative Leave 15 - Unrequested/Layoff 16 - Voluntary Leave, State Only 17 - Union Leave 18 - Part-Time Teacher Program Calculated during the data load process. Translated from the Employ Status field value on the Payroll Information - State Required page using the MN Retirement Status crosswalk table. The system looks up the employee's status code and converts it to the corresponding TRA status code. This field value overrides the Employ Status field value on the Payroll Information - State Required page. This field defaults to 01 - First Employed if a valid status code is not found.
Previous TRA Employee Status	The employee's previously reported TRA Employee Status. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.EmployeeStatus).
TRA Employee Status Date	The date when the employee's current TRA Employee Status became effective.	Populated during the data load process. The field value is retrieved from the Status Date field on the Payroll Information - State Required page. This field value overrides the Status Date field on the Payroll Information - State Required page.
Previous TRA Employee Status Date	The employee's previously reported TRA Employee Status Date. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.StatusDate).

Address tab

The following table describes the fields on the Address tab of the Employee Information form of the MN TRA Retirement Report - Demographic page.

Field	Description	Load logic - Data source and Valid values
Address Line 1	The first line of the employee's address.	Populated during the data load process. The field value is retrieved from the Address field on the Employment tab of the Employee Information page. This field value overrides the Address field value on the Employment tab of the Employee Information page.
Previous Address Line 1	The previously reported first line of the employee's address. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.Street1).
Address Line 2	The second line of the employee's address.	Populated during the data load process. The field value is retrieved from the Address field on the Employment tab of the Employee Information page. This field value overrides the Address field value on the Employment tab of the Employee Information page.
Previous Address Line 2	The previously reported second line of the employee's address. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.Street2).
City	The employee's city of residence.	Populated during the data load process. The field value is retrieved from the City field on the Employment tab of the Employee Information page. This field value overrides the City field value on the Employment tab of the Employee Information page.
Previous City	The employee's previously reported city of residence. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.City).
State	The employee's state of residence.	Populated during the data load process. The field value is retrieved from the State field on the Employment tab of the Employee Information page. This field value overrides the State field value on the Employment tab of the Employee Information page.
Previous State	The employee's previously reported state of residence. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.State).
Zip	The employee's zip code.	Calculated during the data load process. The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page. The system pads the zip code to nine characters, then takes the first five digits. This field value overrides the Zip Code field value on the Employment tab of the Employee Information page.
Previous Zip Code	The employee's previously reported zip code. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.ZipCode).
Zip Extension	The employee's zip code extension.	Calculated during the data load process. The field value is retrieved from the Zip Code field on the Employment tab of the Employee Information page. The system pads the zip code to nine characters, then takes four characters starting at position 6 (the +4 extension). This field value overrides the Zip Code field value on the Employment tab of the Employee Information page.
Previous Zip Extension	The employee's previously reported zip code extension. This field is not displayed if: The New Enrollment checkbox is selected. No changes were made to the field value.	Calculated during the data load process. The field value is retrieved from the most recent existing TRA demographic record (employeeCurrentData.RetirementModel.Employee.ZipExtn).