STRS Annual Member Contribution - Maintain Data - Employee Information

If errors are encountered during the Load data process, you can correct the source data on the Employee Information form of the OH STRS Annual Member Contribution 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 OH STRS Annual Member Contribution 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 OH STRS Annual Member Contribution page consists of the following tabs:

Member Data

The following table describes the fields on the Member Data tab on the Employee Information form of the OH STRS Annual Member Contribution page.

Field	Description	Load logic - Data source and Valid values
Report Year	The reporting year of the Employee Information data. This field is view-only and cannot be updated after saving the record.	Not applicable
Employee Number	The employee’s identification (ID) number. Select the Lookup icon to search for and select an employee number. This field is view-only.	The field value is retrieved from the Employee Number field on the Employee Information page.
Employee Name	The employee’s name. This field is view-only.	The field value is retrieved from the Last Name and First Name fields on the Employee Information page.
Social Security Number	The employee's Social Security number. This field is view-only.	The field value is retrieved from the Social Security field on the Employee Information page.
Phone Number	The employee's phone number.	The field value is retrieved from the Home Phone field on the Employment tab of the Employee Information page. If the field is blank, the value is retrieved from the Cell Phone field.
Phone Type	The employee's phone number type.	Valid values: H - Home C - Cell The field value is set based on the value of the Phone Number field.
Email Address	The employee’s email address.	The field value is retrieved from the Personal Email field on the Employment tab of the Employee Information page. If the field is blank, the value is retrieved from the Email field.
Pre-tax Contribution	The employer-paid STRS contributions that are withheld from the employee's paycheck on a pre-tax basis (also called "employer pickup"). This represents the fiscal year total adjusted for accrued amounts to ensure contributions are reported in the correct fiscal year based on when wages were earned.	Calculated during the data load process. The calculated value represents the employer-paid (pre-tax) STRS contributions for the fiscal year. The system: Sums the employee deduction amounts plus fringe benefit amounts from check history for employer pickup plan types (plan type "PP"). Subtracts the prior fiscal year's accrued contributions (wages earned in the previous June but paid in July/August). Adds the current fiscal year's accrued contributions (wages earned this June but will be paid next July/August). This adjusted fiscal total ensures contributions are reported in the correct fiscal year based on when wages were earned, not when paid.
Post-tax Contribution	The employee-paid STRS contributions that are withheld from the employee's paycheck after taxes. This represents the fiscal year total adjusted for accrued amounts to ensure contributions are reported in the correct fiscal year based on when wages were earned.	Calculated during the data load process. The calculated value represents the employee-paid (post-tax/after-tax) STRS contributions for the fiscal year. The system: Sums the employee deduction amounts from check history for post-tax plan types (plan type "PT") Subtracts the prior fiscal year's accrued contributions (wages earned in the previous June but paid in July/August) Adds the current fiscal year's accrued contributions (wages earned this June but will be paid next July/August) This adjusted fiscal total ensures contributions are reported in the correct fiscal year based on when wages were earned, not when paid.
Days Worked	The total number of days the employee worked during the fiscal year for STRS reporting purposes. This value comes from the STRS Days FTD field on the State Required screen and is adjusted for full-time employees by subtracting leave-without-pay days.	Calculated during the data load process. The calculated value represents the total number of days the employee worked during the fiscal year for STRS reporting purposes. The system: Retrieves the base days worked value from the STRS Days FTD field on the Payroll Information - State Required page. For full-time employees only: subtracts leave-without-pay (docking) days from check history (pay codes starting with "09"). For part-time employees: uses the value from the STRS Days FTD field on the Payroll Information - State Required page. The resulting days worked value is used in the service credit calculation to determine retirement credit earned for the year.
Service Credits	The amount of retirement service credit earned by the employee during the fiscal year. This value is calculated based on the number of days worked, employment status (full-time or part-time), total compensation, and STRS service credit rules. Service credit determines eligibility and the calculation of retirement benefits.	Calculated during the data load process. The calculated value represents the amount of retirement service credit the employee earned during the fiscal year. The calculation method varies based on employment classification: For full-time employees with 120+ days worked: Uses the full-time credit from the service credit lookup table based on days worked For employees with fewer than 90 days worked OR hired less than 120 days ago: Calculates two values: Earnings-based credit: Total Compensation ÷ 12,000 Days-based credit: Lookup value from the service credit table. Assigns the lesser of the two values (the "lesser of" rule). For employees with 90-119 days worked AND hired 120+ days ago: If total compensation < STRS state minimum salary: assigns the lesser of (compensation ÷ 12,000) or (days worked ÷ 180) If total compensation ≥ STRS state minimum salary: assigns 1.0 service credit Special cases: Rehired retirees (member type "R"): service credit is set to 0. Days worked > maximum (180): service credit is capped at 1.0.
Accrued Wages	The wages earned by June 30 (end of fiscal year) under the employee's contract, but not paid until July and August of the next fiscal year. These "summer pay" amounts are projected based on contract balances and the number of accrued pays configured for the employee's pay group.	Calculated during the data load process. The calculated value represents wages earned by June 30 (end of the fiscal year) but will not be paid until July and August (start of the next fiscal year). The system: Identifies all active pay rates with contract balances where the pay group has summer accrued pays configured. For each eligible pay rate, it divides the contract balance by the number of summer pays configured for that pay group. Distributes the per-pay amount across each summer pay date (adjusting the final pay to account for rounding). Excludes pay codes that are exempt from STRS deductions. Sums all accrued wages across all eligible pay rates for the employee. These projected accrued wages are included in the current fiscal year's report because they represent earnings from the current year's contract.
Accrued Contribution	The STRS contributions that will be withheld from the accrued wages when they are paid in July and August. These contributions are included in the current fiscal year's report because the wages were earned in the current year, even though payment occurs in the next fiscal year.	Calculated during the data load process. The calculated value represents the STRS contributions that will be withheld from the accrued wages (wages earned this June but paid next July/August). The system: Takes the Accrued Wages calculated for each summer pay date. Multiplies by the applicable STRS deduction rate(s): For employer pickup plans (pre-tax): Accrued Wages × (Employee Rate + Fringe Rate). For post-tax plans: Accrued Wages × Employee Rate. For partial pickup plans: Adjusts wages by (1 + Employee Rate - Deduction Rate), then applies rates. Sums the contribution amounts across all summer pay dates. Stores individual pay date details in the ohstrs_sumrpay table. These projected accrued contributions are added to the current fiscal year's contribution total and will be subtracted from next year's report (since they will actually be paid/reported in next year's payroll system).

Summer Accrued Information

Select the Summer Accrued Information tab.
- To add a record, select Add Accrued. Refer to the Field descriptions and enter valid information in the required fields. Select Add.
- To edit a record, select the edit icon. Update the information and select Add.
- To delete a record, select the delete icon, and then select Yes.

The following table describes the fields on the Add Accrued form of the Summer Accrued Information tab on the Employee Information form of the OH STRS Annual Member Contribution page.

Field

Description

Load logic - Data source and Valid values

Pay Date

The specific date in July or August when the employee will receive a summer paycheck for wages earned by June 30. This date is derived from the OH STRS Accrued Pays by Pay Group setup and represents when accrued wages from the prior fiscal year's contract will be actually paid.

Populated during the data load process.

The field value is retrieved from the Pay Date field on the Accrued form of the OH STRS Accrued Pays by Pay Group page.

Accrued Contribution

The STRS contribution amount that will be withheld from the paycheck on the specified pay date. This represents the portion of the total accrued contributions allocated to this specific summer pay date, calculated by multiplying the accrued wages for that pay date by the applicable STRS deduction rate(s).

Calculated during the data load process.

The calculated value represents the STRS contribution amount that will be withheld on this specific summer pay date. The system:

Takes the portion of accrued wages allocated to this specific pay date (calculated by dividing the employee's total contract balance across all configured summer pay dates for their pay group).
Multiplies the accrued wages by the applicable STRS contribution rate(s) based on plan type:
- For employer pickup plans (pre-tax): Accrued Wages × (Employee Deduction Rate + Fringe Rate).
- For post-tax plans: Accrued Wages × Employee Rate.
- For partial pickup plans: Adjusts wages by (1 + Employee Rate - Deduction Rate), then multiplies it by (Deduction Rate + Fringe Rate).
Stores this individual pay date contribution amount in the ohstrs_sumrpay table, linked to the employee and specific pay date.

This per-pay-date contribution amount is part of the employee's total accrued contributions. The sum of all summer pay date contributions equals the total Accrued Contribution field value on the Member Data tab. This breakdown allows STRS to track exactly when accrued contributions will be received throughout July and August.