STRS Payroll - Maintain Data

Use the OH STRS Payroll page to add, update, delete, search, load, and report payroll contribution data for Ohio STRS (State Teachers Retirement System) state reporting. This page allows users to manage payroll records, new hire records, reemployed retiree records, and prior-year adjustments for STRS-certified staff members. The data is used to generate payroll contribution reports that are submitted to the State Teachers Retirement System of Ohio.

If errors are encountered during the Load data process, you can correct the source data on the OH STRS Payroll Data form of the OH STRS Payroll page. After corrections, you must reload the data.

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

On the OH STRS Payroll 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 following table describes the fields on the OH STRS Payroll Data form of the OH STRS Payroll page.

Field

Description

Load logic - Data source and Valid values

Pay Date

The pay date associated with the payroll record that corresponds to the payroll run being reported to STRS.

This field is view-only and cannot be updated after saving the record.

Populated during the data load process.

The field value is retrieved from the Pay Date field on the OH STRS Payroll - Payroll Load page.

Post-tax Contribution

The employee's post-tax retirement contribution amount that was deducted from the employee's pay after taxes.

This field is view-only and cannot be updated after saving the record.

Calculated during the data load process.

The calculated value represents the employee's post-tax retirement contribution amount. The system calculates this value when the employee's deduction plan type is PT (Post-Tax). The calculation uses the deduction amount taken (taken_f) from the employee's check history records. For employees with summer accrued pay, the system adjusts the post-tax contribution by subtracting previously reported accrued contributions (PAYA records) to avoid duplicate reporting.

Record Type

The type of STRS record being reported.

Valid values:

PAY - Payroll
PAYA - Payroll Accrued
NM - New Hire
RM - Reemployed Retiree
ADJ - Adjustment

Calculated during the data load process.

The calculated value represents the type of STRS record based on the load type selected:

PAY - Generated for regular payroll contribution records.
PAYA - Generated for payroll accrued (summer accrued) contribution records.
NM - Generated for new member records (New Hire Load).
RM - Generated for reemployed retiree records when the Member Type on the Payroll Information - State Required page is R.

Pre-tax Contribution

The employee's pre-tax retirement contribution amount that was deducted from the employee's pay before taxes.

This field is view-only and cannot be updated after saving the record.

Calculated during the data load process.

The calculated value represents the employee's pre-tax retirement contribution amount. The system calculates this value when the employee's deduction plan type is RE (Regular) or PP (Pickup Plan). The calculation uses the sum of the deduction amount taken (taken_f) and the employer contribution (cont_f) from the employee's check history records. For pickup plans (PP), the system also applies the STRS Employee Rate from the Human Resources Profile – State page to calculate the final salary plan contribution.

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 and cannot be updated after saving the record.

The field value is retrieved from the Employee Number field on the Employee Information page.

Fiscal Year

The prior fiscal year for adjustment records.

Used when reporting prior fiscal year adjustments (ADJ record type).

This field is view-only and cannot be updated after saving the record.

Not populated during the data load process.

This field is used only for ADJ (Adjustment) record types and is manually entered by the user when creating prior-fiscal-year adjustment records.

Social Security

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.

Service Credits

The service credits earned by the employee for the reporting period.

This field is view-only and cannot be updated after saving the record.

Calculated during the data load process.

The calculated value represents the service credit earned by the employee for the reporting period. The system calculates service credits based on the following logic:

The STRS Days FTD field on the Payroll Information - State Required page is used as the base days worked value.
The days worked value is looked up in the Service Credit table to determine the corresponding service credit.
For full-time employees working 120 days or more, the full-time service credit value from the Service Credit Table is used.
For part-time employees or those working less than 90 days, the part-time service credit value is used, potentially adjusted by comparing total compensation to the STRS State Minimum Salary on the Human Resources Profile – State page.
For reemployed retirees with R in the Member Type field on the Payroll Information - State Required page, service credits are set to 0.

Last Name

The employee's last name.

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.

Hire Date

The employee's date of hire.

The field value is retrieved from the Hire Date field on the Employment tab of the Employee Information page.

This field value overrides the Hire Date field value on the Employment tab of the Employee Information page.

First Name

The employee's first name.

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.

Notes

Optional notes or comments associated with the record.

Not populated during the data load process.

This field is a user-entered field that allows optional notes or comments to be added to the record.

Middle Initial

The employee's middle initial.

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.

Suffix

The employee’s name suffix.

The value is retrieved from the Suffix field on the Employee Information page.

Valid values:

II
III
IV
JR
SR
V

The field value is retrieved from the Suffix field on the Employee Information page.

This field value overrides the Suffix field value on the Employee Information page.

The value sin the drop-down list are retrieved from the Suffix Table page.

Email Address

The employee’s email address.

This field is view-only and cannot be updated after saving the record.

Populated during the data load process.

The field value is retrieved using the following priority:

First, from the Personal Email field on the Employment tab of the Employee Information page.
If the Personal Email field is blank, it is retrieved from the Email Address field on the Employment tab of the Employee Information page.

Phone Number

The employee’s phone number.

Populated during the data load process.

The field value is retrieved using the following priority:

First, from the Home Phone field on the Employment tab of the Employee Information page.
If the Home Phone field is blank, it is retrieved from the Cell Phone field on the Employment tab of the Employee Information page.

Phone Type

The employee’s phone number type.

Valid values:

H - Home
C - Cell

Calculated during the data load process.

The calculated value represents the type of phone number in the Phone Number field. The system automatically sets the value to:

H - Home when the Home Phone on the Employment tab of the Employee Information page is used.
C - Cell when the Cell Phone on the Employment tab of the Employee Information page is used because Home Phone was blank.
Blank, when neither phone number is available.

Paying Retirement System

The retirement system that is paying benefits to a reemployed retiree.

This field is used for RM (Reemployed Retiree) record types to identify which Ohio retirement system (STRS, SERS, OPERS, etc.) is providing retirement benefits to the employee who has returned to work.

This field is displayed when RM - Reemployed Retiree is selected in the Record Type field.

Valid values:

OPERS - Ohio PERS
SERS - SERS Ohio
STRS - STRS Ohio
OP&F - Ohio Police & Fire
SHP - Highway Patrol
CRS - City of Cincinnati
ARP - Alternative Retirement Plan

Not populated during the data load process.

This field is a user-entered field for RM (Reemployed Retiree) record types.

Retirement Date

The date the employee retired from their previous position.

This field is used for RM (Reemployed Retiree) record types to indicate when the employee originally retired before returning to employment.

This field is displayed when RM - Reemployed Retiree is selected in the Record Type field.

Not populated during the data load process.

This field is a user-entered field for RM (Reemployed Retiree) record types.

Benefit Type

The type of retirement benefit the reemployed retiree is receiving.

This field is displayed when RM - Reemployed Retiree is selected in the Record Type field.

Valid values:

S - Age and Service
D - Disability

Not populated during the data load process.

This field is a user-entered field for RM (Reemployed Retiree) record types.

ORC Employment

Indicates whether the reemployment was under Ohio Revised Code (ORC) Section 3307.353.

This field is displayed when RM - Reemployed Retiree is selected in the Record Type field.

Not populated during the data load process.

This field is a user-entered field for RM (Reemployed Retiree) record types.

ORC Compliant

Indicates whether the requirements for reemployment under Ohio Revised Code (ORC) Section 3307.353 were met.

This field is displayed when RM - Reemployed Retiree is selected in the Record Type field.

Not populated during the data load process.

This field is a user-entered field for RM (Reemployed Retiree) record types.