Maintain Retirement ER20 ER25 ER27 Records

Use the TX TEAM Report - Employment After Retirement (ER20/ER25/ER27) page to create retirement records (for retirees who continue to work) that were not created by the TEAM Load procedure. Eligible retirees can work at the same or different district that they retired from. This page allows you to create the following records:

Record	Description
ER20	Reports retiree information such as employee demographics, position, hours worked, salary, and contributions.
ER25	Adds a person to a previously submitted reporting period that excluded them.
ER27	Adjustment report for an ER20 or ER25 that was previously reported.

Retirees can only have one position code. The code is assigned in the TRS Position field on the retiree's Employee Information - State Required page or Third Party Retiree page.

Menu Path

From the Human Resources menu, select State. From the State menu, select TX TEAM Report. From the TEAM Record Maintenance menu, select Maintain Retirement ER20/ER25/ER27 Records.

Maintain Data

On the TX Team Report - Employment After Retirement (ER20/ER25/ER27) page, specify Search Criteria and click Search.
To add a record, click Add new. Refer to Field Descriptions, fill out the information and click Accept.
To edit, double-click the record. Update the information and click Accept.
To delete a record, select the record and click Delete.

Field Descriptions

After saving the record, you cannot update these fields.

Field	Description
Record Code	Code identifying the type of retirement record. Select: ER20 ER25 ER27
Report Month	Month for the report.
Report Year	Year for the report.
Retiree SSN/ITIN	Retired employee's Social Security number or ITIN (Individual Taxpayer Identification Number). Click Lookup to display the Employee Lookup page and select a valid Social Security number or ITIN.
Resubmit	Select if this record is a resubmission. Records flagged as a resubmission can be created and submitted separately. Refer to Create TEAM Reports for more information.

Member Tab

Enter only new data in the Current Data section.

Field	Description
Last Name	The employee's last name. Character/30
First Name	The employee's first name. Character/25
Middle Name	The employee's middle name. Character/25
Suffix	Suffix, if any, on the employee's name. Select: JR SR I II III IV V VI VII VIII IX X XI
Birth Date	The employee's date of birth. The format is MM/DD/YYYY.
Gender	The employee's gender.
Third Party	Indication if a third party contracted the retired employee. Select: Y - Yes N - No
Adjustment Reason	Reason for the adjustment. This is only available for ER27 records. Select: E - Edit previous ER20/ER25 D - Delete previous ER20/ER25
Original Report Month	Select the month the record was originally reported. This displays only for ER25 and ER27 records.
Original Report Year	Select the year the record was originally reported. This displays only for ER25 and ER27 records.

Position Tab

If the Record Code selected is ER27, the following fields display in the Current Data and Previously Reported to TEAM sections.

Enter only new data in the Current Data section.

Field	Description
TRS Position Code	Code identifying the employee's TRS position. Select: 00 - Missing Position 01 - Professional/Administrative 02 - Teach or Full-time Librarian 03 - Support Staff 04 - Bus Driver 05 - Full-time Nurse/Counselor 06 - Peace Officer 07 - Support Staff-Food Service Worker 09 - Summer School Pay
Start Date	Start date for the position. The format is MM/DD/YYYY.
End Date	End date for the position. The format is MM/DD/YYYY.
Employment Type	Employee's employment type. Select: S - Substitute H - Half-time or less C - Combination of substitute and half-time F - Full-time E - Surge personnel exception B - Non-profit tutor substitute N - Non-profit tutor half-time or less T - Non-profit tutor full-time

Retiree Time Tab

If the record code selected is ER27, the following fields, except Zero Days Reason Code display in the Previously Reported to TEAM and Net Adjustment sections. The Net Adjustment section displays the difference between the Current Data and Previously Reported to TEAM fields.

Enter only new data in the Current Data section.

Field

Description

Hours Worked

The actual number of hours worked by the employee.

Decimal/9,1

Days Worked

The actual number of days worked by the employee.

Integer/9

Zero Days Reason Code

If the Days Worked is zero, select a reason:

A - Accrued pay/not terminated
C - Less than 12 month pay schedule
F - Final pay/terminated
L - Leave without pay

Retiree Share Tab

If the record code selected is ER27, the Previously Reported to TEAM and Net Adjustment sections display the following fields. The Net Adjustment section displays the difference between the Current Data and Previously Reported to TEAM fields.

Enter only new data in the Current Data section.

Field

Description

Total Gross

The employee's total gross compensation.

Decimal/9,2

Member Contribution

The employee's pension contribution.

Decimal/9,2

Member TRS-Care Contribution

The employee's member contribution to TRS-Care.

Decimal/9,2

Third Party Retiree Page

Use the TX TEAM Report - Third Party Retiree page to create a retirement record for employees contracted by a third party to work at your district but do not have an Employee Information record.

Maintain Data

On the TX TEAM Report - Third Party Retiree page, specify Search Criteria and click Search.
To add a record, click Add new. Refer to Field Descriptions, fill out the information and click Accept.
To edit, double-click the record. Update the information and click Accept.
To delete a record, select the record and click Delete. Click Yes.

Field Descriptions

Field	Description
Social Security/ITIN	The retired employee's Social Security number or ITIN (Individual Taxpayer Identification Number). Character/9
Last Name	The retired employee's last name. Character/30
First Name	The retired employee's first name. Character/25
Middle Name	The retired employee's middle name. Character/25
Suffix	Suffix, if any, on the retired employee's name. Select: JR SR I II III IV V VI VII VIII IX X XI
Birth Date	The retired employee's birthdate. The format is MM/DD/YYYY.
Gender	The retired employee's gender. Select: F - Female M - Male
TRS Position Code	The retired employee's TRS position code. Select: 01 - Professional/Administrative 02 - Teacher or Full-time Librarian 03 - Support Staff 04 - Bus Driver 05 - Full-time Nurse/Counselor 06 - Peace Officer 07 - Support Staff-Food Service Worker 09 - Summer School Pay
Start Date	Date the retired employee's employment started. The format is MM/DD/YYYY.
End Date	Date the retired employee's employment ended. The format is MM/DD/YYYY.
Employment Type	Type of employment for the retired employee and position. Select: S - Substitute H - Half-time or less C - Combination of substitute and half-time F - Full-time
Days Worked	The number of planned days worked or paid leave.
Third Party Paid	Indication if a third party paid the retired employee. Select: Y - Yes N - No
Reportable	Indication if the retired employee worked hours for the current report month. Employees who worked hours will have an ER20 report automatically created for that month. Select: Y - Yes N - No

Clear Resubmit Records

Use the Clear Resubmit Records option to remove the Resubmit flag from records for the selected month and year.

On the TX Team Report - Employment After Retirement (ER20/ER25/ER27) page, click Clear Resubmit Records.
Select the Report Month and Report Year.
Click Accept, then click Yes.