Employee snapshots provide a view of an employee's information that was captured at a specific point in time. You can review and update employee snapshot information and generate reports based on the employee information captured at the time of the snapshot. The reports can be used to identify information that may be missing or incomplete for regulatory reporting.
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Not all snapshots allow updating in the Maintain Employee Snapshot window. This option is not available for the Texas TRS snapshots. |
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When you update employee snapshot information, only the snapshot is modified. For example, if you update the employee's tenure status, the tenure status is not updated in the Employee Master or Employee Data tables. |
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If an employee snapshot is locked, it cannot be modified. |
This includes Purpose Codes of the following Purpose Types:
· HR_EEOC
· HR CUPA
· HR IPEDS
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Displays the year for which the selected snapshot was generated. |
Displays the date for which the selected snapshot data is valid. |
Displays the selected reason for generating the employee snapshot. |
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Displays a description of the selected snapshot. |
Displays the date the snapshot data was collected. |
Displays the date the snapshot data was reported. |
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Use this checkbox to select employees you wish to remove from the snapshot. |
This column displays the unique identification number (ID Number) for the employee. |
This column displays the employee's name. |
This drop-down list displays the ethnic orientation of the employee. |
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A drop-down list that displays the gender of the employee.
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When this checkbox is selected, it indicates the employee is a U.S. citizen. |
Displays the employee's age. For more information, see Employee Age. |
This column indicates the name of the city for the designated employee's address. |
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This column indicates the name of the county for the designated employee's address. |
This column indicates the name of the city for the designated employee's address. |
State
This column indicates the state of the city for the designated employee's address. |
This column indicates the name of the country for the designated employee's address. |
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These radio button options indicate if the employee is a full-time or part-time employee. |
A drop-down list that displays the tenure status for the employee. |
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Displays the date the employee first began working at your organization. |
Displays an adjusted employment date when an employee's gap in service needs to be indicated. |
This five-character alphanumeric code uniquely identifies the position for the employee. The following are examples of position codes and descriptions.
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The position title identifies the position code for the employee. |
This drop-down list indicates if the status of the employee's position is primary active, active, or inactive.
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Indicates whether the employee working in this position is paid an hourly rate, has a salary, or is associated with a work-study program (also a form of hourly work). |
The date the employee started working in the selected position. |
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The date the employee ceased working in the selected position. |
The date (MMDDYYYY format) that the salary or pay rate was effective for the position. |
The amount of gross pay the employee was paid for this position for the year. |
The number of payments per year over which the Earnings amount will be paid. |
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This drop-down list displays the EEOC Code for the position. The EEOC Code classifies the position for regulatory reporting. |
This drop-down list displays the IPEDS Occupational Activity code for the position. The Occupational Activity code classifies the position for regulatory reporting. |
This drop-down list displays the employee's academic rank. |
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This drop-down list displays the CUPA Code for the position. The CUPA Code classifies the position for regulatory reporting. |
This drop-down list displays if the position is exempt, non-exempt, or both according to Fair Labor Standards Act (FLSA) standards. |
This drop-down list displays the Classification of Instructional Program (CIP) code for the position. The CIP code is used for generating federally mandated reports. |
Displays the minimum annual salary for an employee in a position. |
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Displays the average annual salary for an employee in a position. |
Displays the maximum annual salary for an employee in a position. |
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This column displays the unique identification number (ID Number) for the employee. |
Name of the employee. |
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The User Data tab is only available when user columns have been added to the employee snapshot user data table, IR_EMPLOYEE_DATA_UDF. |
The User Data tab can be used to view and customize snapshot data added to the employee snapshot user table. The tab provides a form that can be customized using InfoMaker to display the data added to the table.
Jenzabar provides a database stored procedure called ???EMPLOYEE_DATA_UDF$POPULATE_FOR_SNAPSHOT.??? If someone at your organization is experienced with SQL, they can create a copy of this stored procedure and modify it to reference any of the user data table columns added.
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When modifying the stored procedure, it must be renamed using the same naming conventions used for modified InfoMaker reports. |
New and modified stored procedures are available from the User Data Stored Procedure Name drop-down options on the Define/Review Employee Snapshot Criteria window. When the new procedure is selected, it is included and run as a part of the snapshot build process. After the build process completes, the User Data tab displays the data populated by the stored procedure as part of the snapshot.
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This drop-down list allows you to select the type of report to be generated. You can generate the following reports:
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This drop-down list allows you to select the report to be generated. The reports available depend upon the type of report selected from the Report Type drop-down list. |
Update Detailed Employee Snapshot Information
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When you update detailed employee snapshot information such as tenure status or position start date, only the snapshot is modified. The employee's information is not updated in the Employee Master or Employee Data tables. |
1. Access the Process Employee Snapshot window.
2. From the Year and/or Purpose drop-down lists, select the snapshots to be displayed.
TIP: The Purpose drop-down list displays only purposes that you have been granted permission to access.
3. Click the Retrieve button. The snapshots are displayed.
4. From the Retrieved Snapshots section, select the snapshot to be updated.
5. Click the Maintain Snapshot button. The Maintain Employee Snapshot window appears.
6. Click on the Detail Data tab.
7. Use the available fields and drop-down lists to make any needed updates.
TIP:
To select or update an active position for the employee, click the
Select
Position
icon. The Select
Position window appears. Select the position and click the OK button. The Select
Position window closes and the selected position is associated
with the employee.
8. To lock the snapshot and keep it from being updated by other users, select the Lock checkbox.
9. Click the Save button. The employee snapshot information is updated.
Add an Employee to the Snapshot
1. Access the Process Employee Snapshot window.
2. From the Year and/or Purpose drop-down lists, select the snapshots to be displayed.
TIP: The Purpose drop-down list displays only purposes that you have been granted permission to access.
3. Click the Retrieve button. The snapshots are displayed.
4. From the Retrieved Snapshots section, select the snapshot to be updated.
5. Click the Maintain Snapshot button. The Maintain Employee Snapshot window appears.
6. Click on the Detail Data tab.
7. In the Add an Employee to this Snapshot area, enter the ID number for the employee being added to the snapshot.
TIP: To search for employee information, right-click and select Advanced Search.
8. Click the Add button. The employee and their associated position and fringe information are added to the snapshot.
9. Click the Save button. The employee snapshot information is updated.
Remove an Employee from the Snapshot
1. Access the Process Employee Snapshot window.
2. From the Year and/or Purpose drop-down lists, select the snapshots to be displayed.
TIP: The Purpose drop-down list displays only purposes that you have been granted permission to access.
3. Click the Retrieve button. The snapshots are displayed.
4. From the Retrieved Snapshots section, select the snapshot to be updated.
5. Click the Maintain Snapshot button. The Maintain Employee Snapshot window appears.
6. Click on the Detail Data tab.
7. From the Select column, select the checkbox next to name of the employee(s) to be removed from the snapshot.
TIP: To remove all employees from the snapshot, select the Remove All Employees checkbox located in the Delete Employee from Snapshot area.
8. Click the Delete button. The selected employees are removed from the snapshot.
9. Click the Save button. The employee snapshot information is updated.
View User Data Snapshot Information
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The User Data tab is available only when user data columns have been added to the employee snapshot User Data table. |
1. Access the Process Employee Snapshot window.
2. From the Year and/or Purpose drop-down lists, select the snapshots to be displayed.
TIP: The Purpose drop-down list displays only purposes that you have been granted permission to access.
3. Click the Retrieve button. The snapshots are displayed.
4. From the Retrieved Snapshots section, select the appropriate snapshot.
5. Click the Maintain Snapshot button. The Maintain Employee Snapshot window appears.
6. Click on the User Data tab.
7. Use the available filter and sort fields and radio button options to filter the customized data.
TIP: To modify the user data form, right-click and select Customize.
Generate a Report Based on the Employee Snapshot
1. Access the Process Employee Snapshot window.
2. From the Year and/or Purpose drop-down lists, select the snapshots to be displayed.
TIP: The Purpose drop-down list displays only purposes that you have been granted permission to access.
3. Click the Retrieve button. The snapshots are displayed.
4. From the Retrieved Snapshots section, select the snapshot to be updated.
5. Click the Maintain Snapshot button. The Maintain Employee Snapshot window appears.
6. Click the Reports tab.
7. From the Report Type drop-down list, select from the following list of report types:
o Employee Regulatory and Biographical Data Reports
o Employee Snapshot Positions Regulatory Data Reports
o Organization Positions Regulatory Data Reports
o Employees with Multiple Primary Positions Reports
o Employees with No Primary Positions Reports
o Employees with No Biographical or Position Data Reports
8. From the Report drop-down list, select the report to generate.
9. To modify the report format, click the Customize button.
10. Click the Retrieve button. The report is generated.
11. To save the report, click the Save button.
12. To print a copy of the report, click the Print button.
Export Data into a Single Excel File
1. Click the Export to Excel button. The Export to Excel window appears.
2. To export the information as one Excel file with one tab, select the One Excel file, One Tab option.
3. To export the information as one Excel file with several tabs, select the One Excel File, Multiple Tabs option. The tab names for the information are automatically displayed. To change a tab name, enter it in the Excel Tab Name column.
4. To modify the location where the Excel spreadsheet(s) will be stored, click the Browse button and navigate to the location where you want the spreadsheet(s) stored.
5. To create a link to the exported file on your workspace Home page, select the Create Link to File(s) on My Home Page checkbox.
6. Click the Export Files button. The Export Status window appears.
7. Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.
Export Data into Multiple Excel Files
1. Click the Export to Excel button. The Export to Excel window appears.
2. Select the Multiple Excel Files option. The Excel file names for the information are automatically displayed.
3. To change a file name, enter it in the Excel File Name column.
4. The spreadsheets are automatically exported to the folder displayed in the Export Folder column. To modify the location where all the spreadsheets will be stored, click the Browse button next to the Default Folder displayed and navigate to the location where you want all the spreadsheets stored.
5. To modify a location where a specific Excel spreadsheet(s) will be stored, click the Browse button next to the specific spreadsheet and navigate to the location where you want that spreadsheet stored.
6. If you updated the file name and/or export location and want to use the same name and location each time you export, select the Automatically use the same file names/locations for the next multi-file export checkbox.
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Even if you select the Automatically use the same file names/locations for the next multi-file export checkbox, you can still update the file name or location the next time you export the files. |
7. Click the Export Files button. The Export Status window appears and the files are exported.
This includes Purpose Codes associated with the following Purpose Types:
· TX TRS
· TX TRS Pension Surcharge
· TX TRS New Member
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Displays the year for which the selected snapshot was generated Displays the year for which the selected snapshot was generated. |
Displays the date for which the selected snapshot data is valid Displays the date for which the selected snapshot data is valid |
Displays the selected reason for generated the employee snapshot Displays the selected reason for generating the employee snapshot |
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Displays a description of the selected snapshot |
Displays the earliest date to which the data is to be compared |
Displays the latest date to which the data is to be compared |
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When the Lock checkbox is selected, the snapshot cannot be updated. When the Lock checkbox is not selected, the snapshot can be updated. ??When the Lock checkbox is selected, the snapshot cannot be updated. ??When the Lock checkbox is not selected, the snapshot can be updated.
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Displays the date the snapshot data was collected |
Displays the date the snapshot data was reported |
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(TX TRS ER & TX TRS RP only) Displays the number of work days that the state has defined for that month period |
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· TX TRS CJ (Community/Junior College Funded)
· TX TRS EG (Educational/General-Local Funded)
· TX TRS FG (Federal Funds/Private Grant Funded)
· TX TRS NE (Non-educational/General Funded)
· TX TRS NM (New Members)
· TX TRS PS (Pension Surcharge)
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It is not possible to modify the data here. If you wish to change the data, modify the original data and recreate the snapshot. |
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Use this checkbox to select employees you wish to include in the snapshot.
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Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS)
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Type of TRS Report for which the data is being gathered
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Number of the calendar month of the report period for which the data is being gathered
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Calendar year of the report period for which the data is being gathered
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SSN of the employee if it exists, otherwise an ID defined by TRS |
Displays the employee's birth date
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Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
Displays the suffix used by the employee |
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Displays the employee's middle name |
The amount of salary against which the TRS benefit amounts were calculated during the reporting period |
The amount paid by the employee during the reporting period |
The amount paid by the employer during the reporting period |
Count and Totals
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Sum of Salary Amounts ??? sum of the Monthly Salary amounts of the selected rows
· Sum of Employee Contributions ??? sum of the Monthly Member Contribution amounts of the selected rows
· Sum of Employer Contributions ??? sum of the Monthly Employer Contribution amounts of the selected rows
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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It is not possible to modify the data here. If you wish to change the data, modify the original data and recreate the snapshot. |
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Number of the calendar month of the report period for which the data is being gathered |
Calendar year of the report period for which the data is being gathered |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Displays the employee's birth date |
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Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
Work Units Worked in Calendar Month Time worked in reported calendar month (half-time employees only) |
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Work Units Required in Calendar Month Time required for full-time employment in reported calendar month (half-time employees only) |
'H' ??? Clock hours (half-time employees only) |
In the reported calendar month (disability retirees only) |
Displays the TRS Position code associated with the employee's primary position. '01' ??? Professional Staff |
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Start date of full-time employment (full-time employees only) |
End date of full-time employment (full-time employees only) |
Indicates whether employee is a TRS disability retiree. |
'F' ??? Full-time |
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Full-Time Employment Type Code 'W' ??? Waived |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Location of Text File for Submission ??? use the Browse button to identify where the text file to be generated for submission should be saved
· Extract for Submission button ??? gathers the data in the selected rows, formats it as required and saves file to the location defined above
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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It is not possible to modify the data here. If you wish to change the data, modify the original data and recreate the snapshot. |
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
Number of the calendar month of the report period for which the data is being gathered |
Calendar year of the report period for which the data is being gathered |
SSN of the employee if it exists, otherwise an ID defined by TRS |
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Displays the employee's birth date |
Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
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Displays the suffix used by the employee |
Displays the employee's middle name |
The amount of salary against which the TRS benefit amounts were calculated during the reporting period |
The amount paid by the employee during the reporting period |
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Special Service Tax Shelter Flag Unused |
Special Service Payroll Deduction Unused (0) |
Number of work days in report month from the criteria entered for snapshot |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Sum of Salary Amounts ??? sum of the Monthly Salary amounts of the selected rows
· Sum of Employee Contributions ??? sum of the Monthly Member Contribution amounts of the selected rows
· Location of Text File for Submission ??? use the Browse button to identify where the text file to be generated for submission should be saved
· Extract for Submission button ??? gathers the data in the selected rows, formats it as required and saves file to the location defined above
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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It is not possible to modify the data here. If you wish to change the data, modify the original data and recreate the snapshot. |
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The TX TRS MD Maintain Snapshot window has multiple tabs, one for each record type required. |
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Indicates whether the Member ID Number is the SSN or an ID defined by TRS |
Displays the employee's birth date |
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Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
Displays the suffix used by the employee |
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Displays the employee's middle name |
Indicates whether the employee is a US Citizen |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Location of Text File for Submission ??? use the Browse button to identify where the text file to be generated for submission should be saved (appears only on the TRS MD 20 tab for the TX TRS MD purpose.)
· Extract for Submission button ??? gathers the data in the selected rows, formats it as required and saves file to the location defined above (appears only on the TRS MD 20 tab for the TX TRS MD purpose.)
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Indicates whether the Member ID Number is the SSN or an ID defined by TRS |
Displays the employee's birth date that was originally reported |
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Displays the employee's gender that was originally reported |
Displays the employee's last name that was originally reported |
Displays the employee's first name that was originally reported |
Displays the suffix used by the employee that was originally reported |
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Displays the employee's middle name that was originally reported |
New last name to replace the one originally reported |
New first name to replace the one originally reported |
New suffix to replace the one originally reported |
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New middle name to replace the one originally reported |
New value to indicate whether the employee is a US Citizen to replace the one originally reported |
New SSN or TRS ID value to replace the one originally reported |
New code that indicates whether the Original Member ID Number was the SSN or an ID defined by TRS to replace the value originally reported |
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New date of birth to replace the one originally reported |
New gender value to replace the one originally reported |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Indicates whether the Member ID Number is the SSN or an ID defined by TRS |
Displays the employee's birth date |
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Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the initial letter of the employee's first name |
Displays the suffix used by the employee |
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Displays the initial letter of the employee's middle name |
First address line of the employee's address whose code is saved in Employee Master |
Second address line of the employee's address whose code is saved in Employee Master |
The city of the employee's address whose code is saved in Employee Master |
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The State of the employee's address whose code is saved in Employee Master |
Zip code of the employee's address whose code is saved in Employee Master |
Phone number associated with the employee's address whose code is saved in Employee Master |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktopfor the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Displays the employee's birth date |
Displays the employee's gender genmore information, s |
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Displays the employee's last name |
Displays the initial letter of the employee's first name |
Displays the suffix used by the employee |
Displays the initial letter of the employee's middle name |
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Third address line of the employee's address whose code is saved in Employee Master |
The country (non-US) of the employee's address whose code is saved in Employee Master |
The attention line of the employee's address whose code is saved in Employee Master |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktop for the employee. |
The Position that is being used to report the contract and position data. |
The current status of the position being reported. This may be different than the status during the reporting period. |
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Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
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Displays the employee's birth date |
Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
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Displays the suffix used by the employee |
Displays the employee's middle name |
Indicates whether the position is Hourly ('H') or Salary ('S') |
If this an hourly position this displays the hourly rate. |
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Reads the value from the HR Configure Human Resources window |
Indicates if this contract is for current fiscal year which starts in September but started in the prior fiscal year summer months (rarely used) |
Amount of Salary Paid in July Under the Contract/Work Agreement for the New Year If this is a non-standard contract, displays the amount of salary paid in July |
Amount of Salary Paid in August Under the Contract/Work Agreement for the New Year If this is a non-standard contract, displays the amount of salary paid in August |
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Number of Paid Days in Contract/Work Agreement Number of days the employee is expected to work in this position until the end of the fiscal year |
Percentage of time the employee is expected to work in this position (FTE) until the end of the fiscal year |
Displays the TRS Position code associated with the position being reported. '01' ??? Professional Staff |
Indicates which part(s) of FICA the member pays 'F' ??? Full |
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Date on which the employee became eligible for ORP. (Unused here) |
Date on which the employee elected to use ORP. (Unused here) |
Indicates whether the employee is vested in ORP. (Defaults to No ??? 'N') |
Beginning Date of Contract Work/Agreement Position Start Date. Date reported is the beginning of the month of this date. |
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Ending Date of Contract/Work Agreement Position End Date. Date reported is the end of the fiscal year in the expectation that the employee will stay all year. |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktop for the employee. |
The Position that is being used to report the contract and position data. |
The current status of the position being reported. This may be different than the status during the reporting period. |
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Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
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Displays the employee's birth date |
Displays the employee's gender genmore information, s |
Displays the employee's last name |
Displays the employee's first name |
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Displays the suffix used by the employee |
Displays the employee's middle name |
Indicates whether the position is Hourly ('H') or Salary ('S') |
If this an hourly position this displays the hourly rate. |
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Reads the value from the HR Configure Human Resources window |
Indicates if this contract is for current fiscal year which starts in September but started in the prior fiscal year summer months (rarely used) |
Amount of Salary Paid in July Under the Contract/Work Agreement for the New Year If this is a non-standard contract, displays the amount of salary paid in July |
Amount of Salary Paid in August Under the Contract/Work Agreement for the New Year If this is a non-standard contract, displays the amount of salary paid in August |
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Number of Paid Days in Contract/Work Agreement Number of days the employee is expected to work in this position until the end of the fiscal year |
Percentage of time the employee is expected to work in this position (FTE) until the end of the fiscal year |
Displays the TRS Position code associated with the position being reported. '01' ??? Professional Staff |
Indicates which part(s) of FICA the member pays 'F' ??? Full |
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Date on which the employee became eligible for ORP. (Unused here) |
Date on which the employee elected to use ORP. (Unused here) |
Indicates whether the employee is vested in ORP. (Defaults to No ??? 'N') |
Beginning Date of Contract Work/Agreement Position Start Date. Date reported is the beginning of the month of this date. |
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Ending Date of Contract/Work Agreement Position End Date. Date reported is the end of the fiscal year in the expectation that the employee will stay all year. |
Displays the TRS Position code associated with the position previously reported. '01' ??? Professional Staff |
Original Beginning Date of Contract Position Start Date of the position being modified. Date reported is the beginning of the month of this date. |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
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Use this checkbox to select employees you wish to include in the snapshot. |
Displays the unique identification number (ID number) used in J1 Desktop for the employee This column displays the unique identification number (ID Number) used in J1 Desktop for the employee. |
Displays the identifier associated with the employing institution by TRS (defined in the Alternate Identifiers by the code TRS) |
Type of TRS Report for which the data is being gathered |
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Type of the record (report line) in which this data will be saved |
SSN of the employee if it exists, otherwise an ID defined by TRS |
Displays the employee's birth date |
Displays the employee's gender genmore information, s |
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Displays the employee's last name |
Displays the initial letter of the employee's first name |
Displays the suffix used by the employee |
Displays the employee's middle name |
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Last day of employment in a TRS eligible position at this institution |
No Further Contract/Work Agreement Exists Flag Indicates that this employee is completely finished at this institution |
Report Month Final Payroll Transactions will be Reported Calendar month number of final reporting for this employee |
Report Year Final Payroll Transactions will be Reported Calendar year of final reporting for this employee |
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Actual number of days to be credited to this employee in the final month |
Used only when termination is because of Death |
Reason why the employee is reported as Terminated. 'D' ??? Death |
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Count and Export Information
· Number of Rows ??? count of the number of rows visible in the tab and selected
· Export to Excel ??? icon in lower right corner allows you to export the displayed rows to Excel for further analysis
Export Data into an Excel File
1. Click the Export to Excel button.
The data is exported and the exported file opens in Excel.
2. Save the Excel file to your desired location.
