Payroll and Demographics User Guide

Transcription

1 Payroll and Demographics User Guide Teachers Retirement Association Revision: March 23, 2018 The latest version of this document can be found on the TRA website. If printed, ensure you have an up-to-date version.

2 Payroll and Demographics User Guide TRA Table of Contents Purpose... 3 Audience... 3 Submit a Payroll and Demographic File... 4 View a Submitted Payroll or Demographic File

3 TRA Payroll and Demographics User Guide Purpose This document describes how to Submit a payroll and demographic data file Search for and correct a data file Audience The primary audience for this document is staff members responsible for submitting demographic files to TRA. Ensure the individuals responsible for uploading files have the correct permissions. Activity on the TRA employer portal is controlled by roles. Only those assigned the submitter role can upload payroll and demographic files. Contact TRA ( to verify the roles assigned to your staff. Complete the Organization Contact Change form ( to add or remove staff members from your organizational contacts. This form also enables you to change the role assigned to a staff member. 3

4 Payroll and Demographics User Guide TRA Submit a Payroll and Demographic File Step 1. Click Payroll Reporting on the main menu. 4

5 TRA Payroll and Demographics User Guide Step 2. Select Payroll Submissions. Select Payroll Submissions from the drop-down box. Step 3. Click New. Click the New button to submit a new data file. The New File Submission screen is displayed: 5

6 Payroll and Demographics User Guide TRA Step 4. Select your file. Click the Choose File button to search your system for the file to be uploaded to TRA. Select the file name and click the Open button. Step 5. Submit the file. Click the Submit button. 6

7 TRA Payroll and Demographics User Guide Step 6. Format is verified. The file format is checked immediately. If there are errors, fix and resubmit the file. If the file is accepted, the file will be processed. 7

8 Payroll and Demographics User Guide TRA Step 7. Close the window. The Payroll Submission window is displayed. Note the File Id. This number is assigned to your submission. It can be used as search criteria to later view your submission. Click Close in the upper-right corner. Step 12. Upload another file. The payroll or demographics file has been submitted. You are returned to the submission page where you can upload another file if necessary. 8

9 TRA Payroll and Demographics User Guide View a Submitted Payroll or Demographic File Step 1. Click Payroll Reporting on the main menu. Step 2. Select Payroll. Select Payroll from the drop-down box. Step 3. Search for a payroll record. You can search for a specific payroll record By Payroll Id number Submited within a specific date range Status and so forth Enter your search criteria and click the Search button. 9

10 Payroll and Demographics User Guide TRA Step 4. Search results are displayed. Files that meet your search criteria are displayed; for example: Step 5. View payroll record. Click the payroll ID number to view high-level details of a specific file. 10

11 TRA Payroll and Demographics User Guide Step 6. View payroll report. The payroll report detail screen is displayed: continued on next page 11

12 Payroll and Demographics User Guide TRA Step 7. View payroll details report. To view the contents of a payroll report, under Actions, click Payroll Details Records. 12

13 TRA Payroll and Demographics User Guide Step 8. View payroll details The Payroll Report Details screen is displayed. On this screen you can filter by individual TRA member. You can also view payroll errors, warnings, or messages by selecting the appropriate value in the Error Severity field. continued on next page 13

14 Payroll and Demographics User Guide TRA Click Close to return to the report. 14

15 TRA Payroll and Demographics User Guide Step 9. Close the report Click Close in the upper-right corner. 15

16 Payroll and Demographics User Guide TRA Step 10. View another report. The original search results are re-displayed: 16