Illinois
Teachers Retirement Report Setup ProceduresThe instructions below are for generating the Illinois Teachers Retirement Report - Old Format annually for use prior to July 1, 2021.
Note: Complete the Illinois Teachers Retirement Report Setup Procedures for each employee who earned retirement before completing the steps listed below to generate the Illinois Teachers Retirement Report - Old Format.
Illinois
Teachers Retirement Report Setup Procedures
From the Payroll screen, select the Government Reporting menu and then Illinois Monthly Teachers Retirement Report.
At the Illinois Monthly Teachers Retirement Report screen, select the Options menu and then Illinois Teachers Retirement Report - Old Format.
At the Illinois Teachers Retirement Report - Old Format screen, click the Report Options tab and complete the information.
Enter the ending date of the desired fiscal year for which to generate the report in the Ending Month field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date. The default ending date of the most recent (greatest) fiscal year will appear, but can be changed.
Note: Only the payroll calculation batches with a processing month in the selected fiscal year will be included in the report (batches with Expense Payroll as the Payroll Type will not be included).
Click the down-arrow button for the Type of Employment field to select the correct referenced custom field defined in the Employee File to track the code for the employment type for each employee if different than the default.
In the Default field located to the right of the Type of Employment field, enter the appropriate 1-digit code for the employment type to use as the default for those employees where the Type of Employment custom field was left blank, or click the down-arrow button to select the correct one.
Click the down-arrow button for the Employment Agreement Days field to select the correct numeric custom field defined in the Employee File to track the number of days the employees are contracted to work if different than the default.
Enter the number of days (up to 3 digits) the majority of the employees are contracted to work in the Default field located to the right of the Employment Agreement Days field. The number entered here will be used for those employees where the Employment Agreement Days custom field was left blank.
Click the down-arrow button for the Days Paid field to select the correct numeric custom field defined in the Employee File to track the number of days the employees are paid if different than the default.
Enter the number of days (up to 3 digits) the majority of the employees are paid in the Default field located to the right of the Days Paid field. The number entered here will be used for those employees where the Days Paid custom field was left blank.
Click the down-arrow button for the FTE Percentage field to select the correct numeric custom field defined in the Employee File to track the FTEs of the employees if different than the default.
Enter the FTE (must be from 10 through 100) for the majority of the employees in the Default field located to the right of the FTE Percentage field. The number entered here will be used for those employees where the FTE Percentage custom field was left blank.
If applicable, click the down-arrow button for the Override Annual Salary Rate field to select the correct numeric custom field defined in the Employee File to track the amount to report as the annual salary rate for the employees if different than the amount automatically generated by the system.
Click the Save button.
Click the Pay Groups tab to select the pay groups to include on the retirement report.
Note: The pay groups defined (within the Pay Group File) to be included on the Illinois Teachers Retirement Report - Old Format are selected by default, but can be changed if needed; if changes are made here, the changes will also be reflected in the Pay Group File.
To select a pay group, click the box under the Selected column to the left of the pay group ID. A checkmark will appear in the box if the pay group is selected.
To select all of the pay groups, click the Select All button located above the Pay Groups List.
Click the Save button.
Click the Deductions tab to select which deductions are set up for the various retirement options.
Tip: To lock a column in place so that it does not move while scrolling the information in the grid, click the pushpin located to the right of the desired column heading. Once the pushpin has been selected for a column, the pushpin will appear vertical to indicate the column is locked, and the locked column will move to the left and appear in front of all unlocked columns. To unlock a column, click the pushpin again; the pushpin will appear horizontal to indicate a column is unlocked. If the screen is closed and re-opened, or the Save button is clicked, the settings for the pushpins will go back to the defaults.
Under the Member TRS Contributions column for the regular retirement deduction, enter which share (Employee, Employer, or Both) of the deduction to include on the report as the 9% retirement contributions, or click the down-arrow button to select the correct one.
If applicable, under the Federal Funds column for the retirement deduction defined for the retirement contributions on the salaries paid from special trust or federal funds, enter Employer, or click the down-arrow button to select the correct one. The gross from the deduction(s) selected under the Federal Funds column will be included in the total on Column 9 (last column) of the report.
Click the Save button.
The retirement report can then be generated to paper or a file (or both).
Printing to Paper:
From the Illinois Teachers Retirement Report - Old Format screen, select the Reports menu and then Employer's Annual Report of Earnings.
Creating a File:
Complete the Create Report File option.
After the retirement report is printed and the file created, click the X in the upper right-hand corner to close the screen.
