Illinois Teachers Retirement Report Setup Procedures

The instructions below are for completing the setup procedures in order to generate the Illinois Teachers Retirement Report - Old Format, which was used prior to July 1, 2021.

1. Add the following five custom fields to the Employee File.

• Type of Employment (referenced custom field, with F for Full-time, P for Part-time contractual, H for Part-time noncontractual (hourly or daily), S for Substitute, and E for Extra duty not requiring certification as the referenced values)

• Employment Agreement Days (numeric custom field)

• Days Paid (numeric custom field)

• FTE Percentage (numeric custom field)

• Override Annual Salary Rate (numeric custom field)

Steps to Add a Custom Field

Note:  If this step has already been completed, skip to Step 2.

2. Complete the applicable custom fields added in Step 1 for each employee who earns retirement.

• In the Employee File, bring up an employee and then click the Custom Fields tab.

Tip:  To bring up the first employee for which to edit the custom fields, click the First Record button and then utilize the Next Record button to scroll through all the employees.

• Enter the ID for the appropriate code for the employment type for the employee in the Type of Employment custom field if different than the default entered when generating the retirement report, or click the down-arrow button to select the correct one.  If the code for the employee is the same as the default, leave the Type of Employment field blank.

• Enter the number of days the employee is contracted to work in the Employment Agreement Days custom field if the number is different than the default entered when generating the retirement report.  If the number is the same as the default, leave the Employment Agreement Days field blank.

• If applicable (applicable for only certain Types of Employment), enter the number of days the employee is paid in the Days Paid custom field if the number is different than the default entered when generating the retirement report.  If the number is the same as the default, leave the Days Paid field blank.

• If applicable (applicable for only certain Types of Employment), enter the FTE for the employee as a percentage (the number should be from 10 through 100) in the FTE Percentage custom field if different than the default entered when generating the retirement report.  If the FTE is the same as the default, leave the FTE Percentage field blank.

• To use the amount automatically generated by the system for the annual salary rate for the employee (which is the amount of the creditable earnings (retirement gross) not including any absences on contracts if applicable), leave the Override Annual Salary Rate field blank.  Otherwise, enter the amount to report as the annual salary rate for the employee on the retirement report in the Override Annual Salary Rate field if different than the amount automatically generated by the system.

• Click the Save button.

3. Click the Employment tab and complete the following fields for each employee who earns retirement.

• Social Security Number (Federal ID)

• Gender

• Birth Date

If needed, complete the fields at this time for the applicable employees; then click the Save button.

4. Repeat Steps 2-3 for each employee that earns retirement.