service credit online certification and correction training by paula c. rhodes created by: martha...

Service Credit Online Service Credit Online Certification and Correction Certification and Correction

TrainingTraining

By Paula C. Rhodes By Paula C. Rhodes

Created by: Martha RosaCreated by: Martha RosaUpdated: 04/20/2007Updated: 04/20/2007

created by M. Rosa 6/1/06created by M. Rosa 6/1/06 22

PURPOSE:PURPOSE:

Teach employers how to use the new Teach employers how to use the new electronic service credit online electronic service credit online certifications/corrections process.certifications/corrections process.

Identification of new and/or revised Identification of new and/or revised definitions.definitions.

Demonstrate the process of updating service Demonstrate the process of updating service credit online.credit online.


Electronic Service Credit Electronic Service Credit Certification/CorrectionsCertification/Corrections

Electronic Reporting- Historical and Day-Electronic Reporting- Historical and Day-Forward service credit dataForward service credit data

- Correcting historical data online- Correcting historical data online

- Completing online corrections- Completing online corrections

- Identifying and certifying only questionable - Identifying and certifying only questionable yearsyears


DefinitionsDefinitions Full-time EarningsFull-time Earnings

- Compensation that would be payable if the employee worked - Compensation that would be payable if the employee worked full-time for the full normal working period.full-time for the full normal working period.

Includes:Includes:- Full-time base pay and any additional payments such as:- Full-time base pay and any additional payments such as: 1) PIP1) PIP 4) Stipends4) Stipends 2) Summer School2) Summer School 5) Sales Taxes5) Sales Taxes 3) Overtime3) Overtime 6) Bonuses6) Bonuses

Can be equal or greater than actualCan be equal or greater than actual

Do not reduce because a member is dockedDo not reduce because a member is docked


Definitions - continuedDefinitions - continued

Service Credit = actual salary/full-time earningsService Credit = actual salary/full-time earnings Questionable YearsQuestionable Years

- Actual salary decreases more than 5% from - Actual salary decreases more than 5% from previous yearprevious year

- 1- 1stst year of employment not previously certified year of employment not previously certified

- Change employers during a fiscal year- Change employers during a fiscal year

- All partial years of service credit not previously - All partial years of service credit not previously certifiedcertified


Updating Service Credit OnlineUpdating Service Credit Online


Receive a Receive a request to request to certify a certify a

member’s member’s employment employment

historyhistory


Questionable Questionable Years LetterYears Letter


1. Check member 1. Check member information to information to

see if correct on see if correct on the Member the Member

Account Account SummarySummary

2. Identify 2. Identify questionable questionable

years on years on Account HistoryAccount History

3. Print a copy of 3. Print a copy of the account the account

history screenhistory screen


1.1. Receive request to Receive request to certify employment certify employment

historyhistory2.2. Verify member infoVerify member info

3.3. Identify questionable Identify questionable yearsyears

1.1. Receive request to Receive request to certify employment certify employment

historyhistory2.2. Verify member infoVerify member info

3.3. Identify questionable Identify questionable yearsyears

Salary has been reported Salary has been reported incorrectly.incorrectly.

An identified questionable An identified questionable year is correct.year is correct.


Employer is Employer is correcting the full correcting the full

time rate, therefore, time rate, therefore, we select from the we select from the

main menu:main menu:

Employer is Employer is correcting the full correcting the full

time rate, therefore, time rate, therefore, we select from the we select from the

main menu:main menu:

System member System member belongs tobelongs to

Member’s social Member’s social security numbersecurity number

Year that is to be Year that is to be correctedcorrected


1. Receive request 1. Receive request to certify to certify

employment historyemployment history

1. Receive request 1. Receive request to certify to certify

employment historyemployment history

2. Check and compare the 2. Check and compare the account history and Annual account history and Annual

Salary/Contribution Salary/Contribution History to the reported History to the reported employer information.employer information.

2. Check and compare the 2. Check and compare the account history and Annual account history and Annual

Salary/Contribution Salary/Contribution History to the reported History to the reported employer information.employer information.

NOTE: YEAR 2004/2005 NOTE: YEAR 2004/2005 FULL TIME RATE IS FULL TIME RATE IS INCORRECT ON THE INCORRECT ON THE

ANNUAL ANNUAL SALARY/CONTRIBUTION SALARY/CONTRIBUTION

HISTORY. HISTORY.


3. From main 3. From main menu select menu select Full-Time Full-Time

Salary Salary CorrectionCorrection

3. From main 3. From main menu select menu select Full-Time Full-Time

Salary Salary CorrectionCorrection

a. Enter the full-time Salary a. Enter the full-time Salary reported by employer.reported by employer.

b. Using the drop-down menu (see b. Using the drop-down menu (see example) select the reason for the example) select the reason for the change, in this case, Full-Time not change, in this case, Full-Time not

Previously Reported.Previously Reported.

c. Enter a comment, if necessary.c. Enter a comment, if necessary.

d. Click the Replace Button d. Click the Replace Button to complete the update.to complete the update.

EXAMPLEEXAMPLEEXAMPLEEXAMPLE


Part-Time Eligibility?Part-Time Eligibility? Are you certifying an employee’s service who works Are you certifying an employee’s service who works

less than a full day? This employee gets actual and less than a full day? This employee gets actual and eligibility credit.eligibility credit.

Enter the Full-Time Salary as if the Enter the Full-Time Salary as if the employee worked the entire year at full employee worked the entire year at full

pay.pay.

Service Credit = part-time salary Service Credit = part-time salary paid divided by full-time salarypaid divided by full-time salary

Comment: Type in the % effort the Comment: Type in the % effort the employee worked. Example – 4 out of 8 employee worked. Example – 4 out of 8

hours = 50% efforthours = 50% effort


1.1. Enter correct full time Enter correct full time rate.rate.

2.2. Select reason for Select reason for correction.correction.

3.3. Enter comment.Enter comment.4.4. Click Replace.Click Replace.

1.1. Enter correct full time Enter correct full time rate.rate.

2.2. Select reason for Select reason for correction.correction.

3.3. Enter comment.Enter comment.4.4. Click Replace.Click Replace.

NOTE: A message will NOTE: A message will be displayed along with be displayed along with the changes made when the changes made when

the transaction is the transaction is completed.completed.




Verification of UpdateVerification of UpdateGo to Account HistoryGo to Account History

a. Service Credit has been adjusted and marked as a. Service Credit has been adjusted and marked as

certified.certified.

b. Comment line, gives reason and shows b. Comment line, gives reason and shows

member worked part-time and receivesmember worked part-time and receives

extra eligibility credit.extra eligibility credit.

c. Click on Sequence number and the c. Click on Sequence number and the

correction entered will be displayed.correction entered will be displayed.


1.1. Receive Questionable Year Letter Receive Questionable Year Letter from TRSLfrom TRSL

2.2. Verify member informationVerify member information3.3. Use this to certify that all Use this to certify that all

questionable years are correct.questionable years are correct.

1.1. Receive Questionable Year Letter Receive Questionable Year Letter from TRSLfrom TRSL

2.2. Verify member informationVerify member information3.3. Use this to certify that all Use this to certify that all

questionable years are correct.questionable years are correct.

Select Questionable Year Certification when certification shows Select Questionable Year Certification when certification shows that all reported information (that all reported information (actual salary, full-time rate, and actual salary, full-time rate, and

service creditservice credit) is correct. ) is correct.


Employer is correcting Employer is correcting the first year of the first year of

employment that is a employment that is a questionable year. All questionable year. All information that has information that has

been reported to TRSL is been reported to TRSL is correct, therefore, we correct, therefore, we select from the main select from the main

menu:menu:

Employer is correcting Employer is correcting the first year of the first year of

employment that is a employment that is a questionable year. All questionable year. All information that has information that has

been reported to TRSL is been reported to TRSL is correct, therefore, we correct, therefore, we select from the main select from the main

menu:menu:

Member’s social Member’s social security numbersecurity number

Year that is Year that is questionable questionable

System member System member belongs tobelongs to


Verify information reported for Verify information reported for questionable year matches questionable year matches what has been previously what has been previously

reported to TRSL.reported to TRSL.

Verify information reported for Verify information reported for questionable year matches questionable year matches what has been previously what has been previously

reported to TRSL.reported to TRSL.


Comment can Comment can be added if be added if

neededneeded

Click Submit button Click Submit button when finishedwhen finished

Enter reason by Enter reason by clicking down arrow clicking down arrow

and highlightingand highlighting






VERIFICATION OF UPDATEVERIFICATION OF UPDATE

Go to Account HistoryGo to Account History

a.a. Service Credit has been marked as certified.Service Credit has been marked as certified.

b.b. Comment line, gives reason that verifies Comment line, gives reason that verifies questionable year is certified.questionable year is certified.


QUESTIONS?QUESTIONS?

service credit online certification and correction training by paula c. rhodes created by: martha...

Documents

service credit online

certified slide

employees service

effort slide

questionable years salary

martha rosa

corrected slide

extra eligibility credit