updates in the re portal training guide - texas documents/re_portal_training_guide... · updates in...

User Guide

Updates in the RE Portal Training Guide RE Reporting (RER)

TRUST Pension Administration Line of Business System

Training Guide Phase 1 - RER - Updates - RE Portal

Contents Updates in the Reporting Entity Portal ......................................................................... 1

Prerequisites ............................................................................................................... 1 Lesson 1: Process Certifications ....................................................................... 1

Lesson Objectives ...................................................................................................... 1 Task: Process Refund Certification Request .............................................................. 1 Task: Process ORP Election Certification Request ................................................... 2 Task: Certify Performance Pay .................................................................................. 4 Task: Process Salary Certification Requests – Full Year ........................................... 6 Task: Process Salary Certification Requests – Full Time / Full Year ......................... 7 Task: Process Waiting Period Certification Requests ................................................ 8 EXERCISE ................................................................................................................. 9

Lesson 2: Transfer In – Transfer Out .............................................................. 11 Lesson Objective ...................................................................................................... 11 Task: Transfer Funds ............................................................................................... 11 EXERCISE ............................................................................................................... 13

Lesson 3: Maintain New Semester Dates ....................................................... 15 Lesson Objective ...................................................................................................... 15 Task: Add New Semester Dates .............................................................................. 15 EXERCISE ............................................................................................................... 17


Lesson 1: Process Certifications 1

Updates in the Reporting Entity Portal

Prerequisites Courses Overview – Introduction to the Reporting Entity Portal

This class covers functions that provide information to TRS outside of the regular reporting process.

Lesson 1: Process Certifications Certification requests from TRS can be processed through the RE Portal. You can view the certification requests and respond to TRS with the necessary certification details.

Only outstanding certifications are shown. Any completed certifications do not display.

Lesson Objectives By the end of this lesson, you should be able to:

Process refund certification request

Process ORP Election certification request

Certify performance pay

Process salary certification requests – full year

Process salary certification requests – full time/full year

Process waiting period certification requests

Task: Process Refund Certification Request Account refunds can be certified through the RE Portal. You can view and respond to TRS certification request to certify the information.

1. Navigate to My Worklist > Certifications.

The Certifications screen appears.

Certifications Screen


2 Lesson 1: Process Certifications

2. (Optional) Select “Refund Certification” from the Certification Type drop down list.

The Worklist Items list displays the certifications.

Refund Certification Work Items

3. Click the hyperlink for a participant’s name.

The Certification screen for the participant appears.

Refund Certification

4. Enter the Certification details for the participant. 5. Click Certify.

A confirmation prompt appears.

6. Click OK.

The certification is sent to TRS.

Task: Process ORP Election Certification Request ORP elections can be certified through the RE Portal. You can view and respond to TRS certification request to certify the information.






2. (Optional) Select “ORP Election Certification” from the Certification Type drop down list.


ORP Election Certification Work Items


The Certification screen for the participant appears.

ORP Election Certification

4. Enter the Certification details for the participant. 5. Click Certify.


6. Click OK.




Task: Certify Performance Pay Performance pay certifications can be sent to TRS.




2. (Optional) Select “Performance Pay Certification” from the Certification Type drop down list.


Performance Pay Certification Work Items

3. Click the Add Performance Pay Certification hyperlink.

The Performance Pay Certification details screen appears.



Performance Pay Certification

4. Review the information displayed on the screen. 5. Click each Eligibility Criteria check box to confirm the participant meets all the

criteria to be eligible for Performance Pay. 6. Select the School Year from the drop down list. 7. Click the check box(es) for the applicable Report Month. 8. Enter the Certification Details for the participant. 9. Click Certify.


10. Click OK.




Task: Process Salary Certification Requests – Full Year A request can be processed to certify a salary that would have been earned had the member been employed full-time in addition to reemployment dates due to USERRA service.



2. Select “Salary Certification – Full Year” from the Certification Type drop down list.


Salary Certification – Full Year Work Items


The Salary / Waiting Period Certification screen for the participant appears.

Salary Certification – Full Year

4. Update the certification information as needed. 5. Click Certify.


6. Click OK.




Task: Process Salary Certification Requests – Full Time / Full Year A request can be processed to certify a salary that would have been earned had the member been employed full-time for a full year.



2. Select “Salary Certification – Full Time / Full Year” from the Certification Type drop down list.


Salary Certification – Full‐Time / Full Year Work Items


The Salary Certification – Full Time / Full Year screen for the participant appears.

Salary Certification – Full Time / Full Year



6. Click OK.




Task: Process Waiting Period Certification Requests A request can be processed to certify the number of days a member worked during and after a 90 day waiting period.



2. Select “Waiting Period Certifications” from the Certification Type drop down list.


Waiting Period Certification Work Items


The Waiting Period Certification screen for the participant appears.

Waiting Period Certification



6. Click OK.




EXERCISE Scenario 1: In this scenario, you will process TRS certification requests.

1) Process refund certifications requests for your reporting entity. a) Navigate to My Worklist > Certifications. b) Filter by Refund Certifications requests. c) Select and certify a request.

2) Process ORP Election certification requests for your reporting entity. a) Navigate to My Worklist > Certifications. b) Filter by ORP Election Certification requests. c) Select and certify a request.

3) Process performance pay certification requests for your reporting entity. a) Navigate to My Worklist > Certifications. b) Filter by Performance Pay Certification requests. c) Add a Performance Pay Certification request.

4) Process salary or waiting period certifications requests for your reporting entity. a) Navigate to My Worklist > Certifications. b) Filter by salary certification or waiting period requests. c) Select a participant. d) Certify the request.


Lesson 2: Transfer In – Transfer Out 11

Lesson 2: Transfer In – Transfer Out This activity provides the ability to transfer funds to and from contribution types within the same transfer group.

Lesson Objective By the end of this lesson, you should be able to:

Transfer funds

Task: Transfer Funds 1. Navigate to Administration > Transfer Funds.

The Transfer Funds Screen appears.

Transfer Funds Screen

2. Select the Transfer From contribution type from the drop down list.

The balance for the selected contribution type and associated cash receipts displays in the From Balance field.

3. Select the Transfer To contribution type from the drop down list.

The balance associated with the selected contribution type displays in the To Balance field.

4. Enter the Transfer Amount. 5. Click the Select check box(es) for the receipts to be included in the transfer.

As receipts are selected, the Amount Selected and Still Needed amounts are updated.


12 Lesson 2: Transfer In – Transfer Out

If a cash receipt is selected that has an unallocated amount greater than the amount to be transferred, the Amount Selected displays the value of the Transfer Amount and the Still Needed field displays $0.00.

6. Click Submit.


7. Click OK.

A confirmation message appears.


Lesson 2: Transfer In – Transfer Out 13

EXERCISE Scenario 1: In this scenario you will transfer funds for a reporting entity.

1) Transfer funds for your reporting entity. a) Navigate to Administration > Transfer Funds. b) Transfer from “NM – RE New Member Contribution”. c) Transfer to “FG – RE Federal Fund/Private Grant Contribution. d) Enter an amount appropriate to the amount available.


Lesson 3: Maintain New Semester Dates 15

Lesson 3: Maintain New Semester Dates TRS requires REs to report the semester begin and end dates for each school year. This information is used to calculate service credit for members who retire at the end of a fall semester. If the member works the entire fall semester, they can earn a year of service credit, even though the number of days is less than the normal days required. REs are responsible for entering in the semester begin and end dates prior to each school year.

Semester date information can only be added. Any updates to existing semester date information must be requested by contacting TRS.

Lesson Objective By the end of this lesson, you should be able to:

Add new semester dates

Task: Add New Semester Dates 1. Navigate to My Worklist > Maintain Semester Dates.

The Semester Dates history screen appears.

Semester Dates History

Clicking the hyperlink for a School Year opens the Semester Dates detail screen to view the existing information for the school year. These records cannot be edited.

2. Click the Add Semester Dates hyperlink.

The Add Semester Dates detail screen opens.


16 Lesson 3: Maintain New Semester Dates

Add Semester Dates

3. Select the Fiscal School Year from the drop down list 4. Select the Begin Date and End Date for each semester. 5. Use the radio buttons to respond to the questions. 6. Click Save.


7. Click OK.

A confirmation message appears.


Lesson 3: Maintain New Semester Dates 17

EXERCISE Scenario 1: In this scenario you will add semester dates for a new school year.

1) Add new semester dates for your reporting entity. a) Navigate to My Worklist > Maintain Semester Dates. b) Add semester dates for a new school year. c) Save the new dates.

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