Teacher Retirement Report

The Teacher Retirement Report lists all employees that are a member of Teacher Retirement and will show their Teacher Retirement Benefits for the specified Date Range.

Click the Options Menu, Reports, Teacher Retirement Report to access the Teacher Retirement Report Form.

Begin Date:  Use the Drop Down Calendar Box or type to enter the Begin Date for the Teacher Retirement Report.

End Date: Use the Drop Down Calendar Box or type to enter the End Date for the Teacher Retirement Report.

Pay Period: Use the Drop Down List Box to select the Pay Period, if applicable.

Report As Summer School Pay Period: If this option is checked, the selected Date Range and Pay Period will be filtered to the Summer School Pay Periods you identified in Options/Setup/Oklahoma Statutory Benefits/Oklahoma TR Burden. This option will also set the Summer School indicator to 'Y' in the Teacher Retirement file.

Status: Use the Drop Down List Box to select the Status for those who will appear on the Teacher Retirement Report, if applicable.

Employees:  You may enter specific Employees for whom you want to print the Teacher Retirement Report, if applicable. You must enter their Employee Number. If entering more than one Employee, separate using commas.

Funds: You may enter specific Funds for the Teacher Retirement Report, if applicable. You must enter the Funds. If entering more than one Fund, separate using commas.

Report Pay Period Year: Enter the Pay Period Year.

Report Pay Period Month: Enter the Month of the Pay Period.

Opt Out Reporting Begin Date and End Date: Enter the Date Range to select Opt Out Employees where the First Month to Report and First Day To Report fall within the date range. This allows for greater flexibility in separating the date range of the payrolls that are included and the Employees to be reported as an Opt Out.

Print Detail: The system defaults the Check Box to checked. If you do not want the details to print on the report, un-check the check box. .

Order By: Use the Drop Down List Box to select how you want the Teacher Retirement Report listed.

File Name: Enter the File Name for the creation of the file.

Click to create the Teacher Retirement File.

Click  to export the report directly to PDF Format in order to print/save the Teacher Retirement Report.

Click to save the criteria entered as the default for the Teacher Retirement Report.

If you have Default Criteria set, click if you want to clear those settings.