Contents

• Title and Copyright Information
• Get Help

1 Getting Started

• Introduction to Teacher's Pension Scheme

2 Additional Data Capture

• Organization Model
  • Overview of Organization Model
  • Examples of Organization Model
  • Configuration Examples of Organization Models
  • Additional Organization Data Capture
  • Payroll Statutory Unit and Legal Employer Information
  • Third-Party Pension Provider Payee Information
• Person and Assignment Information
  • Overview of Person and Assignment Information
  • Person-Level Attributes
  • Assignment-Level Attributes
  • Pension Joining Method and Assignment Category Mapping
  • Assignment Category

3 Main Pension Scheme

• Overview of Main Pension Scheme
• Element Setup
• Employer and Employee Contribution Rates
• Additional Balance Feeds

4 Pensionable Pay

• Pensionable Pay
• Overview of Actual Pensionable Pay
• Set Up Additional Element
• Configure Balances for Actual Pensionable Pay Reporting
• Set Up Actual Pensionable Pay for Supply Teachers

5 Enrolment

• Enrolment Type
• Automatic Enrolment Processes
• Manual Enrolment Processes
  • Multiple Assignments

6 Additional Pension Contributions

• Overview of Additional Pensions
• Element Setup of Additional Pension Contributions
• Record of Additional Pension Contributions

7 Element and Rate Definition Setup

• Setup for Reporting Annual Full-Time Salary and Part-Time Earnings
• Create or Edit Proration Event Group – Salary Element
• Create Proration Event Group – Allowance Element
• Create or Edit a Retro Event Group
• Configure a Salary Basis
• Overview of Configure Allowances
• Configure Unit by Rate Allowances
• Configure Rate Definitions to Report Annual Full-Time Equivalent Salary
• Part-Time Earnings
• Absence Rate for Reducing Pensionable Pay to Exclude Non-Pensionable Allowances

8 Set Up Salary Reporting for Supply Teachers

• Create a Salary Information Element for Supply Teacher
• Create a Salary Basis
• Create a Salary Rate Definition
• Add Contributors to Annual Full-Time Equivalent Salary Rate Definition
• Create a Calculation Value Definition
• Create a Calculation Factor

9 Proration

• Proration

10 Member Contribution Tier

• Member Contribution Tier

11 Absence Reporting in the MCR

• Overview of Absence Reporting in the MCR
• Overview of Assumed Pay Absences
• Unpaid Absences
• Set Up Absences
• Multiple Assignments and Absences
• Reduce Eligible Compensation to Exclude Non-Pensionable Sickness Payment Amount

12 Retroactive Processing

• Overview of Retroactive Processing
• Backdated Pay Awards
• When Earned (WE) Contribution Tier Calculation Method
• Worked Example: Overpayment due to a Change in Hours (Full-Time to Part-Time)
• MCR Reporting Including When Earned Element
• Retroactive Absence Reporting

13 Data Validation

• Validate Default Information Using Autocomplete Rules
• Overview of Data Validation Using TPS Diagnostics
• Validate Initial Setup
• Validate MCR Submissions, Assignments, and Missing Records
• Validate Submission and Check for Missing Records

14 Manage MCR

• Generate HCM Rates Process
• Generate TPS Monthly Contributions Reconciliation File
• Regenerate TPS Monthly Contributions Reconciliation File after a File Rejection
• Manage Warnings from the Portal
• Generate Update (U) Records and Parameter Usage
• Reconcile TPS Payments at TRU Level

15 Scheme Withdrawal

• Withdrawing from the Teachers’ Pension Scheme