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academy:business_payroll_firstpayrolloftheschoolyear

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academy:business_payroll_firstpayrolloftheschoolyear [2025/07/14 13:09] – old revision restored (2025/07/14 12:49) emorenoacademy:business_payroll_firstpayrolloftheschoolyear [2026/08/13 14:11] (current) – emoreno
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 **Created:** 05/31/2018 **Created:** 05/31/2018
 \\ \\
-**Reviewed:** 06/13/2025+**Reviewed:** 07/20/2026
 \\ \\
-**Revised:** +**Revised:** 08/13/2026
  
 <div #message></div> <div #message></div>
  
 <WRAP center round alert> <WRAP center round alert>
-**CAUTION**: Do not begin this process until the [[academy:business_payroll_eoypayroll_verification|End-of-Year Payroll Verification]], [[academy:business_payroll_augustaccruals|August Accruals]] process, and the [[academy:business_finance_eoyprocess|Finance EOY Process]] are complete.+**CAUTION**: Do not begin this process until the following are addressed/completed: 
 +   * [[academy:business_payroll_eoypayroll_verification|End-of-Year Payroll Verification]] 
 +   * [[academy:business_payroll_augustaccruals|August Accruals]]  
 +   * [[academy:business_finance_eoyprocess|Finance EOY Process]] 
 +   * August TRS Reporting
 </WRAP> </WRAP>
  
 <WRAP center round info> <WRAP center round info>
-July start LEAs should first complete the steps in the [[academy:business_payroll_firstpayrollsy_julystarts| +For the First Payroll of the School Year process, July start LEAs will reference the [[academy:business_payroll_firstpayrollsy_julystarts|(CRT) First Payroll of the School Year (July Start LEAs)]] guide. 
-(CRT) First Payroll of the School Year (July Start LEAs)]] guide and then proceed to this guide and complete the necessary steps for employees with August contracts. +
 </WRAP> </WRAP>
  
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   - ++Prepare NYR payroll for move to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step3&inline}}++   - ++Prepare NYR payroll for move to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step3&inline}}++
   - ++Copy NYR tables to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step4&inline}}++   - ++Copy NYR tables to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step4&inline}}++
-  - ++Copy deductions.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5a&inline}}+++  - ++(If desired) Copy deductions.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5a&inline}}++
   - ++Copy active staff to the CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5&inline}}++   - ++Copy active staff to the CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5&inline}}++
   - ++Change to the current year frequency.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step6&inline}}++   - ++Change to the current year frequency.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step6&inline}}++
-  - ++Update District HR options.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step7&inline}}++ +  - ++Update District HR options.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step7 
-  - ++Enter school year pay dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step8&inline}}+++&inline}}++ 
 +  - ++(If applicable) Update the school year for PMIS.|{{page>general:firstpayrolloftheschoolyear_pmisschoolyear&inline}}++ 
 +  - ++Enter school year pay dates.|{{page>general:firstpayrolloftheschoolyearchecklist:step9&inline}}++
   - ++(If applicable) Complete the accrual calendar.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step9&inline}}++   - ++(If applicable) Complete the accrual calendar.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step9&inline}}++
 +  - ++Complete fund to grant information.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step10&inline}}++
 +  - ++(If applicable) Verify/update FICA rates.|{{page>general:firstpayrolloftheschoolyear_ficarates&inline}}++
   - ++Verify/update TRS rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:trsrates&inline}}++   - ++Verify/update TRS rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:trsrates&inline}}++
   - ++Verify/update Unemployment rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:unemploymentrates&inline}}++   - ++Verify/update Unemployment rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:unemploymentrates&inline}}++
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   - ++Generate the School YTD Accrual Payroll Account Distribution Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step21&inline}}++   - ++Generate the School YTD Accrual Payroll Account Distribution Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step21&inline}}++
   - ++Generate the Contract Balance Variance Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:contractvariance&inline}}++   - ++Generate the Contract Balance Variance Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:contractvariance&inline}}++
-  - ++Generate the Employee Verification report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step22&inline}}++ 
   - ++(If necessary) Mass update employee experience.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step23&inline}}++   - ++(If necessary) Mass update employee experience.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step23&inline}}++
   - ++Verify payoff dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step24&inline}}++   - ++Verify payoff dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step24&inline}}++
 +  - ++Generate the Employee Verification report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step22&inline}}++
   - ++(If available)  Import annual benefits file.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:importbenefitsfile&inline}}++   - ++(If available)  Import annual benefits file.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:importbenefitsfile&inline}}++
   - ++Generate the Employee Salary Information report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step26&inline}}++   - ++Generate the Employee Salary Information report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step26&inline}}++
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 **<color #ed1c24>Do not update and/or access Finance during the next step.</color>** **<color #ed1c24>Do not update and/or access Finance during the next step.</color>**
  
-++++Reverse accruals.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step28&inline}}++++ +++++(If applicable) Reverse accruals.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step28&inline}}++++
  
  
academy/business_payroll_firstpayrolloftheschoolyear.1752498588.txt.gz · Last modified: 2025/07/14 13:09 by emoreno

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