The following business tasks have been identified for the month of July. Use the checklist below to ensure that the tasks are addressed, if applicable.
Application(s) | Task |
---|---|
Finance | ❏ Excess Wealth districts make the sixth payment. ❏ Set up any new grants as approval notifications are received. ❏ File transportation services route services report. (Due August 1st.) ❏ Update budget and template estimates for certified values. (Due by July 25th from CAD.) |
Payroll & Personnel | ❏ Second quarter payroll reports for 941 and unemployment. ❏ Report new contracts to TRS. ❏ Payoff any terminations. ❏ Update leave on the current year service records if already created. |