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academy:pmis_initial_setup_processing_existing_users [2019/01/31 15:43] – emorenoacademy:pmis_initial_setup_processing_existing_users [2020/12/08 19:47] (current) – removed emoreno
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-======QuickGuide: PMIS - Setup and Processing for Existing Users====== 
  
-<div #message></div> 
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-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_initial_setup_processing_existing_users?do=export_pdf&toclevels=2-3&book_title=QuickGuide: PMIS - Setup and Processing for Existing Users| Click here to generate a PDF of this guide]]. 
-</WRAP> 
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-<WRAP Round Intro>This guide provides existing users with the necessary steps to begin the next year (forecasting) process in the Position Management Information System (PMIS). 
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-</WRAP> 
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-=====Set up Next Year Human Resources Payroll Tables===== 
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-  - ++Export next year payroll.|{{page>general:pmis_export_next_year_payroll&inline}}++ 
-  - ++Export next year PMIS.|{{page>general:pmis_export_next_year_pmis&inline}}++ 
-  - ++Clear next year payroll tables and copy all tables from current to next year.|{{page>general:pmis_clear_copy_tables&inline}}++ 
-  - ++Copy/Move current year tables and employees to the next year payroll.|{{page>general:pmis_roll_cy_tablesemployees_to_ny_payroll&inline}}++ 
-  - ++Update the next year payroll tables.|{{page>general:pmis_update_ny_payroll_tables&inline}}++ 
-  - ++Set up the next school year pay dates.|{{page>general:humanresources:checklists:pmissetup_step4&inline}}++ 
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----- 
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-=====Set up District Administration Options ===== 
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-{{page>general:pmis_district_admin}} 
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----- 
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-=====Perform PMIS Maintenance ===== 
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-{{page>general:pmis_maintenance_section}} 
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-=====Update NYR Positions and Move Employees to CYR Payroll ===== 
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-====10-month Employees==== 
-{{page>academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_10_month_employees}} 
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-====11-month Employees==== 
-{{page>[[academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_11_month_employees}} 
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-====12-month Employees==== 
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-{{page>academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_12_month_employees}} 
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----- 
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-===== Interface to Budget Checklist ===== 
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-++++Checklist|{{page>general:business:overview_guide:interfaceto_budget_after_12-month_employees_moved_to_cyr&inline}}++++ 
academy/pmis_initial_setup_processing_existing_users.1548949397.txt.gz · Last modified: 2019/01/31 10:43 (external edit)

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