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Trace: • ASCENDER - Position Management: Process Separations • Export Finance Tables - FIN7100
academy:pmis_separations

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academy:pmis_separations [2021/03/23 19:43] – emorenoacademy:pmis_separations [2024/01/26 20:28] (current) – emoreno
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-======PMIS - Process Separations======+======ASCENDER - Position Management: Process Separations======
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_separations?do=export_pdf&toclevels=2-3&book_title=PMIS - Process Separations|Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_separations?do=export_pdf&toclevels=2-3&book_title=Process Separations|Click here to generate a PDF of this guide]].
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-<WRAP Round Intro>This guide provides users with the necessary steps to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:+<WRAP Round Intro>The purpose of this document is to guide you through the necessary steps to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:
  
   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).
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 When a separation transaction is approved, the job codes are updated for the payoff amounts and information. When a separation transaction is approved, the job codes are updated for the payoff amounts and information.
  
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
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 +----
  
  
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   - ++Approve a CIP transaction.|{{page>academy:pmis_separations:approvechangeinposition&inline}}++   - ++Approve a CIP transaction.|{{page>academy:pmis_separations:approvechangeinposition&inline}}++
  
 +----
  
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-VCV Verify Bank/EFT information. If issuing the payoff in the form of a check, delete the bank information. Or, if the check is generated in a separate pay run from your regular payroll, select **Checks Issue** from the **Payment Method** drop-down field on the Payroll > Payroll Processing > Run Payroll page.+Verify Bank/EFT information. If issuing the payoff in the form of a check, delete the bank information. Or, if the check is generated in a separate pay run from your regular payroll, select **Checks Issue** from the **Payment Method** drop-down field on the Payroll > Payroll Processing > Run Payroll page.
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-VCV Do not change or delete the **Accrual Code**, **Accrual Rate**, or the Workers' Comp payments during a contract payoff.+Do not change or delete the **Accrual Code**, **Accrual Rate**, or the Workers' Comp payments during a contract payoff.
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-VCV Verify the **Net Amount** and **Remaining Payments** for each voluntary deduction.  If the number of remaining payments is 99 or 1, the system only deducts one deduction; otherwise, it takes the number of remaining payments times the net amount.+Verify the **Net Amount** and **Remaining Payments** for each voluntary deduction.  If the number of remaining payments is 99 or 1, the system only deducts one deduction; otherwise, it takes the number of remaining payments times the net amount.
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-VCV If multiple Employer Contributions need to be expensed, type the number of times the LEA's contribution should be applied in the **Emplr Contrib Factor** field.  +If multiple Employer Contributions need to be expensed, type the number of times the LEA's contribution should be applied in the **Emplr Contrib Factor** field.  
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-VCV If all earned leave is posted at the beginning of the school year instead of being incremented monthly, it may be necessary to adjust the **Earned** column to reflect only the leave earned with your LEA for the number of days worked during the school year. State leave detail is displayed on service records.+If all earned leave is posted at the beginning of the school year instead of being incremented monthly, it may be necessary to adjust the **Earned** column to reflect only the leave earned with your LEA for the number of days worked during the school year. State leave detail is displayed on service records.
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-VCV Update the **Termination Date** field on the tab as it is not automatically updated. Also, if applicable, enter the **Retirement Date**.+Update the **Termination Date** field on the tab as it is not automatically updated. Also, if applicable, enter the **Retirement Date**.
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-VCV After the Staff Job/Pay Data page is updated, print the Contract Balance Variance Report to verify the totals. If the remaining payments were set to 2 to correctly calculate the income tax, the employee is displayed with an out-of-balance condition. In this scenario, the out-of-balance condition is acceptable as long as the payoff amount was verified and you are aware of the out-of-balance condition.+After the Staff Job/Pay Data page is updated, print the Contract Balance Variance Report to verify the totals. If the remaining payments were set to 2 to correctly calculate the income tax, the employee is displayed with an out-of-balance condition. In this scenario, the out-of-balance condition is acceptable as long as the payoff amount was verified and you are aware of the out-of-balance condition.
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-VCV Verify that the **Max Gross Amt for District** field is greater than the employee’s payoff amount.  +Verify that the **Max Gross Amt for District** field is greater than the employee’s payoff amount.  
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-\\ 
-VCV The following occurs for a contract payoff: The contract balance is paid, the employee is inactivated, the remaining number of deductions are deducted, and any accrual balances are reversed. 
-\\  \\ 
-VCV If the leave earned for the year is changed due to the number of days worked for the year, consider re-classifying posted leave days used. State leave detail is displayed on the employee’s service record.   
 \\  \\  \\  \\ 
-VCV If performing an early contract payoff, it is important to verify that the payoff, pay, and accrual dates are the same prior to processing the payoff through payroll.+---- 
 + 
 +The following occurs for a contract payoff: The contract balance is paid, the employee is inactivated, the remaining number of deductions are deducted, and any accrual balances are reversed. 
 +\\  \\ 
 +If the leave earned for the year is changed due to the number of days worked for the year, consider re-classifying posted leave days used. State leave detail is displayed on the employee’s service record.   
 </div> </div>
  
academy/pmis_separations.1616528607.txt.gz · Last modified: 2021/03/23 14:43 (external edit)

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