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academy:quickchecklist_nextyearpayrollprocess

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 </WRAP> </WRAP>
  
-<WRAP round intro>This checklist provides a quick at-a-glance view of the steps listed in the [[academy:business_payroll_nextyearpayrollprocess|Next Year Payroll Process]] guide. You can click the step link to open additional information about the step (as it is displayed in the complete guide).+<WRAP round intro>This checklist provides a quick at-a-glance view of the steps listed in the complete [[academy:business_payroll_nextyearpayrollprocess|ASCENDER - Next Year Payroll Process]] guide. You can click the step link to open additional information about the step (as it is displayed in the complete guide).
  
 The NYR Payroll Process Quick Checklist guides you through the necessary steps to create next year's payroll. This process includes updating tables and employee information, calculating salaries, performing edits, and interfacing payroll to Budget. This process occurs in the next year and does not interfere with the current year processing.  The NYR Payroll Process Quick Checklist guides you through the necessary steps to create next year's payroll. This process includes updating tables and employee information, calculating salaries, performing edits, and interfacing payroll to Budget. This process occurs in the next year and does not interfere with the current year processing. 
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 **Created:** 02/01/2024 **Created:** 02/01/2024
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-**Reviewed:** draft+**Reviewed:** 03/01/2024
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-**Revised:** draft+**Revised:** 03/01/2024
 <div #message></div> <div #message></div>
  
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 ---- ----
  
-===== Update Payroll Current Pay Frequency =====+===== NYR Payroll Process Quick Checklist =====
  
 ^ ^Task^Reference the Step in NYR Payroll Process Guide^  ^ ^Task^Reference the Step in NYR Payroll Process Guide^ 
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 |VCV|[[payroll:nextyear:copycyrtablestonyr:copycurrentyeartables|Payroll > Next Year > Copy CYR Tables to NYR > Copy Current Year Tables]]\\  \\   Copy all current year (CYR) tables to next year (NYR).|[[general:quickview:nextyearpayroll:step2|Step 3]]|   |VCV|[[payroll:nextyear:copycyrtablestonyr:copycurrentyeartables|Payroll > Next Year > Copy CYR Tables to NYR > Copy Current Year Tables]]\\  \\   Copy all current year (CYR) tables to next year (NYR).|[[general:quickview:nextyearpayroll:step2|Step 3]]|  
 |VCV|{{page>general:quickchecklist_nextyearpayrollprocess_copycurrentstafftonext}}|[[general:quickview:nextyearpayroll:step3|Step 4]]|    |VCV|{{page>general:quickchecklist_nextyearpayrollprocess_copycurrentstafftonext}}|[[general:quickview:nextyearpayroll:step3|Step 4]]|   
-|VCV|Verify employee data using various Payroll reports.|[[general:quickview:nextyearpayroll:step4|Step 5]]|    +|VCV|Verify employee data using various reports.|[[general:quickview:nextyearpayroll:step4|Step 5]]|    
 ||\\  <color #ed1c24>**Update Personnel**</color>\\  \\  || ||\\  <color #ed1c24>**Update Personnel**</color>\\  \\  ||
-|VCV|**Personnel > Tables > Credential**\\  \\  Update Credential tabs as needed.\\  \\  <WRAP Box>**Note**: The Teaching Specialization tab is used to report Pre-K teachers for Class Roster so if there have been changes, you can make those updates now in anticipation of the submission.</WRAP>|[[general:quickview:nextyearpayroll:step12|Step 8]]| +|VCV|**Personnel > Tables > Credential**\\  \\  Update Credential tabs as needed.\\  \\  <WRAP Box>**Note**: The Teaching Specialization tab is used to report Pre-K teachers for Class Roster so if there have been changes, you can make those updates now in anticipation of the submission.</WRAP>|[[general:quickview:nextyearpayroll:step12|Step 6]]| 
-|VCV|{{page>general:nextyearpayrollprocess_massupdate_salaries}}|[[general:quickview:nextyearpayroll:step6|Step 9]]| +|VCV|{{page>general:nextyearpayrollprocess_massupdate_salaries}}|[[general:quickview:nextyearpayroll:step6|Step 7]]| 
-|VCV|[[personnel:tables:jobcontract:jobcodes|Personnel > Tables > Job/Contract > Job Codes NYR]]\\  \\  Add or update job codes as needed.\\  \\  <WRAP Box>**Note**: You can assign accrual codes, Workers’ Comp codes, and FTE hours to lessen the workload when completing tabs for new employees.</WRAP>|[[general:quickview:nextyearpayroll:step9|Step 12]]| +|VCV|[[personnel:tables:jobcontract:jobcodes|Personnel > Tables > Job/Contract > Job Codes NYR]]\\  \\  Add or update job codes as needed.\\  \\  <WRAP Box>**Note**: You can assign accrual codes, Workers’ Comp codes, and FTE hours to lessen the workload when completing tabs for new employees.</WRAP>|[[general:quickview:nextyearpayroll:step9|Step 8]]| 
-|VCV|{{page>general:nextyearpayrollprocess_workdaycalendars}}|[[general:quickview:nextyearpayroll:step5|Step 6]]| +|VCV|{{page>general:nextyearpayrollprocess_workdaycalendars}}|[[general:quickview:nextyearpayroll:step5|Step 9]]| 
-|VCV|[[personnel:maintenance:staffdemo:demographicinformation|Personnel > Maintenance > Staff Demo > Demographic]]\\  \\  Update staff demographic data.|[[general:quickview:nextyearpayroll:step13|Step 15]]|  +|VCV|[[personnel:maintenance:staffdemo:demographicinformation|Personnel > Maintenance > Staff Demo > Demographic]]\\  \\  Update staff demographic data.|[[general:quickview:nextyearpayroll:step13|Step 10]]|  
-|VCV|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]\\  \\  Review retirees and verify that **NY Take Retiree Surcharge** is selected in order to include the retiree surcharge when the Extract Payroll to Budget process is performed.\\  \\  Review and update terminated employees. It is best practice to not only update the **Termination Date** and **Reason** but, if applicable, update the **Auxiliary Role ID** and **Paraprofessional Certification End Date**. Also, update the **End Date** on the employee's responsibility record.|[[general:quickview:nextyearpayroll:employmentinfo|Step 16]]| +|VCV|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]\\  \\  Review retirees and verify that **NY Take Retiree Surcharge** is selected in order to include the retiree surcharge when the Extract Payroll to Budget process is performed.\\  \\  Review and update terminated employees. It is best practice to not only update the **Termination Date** and **Reason** but, if applicable, update the **Auxiliary Role ID** and **Paraprofessional Certification End Date**. Also, update the **End Date** on the employee's responsibility record.|[[general:quickview:nextyearpayroll:employmentinfo|Step 11]]|
-|VCV|[[personnel:reports:usercreatedreports:hrreport|Personnel > Reports > User Created Reports]]\\  \\  If your LEA uses extract IDs to group employees for mass updates, generate a user-created report to verify that extract IDs are correctly assigned to employees.\\  \\  If extract IDs are missing or need to be changed, you can manually update individual employee records using the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] page.|[[general:quickview:nextyearpayroll:extractids|Step TBD]]|+
 ||\\  <color #ed1c24>**Update Payroll Next Year Pay Frequency**</color>\\  \\  || ||\\  <color #ed1c24>**Update Payroll Next Year Pay Frequency**</color>\\  \\  ||
-|VCV|{{page>general:nextyearpayrollprocess_taxtables}}|[[general:quickview:nextyearpayroll:step7|Step 10 & 11]]| +|VCV|{{page>general:nextyearpayrollprocess_taxtables}}|[[general:quickview:nextyearpayroll:step7|Step 12]]| 
-|VCV|{{page>general:nextyearpayrollprocess_accrualcalendar}}|[[general:quickview:nextyearpayroll:stepupdateaccrualcalendars|Step 7]]|+|VCV|{{page>general:nextyearpayrollprocess_accrualcalendar}}|[[general:quickview:nextyearpayroll:stepupdateaccrualcalendars|Step 13]]|
 |VCV|[[payroll:utilities:massupdate:deductions|Payroll > Utilities > Mass Update > Deductions]]\\  \\  If applicable, mass update the **Employer Contribution** and **Remaining Payments** for all employees with health care and other employer paid deductions.|[[general:quickview:nextyearpayroll:massupdatedeductions|Step 14]]| |VCV|[[payroll:utilities:massupdate:deductions|Payroll > Utilities > Mass Update > Deductions]]\\  \\  If applicable, mass update the **Employer Contribution** and **Remaining Payments** for all employees with health care and other employer paid deductions.|[[general:quickview:nextyearpayroll:massupdatedeductions|Step 14]]|
-|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdateemployeetab}}|[[general:quickview:nextyearpayroll:massupdateemployee|Step 14]]| +|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdateemployeetab}}|[[general:quickview:nextyearpayroll:massupdateemployee|Step 15]]| 
-|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdateemployeetab2}}|[[general:quickview:nextyearpayroll:massupdateemployee|Step 14]]| +|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdateemployeetab2}}|[[general:quickview:nextyearpayroll:massupdateemployee2|Step 16]]| 
-|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdate_extra_duty}}|[[general:quickview:nextyearpayroll:massupdateextraduty|Step 14]]| +|VCV|{{page>general:quickchecklist_nextyearpayrollprocess_massupdate_extra_duty}}|[[general:quickview:nextyearpayroll:massupdateextraduty|Step 17]]| 
-|VCV|[[payroll:utilities:massupdate:salarycalculation|Payroll > Utilities > Mass Update > Salary Calculations]]\\  \\  Perform salary calculations for employees. An error report will provide a list of employees not tied to a salary table. Use this list as a reminder of which employees need to be manually updated.|[[general:quickview:nextyearpayroll:step17|Step 17]]| +|VCV|[[payroll:utilities:massupdate:salarycalculation|Payroll > Utilities > Mass Update > Salary Calculations]]\\  \\  Perform salary calculations for employees. An error report will provide a list of employees not tied to a salary table. Use this list as a reminder of which employees need to be manually updated.|[[general:quickview:nextyearpayroll:step17|Step 18]]| 
-|VCV|{{page>general:nextyearpayrollprocess_massupdate_jobinfodistrib}}|[[general:quickview:nextyearpayroll:step14|Step 16]]|+|VCV|{{page>general:nextyearpayrollprocess_massupdate_jobinfodistrib}}|[[general:quickview:nextyearpayroll:step19b 
 +|Step 19]]|
 ||\\  <color #ed1c24>**Verify Accuracy of Data**</color>\\  \\  || ||\\  <color #ed1c24>**Verify Accuracy of Data**</color>\\  \\  ||
-|VCV|Verify TRS fields.|[[general:quickview:nextyearpayroll:step11a|Step 13]]| +|VCV|Verify TRS fields.|[[general:quickview:nextyearpayroll:step11a|Step 20]]| 
-|VCV|Verify salary calculations.|[[general:quickview:nextyearpayroll:step18|Step 18]]| +|VCV|Verify salary calculations.|[[general:quickview:nextyearpayroll:step18|Step 21]]| 
-|VCV|[[payroll:utilities:payrollsimulation:addendum|Payroll > Utilities > Payroll Simulation > Addendum]]\\  \\  Verify data using addendum sheets.|[[general:quickview:nextyearpayroll:step19|Step 19]]| +|VCV|[[payroll:utilities:payrollsimulation:addendum|Payroll > Utilities > Payroll Simulation > Addendum]]\\  \\  Verify data using addendum sheets.|[[general:quickview:nextyearpayroll:step19|Step 22]]| 
-|VCV|[[payroll:utilities:preeditpayrolldata|Payroll > Utilities > Pre-Edit Payroll Data]]\\  \\  Perform "test payroll".|[[general:quickview:nextyearpayroll:step20|Step 20]]|+|VCV|[[payroll:utilities:preeditpayrolldata|Payroll > Utilities > Pre-Edit Payroll Data]]\\  \\  Perform "test payroll".|[[general:quickview:nextyearpayroll:step20|Step 23]]| 
 +|VCV|[[payroll:utilities:employeebenefitsinterface:import|Payroll > Utilities > Employee Benefits Interface > Import Annual File]]\\  \\  Perform staff benefits updates.|[[general:quickview:nextyearpayroll:step15|Step 24]]|
 ||\\  <color #ed1c24>**Interface NY Payroll to Budget** - These steps can be repeated as often as necessary to update budget data.</color>\\  \\  || ||\\  <color #ed1c24>**Interface NY Payroll to Budget** - These steps can be repeated as often as necessary to update budget data.</color>\\  \\  ||
-|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:extractpayrollaccountcodes|Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Payroll Account Codes]]\\  \\  Work across the tabs to extract next year payroll data. Review the reports and interface to Budget to provide preliminary budget amounts if needed.|[[general:quickview:nextyearpayroll:step21|Step 21]]| +|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:extractpayrollaccountcodes|Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Payroll Account Codes]]\\  \\  Work across the tabs to extract next year payroll data. Review the reports and interface to Budget to provide preliminary budget amounts if needed.|[[general:quickview:nextyearpayroll:step21|Step 25]]| 
-|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:extractreports|Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Reports]]\\  \\  Verify the Extract Reports tab.|[[general:quickview:nextyearpayroll:step22|Step 22]]|+|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:extractreports|Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Reports]]\\  \\  Verify the Extract Reports tab.|[[general:quickview:nextyearpayroll:step22|Step 26]]|
 |VCV|(If necessary) Perform another extract and interface to Budget.|[[general:quickview:nextyearpayroll:step23 |VCV|(If necessary) Perform another extract and interface to Budget.|[[general:quickview:nextyearpayroll:step23
-|Step 23]]| +|Step 27]]| 
-|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:interfacetobudget|Payroll > Next Year > Interface NY Payroll to NY Budget > Interface to Budget]]\\  \\  Interface to Budget.|[[general:quickview:nextyearpayroll:step24|Step 24]]| +|VCV|[[payroll:nextyear:interfacenypayrolltonybudget:interfacetobudget|Payroll > Next Year > Interface NY Payroll to NY Budget > Interface to Budget]]\\  \\  Interface to Budget.|[[general:quickview:nextyearpayroll:step24|Step 28]]| 
-|VCV|[[payroll:utilities:employeebenefitsinterface:import|Payroll > Utilities > Employee Benefits Interface > Import Annual File]]\\  \\  Perform staff benefits updates.|[[general:quickview:nextyearpayroll:step15|Step 25]]|+
academy/quickchecklist_nextyearpayrollprocess.1708363551.txt.gz · Last modified: 2024/02/19 17:25 by emoreno

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