❏ Timelines | Set up calendars for cutoff dates and anticipated processing dates.

❏ Payroll | Prepare for special circumstances such as pay scale changes based on TASBO studies, new pay structures, new job codes, and employer contribution rate changes, etc.

❏ Budgetary expectations | Discuss new schools, school closings, position consolidations, fund source changes, new supplements (extra duties), or supplement consolidations/eliminations.

❏ Retroactive pay planning | Discuss approved salaries before moving from forecast to current.

❏ Proposed positions | Discuss new positions or inactivations.

❏ Identify groups and determine the following:

• The first pay date codes to be moved into each group.
• The pay scales to be used for each move.
• Design simulations in advance for easy processing.
• Identify stipends/supplements for each group.

❏ Use the District Administration > Tables > PMIS pages to perform the following tasks:

• Update the new school year.
• Update the pay date tables with the new year pay dates.
• Update the school calendar table with the new school year calendars.
• Update the first pay dates for the new school year.
• Update the forecast conversion table with new pay dates, calendars, and first pay dates for all groups including extra duty.
• Copy tables (only job codes and salary tables) from the current to the next year.
• Update the forecast conversion first pay date table when moving employees from 13/27 to 12/26 payments.
• Delete old forecast records.
• Create a forecast from the current year.
• Run the first snapshot of all forecast positions through the simulation process on all salaries and groups.
• Continue to use the simulation process for each group. Forecast record modifications can be performed to modify each simulation until you are satisfied with a simulation to update the forecast records and Budget.