academy:updated_payroll_nextyearpayrollprocess
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| academy:updated_payroll_nextyearpayrollprocess [2023/12/12 21:14] – emoreno | academy:updated_payroll_nextyearpayrollprocess [2024/06/21 15:58] (current) – removed emoreno | ||
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| - | ======UPDATED ASCENDER - Next Year Payroll Process====== | ||
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| - | <WRAP box # | ||
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| - | **Created: | ||
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| - | **Reviewed: | ||
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| - | **Revised: | ||
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| - | <div # | ||
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| - | <WRAP round intro> | ||
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| - | This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy: | ||
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| - | {{page> | ||
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| - | ---- | ||
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| - | =====Prerequisites===== | ||
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| - | ++++Prerequisites: | ||
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| - | ---- | ||
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| - | =====Before You Begin===== | ||
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| - | ++++Before you begin: | ||
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| - | ---- | ||
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| - | =====Next Year Payroll Process===== | ||
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| - | In **Payroll > Current Pay Frequency**: | ||
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| - | - ++Verify August EOY payroll accruals.|{{page> | ||
| - | - ++Clear next year tables.|{{page> | ||
| - | - ++Copy current year tables.|{{page> | ||
| - | - ++Copy current year staff to next year.|{{page> | ||
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| - | In **Payroll > Next Year Pay Frequency**: | ||
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| - | - ++Update TRS rates table.|{{page> | ||
| - | - ++Update job code table.|{{page> | ||
| - | - Reports > User Created Reports: Ensure Extract IDs are correctly assigned to employees. | ||
| - | - ++Mass update deductions.|{{page> | ||
| - | - Mass update pay and state steps | ||
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| - | - ++Verify staff data.|{{page> | ||
| - | - ++Update school calendar.|{{page> | ||
| - | - ++(Optional) Update accrual calendars.|{{page> | ||
| - | - ++Update staff credentials.|{{page> | ||
| - | - ++Update next year salary table.|{{page> | ||
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| - | - ++Update deduction code table.|{{page> | ||
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| - | - ++TRS Information|{{page> | ||
| - | - ++Update staff data.|{{page> | ||
| - | - ++Update staff demographic data.|{{page> | ||
| - | - ++Update employment info data.|{{page> | ||
| - | - ++Perform salary calculations.|{{page> | ||
| - | - ++Verify salary calculations.|{{page> | ||
| - | - ++Use Addendum sheets to verify data.|{{page> | ||
| - | - ++Perform a "test payroll" | ||
| - | - ++Extract payroll account codes.|{{page> | ||
| - | - ++Verify the Extract Reports tab.|{{page> | ||
| - | - ++(If necessary) Perform another extract and interface to Budget.|{{page> | ||
| - | - ++ Interface to Budget.|{{page> | ||
| - | - ++Perform staff benefits update.|{{page> | ||
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academy/updated_payroll_nextyearpayrollprocess.1702415654.txt.gz · Last modified: 2023/12/12 21:14 by emoreno