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Trace: • invoice_detail_listing • bud_acc_code_detail_approved • End-of-Month Closing Checklist • Update payroll clearing fund/year • Admin Guide: ASCENDER EmployeePortal Self-Service
general:financeeoyprocess:updatehroptions

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general:financeeoyprocess:updatehroptions [2018/05/29 20:49] – emorenogeneral:financeeoyprocess:updatehroptions [2025/05/29 13:55] (current) – emoreno
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-Log on to the current year pay frequency.+=====Update payroll clearing fund/year===== 
 +<color #ed1c24>**Log on to the current year**.</color>
  
-[[humanresources:tables:districthroptions|Human Resources > Tables > District HR Options]]+[[payroll:tables:districthroptions|Payroll > Tables > District HR Options]]
  
-Update the district Human Resources options.+Update the **Payroll Clearing Fund/Year** field.
  
-++++Image|{{:general:financeeoyprocess:step_27.jpg|}}++++ 
  
 +{{:general:fin_eoy_step_19_district_hr_options.png|HR Options Page}}
  
-^Payroll Clearing Fund/Year|Select the fund/fiscal year (e.g., 163/9) for the current year to be used as the clearing fund/fiscal year when interfacing to Finance.| 
-^School Year for PEIMS Codes|Type the school year for the PEIMS edit tables in the YYYY format.| 
  
-<WRAP Box>**Note**: If the **School Year for PEIMS Codes** field does not contain a valid value, then values will not be displayed in the **PEIMS** drop-down fields (e.g., **Sex**, **Ethnicity**, etc.) on the [[humanresources:maintenance:staffdemo:demographicinformation|Human Resources > Maintenance > Staff Demo > Demographic Information]] page. + 
-</WRAP>+^Payroll Clearing Fund/Year|This field is automatically populated with the payroll clearing fund/year selected on the [[finance:tables:districtfinanceoptions:clearingfundmaintenance|Finance > Tables > District Finance Options > Clearing Fund Maintenance]] tab.\\  \\  If not, click {{:images:dropdown.gif|Drop-down Arrow}} to select the fund/fiscal year for the current year to be used as the clearing fund/fiscal year when interfacing to Finance.| 
general/financeeoyprocess/updatehroptions.1527626967.txt.gz · Last modified: 2018/05/29 15:49 (external edit)

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