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

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general:financeeoyprocess:updatehroptions [2019/04/11 15:11] – emorenogeneral:financeeoyprocess:updatehroptions [2025/05/29 13:55] (current) – emoreno
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-=====Update HR Options=====+=====Update payroll clearing fund/year=====
 <color #ed1c24>**Log on to the current year**.</color> <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.
  
-{{:general:financeeoyprocess:step_27.jpg|District HR Options Page}} 
  
-^Payroll Clearing Fund/Year|This field is automatically populated with the 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 (e.g., 163/0) for the current year to be used as the clearing fund/fiscal year when interfacing to Finance.|+{{:general:fin_eoy_step_19_district_hr_options.png|HR Options Page}}
  
-June year-end LEAs should not update the **School Year for PEIMS Codes** or the **First Pay Date of the School Year** fields at this time. These fields can be addressed during the First Payroll of the School Year process. 
  
-^School Year for PEIMS Codes|{{page>general:schoolyearforpeimscodes}}|+ 
 +^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.1554995485.txt.gz · Last modified: 2019/04/11 10:11 (external edit)

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