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Trace: • Copy active staff to the CYR
general:firstpayrolloftheschoolyear_julystart:step5

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general:firstpayrolloftheschoolyear_julystart:step5 [2023/10/16 18:48] – created emorenogeneral:firstpayrolloftheschoolyear_julystart:step5 [2025/07/03 19:34] (current) – emoreno
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 ====Copy active staff to the CYR==== ====Copy active staff to the CYR====
 +
 +Complete this step only for employees with July contracts who receive their first paycheck in July. Use the list of employees from the User Created report run on Step 3. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September.
  
 <color #ed1c24>**Log on to the next year payroll frequency.**</color> <color #ed1c24>**Log on to the next year payroll frequency.**</color>
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 [[payroll:nextyear:copynyrstafftocyr|Payroll > Next Year > Copy NYR Staff to CYR]] [[payroll:nextyear:copynyrstafftocyr|Payroll > Next Year > Copy NYR Staff to CYR]]
    
-Copy active employees with July contracts to the current year. You can select specific employees to copy using the following parameters:  **Contract Months**, **Contract Begin Date**, **Payoff Date**, **Extract ID**, or **Employee Number**.  +Copy active employees with July contracts to the current year. You can select specific employees to copy using the following parameters:  **Contract Months**, **Contract Begin Date**, **Contract End Date**, **Payoff Date**, **Extract ID**, or **Employee Number**.   
 + 
 +<WRAP center round alert> 
 +**CAUTION**: Use caution when moving employees from the Next Year frequency to Current Year. Be sure to use the applicable and specific parameters to only move employees that need to be moved at the time. Otherwise, Current Year data may be unintentionally overwritten for employees.  
 +</WRAP> 
  
-In addition, consider the employee deductions. For example, if you have not updated the new insurance selections and premiums in the next year payroll, then do not copy any deductions to the current year payroll. Also, if you entered all new employees as electing insurance so that employer-paid amounts were generated to budget, then you would not want these "estimated" deductions brought to current year payroll. All insurance selections and rate changes can be made in the current year payroll frequency. +{{:general:step_5_first_pyjulystart_copy_nyr_staff_to_cyr.png|Copy NYR Staff to CYR Page}}
  
 +VCV Under **Options**, select the appropriate option: 
  
-{{:general:step_6_first_py_of_sy_copy_nyr_staff_to_cyr.png|Copy NYR Staff to CYR Page}}+^Field ^Description ^ 
 +^Include Employees with Termination Date|Select to copy employees with a termination date. Leave blank to exclude employees with termination dates from the current year records.| 
 +^Carry over employee deductions|Select to copy employee payroll deductions (e.g., insurance, dues) from the next year to the current year. Leave blank to exclude the employee payroll deductions from the current year records.| 
 +^Only process employee deductions|Select to copy only the selected employee deductions from the next year to the current year. If this field is selected, **Carry over employee deductions** is cleared (if selected).|
  
 VCV Select **Preview Changes**.  VCV Select **Preview Changes**. 
  
 VCV Click **Execute**. Review the list and click **Process**.   VCV Click **Execute**. Review the list and click **Process**.  
general/firstpayrolloftheschoolyear_julystart/step5.1697482110.txt.gz · Last modified: 2023/10/16 18:48 by emoreno

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