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.
Log on to the next year payroll frequency.
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, Contract End Date, Payoff Date, Extract ID, or Employee Number.
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.
❏ Under Options, select the appropriate option:
| 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). |
❏ Select Preview Changes.
❏ Click Execute. Review the list and click Process.