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Trace: • Copy active staff to the CYR
general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5

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general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5 [2019/06/06 14:26] – emorenogeneral:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5 [2024/06/27 19:32] (current) – emoreno
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 +====Copy active staff to the CYR====
 +
 <color #ed1c24>**Log on to the next year payroll frequency.**</color> <color #ed1c24>**Log on to the next year payroll frequency.**</color>
  
-[[humanresources:nextyear:copynyrstafftocyr|Human Resources > Next Year > Copy NYR Staff to CYR]]+[[payroll:nextyear:copynyrstafftocyr|Payroll > Next Year > Copy NYR Staff to CYR]]
    
-If the 11- and 12-month employees were reactivated to interface to Budget, they must be set to inactive at this time. You can select specific employees to copy using the following parameters:  **Contract Months**, **Contract Begin Date**, **Payoff Date**, **Extract ID**, or **Employee Number**.  +<WRAP center round alert> 
 +**CAUTION**: If the 11- and 12-month employees were reactivated to interface to Budget, they must be set to inactive at this time. You can select specific employees to copy using the following parameters:  **Contract Months**, **Contract Begin Date**, **Payoff Date**, **Extract ID**, or **Employee Number**.  
 +</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. 
  
-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 current year payroll.  
  
-{{:general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step_6-copy_ny_staff_to_cy.jpg|Copy Next Year Staff To The Current Year Page}}+{{:general:step_6_first_py_of_sy_copy_nyr_staff_to_cyr.png|Copy NYR Staff to CYR Page}}
  
-Click **Execute**. Review the list and click **Process**.  +VCV Select **Preview Changes**. 
  
 +VCV Click **Execute**. Review the list and click **Process**.  
general/humanresources/checklists/firstpayrolloftheschoolyearchecklist/step5.1559831182.txt.gz · Last modified: 2019/06/06 09:26 (external edit)

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