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general:moving_10month_employees_cyr_payroll_step15

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general:moving_10month_employees_cyr_payroll_step15 [2019/01/15 20:56] – created emorenogeneral:moving_10month_employees_cyr_payroll_step15 [2022/09/22 19:00] (current) – emoreno
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-Four report options will display after Execute is selected.  Generate the Move Forecast Process Error Listing.  If errors exist, Cancel and make corrections at this time.  Do not select Process until all errors are resolved.  The error report will provide a listing of any funds that need to be set up in the Finance tables.+\\  **<color #ed1c24>Log on to the next year.</color>**
  
-When reviewing the errors, it is possible the following error will display: +[[positionmanagement:utilities:moveforecasttocyrpositionandpayroll|Position Management > Utilities > Move Forecast to CYR Position and Payroll]]
- +
  
-The message that states that the employee must have one position declared as primary does not necessarily reference the ‘Primary Job’ field on the position.  If an employee has a regular position and a supplement position, but there is an error that causes the primary position to fail, this message often indicates that there is only a supplement position to move across.  The recommendation is to review and correct any errors that begin below this message about primary positions.  Once those corrections are made, return to step 14 and execute again.  This may resolve the primary job errors.+This process is used to move payroll and position forecast records to the current year PMIS with the same information that is set up in the next year PMIS records. 
  
-Another error that may be generated is as follows:+It also updates fields on the following Maintenance tabs: Employment Info, Pay Info, Job Info, Distribution  
 + 
 +The **Accept Changes** field must be cleared when moving position records from forecast to current; otherwise, position records cannot be moved. The **Accept Changes** field is cleared after running a simulation with the** Update Forecast** field set to //Yes//. Similarly, you cannot run a simulation for positions without the **Accept Changes** field selected. 
 + 
 +{{:general:updatenyrpositionsmoveemployeestocyr_10momoveforecasttocyrpositionandpayroll.jpg|Move Forecast To CYR Position And Payroll 11 Month Employees}} 
 + 
 +  * In the** Select Pay Frequency** field, select the payroll frequency to be updated. LEAs with multiple frequencies must individually process each frequency. 
 +  * Do not select **Include Vacant Supplements**. 
 +  * Do not select **Validate Accounts against General Ledger** at this time.  Distribution accounts in next year PMIS reflect the fiscal year for the upcoming school year.  Finance still reflects the current year for the fiscal year in the general ledger. When running this process, the error report reflects funds for employees who are included in the process.  It is necessary to create the funds with the new fiscal year on the Finance > Tables > Account Codes > Fund tab.  It is NOT necessary to set up codes in the Chart of Accounts. 
 +  * Do not select **Update TRS Year**. If an employee has this field selected but they are now a 10-month employee, the **TRS Year** field is cleared when the 10-month move is processed. 
 +  * Select **Update Workers’ Comp Annual and Remaining Payments** if the LEA expenses worker's compensation in ASCENDER. The system references the** # of months in Contract** and makes the **WC Ann Pymts** and **WC Remaining Pymts** match this field. 
 +  * Leave the **Additional Workers’ Comp Payments** field blank. It is not necessary to populate this field even if the LEA expenses workers' compensation in ASCENDER. 
 +  * In the **Select a Stat Minimum Salary Table (CYR/NYR)** field, select the year (current or next ) that contains the tables with the updated amounts. If it is a legislative year and the state minimum amounts are updated. 
 +  * In the **First Pay Date Codes or blank for ALL** field, select only the first pay date codes for employees who receive their first paycheck in July. 
 +  * Select **Include Extra Duty** to include the supplement pay with the regular pay. 
 + 
 + 
 +VCV Click **Execute** to execute the process. The following reports are available: 
 + 
 +{{:general:updatenyrpositionsmoveemployeestocyr_moveforecasttocyrpositionandpayroll_processingreports.jpg|Move Forecast to CYR Position and Payroll Processing Reports}} 
 + 
 +  * Move Forecast Process Error Listing ++Important errors|{{page>general:moveforecasttocurrenterrors&inline}}++   
 + 
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_moveforecasttocyrpositionandpayroll_errorreport.jpg|Move Forecast Process Error Report}} 
 +</div> 
 +  * Update CYR Positions From Forecast - The error report lists any funds that need to be set up in the Finance tables. 
 + 
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecyrpositionsfromforecast.jpg|Update CYR Positions From Forecast  
 + Report}} 
 +</div> 
 +  * Update CYR Payroll From Forecast by Employee Name   
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecurypayrollfromforecastbyempname.jpg|Update CYR Payroll From Forecast by Employee Name Report}} 
 + 
 +  * Update CYR Payroll From Forecast by Campus ID   
 +<div head3> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecyrpayrollfromforecastbycampusid.jpg|Update CYR Payroll From Forecast by Campus ID Report}} 
 +</div> 
 + 
 +VCV Click **Generate Reports**. The selected reports are displayed. [[general:printreport|Review the report.]] 
 + 
 + 
 +VCV Click **Continue** to view the next report. Or, click **Return** to return to the report selection page.
    
 +VCV After reviewing all of the reports and correcting all errors, return to the report selection page and click **Process** to move the forecast records to the current year. You are prompted to create a [[general:pmis_updatesalarytables_backup|backup.]]
 +
 +<div indent> After the process is completed, the actual update is performed. If the update is successful, a message is displayed indicating that the move forecast updates were successfully processed.
 +</div>
 +\\ 
 +VCV Click **Cancel** to return to the Move Forecast to CYR Position and Payroll page without moving the forecast records to the current year.
 +
  
-This message indicates that the fields in the Tables > Salaries – Extra Duty tab do not match the selections made on a Supplemental position.  The employee number is reflected in the message.  Using Inquiry > PMIS Staff Inquiry determine the Position Number and Billet for any supplemental positions for this employee.  Navigate to Maintenance > PMIS Supplement Modify and pull in that position and billet.  Compare the fields on this position to the Tables > Salary – Extra Duty tab for the extra duty number reflected on the supplement.  As an example, many times the W/C code on the position may not match the W/C code in the table.  Or, the Exp 373 field on the position may be selected, but the Exp 373 on the table for that extra duty code may not be selected.  Either the table or the position needs to be updated so the table and the position will match.  If changes are made to the Extra Duty Table, it will be necessary to move this table across to CY Payroll before proceeding. 
  
-If corrections were made, repeat step 14.  Generate each report and either save or print.  Compare the ‘Update CYR Positions From Forecast’ report to the User Created report that was generated in step 4 to confirm that all 10-month employees will be included.  The last two reports contain the same information, but one is sorted by employee name and the other by campus ID.  These reports will reflect the existing salary in current year payroll, and the new salary that will overlay these amounts.  Both of these reports should be carefully reviewed for accuracy.+If corrections are processed, repeat this step. 
  
-If no errors exist, select Process.  +Generate and save each report. Compare the Update CYR Positions From Forecast report to the user-created report that was previously generated to confirm that all 10-month employees are included. The last two reports contain the same information; one is sorted by employee name and the other by campus ID. These reports reflect the existing salary in the current year payroll and the new salary, which overwrites the current year payroll amounts. Review the reports for accuracy.
  
  
general/moving_10month_employees_cyr_payroll_step15.1547585809.txt.gz · Last modified: 2019/01/15 15:56 (external edit)

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