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general:moving_12month_employees_cyr_payroll_step15
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Log on to the next year.
Human Resources > Utilities > PMIS > Move Forecast to CYR Position and Payroll
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.
It also updates fields on the Human Resources > Maintenance > Staff Job/Pay Data > Employment Info, Pay Info, Job Info, and Distribution tabs.
In order to move position records from forecast to current, the Accept Changes field must be selected; 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.
- 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. Note – when you run this process, the error listing will reflect funds for employees that are included in this process. It will be necessary to go to Finance > Tables > Account Codes on the fund tab and create that fund with the new fiscal year in the table. It is NOT necessary to set up codes in the Chart of Accounts.
- 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 your LEA expenses W/C through the system, select this field. The system will look at the # of months in Contract and make 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 your LEA expenses workers' compensation through TxEIS.
- In the Select a Stat Minimum Salary Table (CYR/NYR) field, select the year (current year or next year) 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 that for employees who receive their first paycheck in July.
- Select Include Extra Duty to include the supplement pay with the regular pay for employees.
❏ Click Execute to execute the process.
The following reports are available:
- Move Forecast Process Error Listing Important errors
- Update CYR Positions From Forecast - The error report lists any funds that need to be set up in the Finance tables.
- Update CYR Payroll From Forecast by Employee Name
- Update CYR Payroll From Forecast by Campus ID
❏ Click Select All to select all reports. Or, click Unselect All to clear all check boxes so that no reports are selected.
❏ Click Generate Reports. The system displays the first report selected. Review the report.
❏ Click Continue to view the next report. Or, click Return to return to the reports selection page.
❏ Click Process to move forecast records to the current year. You are prompted to create an export.
- Click Yes to export payroll tables to internal database tables.
- Click No to continue the process without creating an export.
A message is displayed indicating that the update and export were processed successfully. The internal export is now listed on the Payroll > Utilities > Import HR Tables from Database Tables page and can be selected to be imported.
❏ Click Cancel to return to the Move Forecast to CYR Position and Payroll page without moving the forecast records to the current year.
If corrections are processed, repeat this step.
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 12-month employees are included. The last two reports contain the same information, but 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 that will overwrite the amounts. Review both of the reports for accuracy.
general/moving_12month_employees_cyr_payroll_step15.1548364397.txt.gz · Last modified: 2019/01/24 16:13 (external edit)