Personnel
Add or update employee information.
Personnel > Maintenance > Employment Info - This tab is shared between the current year and next year records; therefore, changes to the current year records are effective in the next year records and vice versa.
❏ Select the NY Take Retiree Surcharge field to include the retiree surcharge when the Extract Payroll to Budget process is performed.
Note: If service records have not been created, do not update data such as the Percent Day Employed, Years Experience and Grade(s) Taught fields for existing employees.
Terminated Employees
It is best practice to not only update the Termination Date and Reason but, if applicable, update the Auxiliary Role ID and Paraprofessional Certification End Date.
Personnel > Maintenance > Staff Demo > Responsibility
In addition, update the End Date on the employee's responsibility record.