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general:quickview:nextyearpayroll:massupdateemployee

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general:quickview:nextyearpayroll:massupdateemployee [2024/02/28 21:12] – emorenogeneral:quickview:nextyearpayroll:massupdateemployee [2024/03/07 20:49] (current) – emoreno
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-=====Update Employee Data===== +=====Mass update pay and state step fields=====
- +
-**Payroll or Personnel > Utilities > Mass Update**+
  
 Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors.  Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. 
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 </WRAP> </WRAP>
  
 +Mass update the **Pay Step** and **State Step** fields for all employees tied to a salary table. This allows preliminary payroll data to be sent to Budget as a starting point. 
  
-[[payroll:utilities:massupdate:employee|Payroll > Utilities > Mass Update > Employee]]+Consider repeating this step as follows for each pay type to ensure that all employees are incremented properly. 
  
-{{page>general:humanresources:utilities:massupdate:employee:intro}}+<div indent> 
 +BBB For Pay Type 1 (Contracted Employees), increment once for both the **Pay Step** and **State Step**. 
 +\\ 
 +BBB For Pay Type 2 (Non-contracted Employees), only increment the **Pay Step** for these employees as they are not subject to Stat Min making the **State Step** unnecessary.  
 +\\ 
 +BBB If needed, repeat for Pay Type 3 (Hourly Employees). 
 +</div>
  
-{{:general:nypayrollprocess_massupdate_employee_step13.jpg|Employee Tab}} 
  
-VCV Under **Parameters**, select the employees whose employee data is to be changed. +[[payroll:utilities:massupdate:employee|Payroll > Utilities > Mass Update > Employee]]
  
-<WRAP center round tip> +{{page>general:humanresources:utilities:massupdate:employee:intro}}
-**TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference. </WRAP> +
- +
- +
-<WRAP Box> **Note**: Never use the **Reset**, **Increment**, and **Modify** options at the same time. +
-</WRAP> +
- +
-Example of **Reset**: +
- +
-{{:general:nypayrollprocess_massupdate_employee_resetexample_step13.jpg|Reset Example 1}} +
- +
-{{:general:nypayrollprocess_massupdate_employee_resetexample2_step13.jpg|Reset Example 2}} +
- +
-Example of **Increment**: +
- +
-{{:general:nypayrollprocess_massupdate_employee_incrementexample_step13.jpg|Increment Example}} +
- +
- +
-Example of **Modify**: +
- +
-{{:general:nypayrollprocess_massupdate_employee_modifyexample_step13.jpg|Modify Example}}  +
- +
- +
-VCV The first run is to update the contract dates, but not increment any pay steps. Complete only the fields under **Modify**.  +
-  * Under **Modify**, complete the applicable fields.  +
-  * The **Area Code** and **Zip Code** are updated in both the current year and the next year. +
-  * In the **Prior Year Employment Date** field, type today's date in the MM-DD-YYYY format and select the pay frequency. This changes the contract dates for all employees, regardless of the date they came to work for the LEA. +
- +
-<WRAP Box>**Note**: The **Prior Year Employment Date** field uses the date in the **Latest Re-Employ +
-Date** field on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]. If this date is blank or contains zeros, it uses the date in the **Original Emp. Date** field. If no date exists in either field, the employee is not updated. +
-</WRAP> +
- +
-VCV The second run is for pay purposes to update all employees with one year of earned experience.  +
-    * In the **Prior Year Employment Date** field, enter a date in January (i.e., 01-XX-XXXX) that represents the maximum number of days required for the employee to have earned a pay step advance (e.g., 90 days).  +
-    * This run does not include any employees hired after that date because they should not receive a step advance for pay purposes but consult your LEA's policy.  +
-    * Under **Increment**, complete only the **Pay Step** and **State Step** fields. +
- +
-{{:general:nypayrollprocess_massupdate_employeeincrement_secondrun_step13.jpg|Increment Example 2}} +
- +
-<WRAP center round alert> +
-**CAUTION**: Do not update any **Experience** fields at this time. Experience should not be updated until after the service records have been extracted and saved. Once the service records are complete, you can update records in either the current year or the next year. It is important not to forget this step as it must be completed prior to PEIMS reporting in October. +
-</WRAP> +
- +
- +
-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] +
- +
-VCV Click **Process**. A message is displayed indicating that the process was completed successfully. Or, click **Cancel** to return to the Mass Update page.  +
- +
-VCV Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info tab. +
- +
-VCV Run the [[personnel:reports:payrollinformationreports:employeeextradutyreport|Personnel > Reports > Payroll Information Reports > HRS6550 - Employee Extra Duty Report]] by code before performing the extra duty mass updates. Once you update your changes, run the HRS6550 report in the NYR frequency to verify that the changes are correct.+
  
 +{{:general:quickview:nextyearpayroll:nypr_step_15.png|Mass Update Employee}}
  
general/quickview/nextyearpayroll/massupdateemployee.1709154721.txt.gz · Last modified: 2024/02/28 21:12 by emoreno

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