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| general:quickview:nextyearpayroll:massupdateemployee [2024/03/01 16:21] – emoreno | general:quickview:nextyearpayroll:massupdateemployee [2024/03/07 20:49] (current) – emoreno | ||
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| - | =====Mass update | + | =====Mass update |
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| - | **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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| - | {{:general:nypayrollprocess_massupdate_employee_step13.jpg|Employee Tab}} | + | {{:general:quickview:nextyearpayroll:nypr_step_15.png|Mass Update Employee}} |
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| - | VCV Under **Parameters**, | + | |
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| - | <WRAP center round tip> | + | |
| - | **TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference. </ | + | |
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| - | <WRAP Box> **Note**: Never use the **Reset**, **Increment**, | + | |
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| - | Example of **Reset**: | + | |
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| - | {{: | + | |
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| - | {{: | + | |
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| - | Example of **Increment**: | + | |
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| - | {{: | + | |
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| - | Example of **Modify**: | + | |
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| - | 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' | + | |
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| - | <WRAP Box> | + | |
| - | Date** field on the [[personnel: | + | |
| - | </ | + | |
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| - | 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**, | + | |
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| - | {{: | + | |
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| - | <WRAP center round alert> | + | |
| - | **CAUTION**: | + | |
| - | </ | + | |
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| - | VCV Click **Execute**. A preview report is displayed. [[general: | + | |
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| - | VCV Click **Process**. A message is displayed indicating that the process was completed successfully. Or, click **Cancel** to return to the Mass Update | + | |
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| - | VCV Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info tab. | + | |
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| - | VCV Run the [[personnel: | + | |
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