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Trace: • G&P SSA Fiscal Agent Management Setup • Update employment info data
general:quickview:nextyearpayroll:step14

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general:quickview:nextyearpayroll:step14 [2020/11/17 20:05] – emorenogeneral:quickview:nextyearpayroll:step14 [2024/02/19 17:30] (current) – emoreno
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-=====Update staff job/pay data=====+=====Update employment info data=====
  
 //**Personnel **// //**Personnel **//
Line 5: Line 5:
 Add or update employee information on the following tabs: Add or update employee information on the following tabs:
  
-  * [[personnel:maintenance:employmentinfo|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.\\  \\  <WRAP Box>**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.</WRAP>+  * [[personnel:maintenance:employmentinfo|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.\\  \\  VCV Select the **NY Take Retiree Surcharge** field to include the retiree surcharge when the Extract Payroll to Budget process is performed.\\  \\  <WRAP Box>**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.</WRAP> 
 + 
 +**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**.  
 + 
 +{{:general:quickview:nextyearpayroll:personnel_employment_info_page.jpg|Employment Info Page}} 
 + 
 +[[personnel:maintenance:staffdemo:responsibility|Personnel > Maintenance > Staff Demo > Responsibility]]  
 + 
 +In addition, update the **End Date** on the employee's responsibility record.  
 + 
 +{{:general:quickview:nextyearpayroll:personnel_responsibility_tab.jpg|Responsibility}} 
 + 
  
 //**Payroll**// //**Payroll**//
  
-  * [[payroll:maintenance:staffjobpaydata:payinfo|Pay Info]] - This tab is not shared between the current year and next year records.\\  \\  Make the necessary changes to the extra duty supplements and verify the changes using the [[payroll:reports:payrollinformationreports:salaryverificationreport|Payroll > Reports > Payroll Information Reports > HRS6400 - Salary Verification Report]].\\  \\  Updates to the extra duty table do not automatically update the extra duty data on the Pay Info tab.\\  \\  Click **Yes** to update both the current year and next year records.\\  Click **No** to update only the next year records.\\  \\  This also occurs when changes are made in the current year records and next year records exist.\\  \\   +  * [[payroll:maintenance:staffjobpaydata:payinfo|Pay Info]] - This tab is not shared between the current year and next year records.\\  \\  VCV Make the necessary changes to the extra duty supplements and verify the changes using the [[payroll:reports:payrollinformationreports:salaryverificationreport|Payroll > Reports > Payroll Information Reports > HRS6400 - Salary Verification Report]].\\  \\  VCV Updates to the extra duty table do not automatically update the extra duty data on the Pay Info tab.\\  \\  BBB Click **Yes** to update both the current year and next year records.\\  BBB Click **No** to update only the next year records.\\  \\  This also occurs when changes are made in the current year records and next year records exist.\\  \\   
-  * [[payroll:maintenance:staffjobpaydata:jobinfo|Job Info]] - This tab is not shared between the current year and next year records.\\  \\  For new employees, a generic job is displayed on the Job Info tab and this job can be modified as needed. The following fields must be completed prior to saving: +  * [[payroll:maintenance:staffjobpaydata:jobinfo|Job Info]] - This tab is not shared between the current year and next year records.\\  \\  VCV For new employees, a generic job is displayed on the Job Info tab and this job can be modified as needed. The following fields must be completed prior to saving: 
     * **Primary Campus**     * **Primary Campus**
     * **% Assigned**     * **% Assigned**
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     * Distribution information     * Distribution information
  
-  * [[payroll:maintenance:staffjobpaydata:distributions|Distributions]] - This tab is not shared between the current year and next year records.\\  \\  If a contract amount is not entered on the Job Info tab, no amount or percentage is required before saving the record. If the account code does not exist in Budget, it cannot be selected from the account code drop-down list.\\  \\  A distribution code must exist for each job to be updated with salary calculations. When calculations are performed, amounts are updated based on the existing distribution percentages.\\  \\   Verify **Expense 373** designations for applicable employees who are subject to Stat Min calculations.\\  \\ +  * [[payroll:maintenance:staffjobpaydata:distributions|Distributions]] - This tab is not shared between the current year and next year records.\\  \\  VCV If a contract amount is not entered on the Job Info tab, no amount or percentage is required before saving the record. If the account code does not exist in Budget, it cannot be selected from the account code drop-down list.\\  \\  VCV A distribution code must exist for each job to be updated with salary calculations. When calculations are performed, amounts are updated based on the existing distribution percentages.\\  \\   VCV Verify **Expense 373** designations for applicable employees who are subject to Stat Min calculations.\\  \\ 
-  * [[payroll:maintenance:staffjobpaydata:deductions|Deductions]] - This tab is not shared between the current year and next year records.\\  \\  **Exception**: When changes to an existing employee's deduction information is saved, a message is displayed asking if the current year records should be updated.\\  \\  If the **Remain Pymts** field is set to 99, it will not decrement each time a payroll is processed.\\  \\  Be sure to add an **Emplr Contrib** (Employer Contribution) amount for vacancies/new employees to avoid an understated budget.\\  \\  Click **Yes** to update both the current year and next year records.\\  Click **No** to update only the next year records.\\  \\  This also occurs when changes are made in the current year records and next year records exist.\\  \\  +  * [[payroll:maintenance:staffjobpaydata:deductions|Deductions]] - This tab is not shared between the current year and next year records.\\  \\  **Exception**: When changes to an existing employee's deduction information is saved, a message is displayed asking if the current year records should be updated.\\  \\  If the **Remain Pymts** field is set to 99, it will not decrement each time a payroll is processed.\\  \\  Be sure to add an **Emplr Contrib** (Employer Contribution) amount for vacancies/new employees to avoid an understated budget.\\  \\  Update the garnishment amounts as there may be changes to the salary amounts for the upcoming year and the garnishment amounts are based on salary percentages. \\  \\  Click **Yes** to update both the current year and next year records.\\  Click **No** to update only the next year records.\\  \\  This also occurs when changes are made in the current year records and next year records exist.\\  \\  BBB Click **Yes** to update both the current year and next year records.\\  BBB Click **No** to update only the current year records.\\  \\   
  
general/quickview/nextyearpayroll/step14.1605643509.txt.gz · Last modified: 2020/11/17 15:05 (external edit)

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