Business

User Tools

Site Tools

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

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:quickview:nextyearpayroll:step14 [2021/05/14 17:23] – emorenogeneral:quickview:nextyearpayroll:step14 [2024/02/19 17:30] (current) – emoreno
Line 6: Line 6:
  
   * [[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>   * [[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**//
Line 32: Line 46:
  
   * [[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: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.\\  \\  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 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/step14.1621013020.txt.gz · Last modified: 2021/05/14 12:23 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.