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general:reviewdataforseptemberemployees

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general:reviewdataforseptemberemployees [2025/07/03 20:12] – created emorenogeneral:reviewdataforseptemberemployees [2025/07/23 19:23] (current) – emoreno
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 ====Review data for September employees==== ====Review data for September employees====
  
 +<div keep>
 +<color #ed1c24>**Log on to the CYR payroll frequency.**</color>
 +</div>
  
-Log on to current year payroll frequency.  +Verify that all applicable data has been updated for all employees with a September contract. Refer to the **Before You Begin** section of this guide to review the **Payroll Verification Items**.
-- Verify that all applicable data has been updated for all employees who start their contracts in September. Please refer to the Before You Begin section of this guide for items to review. +
    
-Be sure to generate the following reports from the Payroll > Reports screen to thoroughly review data before the September payroll:  +Generate the following Payroll Reports to thoroughly review data prior to running the September payroll:  
-• HRS3050 - School Year to Date Report (Payroll > Reports > Year to Date Reports)   + 
-• HRS3550 - School YTD Accrual Payroll Account Distribution Report (Payroll > Reports > Year To Date Reports)   +[[payroll:reports:yeartodatereports:schoolyeartodatereport|Payroll > Reports > Year to Date Reports > HRS3050 - School Year To Date Report]] 
-• HRS6000 - Account Code Comparison report (Payroll > Reports > Payroll Information Reports)  + 
-• HRS6050 - Contract Balance Variance Report (Payroll > Reports > Payroll Information Reports)  +{{:general:step_22_first_py_of_sy_school_ytd_report.png|School YTD Report}} 
-• HRS6150 - Employee Payroll Listing Report (Payroll > Reports > Payroll Information Reports or Payroll > Reports > User Created Report   + 
-• Pre-Edit Payroll Data (Payroll > Utilities > Pre-Edit Payroll Data) + 
 +[[payroll:reports:yeartodatereports:schoolytdaccrualpayrollaccountdistr|Payroll > Reports > Year To Date Reports > HRS3550 - School YTD Accrual Payroll Account Distr]] 
 + 
 +{{:general:step_23_first_py_of_sy_school_ytd_accrual_payroll_account_distribution.png|HRS3550 - School YTD Accrual Payroll Account Distribution Report Parameters}} 
 + 
 +Verify the accrual amounts balance with the amounts on the HRS3050 - School Year to Date Report. 
 + 
 +{{:general:step_23_first_py_of_sy_school_ytd_accrual_payroll_account_distribution_report.png|School YTD Accrual Payroll Account Distribution Report }} 
 + 
 +[[payroll:reports:payrollinformationreports:accountcodecomparison|Payroll > Reports > Payroll Information Reports > HRS6000 - Account Code Comparison]] 
 + 
 +[[payroll:reports:payrollinformationreports:contractbalancevariancereport|Payroll > Reports > Payroll Information Reports > HRS6050 - Contract Balance Variance Report]] 
 + 
 +{{:general:step_24_first_py_of_sy_contract_variance.png|HRS6050 - Contract Balance Variance Report Parameters}} 
 + 
 +{{:general:step_24_first_py_of_sy_contract_variance_report.png|HRS6050 - Contract Balance Variance Report}} 
 + 
 +[[payroll:reports:payrollinformationreports:employeepayrolllisting|Payroll > Reports > Payroll Information Reports > HRS6150 - Employee Payroll Listing]] OR [[payroll:reports:usercreatedreports:hrreport|Payroll > Reports > HRS900 - User Created Report]] 
 + 
 +[[payroll:utilities:preeditpayrolldata|Payroll > Utilities > Pre-Edit Payroll Data]] 
 + 
 +Review the following pre-post report from the Payroll > Payroll Processing > Run Payroll process before running your actual September payroll: HRS2250 - Deduction Register by Employee – Verify deductions are correct.  
 +\\ 
    
-- Also, review the following pre-post report from the Payroll > Payroll Processing > Run Payroll process before running your actual September payroll:  +If leave was not updated in an earlier step, be sure to update appropriate leave balances now. 
-• HRS2250 - Deduction Register by Employee – Verify deductions are correct.  +
-  +
-  +
-If leave was not given to other groups of employees in an earlier step, be sure to update appropriate leave balances now.  +
-  +
-Payroll > Utilities > Mass Update > Leave  +
-- Follow your LEA's local policy guidelines to determine when to update leave balances for employees and which employees receive the various types of leave given at your district. Review the HRS7350 – Leave Status Report in Payroll > Reports > Leave Information Reports to ensure that leave balances are correct. +
  
 +++++Address leave.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step17&inline}}++++
 + 
general/reviewdataforseptemberemployees.1751573576.txt.gz · Last modified: 2025/07/03 20:12 by emoreno

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