humanresources:checklists:firstpayrolloftheschoolyearchecklist
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| humanresources:checklists:firstpayrolloftheschoolyearchecklist [2018/07/02 20:32] – emoreno | humanresources:checklists:firstpayrolloftheschoolyearchecklist [2018/07/09 19:39] (current) – removed emoreno | ||
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| - | ======First Payroll of the School Year Checklist====== | ||
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| - | <WRAP round intro>It is highly recommended that you process the export when the export prompt is displayed for a process. Be sure to create folders for each export so that if you need to import from a particular step, you are able to easily locate which file to use. If you perform an export on the same process multiple times, it is recommended that you move the previous exports to separate folders so they are not replaced by the new export in case you need to import from a particular step. | ||
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| - | **Prerequisites**: | ||
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| - | The following steps should already be completed. Do not continue if they are not complete. | ||
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| - | * Complete all payroll processing for the current school year. | ||
| - | * Print HRS2250 - Deduction Register by Employee to verify all deductions are correct. | ||
| - | * Print HRS2400 - Bank Accounting Listing to verify employee bank information is correct. | ||
| - | * Print HRS1000 - Roster of Personnel and save for the auditors. | ||
| - | * HRS4150 - TRS On-Behalf Payment Journal should be completed and posted. | ||
| - | * Print HRS3050 - School YTD Report and save for the auditors. | ||
| - | * Process service records, and update the Service Record Maintenance tab accordingly. | ||
| - | * The EOY Payroll Accruals process should be completed through the Interface to Finance tab only. | ||
| - | * Termination dates and reasons should be updated on the Employment Information tab for all employees that are no longer with the district. | ||
| - | * Budget should have been moved to Finance. | ||
| - | * Unprocessed and processed deduction transactions should be deleted. Failure to perform this step results in the inability to import payroll backups if Finance has removed the previous fiscal year from file ID C. | ||
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| - | **STOP!**</ | ||
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| - | Discontinue updating or accessing current year payroll records during this process. | ||
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| - | **Important**: | ||
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| - | Discontinue updating or accessing Finance during this next step. | ||
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humanresources/checklists/firstpayrolloftheschoolyearchecklist.1530563541.txt.gz · Last modified: 2018/07/02 15:32 (external edit)