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humanresources:checklists:firstpayrolloftheschoolyearchecklist [2018/07/02 20:52] – emorenohumanresources: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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-{{page>general:first_payroll_of_the_school_year_checklist:beforeyoubegin}} 
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-<color #ed1c24>**Caution**: Do not begin this process until the [[academy:business:overview_guide:end_of_year_payroll_verification|End-of-Year Payroll Verification]], [[academy:business:overview_guide:augustaccruals|August Accruals]] process, and the [[academy:business:overview_guide:financeeoyprocess|Finance EOY Process]] are completed. 
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-**Other Prerequisites**: 
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-The following steps should already be completed. Do not continue if they are not complete.      
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-  * 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. 
-  * 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. 
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-  * Name your backup folder appropriately so that it is clear which folder to use if you need to revert data to a specific point in the process. 
-  * Do not change the file name.  
-  * Name each sub-folder appropriately, and reference the step number and description for easy recognition (e.g., Step 8 Fed Funds to Fin). 
-   * Use the [[humanresources:utilities:exporthumanresourcesbypayroll|Human Resources > Utilities > Export Human Resources by Payroll]] page to create export (backup) files. 
-   *  System backup prompts are provided throughout the process, it is highly recommended to perform the backups.  
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-^VCV|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step1}}| 
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-^VCV|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step3}}| 
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-<color #ed1c24> 
-**STOP!**</color> 
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-Discontinue updating or accessing current year payroll records during this process. 
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-<color #ed1c24>**Caution**:  Before the first payroll of the school year is processed, you must post the master file created from the EOY Payroll Accrual process. If you do not use this process for accruals, bypass applicable steps. 
-</color> 
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-^VCV|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step18}}| 
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-**Important**:  Be sure to increment leave types and verify selection of deduction codes on the [[humanresources:payrollprocessing:runpayroll|Human Resources > Payroll Processing > Run Payroll]] page before processing the first payroll. 
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-<color #ed1c24>**STOP!**</color> 
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-Discontinue updating or accessing Finance during this next step. 
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-^VCV|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step28}}| 
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humanresources/checklists/firstpayrolloftheschoolyearchecklist.1530564765.txt.gz · Last modified: 2018/07/02 15:52 (external edit)

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