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| humanresources:nextyear:copynyrstafftocyr [2017/12/08 21:19] – emoreno | humanresources:nextyear:copynyrstafftocyr [2020/09/28 16:50] (current) – removed emoreno | ||
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| - | ======Copy NYR Staff to CYR - HRS4300====== | ||
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| - | //**Human Resources > Next Year > Copy NYR Staff to CYR**// | ||
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| - | <WRAP round intro> | ||
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| - | **Example**: | ||
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| - | * Employee 100 has job TEA1 and job BUSD in the next year. | ||
| - | * Employee 100 is copied from the next year to the current year. | ||
| - | * Job TEA1 is changed to ADM1 in the next year for employee 100. | ||
| - | * Employee 100 is copied from the next year to the current year again. | ||
| - | * When logged on to the current year, employee 100 now has job ADM1 and job BUSD. | ||
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| - | This scenario also applies to bank records, extra duties, distributions, | ||
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| - | With this feature, users can also update or change any parameter in next year and replace records previously copied to the current year. | ||
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| - | ====Copy next year staff to the current year:==== | ||
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| - | Under **Parameters**, | ||
| - | year. | ||
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| - | {{page> | ||
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| - | Under **Options**, | ||
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| - | ^Field ^Description ^ | ||
| - | ^Include Employees with Termination Date|Select to copy employees with a termination date. Leave blank to exclude employees with termination dates from the current year records.| | ||
| - | ^Carry over employee deductions|Select to copy employee payroll deductions (e.g., insurance, dues) from the next year to the current year. Leave blank to exclude the employee payroll deductions from the current year records.| | ||
| - | ^Only process employee deductions|Select to copy only the selected employee deductions from the next year to the current year. If this field is selected, Carry over employee deductions is cleared (if selected).| | ||
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| - | Select **Preview changes** to view the staff data records being copied to the current year tables. Leave blank to not view the staff data records that are being copied. | ||
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| - | Click **Reset** to undo all the parameter selections and return to the default settings. | ||
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| - | Click **Cancel** to close the page without copying the next year staff to the current | ||
| - | year tables. | ||
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| - | Click **Execute**. The system displays a Data Preview window. | ||
| - | ++++Review the report.|{{page> | ||
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| - | Click **Process** to accept the changes and continue. When all records have been copied, a message displays indicating that the process copied records for tables and lists the database record tables that were copied. Click **OK**. | ||
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| - | Click **Cancel** to return to the Copy NYR Staff to CYR page without making the changes. | ||
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| - | {{indexmenu_n> | ||
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