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humanresources:nextyear:copynyrstafftocyr

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humanresources:nextyear:copynyrstafftocyr [2018/07/24 18:21] – external edit 127.0.0.1humanresources:nextyear:copynyrstafftocyr [2020/09/28 16:50] (current) – removed emoreno
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-======Copy NYR Staff to CYR - HRS4300====== 
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-<div #message></div> 
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-//**Human Resources > Next Year > Copy NYR Staff to CYR**// 
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-<WRAP round intro>This page is used to select next year staff members who are to be moved to the current year. Any selected employee records that currently exist in the current year tables (e.g., pay distribution, job records, deductions, bank deposits, and pay records) are deleted and replaced with the next year tables during the copy process. 
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-**Example**:  If an employee is copied from the next year to the current year, and then a job code is changed in the next year and the employee is recopied, the job records that were previously copied are deleted before the new records are copied. 
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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, and deduction codes. 
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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. 
-</WRAP> 
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-====Copy next year staff to the current year:==== 
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-Under **Parameters**, select which employees and records are to be copied to the current 
-year. 
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-{{page>general:parameters}} 
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-Under **Options**, perform the following: 
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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. 
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-++++Review the report.|{{page>general:printreport&inline}}++++ 
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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>20}} 
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humanresources/nextyear/copynyrstafftocyr.1532456460.txt.gz · Last modified: 2018/07/24 13:21 (external edit)