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--- humanresources:tables:districthroptions [2019/05/13 19:33] – emoreno
+++ humanresources:tables:districthroptions [2020/07/21 16:45] (current) – removed emoreno
@@ Line 1: / Line 1: @@
-======District HR Options - HRS2000======
-<div #message></div>
-//**Human Resources > Tables > District HR Options**//
-<WRAP round intro>This page is used to select and set options for management of the LEA's payroll and employee functions and records.
-The selected options are used for all payroll frequencies (e.g., current and next year unless specifically designated).
-</WRAP>
-====Set district HR options:====
-^ Field                                        ^ Description   ^  /*Table with two rows*/
-^TRS District ID|Type the four-digit district identification number.|
-^Federal ID Number (EIN)|The federal ID number from the District Finance Options page in the Finance is displayed.|
-^Payroll Clearing Fund/Year|This field is automatically populated with the payroll clearing fund/year selected on the Finance > Tables > District Finance Options > Clearing Fund Maintenance tab. If not, click {{:images:dropdown.gif|Drop-down Arrow}} to select the fund/fiscal year (e.g., 163/9) for the current year to be used as the clearing fund/fiscal year when interfacing to Finance.|
-^TWC District ID|Type the nine-digit identification number assigned by the Texas Workforce Commission.|
-^Use Direct Deposit (Y, N, or E)|Click {{:images:dropdown.gif|Drop-down Arrow}} to select whether to use direct deposit, not use direct deposit, or use electronic funds transfer.|
-^TRS Cost Education Index|Type the value assigned to the district by TEA. This value is used for adjusting the state minimum salary for costs beyond the district control. This value can be found on the Summary of Finance report issued by TEA.|
-^Distributions Built By Amt or %|Click {{:images:dropdown.gif|Drop-down Arrow}} to select whether you want to create/edit employee salary distributions by amount and allow the percentages to be automatically calculated, or only enter the percentages and allow amounts to be automatically calculated.|
-^Apply Leave Used or Earned First|{{page>general:applyleaveusedorearnedfirst}}|
-^Leave Code for State Sick|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code used to charge an employee's absence to state sick leave. State sick leave is leave earned and accumulated prior to 1997. Leave transmittals for this leave type may affect service record days employed.|
-^Leave Code for State Personal|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code used to charge an employee's absence to state personal leave. State personal leave is leave earned and accumulated by the employee since 1997. Leave transmittals for this leave type may affect service record days employed.|
-^Update Actual Hours From Payroll Processing|Select to use actual hour data from the pay transmittals (during payroll processing) to update/insert records to the Actual Hours table that is used for TRS processing. This field is selected by default. \\  \\  **Example**: If actual hours are added to the employee’s pay transmittal, then during the payroll processing, the Pre-Post Actual Hours Worked Report displays the actual hours worked from the pay transmittal. After running payroll, use the [[humanresources:maintenance:actualhoursworked |Human Resources > Maintenance > Actual Hours Worked]] page to verify that the actual hours worked data was updated for each applicable employee.\\  \\  If not selected, you must either use the [[humanresources:utilities:importactualhoursworked|Human Resources > Utilities > Import Actual Hours Worked]] page to import the actual hours from a file or manually enter the data on the [[humanresources:maintenance:actualhoursworked |Human Resources > Maintenance > Actual Hours Worked]] page.|
-^Calculate Accrual Salaries|Select to have the system calculate accrued salaries. If the field is not selected, salaries are not accrued.|
-^Check Amount - Alpha|Select to spell the check amount on all payroll checks. If the field is not selected, the system uses a numerical value for the check amount on all payroll checks.|
-^Summarize Benefits Interface|{{page>general:summarizebenefitsinterface}}|
-^Supplemental Tax Rate|Type the percent to apply for supplemental income.|
-^Standard Hours per Workday|Type the standard number of hours the district requires that hourly employees work.|
-^Max Gross Amt for District|{{page>general:maxgrossamtfordistrict}}|
-^Auto Assign Employee Number|Select to have the system assign new employee numbers automatically. If the field is not selected, the user must enter the new employee numbers manually.|
-^Next Available Employee Number|{{page>general:nextavailableemployeenumber}}|
-^School Year for PEIMS Codes|{{page>general:schoolyearforpeimscodes}}|
-^Use Emp Nbr or SSN in EFT File|Click {{:images:dropdown.gif|Drop-down Arrow}}  to select whether the employee number or the social security number should be included in the EFT file. By default, the field is set to //E - Employee Nbr//.|
-^Set Demo Alpha Fields to Uppercase|Select to set the employee’s **Legal** and **Former Name** (**First**, **Middle**, **Last**, and **Maiden**) and **Address** fields to uppercase when a new employee demographic record is created or an existing record is updated on the Human Resources > Maintenance > Staff Demo > Demographic Information tab. |
-{{page>general:automaticallycompute}}
-Under **Default Overtime Object Code**, click {{:images:dropdown.gif|Drop-down Arrow}} to select the object codes for **Professional**, **Para-Professional/Hourly**, or **Other** overtime fund account options. These objects override object codes in the employee distribution record when overtime hours transmittals are submitted.
-{{page>general:teahealthinscontribution}}
-Under **First Pay Date of School Year**:
-^Payroll 4, Payroll 5, and Payroll 6|Type the first pay date for each of the three pay frequency fields in the MM-DD-YYYY format. Once the pay date is entered, it should not be changed until the next school year. The date entered here should be representative of a payroll that will actually be processed, whether supplemental or regular. If a date is entered and no payroll is actually posted using that date, the system will have difficulty identifying when the new school year began. This could affect how data is handled in the new school year.|
-++++Additional first pay date notes | {{page>general:firstpaydateofschoolyear&inline}} ++++  /*Inline folded include*/
-Under **TRS Extract Options**:
-<WRAP Box>
-**Note**: The ER20 always extracts the actual hours for retired employees.
-</WRAP>
-^Use Pay Dates for TRS Month or Actual Date|{{page>general:usepaydatesfortrsmonthoractualdate}}|
-^Pay Type 1 - Report Actual or Scheduled Hours|{{page>general:paytype1reportactualorscheduledhours}}|
-^Pay Type 2 - Report Actual or Scheduled Hours|{{page>general:paytype2reportactualorscheduledhours}}|
-^Pay Type 3 - Report Actual or Scheduled Hours|{{page>general:paytype3reportactualorscheduledhours}}|
-Click **Save**.
-====Other functions and features:====
-^Retrieve |++Retrieve data.|{{page>general:retrieve}}++||
-^Print|++Print the District Human Resources Options report.|{{page>general:printreport}}++||
-{{indexmenu_n>5}}

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