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humanresources:utilities:pmis:createforecastpositions

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humanresources:utilities:pmis:createforecastpositions [2019/04/18 19:36] emorenohumanresources:utilities:pmis:createforecastpositions [2020/09/28 18:27] (current) – removed emoreno
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-======Create Forecast Positions - HRS6285====== 
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-<div #message></div> 
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-//**Human Resources > Utilities > PMIS > Create Forecast Positions5**// 
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-<WRAP round intro>This utility allows the user to create new forecast position records based on existing position records. 
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-If updating tables, create an export using Export PMIS Tables prior to using this utility. 
-</WRAP> 
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-====Create forecast positions:==== 
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-Create forecast positions using the following options: 
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-<WRAP Box>  
-**Note**: By default, all fields on this page are selected. You can clear a selected field by unselecting the individual check box. 
-</WRAP> 
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-  * **Include Proposed Positions** 
-  * **More Forecast Conversion Actual Payments to Position Max Payments (Also includes remaining payments if Position occupied)** 
-  * **Move Forecast Conversion Actual Payments to Supplement Max Payments** 
-  * **Reset Supplement Amounts based on Extra Duty code Table Default Amount** 
-  * **Move Forecast Conversion Max Days to Supplement Max Days** 
-  * **Move Supplement Max Days to Supplement Extra Days (occupied only)** 
-  * **Move Supplement Max Payments to Supplement Remaining Payments** 
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-Click **Execute** to process the records. 
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-<WRAP box>  
-**Notes**: 
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-All positions and supplement positions are processed through the forecast conversion tables in order to create the new forecast position records with the associated distributions.   
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-If the **Recalculate** field is selected for a supplement position, and the position is not based on a regular position, the table amount for the extra duty is applied to the position record. If the **Recalculate** field is not selected, the salary amount in the supplement position is not changed.  
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-The school year value for the new position records is based on the value displayed in the **Next Year** field on the District Administration > Options > PMIS District Options page. 
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-If the salary concept is different in the current and next year job tables, positions with that job are not processed. 
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-A warning message is displayed if a first pay date/calendar code, or an extra duty code does not exist for a position in the forecast conversion tables; however, the forecast position record will still be created for the position. 
-</WRAP> 
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-The following reports are available: 
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-  * Error Listing 
-  * Create Forecast Positions Report 
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-Click **Select All** to select all reports. 
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-Click **Unselect All** to clear all selections so that no reports are selected. 
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-Click **Generate Reports**. The system displays the first report selected. 
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-[[general:printreport|Review the report.]] 
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-Click **Continue** to view the next report, or click **Return** to return to the reports selection page. 
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-Click **Process** to process the records. 
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-[[general:pmis_backup|Create a backup.]] 
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-Click **Cancel** to return to the Create Forecast Positions page without creating any forecast positions. 
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-{{indexmenu_n>65}} 
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humanresources/utilities/pmis/createforecastpositions.1555616181.txt.gz · Last modified: 2019/04/18 14:36 (external edit)