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payroll:maintenance:leaveaccounttransaction:massupdatepaydate

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payroll:maintenance:leaveaccounttransaction:massupdatepaydate [2020/04/01 19:06] – created emorenopayroll:maintenance:leaveaccounttransaction:massupdatepaydate [2022/03/25 19:10] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Maintenance > Leave Account Transaction > Mass Update Pay Date**//+//**Payroll > Maintenance > Leave Account Transaction > Mass Update Pay Date**//
  
-<WRAP round intro>tab is used primarily to update the leave on the service record when the service record has been created already but not all leave for that year has been processed. The Mass Update Pay Date tab allows the users to change pay dates for unprocessed leave transmittals.+<WRAP round intro>This tab is used primarily to update the leave on the service record when the service record has been created already but not all leave for that year has been processed. The Mass Update Pay Date tab allows the users to change pay dates for unprocessed leave transmittals.
  
-**Example**:  An employee is paid off in June, and the new contract begin date is 07-01-2009. The service record for the employee has already been created for the 2008-2009 school year, and his leave balances reflect leave posted through June. Leave requests were then received for absence dates of 06-25-2009, 06-28-2009, and 07-20-2009, and are before the July payroll is processed. The 06-25-2009 and 06-28-2009 leave should affect the 2008-2009 service record and should have been included with the June payroll. The 07-20-2009 leave should affect the 2009-2010 service record and should not be posted with the July payroll, since there are June absence dates. The June absence dates should be posted first, so the 2008-2009 service record can be updated and reflect the correct leave balances for that school year. All leave is posted to the July pay date that has not yet been processed.+**Example**:  An employee is paid off in June, and the new contract begin date is 07-01-2019. The service record for the employee has already been created for the 2018-2019 school year, and his leave balances reflect leave posted through June. Leave requests were then received for absence dates of 06-25-2019, 06-28-2019, and 07-20-2019, and are before the July payroll is processed. The 06-25-2019 and 06-28-2019 leave should affect the 2018-2019 service record and should have been included with the June payroll. The 07-20-2019 leave should affect the 2019-2020 service record and should not be posted with the July payroll, since there are June absence dates. The June absence dates should be posted first, so the 2018-2019 service record can be updated and reflect the correct leave balances for that school year. All leave is posted to the July pay date that has not yet been processed.
  
-The Mass Update Pay Date tab enables the user to move the 07-20-2009 date from the unprocessed July pay date to the August pay date for August posting, which is eventually part of the leave balances for the 2009-2010 service record. When July payroll is processed, the employee’s leave master is updated with the June absence dates, and then the 2008-2009 service record leave only can be updated easily through the Extract Teacher Service Record utility.+The Mass Update Pay Date tab enables the user to move the 07-20-2019 date from the unprocessed July pay date to the August pay date for August posting, which is eventually part of the leave balances for the 2019-2020 service record. When July payroll is processed, the employee’s leave master is updated with the June absence dates, and then the 2018-2019 service record leave only can be updated easily through the Extract Teacher Service Record utility.
 </WRAP> </WRAP>
  
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 ^Change to Pay Date|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay date to mass update unprocessed leave transmittals. This field only displays unprocessed pay dates. This field must be populated.| ^Change to Pay Date|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a pay date to mass update unprocessed leave transmittals. This field only displays unprocessed pay dates. This field must be populated.|
  
-Under **Update By**:+VCV Under **Update By**:
 ^Pay Date|Select to update unprocessed leave transmittals by pay date.| ^Pay Date|Select to update unprocessed leave transmittals by pay date.|
 ^Emp Nbr|Select to update unprocessed leave transmittals by employee number.| ^Emp Nbr|Select to update unprocessed leave transmittals by employee number.|
  
-If **Pay Date** is selected under **Update By**, the following fields are displayed.+VCV If **Pay Date** is selected under **Update By**, the following fields are displayed.
  
 ^Pay Date - From|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a from and to pay date. The pay date fields are optional and only display pay dates where unprocessed leave transmittals exist (regardless if the pay date has been processed or not).| ^Pay Date - From|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a from and to pay date. The pay date fields are optional and only display pay dates where unprocessed leave transmittals exist (regardless if the pay date has been processed or not).|
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 </WRAP> </WRAP>
  
-If **Emp Nbr** is selected under **Update By**, the following fields are displayed.+VCV If **Emp Nbr** is selected under **Update By**, the following fields are displayed.
  
 ^Emp Nbr|{{page>general:empnbr}}| ^Emp Nbr|{{page>general:empnbr}}|
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 ^Select|{{page>general:select}}| ^Select|{{page>general:select}}|
  
-Click **Save**.+VCV Click **Save** to save the changes.
  
-^Execute|Click to display the Mass Update Leave Transmittals preview report. ++Review the report.|{{page>general:printreport&inline}}++| +VCV Click **Execute** to display the Mass Update Leave Transmittals preview report. [[general:printreport|Review the report.]]
-^Process|Click to update the selected transmittals, or click **Cancel** to return to the Mass Update Pay Date tab without updating the selected leave transmittals.\\  \\  If you click **Process**, a message is displayed asking if you want to create a system backup.{{page>general:backup}}| +
  
 +VCV Click **Process** to update the selected transmittals. Otherwise, click **Cancel** to return to the Mass Update Pay Date tab without updating the selected leave transmittals.
  
-A message displays indicating that the mass update was successful. Click **OK** to close the message box. +<div indent> A message is displayed indicating that the mass update was successful. Click **OK**. 
 +</div> 
 +\\
 ====Other functions and features:==== ====Other functions and features:====
  
-^Documents|[[general:document_attachments|View or attach supporting documentation.]]|+^Retrieve |{{page>general:retrieve}}|
  
  
payroll/maintenance/leaveaccounttransaction/massupdatepaydate.1585767987.txt.gz · Last modified: 2020/04/01 14:06 (external edit)

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