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payroll:nextyear:copynyrstafftocyr

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payroll:nextyear:copynyrstafftocyr [2020/04/06 16:27] – created emorenopayroll:nextyear:copynyrstafftocyr [2025/09/02 20:22] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Next Year > Copy NYR Staff to CYR**//+//**Payroll > Next Year > Copy NYR Staff to CYR**//
  
 <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. <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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 ====Copy next year staff to the current year:==== ====Copy next year staff to the current year:====
  
-Under **Parameters**, select which employees and records are to be copied to the current+VCV Under **Parameters**, select which employees and records are to be copied to the current
 year. year.
  
 {{page>general:parameters}} {{page>general:parameters}}
  
-Under **Options**, perform the following:+VCV Under **Options**, select the appropriate option: 
  
 ^Field ^Description ^ ^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.| ^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.| ^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).|+^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).|
  
  
-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.+VCV 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.
  
-Click **Reset** to undo all the parameter selections and return to the default settings.+VCV Click **Reset** to undo all the parameter selections and return to the default settings.
  
  
-Click **Cancel** to close the page without copying the next year staff to the current+VCV Click **Cancel** to close the page without copying the next year staff to the current
 year tables. year tables.
  
  
-Click **Execute**. The system displays a Data Preview window.+VCV Click **Execute**. You are prompted to create a backup. This backup restores data from only the current year payroll frequency. If you click **Yes** to create a backup, an export is created in the Import HR Tables From Database Tables utility. Run the Import HR Tables From Database Tables utility to restore employee data to its original state.
  
-++++Review the report.|{{page>general:printreport&inline}}+++++A preview report is displayed. [[general:printreport|Review the report.]]
  
-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**.+VCV Click **Process** to accept the changes and continue. 
  
 +<div indent>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**.
 +</div>
  
-Click **Cancel** to return to the Copy NYR Staff to CYR page without making the changes.+ 
 +VCV Click **Cancel** to return to the Copy NYR Staff to CYR page without making the changes.
  
  
payroll/nextyear/copynyrstafftocyr.1586190449.txt.gz · Last modified: 2020/04/06 11:27 (external edit)

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