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payroll:utilities:installsalarytaxtables

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payroll:utilities:installsalarytaxtables [2020/04/06 20:47] – created emorenopayroll:utilities:installsalarytaxtables [2023/01/02 18:02] (current) emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Utilities > Install Salary/Tax Tables**//+//**Payroll > Utilities > Install Salary/Tax Tables**//
  
 <WRAP round intro>This utility is used to import tables from external sources to update current or next year tables.  <WRAP round intro>This utility is used to import tables from external sources to update current or next year tables. 
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 You can choose between file types that are tab-delimited text (.txt) or database (.dbf). You can choose between file types that are tab-delimited text (.txt) or database (.dbf).
  
-**Note**: At the beginning of each calendar year, the TCC provides a flat text file containing the new calendar year tax tables. This file is accessible to the local ESC consultants via the FTP site. **It is recommended** that the LEA'use the provided file to import the tax data as the pay frequency is no longer being used for calendar years greater than 2019. Additionally, the import relieves the task of having to manually set up the tax table data on the Human Resources > Tables > Taxes/Deductions pages.+**Note**: At the beginning of each calendar year, the TCC provides a flat text file containing the new calendar year tax tables. This file is accessible to the local ESC consultants via the FTP site. **It is recommended** that LEAs use the provided file to import the tax data as the pay frequency is no longer being used for calendar years greater than 2019. Additionally, the import relieves the task of having to manually set up the tax table data on the Payroll > Tables > Taxes/Deductions pages. 
 + 
 +[[academy:business_payroll_updatetaxtableschecklist|Update Tax Tables]] 
  
 </WRAP> </WRAP>
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-VCV Under **Current-Next Year**, select either **Current Year** or **Next Year**. These options are only available when the **State Salary** or **Job Code** table is selected.+VCV Under **Current-Next Year**, select one of the following 
 + 
 +<div indent>These options are only available when the **State Salary** or **Job Code** table is selected. 
 +</div> 
 + 
 +  * **Current Year**  
 +  * **Next Year** 
  
 VCV Under **Process Specifications**: VCV Under **Process Specifications**:
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   * Click **Choose File** and type the drive and folder name from where you want to install a salary/tax table.   * Click **Choose File** and type the drive and folder name from where you want to install a salary/tax table.
-  * Click **Submit** to accept the import file name and return to the Import Salary/Tax Tables page. Otherwise, click **Cancel** to close the dialog box without processing.+  * Click **Submit** to accept the import file name and return to the Import Salary/Tax Tables page.  
 +  * Click **Cancel** to close the dialog box without processing.
  
  
-VCV Click **Execute**. A data preview window displays the name of the table being updated (e.g., Data Preview - Fed. Income Tax Table). +VCV Click **Execute** to execute the process. A data preview window displays the name of the table being updated (e.g., Data Preview - Fed. Income Tax Table). 
-  * If records exist for a table, the system displays the following message: ”Do you wish to replace existing records?” Click **Yes** to delete the existing records for the school/tax year and import the data into the Human Resources current year or next year tables. Otherwise, click **No** to cancel the import process.+  * If records exist for a table, the system displays the following message: ”Do you wish to replace existing records?” Click **Yes** to delete the existing records for the school/tax year and import the data into the Payroll current year or next year tables. Otherwise, click **No** to cancel the import process.
   * If records exist for the salary table, the system deletes the existing records for the current year or next year (as specified) when the user chooses to replace existing records.   * If records exist for the salary table, the system deletes the existing records for the current year or next year (as specified) when the user chooses to replace existing records.
   * If the job table already has data, it cannot be deleted or replaced. The job table can only be loaded from an empty job table.   * If the job table already has data, it cannot be deleted or replaced. The job table can only be loaded from an empty job table.
payroll/utilities/installsalarytaxtables.1586206021.txt.gz · Last modified: 2020/04/06 15:47 (external edit)