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personnel:utilities:massupdate:responsibility

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personnel:utilities:massupdate:responsibility [2022/04/11 18:23] – emorenopersonnel:utilities:massupdate:responsibility [2023/06/12 14:50] (current) – emoreno
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 //**Personnel > Utilities > Mass Update > Responsibility **// //**Personnel > Utilities > Mass Update > Responsibility **//
  
-{{page>general:personnel:utilities:massupdate:responsibility:intro}} +<WRAP round intro>This utility is used to mass update employee responsibility data by copying data from one school year to another. Responsibility data may be updated for a number of employees at a single time or by an individual employee number. Responsibility records with an end date are not included in the process.  
 +</WRAP>
  
 ====Mass update responsibility data:==== ====Mass update responsibility data:====
  
-VCV Under **Parameters**, select the appropriate parameters for the employees whose employee data is to be changed. +VCV Under **Parameters**, select the appropriate parameters for the employees whose responsibility data is to be updated. 
  
 <div indent> <div indent>
-**TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference. +**TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference. 
 </div> </div>
 \\ \\
-{{page>general:parameters}}+^Field ^Description^ 
 +^Pay Status|This field defaults to **Both** to include both active and inactive groups in the process.| 
 +^Payroll Freq|This field defaults to //All// to include all pay frequencies in the process.| 
 +^Extract ID|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a locally assigned extract ID used for grouping employees. The ID is used to tag employee records for a batch process (e.g., copy or extract). Each employee must have the Extract ID set in the Employment Info tab before they can be selected using this function.| 
 +^Employee Nbr|If you want to update data for only one employee, type the employee number, if known. If the employee number is not known or multiple employees are needed, click {{:images:picklist_large.png|Ellipsis Icon}} to select employees.|
  
-VCV Under **Copy**, select the appropriate parameters:  
  
-^Field^Description^ 
-^School Year|In the **From** field, type the school year in the YYYY format from which you want to copy data. In the **To** field, type the school year in the YYYY format from to which you want to copy data.    | 
-^Use Contract Begin/End Date in Parameter?|Click {{:images:dropdown.gif|Drop-down Arrow}} to select whether or not use the contact begin/dates in the parameter.\\  \\  If //Yes// is selected, the employee’s begin and end contract dates are copied from the From school year to the To school year. The contract dates are copied from the employee's primary job code in the highest pay frequency in which the employee is active.\\  \\  If //No// is selected, the employee's begin and end dates are copied from the From school year to the To school year.  | 
-^Delete existing to records?|Click {{:images:dropdown.gif|Drop-down Arrow}} to select whether or not to delete the existing To records.\\  \\  If //No// is selected, then only additional (new) responsibility records from the From school year are copied to the To school year and any existing responsibility records in the To school year are ignored and remain as is.\\  \\  If //Yes// is selected, then all responsibility records are copied from the From school year to the To school year. The existing responsibility records in the To school year are deleted and replaced, and any additional records are added. |  
  
-VCV Click **Execute** to execute the process. A preview report is displayed. [[general:printreport|Review the report.]]+VCV Under **Copy**, in the **School Year** field:  
 + 
 +^From|Type the school year from which you want to copy responsibility records in the YYYY format.| 
 +^To|Type the school to which you want to copy responsibility records in the YYYY format.| 
 + 
 + 
 + 
 +VCV Click **Execute** to execute the process. A preview report is displayed. The report only lists available responsibilities to be copied based on the set parameters. Duplicates are not allowed. [[general:printreport|Review the report.]]
  
 VCV Click **Process** to proceed.  VCV Click **Process** to proceed. 
  
-<div indent>A message is displayed indicating that the process was successfully completed. +<div indent>A message is displayed indicating that the process was completed successfully. 
 </div> </div>
 \\ \\
-VCV Click **Cancel** to return to the Mass Update page. +VCV Click **Cancel** to return to the Mass Update page. A message is displayed indicating that the process was canceled.
    
-====Other functions and features:==== 
  
 +{{indexmenu_n>25}}
  
-^Reset|Click to reset all previously selected parameter options to the default.| 
-  
  
-{{indexmenu_n>15}} 
  
  
  
personnel/utilities/massupdate/responsibility.1649701407.txt.gz · Last modified: 2022/04/11 13:23 (external edit)

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