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personnel:utilities:massupdate:responsibility

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personnel:utilities:massupdate:responsibility [2022/06/01 14:03] – 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 **//
  
-<WRAP round intro>This utility is used to update responsibility data from one school year to another. Employee data may be updated for a number of employees at a single time or by an individual employee number.+<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> </WRAP>
  
-====Mass update respsonsibility 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>
 \\ \\
 ^Field ^Description^ ^Field ^Description^
-^Payroll Freq|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-digit payroll frequency to be included in the process. The system is set to the current logged-on payroll frequency. A specific payroll frequency must be selected; otherwise, no data displays.| +^Pay Status|This field defaults to **Both** to include both active and inactive groups in the process.| 
-^Extract ID|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a three-character, locally assigned code (e.g., En1 = English 1, AL2 = Algebra 2, HI4 = History 4) for grouping employees. The code 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.|+^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.| ^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.|
  
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-VCV Click **Execute** to execute the process. A preview report is displayed. [[general:printreport|Review the report.]]+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.
    
  
personnel/utilities/massupdate/responsibility.1654092214.txt.gz · Last modified: 2022/06/01 09:03 (external edit)

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