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positionmanagement:utilities:moveforecasttonyrpayroll [2020/08/19 22:08] – emorenopositionmanagement:utilities:moveforecasttonyrpayroll [2022/07/21 19:55] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Position Management > Utilities > PMIS > Move Forecast to NYR Payroll**//+//**Position Management > Utilities > Move Forecast to NYR Payroll**//
  
 <WRAP round intro>This utility is used to move select groups of payroll forecast records to the next year based on the selection criteria entered. Once payroll forecast records are moved to next year, end-of-year accruals can be processed. <WRAP round intro>This utility is used to move select groups of payroll forecast records to the next year based on the selection criteria entered. Once payroll forecast records are moved to next year, end-of-year accruals can be processed.
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 Employees with end-of-year accruals that have been calculated to determine if the create General Journal step has been performed will not be moved. Employees with end-of-year accruals that have been calculated to determine if the create General Journal step has been performed will not be moved.
    
-Please create an export using Export Pay Tables and Export Human Resources by Payroll prior to using this utility. +This utility does not update the **Percent Day Employed** field on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] tab.
- +
-This utility does not update the **Percent Day Employed** field on the [[humanresources:maintenance:staffjobpaydata:employmentinfo|Human Resources > Maintenance > Staff Job/Pay Data > Employment Info]] tab.+
  
 ++++PMIS Overtime Notes|{{page>general:pmis:overtimecalculations&inline}}++++ ++++PMIS Overtime Notes|{{page>general:pmis:overtimecalculations&inline}}++++
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 ====Move forecast records to next year payroll:==== ====Move forecast records to next year payroll:====
  
-By default, the **Select Pay Frequency** field is set to the year in which the user is logged on, or click {{:images:dropdown.gif|Drop-down Arrow}} to select a different pay frequency that you wish to move to next year. This is a required field.+^Field^Description^ 
 +^Select Pay Frequency|By default, this field is set to the year in which you are logged on. Click {{:images:dropdown.gif|Drop-down Arrow}} to select a different pay frequency. This is a required field.| 
 +^Update TRS Year Flag|By default, this field is not selected. Select **Update TRS Year Flag** to update the **TRS Year** field as set on the Staff/Job Pay Data > Job Info tab. The **TRS Year** field is used to indicate those employees whose contract year begins in July or August (nonstandard) and who receive a contract payment before the beginning of the school year.| 
 +^Select First Pay Date Codes or blank for ALL|Type the pay date codes, separating multiple pay date codes with a comma but no space (e.g., 1,17,88,A1). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for pay date codes. Otherwise, leave blank to use all pay date codes.| 
 +^Include Extra Duty|Select to include extra duty in the process. If not selected, no extra duty will be processed even if extra duty codes are selected.| 
 +^Select Extra Duty Codes or blank for ALL|Type the extra duty codes, separating multiple extra duty codes with a comma but no space (e.g., 08,20,A2,TF). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for extra duty codes. Otherwise, leave blank to use all extra duty codes.| 
 +^Select Positions or blank for ALL (Includes ALL billets for selected positions Blank for ALL not processed when Positions/Billets selected)|Type the position codes, separating multiple position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position codes. Otherwise, leave blank to use all position codes.| 
 +^Select Positions/Billets or blank for ALL|Type the position/billet codes, separating multiple position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position/billet codes. Otherwise, leave blank to use all position/billet codes.| 
 +^Select Supplement Positions or blank for ALL (Includes ALL billets for selected supplement positions Blank for ALL not processed when Supplements/Billets selected)|Type the supplement position codes, separating multiple supplement position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position codes. Otherwise, leave blank to use all supplement position codes.| 
 +^Select Supplement Positions/Billets or blank for ALL|Type the supplement position/billet codes, separating multiple supplement position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006 ). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position/billet codes. Otherwise, leave blank to use all supplement position/billet codes.|
    
-By default, **Update TRS Year Flag** is not selected. Select **Update TRS Year Flag** to update the **TRS Year** field as set on the Staff/Job Pay Data > Job Info tab. The **TRS Year** field is used to indicate those employees whose contract year begins in July or August (nonstandard) and who receive a contract payment before the beginning of the school year. +VCV Click **Execute** to execute the process.
-  +
-In the** Select First Pay Date Codes or blank for ALL** field, type the pay date codes, separating multiple pay date codes with a comma but no space (e.g., 1,17,88,A1). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for pay date codes. Otherwise, leave blank to use all pay date codes. +
-  +
-Select **Include Extra Duty** to include extra duty in the process. If not selected, no extra duty will be processed even if extra duty codes are selected. +
-  +
-In the **Select Extra Duty Codes or blank for ALL** field, type the extra duty codes, separating multiple extra duty codes with a comma but no space (e.g., 08,20,A2,TF). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for extra duty codes. Otherwise, leave blank to use all extra duty codes. +
-  +
-In the **Select Positions or blank for ALL (Includes ALL billets for selected positions Blank for ALL not processed when Positions/Billets selected)** field, type the position codes, separating multiple position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position codes. Otherwise, leave blank to use all position codes. +
- +
-In the **Select Positions/Billets or blank for ALL** field, type the position/billet codes, separating multiple position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position/billet codes. Otherwise, leave blank to use all position/billet codes. +
-  +
-In the **Select Supplement Positions or blank for ALL (Includes ALL billets for selected supplement positions Blank for ALL not processed when Supplements/Billets selected)** field, type the supplement position codes, separating multiple supplement position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position codes. Otherwise, leave blank to use all supplement position codes. +
-  +
-In the **Select Supplement Positions/Billets or blank for ALL** field, type the supplement position/billet codes, separating multiple supplement position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006 ). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position/billet codes. Otherwise, leave blank to use all supplement position/billet codes. +
-  +
-Click **Execute** to process the selections.+
    
 The following reports are available: The following reports are available:
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   * Update NYR Payroll From Forecast by Campus   * Update NYR Payroll From Forecast by Campus
  
-The **Select All** button is used to select all reports.+VCV Click **Select All** to select all reports. Or, click **Unselect All** to clear all check boxes so that no reports are selected.
    
-The **Unselect All** button is used to clear all check boxes so that no reports are selected. +VCV Click **Generate Reports**. The system displays the first report selected. [[general:printreport|Review the report.]]
-  +
-Click **Generate Reports**. The system displays the first report selected. +
-++++Review the report.|{{page>general:printreport&inline}}+++++
  
-Click **Continue** to view the next report, or click **Return** to return to the reports selection page.+VCV Click **Continue** to view the next report. Or, click **Return** to return to the reports selection page.
    
-Click **Process** to move the forecast records to next year. +VCV Click **Process** to move the forecast records to next year. You are prompted to create an export. 
-++++Create a backup.|{{page>general:pmis_updatesalarytables_backup&inline}}+++++  * Click **Yes** to export next year payroll tables to internal database tables.   
 +  * Click **No** to continue the process without creating an export. 
  
- +<div indent>A message is displayed indicating that the update and export were processed successfully. The internal export is now listed on the Payroll > Utilities > Import HR Tables from Database Tables page and can be selected to be imported. 
-After the export process is completed, the actual update is performed. If the update is successful, a message indicating that the update was successfully processed is displayed. +</div> 
-  +\\  
-Click **Cancel** to return to the Move Forecast to NYR Payroll page without moving the forecast records to next year.+VCV Click **Cancel** to return to the Move Forecast to NYR Payroll page without moving the forecast records to next year.
  
 {{indexmenu_n>40}} {{indexmenu_n>40}}
  
  
positionmanagement/utilities/moveforecasttonyrpayroll.1597874894.txt.gz · Last modified: 2020/08/19 17:08 (external edit)

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