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positionmanagement:utilities:moveforecasttonyrpayroll [2020/08/20 17:15] – 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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 ^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.| ^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.|
    
-VCV Click **Execute** to process the selections.+VCV Click **Execute** to execute the process.
    
 The following reports are available: The following reports are available:
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 VCV Click **Generate Reports**. The system displays the first report selected. [[general:printreport|Review the report.]] VCV Click **Generate Reports**. The system displays the first report selected. [[general:printreport|Review the report.]]
  
-VC 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.
    
-VCV Click **Process** to move the forecast records to next year. You are prompted to create a [[general:pmis_updatesalarytables_backup|backup]].+VCV Click **Process** to move the forecast records to next year. You are prompted to create an export. 
 +  * Click **Yes** to export next year payroll tables to internal database tables.   
 +  * Click **No** to continue the process without creating an export. 
  
-<div indent>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 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.
 </div> </div>
- +\\ 
 VCV 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.
  
positionmanagement/utilities/moveforecasttonyrpayroll.1597943720.txt.gz · Last modified: 2020/08/20 12:15 (external edit)

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