Business

general:irslockinletter

emoreno (emoreno@undisclosed.example.com) — 2026-04-13T18:48:02+00:00

Select this field to indicate that the IRS has determined that this employee does not have sufficient withholding and has issued a Lock-in Letter to restrict changes to the employee's W-4 information. Note: This field is shared across all pay frequencies where the employee exists; therefore, changes to the logged-on pay frequency are effective in any other pay frequency and vice versa.

general:unemploymentelig

emoreno (emoreno@undisclosed.example.com) — 2026-04-13T18:47:18+00:00

Select if the employee is eligible for unemployment insurance. Notes: According to the South Texas Region of the Texas Workforce Commission, all individuals should be flagged to accumulate unemployment gross, and then submitted in the quarterly file submission. This does not mean that substitutes are eligible to file for unemployment, but that the wages earned as a substitute are figured in the calculation in the event that his status changes to that of a regular employee.

general:otherhelpfuldocuments:calculatingretireesurchargeinclude

emoreno (emoreno@undisclosed.example.com) — 2026-04-13T16:01:16+00:00

The Run Payroll process uses the Retiree Exception field on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab along with the Employment Type and Take Retiree Surcharge fields on the Personnel > Maintenance > Employment Info tab to determine whether or not to calculate a retiree surcharge for an employee. This table provides information on when a surcharge should be calculated based on these factors.

ASCENDER - NYR Payroll Process Quick Checklist

emoreno (emoreno@undisclosed.example.com) — 2026-03-31T13:10:02+00:00

ASCENDER - NYR Payroll Process Quick Checklist Click here to generate a PDF of this guide. This checklist provides a quick at-a-glance view of the steps listed in the complete ASCENDER - Next Year Payroll Process guide. You can click the step link to open additional information about the step (as it is displayed in the complete guide).

general:humanresources:maintenance:staffdemo:demographicinformation_peimsfields

emoreno (emoreno@undisclosed.example.com) — 2026-03-27T20:10:41+00:00

Field Description Staff ID/SSN (Social Security Number)This field is only enabled when adding a new employee record. Type the employee's nine-digit Staff ID/Social Security Number, which uniquely identifies the employee.

general:grantprojectsmanagempuserprofiles

emoreno (emoreno@undisclosed.example.com) — 2026-03-25T18:18:52+00:00

VCV Under User: First NameType the user's first name. This field can be a maximum of 50 characters. Last NameType the user's last name. This field can be a maximum of 50 characters. VCV In the Phone fields: Area CdType the three-digit area code of the phone number.

ASCENDER - Process 1099 Forms

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:27:56+00:00

ASCENDER - Process 1099 Forms [printer icon] Click here to generate a PDF of this guide. Created: 12/07/2018 Reviewed: 01/23/2026 Revised: 01/23/2026 The purpose of this document is to guide you through the process of verifying and producing 1099-MISC (Miscellaneous Income) and 1099-NEC (Nonemployee Compensation) forms in Finance.

general:iris:irisprocessingbody - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:27:20+00:00

general:iris:connectionbody - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:27:00+00:00

general:irisconnection - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:26:41+00:00

general:1099irisprocessing - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:26:18+00:00

finance:utilities:iris - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:26:00+00:00

finance:utilities:iris:connection - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:25:43+00:00

finance:utilities:iris:irisprocessing - removed

emoreno (emoreno@undisclosed.example.com) — 2026-03-20T15:25:30+00:00

ASCENDER - Next Year Payroll Process

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T20:48:49+00:00

ASCENDER - Next Year Payroll Process Click here to generate a PDF of this guide. Created: 03/09/2018 Reviewed: 03/19/2026 Revised: 03/19/2026 The purpose of this document is to guide you through the necessary steps to create next year's payroll. This process includes updating tables and employee information, calculating salaries, performing edits, and interfacing payroll to Budget. This process occurs in the next year and does not interfere with the current year processing.

Mass update salary calculations

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T19:39:33+00:00

Mass update salary calculations Log on to the next year pay frequency. Payroll > Utilities > Mass Update > Salary Calculation Perform salary calculations if you are using salary tables. This tab is used to automatically calculate salaries for active employees (pay status 1) that are linked to the salary tables. You can quickly calculate salaries and automatically update important fields in the employee record.

Update tax/deductions

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T19:39:01+00:00

Update tax/deductions Log on to the next year pay frequency. Payroll > Tables > Tax/Deductions > FICA Tax Retrieve the FICA rates for the 2026 calendar year and print a copy for reference. Then, retrieve the 2027 calendar year record and manually enter the 2026 rates for 2027 and click Save

Perform "test payroll"

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T19:38:35+00:00

Perform "test payroll" Log on to the next year pay frequency. Payroll > Utilities > Pre-Edit Payroll Data Run this utility to perform what could be called a “test payroll” for employees that meet the selected parameters. It is a partial run of calculations and it does not use transmittals or leave files. This utility can be run in either the current year or next year.

Update employee credentials

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T19:37:07+00:00

Update employee credentials Log on to the current pay frequency. Personnel > Tables > Credential Update the Credential tabs as needed. This information is used to maintain teacher credentials, is usually done by the personnel department and does not affect salary calculations.

general:nypayrollprocess_massupdate_extraduty_step13.jpg

emoreno (emoreno@undisclosed.example.com) — 2026-03-19T19:32:15+00:00