Business

(If necessary) Mass update employee experience

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:45:51+00:00

(If necessary) Mass update employee experience Personnel > Utilities > Mass Update > Employee If this process is delayed, ensure that employee experience is updated for all applicable groups. It is extremely important to update employee experience on account of the Teacher Retention Allotment.

(If applicable) Reverse accruals

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:14:16+00:00

(If applicable) Reverse accruals Payroll > Payroll Processing > EOY Payroll Accruals > Reversal for Non-Accrual This process is used to reverse accruals for all employees who do not accrue monthly and were processed by EOY Payroll Accruals. VCV Select a data row to create the reversal transactions to be posted to Finance.

Generate the Employee Verification report

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:13:38+00:00

Generate the Employee Verification report Personnel > Reports > Personnel Reports > HRS1100 - Employee Verification Report OR Payroll > Reports > Personnel Reports > HRS1100 - Employee Verification Report Run the report with the Pay Status Active (A), Inactive (I), or blank for ALL parameter set to A - Print active employees only and the Pay Type 1-4, Exclude Subs (E), or blank for ALL parameter set to

general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:12:53+00:00

VCV In the current year payroll frequency, generate the Payroll > Reports > Leave Information Reports > HRS7350 - Leave Status Report for active employees and exclude substitutes. Print and/or save this report, review it for accuracy, and retain it for your historical records. [HRS7350 - Leave Status Report] VCV Use the Payroll > Utilities > Mass Update > Leave

(If desired) Copy deductions

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:11:48+00:00

(If desired) Copy deductions If desired, this step may be completed after Step 31. Log on to the next year payroll frequency. Payroll > Next Year > Copy NYR Staff to CYR If changes were made to employee deductions or you did not move deductions for 11- and 12-month employees, you can copy those deductions at this time.

ASCENDER - First Payroll of the School Year (September Start LEAs)

emoreno (emoreno@undisclosed.example.com) — 2026-08-13T14:11:20+00:00

ASCENDER - First Payroll of the School Year (September Start LEAs) Click here to generate a PDF of this guide. Created: 05/31/2018 Reviewed: 07/20/2026 Revised: 08/13/2026 CAUTION: Do not begin this process until the following are addressed/completed: * End-of-Year Payroll Verification * August Accruals * Finance EOY Process * August TRS Reporting

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emoreno (emoreno@undisclosed.example.com) — 2026-08-13T12:53:50+00:00

general:mainpassword

emoreno (emoreno@undisclosed.example.com) — 2026-08-10T20:30:52+00:00

Type your password. Requirements: Between 16 and 46 characters. Must include at least one of each of the following character types: * Uppercase letters (A–Z) * Lowercase letters (a–z) * Numbers (0–9) * At least one special character

ASCENDER - August TRS Reporting Process

emoreno (emoreno@undisclosed.example.com) — 2026-08-06T13:41:59+00:00

ASCENDER - August TRS Reporting Process [printer icon] Click here to generate a PDF of this guide. Created: 07/15/2020 Reviewed: 07/30/2026 Revised: 08/06/2026 The purpose of this document is to guide you through the August TRS reporting process. This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the

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emoreno (emoreno@undisclosed.example.com) — 2026-08-06T13:40:55+00:00

Extract August TRS records

emoreno (emoreno@undisclosed.example.com) — 2026-08-06T13:34:29+00:00

Extract August TRS records Log on to the current year pay frequency. Payroll > Payroll Processing > TRS Processing > Extract Extract August Regular Payroll (RP) records. Process the RP extract with Child Nutrition amounts (if applicable) and interface to Finance. This allows you to process and interface the TRS On-Behalf journal and continue with end-of-year processing in Finance.

Interface to Finance

emoreno (emoreno@undisclosed.example.com) — 2026-08-06T13:34:06+00:00

Interface to Finance Payroll > Payroll Processing > TRS Processing > Interface When you access the page, you may need to click Refresh to populate the journal voucher. [TRS Processing Interface] VCV Select the transaction and enter the Posting Date. VCV Click Interface. The General Journal Transactions and Fund Transfer preview reports are displayed.

ASCENDER - Roll Balances Supplement

emoreno (emoreno@undisclosed.example.com) — 2026-08-04T18:19:00+00:00

ASCENDER - Roll Balances Supplement Click here to generate a PDF of this guide. Created: 07/10/2020 Reviewed: 07/31/2026 Revised: 08/04/2026 The purpose of this document is to assist LEAs that did not close revenues and expenditures and did not carry forward balance sheet account balances to the new fiscal year. This information will assist in posting the opening balance sheet amounts to file ID C.

general:finance:utilities:fiscalyearclose:body

emoreno (emoreno@undisclosed.example.com) — 2026-08-04T13:08:44+00:00

When you access this page, last year's options may be selected by default. This allows you to review what was done last year and decide how to proceed this year. Before running this process, click Reset to clear last year's selections. This resets all funds to

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emoreno (emoreno@undisclosed.example.com) — 2026-07-31T16:26:40+00:00

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emoreno (emoreno@undisclosed.example.com) — 2026-07-31T14:14:21+00:00

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emoreno (emoreno@undisclosed.example.com) — 2026-07-31T14:13:39+00:00

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emoreno (emoreno@undisclosed.example.com) — 2026-07-31T14:10:59+00:00

Carry forward end balance sheet account balances

emoreno (emoreno@undisclosed.example.com) — 2026-07-31T14:09:36+00:00

Carry forward end balance sheet account balances Log on to file ID 6. Finance > Utilities > Fiscal Year Processing > Create New Accounts by Fund Skip this step if you prefer to manually enter opening entries. Carry forward the ending balance sheet account balances from file ID 6 to file ID C. This step will copy the accounts and balances to file ID C. If the account already exists, it will not recreate the account but instead will add the amount to the balance that exists in the account for…

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emoreno (emoreno@undisclosed.example.com) — 2026-07-31T14:07:44+00:00