https://help.ascendertx.com/business/ 2026-04-03T23:53:53+00:00 https://help.ascendertx.com/business/ https://help.ascendertx.com/business/lib/exe/fetch.php/wiki/favicon.ico text/html 2025-07-03T19:53:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/contractvariance?rev=1751572413&do=diff Generate the Contract Balance Variance Report Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-14T13:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step4?rev=1752498011&do=diff Copy NYR tables to CYR Do not copy all tables at this time. Review only for employees with July contracts who receive their first paycheck in July. Only copy tables that are applicable to the group of employees currently being moved. For example, when updating Current Year payroll information for the July employees, only move specific table information for July contracts. This process will be repeated in August for employees with August contracts and then in September for employees with Septemb… text/html 2025-07-03T19:34:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step5?rev=1751571242&do=diff Copy active staff to the CYR Complete this step only for employees with July contracts who receive their first paycheck in July. Use the list of employees from the User Created report run on Step 3. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-28T15:33:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step7?rev=1753716819&do=diff Update District HR options Payroll > Tables > District HR Options Update only the the Payroll Clearing Fund/Year field. The Payroll Clearing Fund/Year field should be set to 163/X or 863/X. If your LEA has a separate payroll clearing fund, use 163/X or 863/X in the Payroll Clearing Fund/Year text/html 2025-06-27T19:13:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step8?rev=1751051633&do=diff Enter school year pay dates Payroll > Tables > Pay Dates Enter pay dates for the new school year and click Save. These dates must equal the pay dates in your accrual calendar(s) except for the August accrual calculation run date (August 31). [Pay Dates Page] text/html 2025-06-27T19:18:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step9?rev=1751051898&do=diff (If applicable) Complete the accrual calendar This step generally applies only to 11-month employees, as it is not recommended to accrue 12-month employees. Log on to the current year pay frequency. Payroll > Tables > Accrual Calendars > Accrual Calendar If applicable or if your LEA processes monthly accruals, verify the accrual calendar for employees with July contracts. This may be necessary if you accrue any employees working longer than 10 months, for example, you have an 11-month employ… text/html 2025-07-23T18:55:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step14?rev=1753296956&do=diff Generate the Account Code Comparison report Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-23T19:01:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step15?rev=1753297301&do=diff Generate the Employee Payroll Listing report Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-23T19:04:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step16?rev=1753297462&do=diff Correct necessary payroll errors Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-14T13:04:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step17?rev=1752498296&do=diff Address leave If applicable at this time, complete this step only for employees with July contracts who receive their first paycheck in July. Follow your LEA's local policy guidelines to determine when to update leave balances for employees with July contracts as it may be updated later. text/html 2025-07-03T19:50:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step19?rev=1751572233&do=diff (If applicable) Verify the accrual expense table Payroll > Tables > Accrual Expense If your LEA accrues monthly, verify the accrual expense table and update the fund/fiscal year to reflect the fiscal year for the new school year (e.g., 199/X and 211/X). Be sure to include all funds with payroll expenses. Also, add new fund codes if necessary. text/html 2023-10-16T20:27:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step20?rev=1697488072&do=diff Generate the School YTD report Payroll > Reports > Year To Date Reports > HRS3050 - School Year to Date Report Complete the applicable report parameters and generate the report. Print and/or save this report. This report should have been reviewed during the Finance EOY Process but be sure to verify the information is accurate at this time. text/html 2023-10-16T20:25:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step21?rev=1697487944&do=diff Generate the School YTD Accrual Payroll Account Distribution Report Payroll > Reports > Year To Date Reports > HRS3550 - School YTD Accrual Payroll Account Distr Complete the applicable report parameters and generate the report. Print and/or save this report. This report should have been reviewed during the Finance EOY Process but be sure to verify the information is accurate at this time. text/html 2025-07-23T19:05:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step22?rev=1753297531&do=diff Generate the Employee Verification report Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-08-01T13:09:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step23?rev=1754053774&do=diff (If necessary) Mass update employee experience Personnel > Utilities > Mass Update > Employee Note: This process is typically not performed until before the start of your September payroll. You must verify that service records have already been run before proceeding. 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. text/html 2025-07-23T19:06:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step26?rev=1753297562&do=diff Generate the Employee Salary Information report Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September. text/html 2025-07-23T19:10:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/firstpayrolloftheschoolyear_julystart/step27?rev=1753297812&do=diff Calculate a sample payroll Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September.