https://help.ascendertx.com/business/ 2026-04-03T21:56:42+00:00 https://help.ascendertx.com/business/ https://help.ascendertx.com/business/lib/exe/fetch.php/wiki/favicon.ico text/html 2023-06-05T19:42:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/contractvariance?rev=1685994175&do=diff Generate the Contract Balance Variance Report Payroll > Reports > Payroll Information Reports > HRS6050 - Contract Balance Variance Report Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. This report should have been reviewed during the Finance EOY Process. text/html 2023-06-05T18:55:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step1?rev=1685991312&do=diff Verify finance options Finance > Tables > District Finance Options Verify that the School Year field contains the new school year. This field should not be updated prior to completing the Finance EOY Process. [District Finance Options] text/html 2023-06-05T18:59:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step3?rev=1685991585&do=diff Prepare NYR payroll for move to CYR Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Use the User Created Reports (or another preferred payroll report) to verify that all employee data is correct prior to moving the next year payroll to the current year. text/html 2023-06-05T19:01:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step4?rev=1685991709&do=diff Copy NYR tables to CYR Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Log on to the next year payroll frequency. Payroll > Next Year > Copy NYR Tables to CYR Copy all of the necessary tables. If you copied any tables prior to this step, be sure to exclude those tables at this time to avoid overwriting any necessary data such as previously made manual changes. text/html 2023-06-05T19:09:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step5?rev=1685992141&do=diff Copy active staff to the CYR Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Log on to the next year payroll frequency. Payroll > Next Year > Copy NYR Staff to CYR If the 11- and 12-month employees were reactivated to interface to Budget, they must be set to inactive at this time. You can select specific employees to copy using the following parameters: text/html 2023-06-05T19:18:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step7?rev=1685992736&do=diff Update District HR options Payroll > Tables > District HR Options Update the Payroll Clearing Fund/Year field, it should be set to 163/X or 863/X. [District HR Options Page] CAUTION: No payrolls should be processed prior to the First Pay Date of the School Year. VCV Under First Pay Date of School Year, update the first pay date of the new school year for each payroll frequency. The date(s) must match the first payroll date(s) indicated on the pay dates table. text/html 2023-06-05T19:23:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step9?rev=1685993014&do=diff Complete the accrual calendar Log on to the current year pay frequency. Payroll > Tables > Accrual Calendars > Accrual Calendar Review the pay dates and accrual days for all applicable accrual codes only if applicable for July contracts. This may be necessary if you accrue employees working longer than 10 months (e.g., 11-month employees). The total number of days should equal the number of days employed for that group of employees. text/html 2023-06-05T20:06:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step14?rev=1685995618&do=diff Generate the Account Code Comparison report Payroll > Reports > Payroll Information Reports > HRS6000 - Account Code Comparison Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. text/html 2023-06-05T19:58:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step15?rev=1685995109&do=diff Generate the Employee Payroll Listing report Payroll > Reports > Payroll Information Reports > HRS6150 - Employee Payroll Listing or a User Created Report Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. text/html 2023-06-05T19:32:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step16?rev=1685993530&do=diff Correct necessary payroll errors Payroll > Utilities > Pre-Edit Payroll Data Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. [Pre-Edit Payroll Data Page] VCV Under Pay Status, select Active. VCV In the Pay Type field, select E Exclude Substitute text/html 2023-06-05T19:34:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step17?rev=1685993649&do=diff Address leave Payroll > Utilities > Mass Update > Leave Update the employee master leave record balances if applicable for July contracts at this time. 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 and review it for accuracy. text/html 2023-06-05T19:34:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step19?rev=1685993698&do=diff (If applicable) Verify the accrual expense table Payroll > Tables > Accrual Expense Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. 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). text/html 2023-06-05T19:40:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step20?rev=1685994036&do=diff Generate the School YTD report Payroll > Reports > Year To Date Reports > HRS3050 - School Year to Date Report Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. This report should have been reviewed during the Finance EOY Process. text/html 2023-06-05T19:42:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step21?rev=1685994120&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 this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. This report should have been reviewed during the Finance EOY Process. text/html 2023-06-05T19:44:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step22?rev=1685994247&do=diff Generate the Employee Verification report Personnel > Reports > Personnel Reports > HRS1100 - Employee Verification Report OR Payroll > Reports > Personnel Reports > HRS1100 - Employee Verification Report Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. text/html 2023-06-05T19:45:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step23?rev=1685994322&do=diff (If necessary) Mass update employee experience Personnel > Utilities > Mass Update > Employee Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. If your LEA has not already done so, increment the years of total professional and non-professional experience, and the years of district professional and non-professional experience. text/html 2023-06-05T19:47:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step26?rev=1685994471&do=diff Generate the Employee Salary Information report Payroll > Reports > Payroll Information Reports > HRS1650 - Employee Salary Information Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. text/html 2023-06-05T19:48:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/june_firstpayrolloftheschoolyearchecklist/step27?rev=1685994512&do=diff Calculate a sample payroll Payroll > Payroll Processing > Run Payroll Complete this step for July contracts only at this time. Then, perform this step again in August for August contracts. Calculate a sample payroll to identify any errors that need to be corrected prior to processing the first payroll.