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tables:pmis:forecastconversion

Forecast Conversion - DA1050

District Administration > Tables > PMIS > Forecast Conversion

This page used to create forecast data for next year's records. This table maintains the data conversion information by the First Pay Date Code for the Calendar Code, Begin Date, End Date, Payoff Date, Max Days, Number Of Days Off and Actual Payments. These fields should be updated with the dates that will be used for the next school year. From this data, the appropriate calendar data is located and the following calculation is performed: The Local Begin Date is subtracted from the Local End Date, and then the Number of Days Off is subtracted resulting in the number of Actual Days. This data is moved to the next year's records at the time that the budget is created for the next year.

Add forecast conversion data:

❏ Click +Add to add a row.

Field Description
First Pay Date CodeType the code that is associated with an already established calendar code and starting pay date.
Calendar CodeType the two-digit calendar code for the position.
Extra Duty Code

Type the two-digit extra duty code of the job assignment, if known. Or, click Ellipsis Icon to select a code from the Extra Duty Code Directory. A list of all extra duty codes is displayed.

In the Search field, type the desired extra duty code information.
Click Search. A list of data that matches the search criteria is displayed.
Select an extra duty code from the list.
Click Cancel to return to the Forecast Conversion page without selecting a code.

To retrieve all available data, leave the field blank.

Local Begin DateType the beginning date for which an employee is to be paid in the MMDDYYYY format.
Local End DateType the ending date for which an employee is to be paid in the MMDDYYYY format.
Last Pay DateType the last date for which an employee will be paid in the MMDDYYYY format.
Max DaysType the number of days the position is funded. The field can be a maximum of two digits.
Number of Days OffType the number of days that the employee has not been paid. You may type two digits to the right of the decimal. This field is used in calculating the actual days worked for the employee.
Actual DaysThe number of days that the employee is employed by the district per year is displayed
Actual PaymentsType the number of times an employee is to be paid. This data is used as forecast data.

❏ Click Refresh Dates to update the dates when the next year calendar is updated in Personnel.

❏ Click Save.

Other functions and features:

Retrieve

Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost.

Print

Click to print the Forecast Conversion report.

Review the report.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

Click Save. A message is displayed asking if you want to delete the row. Click OK.

Click Cancel to not delete the row.

tables/pmis/forecastconversion.txt · Last modified: 2020/06/03 20:15 by emoreno