Created:
Reviewed:
Revised:
The purpose of this document is to guide you through the steps to convert a Payroll schedule from frequency 5 (Bi-Monthly) to 6 (Monthly). It is recommended that this conversion is processed during the month in which teachers receive their first paycheck (typically September). Therefore, all active employees should be in the current year payroll. During this process, employees' payroll information, job/contract information, payroll distributions, bank deposit information, extra duty pay information, deductions, and leave information will be converted.
This document assumes that you are familiar with the basic features of the ASCENDER Business System and have reviewed the ASCENDER Business Overview guide.
Some of the images and/or examples provided in this document are for informational purposes only and may not completely represent your LEA’s process.
IMPORTANT:
❏ Prior to running this process, verify the following as applicable:
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Log on to the next year payroll frequency (i.e., D, E, or F).
Payroll > Payroll Processing > EOY Payroll Accruals > Accrual Table
❏ Under Next Year Frequency, select one of the following payroll frequencies:
Notes:
❏ Under Table Type, select one of the following to distinguish the records for hourly and daily employee jobs:
❏ Click Populate Table. The EOY Accrual Populate Hourly/Daily table pop-up window opens.
Start dates for inactive jobs are included. Dates that have a year value that is the same or greater than the current computer date are selected.
❏ Click Execute to display a list of all the job codes from the employee's job info record (Job Info tab) where the date in the Begin Date field matches the Start Date. The information is then displayed on the Accrual Table tab. If hours or days are not entered, the corresponding list of job codes is not extracted.
The start dates on the Accrual Table tab are from the Begin Date field on the Job Info tab or are the dates that are currently displayed on the Accrual table. The Delete flag is automatically selected if the start date from the accrual table does not match the employee's Begin Date field on the Job Info tab. This is a display-only page; new rows cannot be added and existing rows cannot be deleted.
Note: All previous entries for the start date in the Hourly or Daily accrual table are deleted prior to creating the new records. Therefore, any specific jobs with hours/days that differ from the entered values for the selected start date are replaced with the values entered on this page. If the estimated hours/days for a start date are zero and Delete is not selected, new entries are not inserted in the accrual table and the original entries for that same date are not deleted.
❏ Click +Add to add a row.
Verify the job codes that are attached to the start dates and estimated days.
❏ Click Save to update the start dates, estimated days, and job codes that are associated with those employees who work in August but will not get paid until September. This information is populated on the accrual table.
Copy TRS Calendar to Current Year Copy September Start Employees to Current Year Delete Workday Calendars from Inactive Employees Job Info Record Delete Accrual Calendar Codes from Inactive Employees Job Info Record Print Recommended Payroll and Personnel Tables and Reports Generate Reports and Tables Prior to Conversion Enable Payroll Frequency 6 Update Security Permissions Update district HR options in Payroll Frequency 6 Create Pay Dates Table in Payroll Frequency 6 Update Accrual Calendar Table in Payroll Frequency 6 Copy Workday Calendars to Payroll Frequency 6 Conversion Update District EP Options in Payroll Frequency 6 Verify Payroll Tables in Payroll Frequency 6 Verify Personnel Tables Delete Workday Calendars for Payroll Frequency 5 Other Helpful Information
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