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academy:business_payroll_firstpayrolloftheschoolyear

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

Created: 05/31/2018
Reviewed: 06/27/2024
Revised: 06/28/2024

CAUTION: Do not begin this process until the End-of-Year Payroll Verification, August Accruals process, and the Finance EOY Process are complete.

The purpose of this document is to guide you through the necessary steps to process the first payroll of the school year.

In addition to the above processes, the following steps should be completed prior to continuing with this process.

  • Print HRS2250 - Deduction Register by Employee for future reference.
  • Print HRS2400 - Bank Account Listing to verify that all employee bank information is correct.
  • Print HRS1000 - Roster of Personnel and save it for the auditors.
  • Update termination dates and reasons on the Personnel > Maintenance > Employment Info page for all employees who are no longer with the LEA.
  • Verify that the budget is moved to Finance.

This document assumes 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.


Before You Begin

Before you begin:


First Payroll of the School Year Process

  1. Verify finance options.
  2. Verify payroll frequency.
  3. Prepare NYR payroll for move to CYR.
  4. Copy NYR tables to CYR.
  5. Copy deductions.
  6. Copy active staff to the CYR.
  7. Change to the current year frequency.
  8. Update District HR options.
  9. Enter school year pay dates.
  10. Complete the accrual calendar.
  11. Complete fund to grant information.
  12. Verify/update TRS rates.
  13. Verify/update Unemployment rates.
  14. Verify/update Workers' Compensation rates.
  15. Recalculate the state minimum salary.
  16. (If applicable) Update substitute information.
  17. Generate the Account Code Comparison report.
  18. Generate the Employee Payroll Listing report.
  19. Correct necessary payroll errors.
  20. Address leave.
  21. Post to master file.
  22. (If applicable) Verify the accrual expense table.
  23. Generate the School YTD report.
  24. Generate the School YTD Accrual Payroll Account Distribution Report.
  25. Generate the Contract Balance Variance Report.
  26. Generate the Employee Verification report.
  27. (If necessary) Mass update employee experience.
  28. Verify payoff dates.
  29. (If available) Import annual benefits file.
  30. Generate the Employee Salary Information report.
  31. Calculate a sample payroll.

IMPORTANT:

Stop Image

Do not update and/or access Finance during the next step.

Reverse accruals.

academy/business_payroll_firstpayrolloftheschoolyear.txt · Last modified: 2024/06/28 15:26 by emoreno