Business

User Tools

Site Tools

Trace:
academy:business_payroll_firstpayrolloftheschoolyear

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
academy:business_payroll_firstpayrolloftheschoolyear [2025/07/14 13:33] – emorenoacademy:business_payroll_firstpayrolloftheschoolyear [2026/08/13 14:10] (current) – emoreno
Line 7: Line 7:
 **Created:** 05/31/2018 **Created:** 05/31/2018
 \\ \\
-**Reviewed:** 06/13/2025+**Reviewed:** 07/20/2026
 \\ \\
-**Revised:** 07/14/2025+**Revised:** 08/13/2026
  
 <div #message></div> <div #message></div>
  
 <WRAP center round alert> <WRAP center round alert>
-**CAUTION**: Do not begin this process until the [[academy:business_payroll_eoypayroll_verification|End-of-Year Payroll Verification]], [[academy:business_payroll_augustaccruals|August Accruals]] process, and the [[academy:business_finance_eoyprocess|Finance EOY Process]] are complete.+**CAUTION**: Do not begin this process until the following are addressed/completed: 
 +   * [[academy:business_payroll_eoypayroll_verification|End-of-Year Payroll Verification]] 
 +   * [[academy:business_payroll_augustaccruals|August Accruals]]  
 +   * [[academy:business_finance_eoyprocess|Finance EOY Process]] 
 +   * August TRS Reporting
 </WRAP> </WRAP>
  
Line 56: Line 60:
   - ++Prepare NYR payroll for move to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step3&inline}}++   - ++Prepare NYR payroll for move to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step3&inline}}++
   - ++Copy NYR tables to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step4&inline}}++   - ++Copy NYR tables to CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step4&inline}}++
-  - ++Copy deductions.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5a&inline}}+++  - ++(If desired) Copy deductions.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5a&inline}}++
   - ++Copy active staff to the CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5&inline}}++   - ++Copy active staff to the CYR.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step5&inline}}++
   - ++Change to the current year frequency.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step6&inline}}++   - ++Change to the current year frequency.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step6&inline}}++
-  - ++Update District HR options.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step7&inline}}++ +  - ++Update District HR options.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step7 
-  - ++Enter school year pay dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step8&inline}}+++&inline}}++ 
 +  - ++(If applicable) Update the school year for PMIS.|{{page>general:firstpayrolloftheschoolyear_pmisschoolyear&inline}}++ 
 +  - ++Enter school year pay dates.|{{page>general:firstpayrolloftheschoolyearchecklist:step9&inline}}++
   - ++(If applicable) Complete the accrual calendar.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step9&inline}}++   - ++(If applicable) Complete the accrual calendar.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step9&inline}}++
 +  - ++Complete fund to grant information.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step10&inline}}++
 +  - ++(If applicable) Verify/update FICA rates.|{{page>general:firstpayrolloftheschoolyear_ficarates&inline}}++
   - ++Verify/update TRS rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:trsrates&inline}}++   - ++Verify/update TRS rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:trsrates&inline}}++
   - ++Verify/update Unemployment rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:unemploymentrates&inline}}++   - ++Verify/update Unemployment rates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:unemploymentrates&inline}}++
Line 76: Line 84:
   - ++Generate the School YTD Accrual Payroll Account Distribution Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step21&inline}}++   - ++Generate the School YTD Accrual Payroll Account Distribution Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step21&inline}}++
   - ++Generate the Contract Balance Variance Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:contractvariance&inline}}++   - ++Generate the Contract Balance Variance Report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:contractvariance&inline}}++
-  - ++Generate the Employee Verification report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step22&inline}}++ 
   - ++(If necessary) Mass update employee experience.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step23&inline}}++   - ++(If necessary) Mass update employee experience.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step23&inline}}++
   - ++Verify payoff dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step24&inline}}++   - ++Verify payoff dates.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step24&inline}}++
 +  - ++Generate the Employee Verification report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step22&inline}}++
   - ++(If available)  Import annual benefits file.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:importbenefitsfile&inline}}++   - ++(If available)  Import annual benefits file.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:importbenefitsfile&inline}}++
   - ++Generate the Employee Salary Information report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step26&inline}}++   - ++Generate the Employee Salary Information report.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step26&inline}}++
Line 89: Line 97:
 **<color #ed1c24>Do not update and/or access Finance during the next step.</color>** **<color #ed1c24>Do not update and/or access Finance during the next step.</color>**
  
-++++Reverse accruals.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step28&inline}}+++++++++(If applicable) Reverse accruals.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step28&inline}}++++
  
  
  
academy/business_payroll_firstpayrolloftheschoolyear.1752500029.txt.gz · Last modified: 2025/07/14 13:33 by emoreno

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.