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academy:business_payroll_firstpayrolloftheschoolyear [2026/06/15 16:23] – emorenoacademy:business_payroll_firstpayrolloftheschoolyear [2026/08/13 14:10] (current) – emoreno
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 **Created:** 05/31/2018 **Created:** 05/31/2018
 \\ \\
-**Reviewed:** In Progress+**Reviewed:** 07/20/2026
 \\ \\
-**Revised:** In Progress+**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>
  
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   - ++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:firstpayrolloftheschoolyearchecklist:step8&inline}}+++  - ++Update District HR options.|{{page>general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step7 
 +&inline}}++ 
 +  - ++(If applicable) Update the school year for PMIS.|{{page>general:firstpayrolloftheschoolyear_pmisschoolyear&inline}}++
   - ++Enter school year pay dates.|{{page>general:firstpayrolloftheschoolyearchecklist:step9&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}}++   - ++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}}++
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   - ++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}}++
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 **<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.1781540600.txt.gz · Last modified: 2026/06/15 16:23 by emoreno

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