Sidebar
academy:calendar:julystart_june
This is an old revision of the document!
June
The following Business processes should be started or in progress:
❏ Budget Process
❏ Next Year Payroll Process
The following business tasks have been identified for the month of June. Use the checklist below to ensure that the tasks are addressed, if applicable.
| Application(s) | Task |
|---|---|
| Finance | ❏ Chapter 41 districts make the fifth payment. ❏ Obtain the final Child Nutrition Program commodity report for the current school year and record the commodity revenue and expense. ❏ Set up new grants as approval notifications are received. |
| Payroll & Personnel | ❏ Payoff retirees. (payroll run) ❏ Update/prepare template using PEIMS data. ❏ Update leave on the current year service records if already created. ❏ Report new contracts to TRS. ❏ Payoff terminations. ❏ Review/update the employee handbook/administrative procedures manual as needed. ❏ Complete the bank depository process by TEA deadlines. File any necessary documents with TEA. |
❏ Review/update the investment policy with the board.
❏ Review/update the list of providers for investment training with the board.
academy/calendar/julystart_june.1695051787.txt.gz · Last modified: 2023/09/18 15:43 by emoreno