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Trace: • Update Budget options • ASCENDER - Position Management: Interface to Budget Checklist • Set up the bank account group table • extract_to_asset_management • Delete prior year fund/fiscal years
academy:pmis_initial_setup_new_users

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academy:pmis_initial_setup_new_users [2019/01/31 19:33] – emorenoacademy:pmis_initial_setup_new_users [2020/12/07 17:50] (current) – removed emoreno
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-======QuickGuide: PMIS - Setup and Processing for New Users====== 
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_initial_setup_new_users?do=export_pdf&toclevels=2-3&book_title=QuickGuide: PMIS - Setup and Processing for New Users| Click here to generate a PDF of this guide]]. 
-</WRAP> 
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-<WRAP Round Intro>This guide provides new users with the necessary steps to begin using the Position Management Information System (PMIS). 
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-</WRAP> 
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-<div #message></div> 
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-=====Set up Human Resources Current Year Payroll Tables ===== 
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-  - ++Review and/or update job codes.|{{page>general:humanresources:checklists:pmissetup_step1&inline}}++ 
-  - ++Update salary tables.|{{page>general:humanresources:checklists:pmissetup_step2&inline}}++ 
-  - ++Update school calendar.|{{page>general:humanresources:checklists:pmissetup_step3&inline}}++ 
-  - ++Set up next school year pay dates.|{{page>general:humanresources:checklists:pmissetup_step4b&inline}}++ 
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----- 
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-=====Set up District Administration Options ===== 
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-  - ++Update PMIS district options.|{{page>general:pmis_district_admin_setup_pmis_options&inline}}++ 
-  - ++Set up category codes.|{{page>general:pmis_district_admin_categories&inline}}++ 
-  - ++Update first pay date codes.|{{page>general:pmis_district_admin_setup_first_pay_date&inline}}++ 
-  - ++Set up action reason codes.|{{page>general:pmis_district_admin_action_reason&inline}}++ 
-  - ++Set up inactivate reason codes.|{{page>general:pmis_district_admin_action_inactivate_reason&inline}}++ 
-  - ++Transfer positions from one first pay date code to another.|{{page>general:pmis_district_admin_action_first_pay_date_conversion&inline}}++ 
-  - ++Update the forecast conversion data.|{{page>general:pmis_district_admin_setup_forecast_conversion&inline}}++ 
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----- 
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-===== Import Position and Distribution Data ===== 
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-  - ++Import checklists.|{{page>academy:pmis_initial_setup_new_users_import_position_distribution_data&inline}}++ 
-  - ++Verify imported data.|{{page>academy:pmis_initial_setup_new_users_import_position_distribution_data_2&inline}}++ 
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-=====Perform PMIS Maintenance ===== 
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-{{page>general:pmis_maintenance_section}} 
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-=====Update NYR Positions and Move Employees to CYR Payroll ===== 
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-====10-month Employees==== 
-{{page>academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_10_month_employees}} 
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----- 
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-====11-month Employees==== 
-{{page>[[academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_11_month_employees}} 
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-====12-month Employees==== 
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-{{page>academy:business:overview_guide:humanresources_pmis_updating_nyr_positions_and_rolling_to_cyp_12_month_employees}} 
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----- 
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-===== Interface to Budget Checklist ===== 
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-++++Checklist|{{page>general:business:overview_guide:interfaceto_budget_after_12-month_employees_moved_to_cyr&inline}}++++ 
academy/pmis_initial_setup_new_users.1548963224.txt.gz · Last modified: 2019/01/31 14:33 (external edit)

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