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academy:pmis_initial_setup_new_users

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academy:pmis_initial_setup_new_users [2019/04/22 16:06] – 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====== 
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-<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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-**Created:** 02/07/2019 
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-**Reviewed:** N/A 
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-**Revised:** N/A 
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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}}++ 
-  - ++Clear next year payroll tables and copy all tables from current to next year.|{{page>general:pmis_clear_copy_tables&inline}}++ 
-  - ++Copy current year staff to next year payroll.|{{page>general:pmis_roll_cy_tablesemployees_to_ny_payroll&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 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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----- 
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-=====Perform PMIS Maintenance ===== 
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-{{page>general:pmis_maintenance_section}} 
  
academy/pmis_initial_setup_new_users.1555949207.txt.gz · Last modified: 2019/04/22 11:06 (external edit)

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