Business

User Tools

Site Tools

Trace: • pay_type • Print Invoices - BAR6000 • Job Code - HRS3400 • (If necessary) Add alternate approvers • Approved - BUD6600
academy:pmis_separations

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:pmis_separations [2019/07/23 21:15] – emorenoacademy:pmis_separations [2024/01/26 20:28] (current) – emoreno
Line 1: Line 1:
-======PMIS - Process Separations======+======ASCENDER - Position Management: Process Separations======
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_separations?do=export_pdf&toclevels=2-3&book_title=PMIS - Process Separations|Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_separations?do=export_pdf&toclevels=2-3&book_title=Process Separations|Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
  
-<WRAP Round Intro>This guide provides users with the necessary steps to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:+<WRAP Round Intro>The purpose of this document is to guide you through the necessary steps to remove an employee from all positions and calculate the employee's last paycheck. There are two types of separations:
  
   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).   * Separation due to termination (for contract, noncontract, or salaried employees). Contracted positions are determined by the pay rate code in the appropriate salary table (e.g., daily/hourly, midpoint, or annual).
Line 11: Line 11:
    
 When a separation transaction is approved, the job codes are updated for the payoff amounts and information. When a separation transaction is approved, the job codes are updated for the payoff amounts and information.
 +
 +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
 +
 +{{page>general:image_example_message}}
 +
 +----
  
  
Line 22: Line 28:
   - ++Approve a CIP transaction.|{{page>academy:pmis_separations:approvechangeinposition&inline}}++   - ++Approve a CIP transaction.|{{page>academy:pmis_separations:approvechangeinposition&inline}}++
  
 +----
  
 <div keep> <div keep>
Line 28: Line 35:
 \\  When completing a payoff, verify or manually update the following fields: \\  When completing a payoff, verify or manually update the following fields:
  
-VCV [[humanresources:maintenance:staffjobpaydata:payinfo|Human Resources > Maintenance > Staff Job/Pay Data > Pay Info]] +[[payroll:maintenance:staffjobpaydata:payinfo|Payroll > Maintenance > Staff Job/Pay Data > Pay Info]] 
  
 <div indent> <div indent>
-Verify Bank/EFT information. If issuing the payoff in the form of a check, delete the bank information. Or, if the check is generated in a separate pay run from your regular payroll, select **Checks Issue** from the **Payment Method** drop-down field on the Human Resources > Payroll Processing > Run Payroll page.+Verify Bank/EFT information. If issuing the payoff in the form of a check, delete the bank information. Or, if the check is generated in a separate pay run from your regular payroll, select **Checks Issue** from the **Payment Method** drop-down field on the Payroll > Payroll Processing > Run Payroll page.
 </div> </div>
 \\ \\
-VCV [[humanresources:maintenance:staffjobpaydata:jobinfo|Human Resources > Maintenance > Staff Job/Pay Data > Job Info]] +[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]] 
  
 <div indent> <div indent>
Line 40: Line 47:
 </div> </div>
 \\ \\
-VCV [[humanresources:maintenance:staffjobpaydata:deductions|Human Resources > Maintenance > Staff Job/Pay Data > Deductions]]+[[payroll:maintenance:staffjobpaydata:deductions|Payroll > Maintenance > Staff Job/Pay Data > Deductions]]
  
 <div indent> <div indent>
Line 50: Line 57:
   
 <WRAP box> <WRAP box>
-**Note**:  It may be necessary to take multiple deductions for an employee who is being paid off early or who will not receive summer paychecks. Multiple deductions for the employee and/or employer paid contributions may be deducted from either the employee’s last paycheck or across multiple paychecks. The deductions are submitted in a timely manner to the vendors during the regular monthly billing statements. This process eliminates the task of collecting personal checks from employees to cover insurance premiums during the summer months. The [[humanresources:maintenance:hourspaytransmittals:addlded|Human Resources > Maintenance > Hours/Pay Transmittals > Addl Ded]] tab can be used to enter multiple deductions for both employee and employer contributions.+**Note**:  It may be necessary to take multiple deductions for an employee who is being paid off early or who will not receive summer paychecks. Multiple deductions for the employee and/or employer-paid contributions may be deducted from either the employee’s last paycheck or across multiple paychecks. The deductions are submitted in a timely manner to the vendors during the regular monthly billing statements. This process eliminates the task of collecting personal checks from employees to cover insurance premiums during the summer months. The [[payroll:maintenance:hourspaytransmittals:addlded|Payroll > Maintenance > Hours/Pay Transmittals > Addl Ded]] tab can be used to enter multiple deductions for both employee and employer contributions.
 </WRAP> </WRAP>
 \\  \\
-VCV [[humanresources:maintenance:staffjobpaydata:leavebalance|Human Resources > Maintenance > Staff Job/Pay Data > Leave Balance]]+[[payroll:maintenance:staffjobpaydata:leavebalance|Payroll > Maintenance > Staff Job/Pay Data > Leave Balance]]
  
 <div indent> <div indent>
Line 59: Line 66:
 </div> </div>
 \\ \\
-VCV [[humanresources:tables:workdaycalendars:schoolcalendar|Human Resources > Tables > Workday Calendars > School Calendar]]+[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]
  
 <div indent> <div indent>
-If changes were made to the workday calendar for non-work days, update them to reflect the data from the original calendar.+Update the **Termination Date** field on the tab as it is not automatically updated. Also, if applicable, enter the **Retirement Date**.
 </div> </div>
 \\ \\
-VCV [[humanresources:maintenance:staffjobpaydata:employmentinfo|Human Resources > Maintenance > Staff Job/Pay Data > Employment Info]] +[[payroll:reports:payrollinformationreports:contractbalancevariancereport|Payroll > Reports > Payroll Information Reports > HRS6050 - Contract Balance Variance Report]]
- +
-<div indent> +
-Update the **Termination Date** field on the  tab as it is not automatically updated. Also, if applicable, enter the **Retirement Date**. +
-</div> +
-\\ +
-VCV [[humanresources:reports:hrreports:payrollinformationreports:contractbalancevariancereport|Human Resources > Reports > HR Reports > Payroll Information Reports > HRS650 - Contract Balance Variance Report]]+
  
 <div indent> <div indent>
Line 77: Line 78:
 </div> </div>
 \\ \\
-VCV [[humanresources:tables:districthroptions|Human Resources > Tables > District HR Options]]+[[payroll:tables:districthroptions|Payroll or Personnel > Tables > District HR Options]]
  
 <div indent> <div indent>
 Verify that the **Max Gross Amt for District** field is greater than the employee’s payoff amount.   Verify that the **Max Gross Amt for District** field is greater than the employee’s payoff amount.  
 </div> </div>
-\\ 
-VCV The following occurs for a contract payoff: The contract balance is paid, the employee is inactivated, the remaining number of deductions are deducted, and any accrual balances are reversed. 
-\\  \\ 
-VCV If the leave earned for the year is changed due to the number of days worked for the year, consider re-classifying posted leave days used. State leave detail is displayed on the employee’s service record.   
 \\  \\  \\  \\ 
-VCV If performing an early contract payoff, it is important to verify that the payoff, pay, and accrual dates are the same prior to processing the payoff through payroll.+---- 
 + 
 +The following occurs for a contract payoff: The contract balance is paid, the employee is inactivated, the remaining number of deductions are deducted, and any accrual balances are reversed. 
 +\\  \\ 
 +If the leave earned for the year is changed due to the number of days worked for the year, consider re-classifying posted leave days used. State leave detail is displayed on the employee’s service record.   
 </div> </div>
  
academy/pmis_separations.1563916508.txt.gz · Last modified: 2019/07/23 16:15 (external edit)

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.