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Trace: • Run calculations • Generate the Employee Payroll Listing report • Verify payroll is complete
general:augustaccruals_runcalculations

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general:augustaccruals_runcalculations [2020/08/11 20:12] – emorenogeneral:augustaccruals_runcalculations [2025/06/02 13:05] (current) – emoreno
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 <color #ed1c24>**Log on to the NYR payroll frequency.**</color> <color #ed1c24>**Log on to the NYR payroll frequency.**</color>
  
-[[humanresources:payrollprocessing:eoypayrollaccruals:runcalculations|Human Resources > Payroll Processing > EOY Payroll Accruals > Run Calculations]]+[[payroll:payrollprocessing:eoypayrollaccruals:runcalculations|Payroll > Payroll Processing > EOY Payroll Accruals > Run Calculations]] 
 + 
 +{{:general:run_calculations.jpg|Run Calculations Tab}}
  
 All applicable pay frequencies should be included in the calculation run.  All applicable pay frequencies should be included in the calculation run. 
  
-**It is recommended** to change the calculation date to the date used to post the payroll accrual records (August 31, 2020) and to create/interface the Finance general journal.+**It is recommended** to change the calculation date to the date used to post the payroll accrual records (typically August 31st) and to create/interface the Finance general journal.
  
-Click **Retrieve** to display a list of applicable employees. +VCV Click **Retrieve** to display a list of applicable employees.  
 +<div keep>
  
 ^Calculation Date|{{page>general:calculation_date_field}}| ^Calculation Date|{{page>general:calculation_date_field}}|
 +</div>
  
-Select the following options:+VCV Select from the following options:
  
 ^Exclude Non-Standard Employees|{{page>general:exclude_non-standard_employees_field}}| ^Exclude Non-Standard Employees|{{page>general:exclude_non-standard_employees_field}}|
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 Use the arrow buttons to move ALL employees from the left side to the right side of the page. If necessary, you can select and move individual employees back to the left side of the page to exclude them from the process.  Use the arrow buttons to move ALL employees from the left side to the right side of the page. If necessary, you can select and move individual employees back to the left side of the page to exclude them from the process. 
  
 +{{:general:run_calculations_2.jpg|Run Calculations Tab With Selected Employees}}
  
 The **Run** button is enabled when employees are moved from the left side to the right side of the page.  The **Run** button is enabled when employees are moved from the left side to the right side of the page. 
  
-Click **Run**. The accrual calculations are performed. If calculation errors are encountered, the EOY Accruals Calculations Errors report is displayed. Print and review this report. Employees listed on this report are excluded from the accrual calculations. +VCV Click **Run**. The accrual calculations are performed. If calculation errors are encountered, the EOY Accruals Calculations Errors report is displayed. **It is recommended** that you print or save this report for your records.  
 +<WRAP center round important > 
 +Employees listed with a Failure error in this report are excluded from the accrual calculations.  
 +</WRAP>
  
 +{{:general:run_calculations_3.jpg|EOY Accruals Calculations Errors Report}}
  
-Verify that the employees on this list should be excluded. If the employees should not be excluded: +VCV Verify that the employees listed with a Failure message should be excluded. If the employees should not be excluded, correct the employee record in the next year payroll frequency and return to Step 1.  
-  * Correct the employee record in the next year payroll frequency. +\\ 
-  * Log on to the next year payroll frequency and return to step 1.   +<WRAP center round tip > 
- +**TIPS**:
- +
-<WRAP box>**TIPS**:+
   * When you return to the first two tabs, retrieve your saved data to enable and return to the Run Calculations tab.    * When you return to the first two tabs, retrieve your saved data to enable and return to the Run Calculations tab. 
-  * If employees were moved to right side of the page because of a begin date matching the accrual table or they accrued last year, and you are aware that they do not accrue, move the employees back to the left side of the page before continuing the process. +  * If employees were moved to the right side of the page because of a begin date matching the accrual table or they accrued last year, and you are aware that they do not accrue, move the employees back to the left side of the page before continuing the process. 
 </WRAP> </WRAP>
  
-Click **Close** to close the report.+ 
 +VCV Click **Close** to close the report.
  
  
  
  
general/augustaccruals_runcalculations.1597176728.txt.gz · Last modified: 2020/08/11 15:12 (external edit)

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