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general:moving_10month_employees_cyr_payroll_step5 [2019/01/24 19:59] emorenogeneral:moving_10month_employees_cyr_payroll_step5 [2020/12/17 15:09] (current) emoreno
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-\\  **<color #ed1c24>Log on to the next year payroll frequency.</color>** +\\  **<color #ed1c24>Log on to the next year.</color>** 
  
- +<WRAP box>Prior to setting up and performing salary simulations, review the [[academy:business_positionmanagement_salarysimulations|Position Management: Salary Simulations Overview]] document for a description of the Salary Simulation pages and samples of the available simulation reports. 
-<WRAP box>Prior to setting up and performing salary simulations, review the [[academy:pmis_salary_simulations|QuickGuidePMIS - Salary Simulations Overview]] document for a description of the Salary Simulation pages and samples of the available simulation reports. +
 </WRAP> </WRAP>
  
-[[humanresources:utilities:pmis:salarysimulation:simulationoptions|Human Resources > Utilities > PMIS > Salary Simulation > Simulation Options]] +[[positionmanagement:utilities:salarysimulation:simulationoptions|Position Management > Utilities > Salary Simulation > Simulation Options]] 
  
-Create a salary simulation for the September pay employees+{{:general:updatenyrpositionsmoveemployeestocyr_salarysimulation11moemployee.jpg|PMIS Salary Simulation}}
  
-++++Image|{{:academy:business:overview_guide:humanresources:salary_simulation_for_september_pay_employees.jpg|PMIS Salary Simulation For September Pay Employees}}+++++VCV Complete the following:
  
-  * (**Recommended**) Select **Include Vacant Supplement Positions** to budget for vacant supplement positions.+  * (**Recommended**) In the **Include Vacant Supplement Positions** field, select //No//.
   * In the **Update Forecast** field, select //No//.     * In the **Update Forecast** field, select //No//.  
   * In the **Update Budget** field, select //N - Do Not Update Budget//.   * In the **Update Budget** field, select //N - Do Not Update Budget//.
-  * Include all first pay date codes for 10-month employees who receive their first paycheck in SeptemberYou can include all local/annual, hourly/daily, midpoint (if applicable), and extra duty tables.  +  * Include all first pay date codes for 10-month employees who receive their first paycheck in AugustInclude all local/annual, hourly/daily, midpoint (if applicable), and extra duty tables.  
-  * Click **Save**.  +  * If increases are not provided to 10-month employees in August, do not include an increase in the salary tables. If increases are provided 10-month employees in August, update the salary tables with the increase data. 
 +  * If the LEA wants to interface the simulation to Budget, add the deductions with the annual amount for the Employer Contribution.   
 +\\ 
 +VCV Click **Save**.  
 +\\
 <WRAP Box> <WRAP Box>
 **Note**: Review the **Exp 373** field on the Extra Duty tab. If the table was changed (e.g., the **Exp 373** field is selected, but it was not selected last year), it is important that the current selection matches the Distribution tab for the supplement position in order to avoid errors.  **Note**: Review the **Exp 373** field on the Extra Duty tab. If the table was changed (e.g., the **Exp 373** field is selected, but it was not selected last year), it is important that the current selection matches the Distribution tab for the supplement position in order to avoid errors. 
  
-If you verified this information when moving the 12-month employees, it is not necessary to do it again. A user-created report is helpful to verify this information. Compare the report to the data on the [[humanresources:tables:salaries:extraduty|Human Resources > Tables > Salaries > Extra Duty]] tab. +{{:general:updatenyrpositionsmoveemployeestocyr_exp373.jpg|Extra Duty Tab With Expense 373}} 
 + 
 +{{:general:updatenyrpositionsmoveemployeestocyr_distributionexp373.jpg|Distribution Tab With Expense 373}} 
 + 
 + 
 +If you verified this information when moving the 12-month employees, it is not necessary to do it again. A user-created report is helpful to verify this information. Compare the report to the data on the [[personnel:tables:salaries:extraduty|Personnel > Tables > Salaries > Extra Duty]] tab. 
 </WRAP> </WRAP>
  
-  * Click **Execute**. Review the Simulation Process Error Listing and correct any errors prior to continuing the process. +VCV Click **Execute**. Review the Simulation Process Error Listing and correct any errors prior to continuing the process. 
   * Generate the simulation reports and review all salaries.    * Generate the simulation reports and review all salaries. 
   * Review the user-created report to confirm that all 10-month employees or positions are included in the simulation. The reflected salaries are the amounts that are used to pay employees in the current year payroll.    * Review the user-created report to confirm that all 10-month employees or positions are included in the simulation. The reflected salaries are the amounts that are used to pay employees in the current year payroll. 
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 ---- ----
  
-Run the final simulation. This process updates the included state step, pay step, and salary amount in the next year PMIS for all 10-month positions and clears the **Accept Changes** field.  +VCV Run the final simulation. This process updates the state step, pay step, and salary amount in the next year PMIS for all 10-month positions and clears the **Accept Changes** field.   
 + 
 +{{:general:updatenyrpositionsmoveemployeestocyr_10mosalarysimulation.jpg|10 Month Salary Simulation}}
  
   * In the **Update Forecast** field, select //Yes//.   * In the **Update Forecast** field, select //Yes//.
   * Click **Save**.    * Click **Save**. 
   * Generate and save the reports.    * Generate and save the reports. 
-  * Click **Process** process the simulation. [[general:pmis_backup|Create a backup.]]+  * Click **Process** to process the simulation. [[general:pmis_backup|Create a backup.]]
general/moving_10month_employees_cyr_payroll_step5.1548359962.txt.gz · Last modified: 2019/01/24 14:59 (external edit)