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general:moving_12month_employees_cyr_payroll_step15

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general:moving_12month_employees_cyr_payroll_step15 [2020/12/15 20:48] – emorenogeneral:moving_12month_employees_cyr_payroll_step15 [2022/07/21 20:09] (current) – emoreno
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 The **Accept Changes** field must be cleared when moving position records from forecast to current; otherwise, position records cannot be moved. The **Accept Changes** field is cleared after running a simulation with the** Update Forecast** field set to //Yes//. Similarly, you cannot run a simulation for positions without the **Accept Changes** field selected. The **Accept Changes** field must be cleared when moving position records from forecast to current; otherwise, position records cannot be moved. The **Accept Changes** field is cleared after running a simulation with the** Update Forecast** field set to //Yes//. Similarly, you cannot run a simulation for positions without the **Accept Changes** field selected.
  
-{{:academy:business:overview_guide:humanresources:move_forecast_to_cyr_position_and_payroll_11mo.jpg|Move Forecast To CYR Position And Payroll 11 Month Employees}}+{{:general:updatenyrpositionsmoveemployeestocyr_moveforecasttocyrpositionandpayroll.jpg|Move Forecast To CYR Position And Payroll 11 Month Employees}}
  
-  * In the** Select Pay Frequency** field, select the payroll frequency to be updated. LEAs with multiple frequencies must individually process each frequency. +^Select Pay Frequency|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the pay frequency where you want to move to the current year. This is a required field.| 
-  * Do not select **Include Vacant Supplements**. +^Include Vacant Supplements|Select to include the vacant supplement positions.\\  \\  **Recommendation**: Do not select this field unless it is your final move.| 
-  * Do not select **Validate Accounts against General Ledger** at this time.  Distribution accounts in next year PMIS reflect the fiscal year for the upcoming school year.  Finance still reflects the current year for the fiscal year in the general ledger. When running this process, the error report reflects funds for employees who are included in the process.  It is necessary to create the funds with the new fiscal year on the Finance > Tables > Account Codes > Fund tab.  It is NOT necessary to set up codes in the Chart of Accounts. +^Validate Accounts against General Ledger|This field is selected by default. Clear this field to not validate the accounts against the general ledger.\\  \\  **Recommendation**: Select this field if you are doing your first test move. By doing so, the appropriate errors are generated to inform you of incorrect account codes in PMIS. If not selected, those account codes are moved to Payroll if each account component is valid.| 
-  * Select **Update TRS Year**. If an employee has this field selected but they are now a 10-month employee, the **TRS Year** field is cleared when the 10-month move is processed. +^Update TRS Year Flag|Select to update the **TRS Year** field on the Payroll > Staff/Job Pay Data > Job Info tab.\\  \\  **Recommendation**: Select this field if the employees being moved will receive a contract payment prior to the first pay date of the new school year (i.e., July and August starts). | 
-  * Select **Update Workers’ Comp Annual and Remaining Payments** if the LEA expenses worker's compensation in TxEIS. The system references the** # of months in Contract** and makes the **WC Ann Pymts** and **WC Remaining Pymts** match this field. +^Update Workers' Comp Annual and Remaining Payments|Select to update the **WC Ann Pymts** and **WC Remain** fields on the Payroll > Staff/Job Pay Data > Job Info tab.\\  \\  The **WC Ann Pymts** field indicates the number of annual workers' compensation payments for the contract period and the **WC Remain** field indicates the number of remaining workers' compensation payments to be made during the contract period.| 
-  * Leave the **Additional Workers’ Comp Payments** field blank. It is not necessary to populate this field even if the LEA expenses workers' compensation in TxEIS. +^Add Additional Workers' Comp Payments|Type the number of additional workers' compensation payments. The field accepts any value between 0-9.\\  \\  This field is helpful as it can be difficult to identify which months have a third payroll for the biweekly frequency. You can use this field to add one or two to the contract months times two.| 
-  * In the **Select a Stat Minimum Salary Table (CYR/NYR)** field, select the year (current or next ) that contains the tables with the updated amounts. If it is a legislative year and the state minimum amounts are updated. +^Select State Minimum Salary Table (CYR/NYR)|Click {{:images:picklist_large.png|Ellipsis Icon}} to select the current year or next year. This is a required field.\\  \\  This selection determines which salary table is referenced when calculating the state foundation salary.| 
-  * In the **First Pay Date Codes or blank for ALL** field, select only the first pay date codes for employees who receive their first paycheck in July. +^Select First Pay Date Codes or blank for ALL|Select the first pay date codes that begin their new contract payout. Type the pay date codes, separating multiple pay date codes with a comma but no space (e.g., 1,17,88,A1). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for pay date codes. Otherwise, leave blank to use all pay date codes.| 
-  * Select **Include Extra Duty** to include the supplement pay with the regular pay.+^Include Extra Duty|Select to include extra duty in the process. If not selected, no extra duty will be processed even if extra duty codes are selected.| 
 +^Select Extra Duty Codes or blank for ALL|Select all of the supplements as only those supplements that are tied to an employee being moved based on the first pay date code will be selected. You can select a supplement even if it is tied to an employee who you do not want to pay yet. Type the extra duty codes, separating multiple extra duty codes with a comma but no space (e.g., 08,20,A2,TF). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for extra duty codes. Otherwise, leave blank to use all extra duty codes.| 
 +^Select Positions or blank for ALL (Includes ALL billets for selected positions Blank for ALL not processed when Positions/Billets selected)|Type the position codes, separating multiple position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position codes. Otherwise, leave blank to use all position codes.| 
 +^Select Positions/Billets or blank for ALL|Type the position/billet codes, separating multiple position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for position/billet codes. Otherwise, leave blank to use all position/billet codes.| 
 +^Select Supplement Positions or blank for ALL (Includes ALL billets for selected supplement positions Blank for ALL not processed when Supplements/Billets selected)|Type the supplement position codes, separating multiple supplement position codes with a comma but no space (e.g., PRIN,T187). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position codes. Otherwise, leave blank to use all supplement position codes.| 
 +^Select Supplement Positions/Billets or blank for ALL|Type the supplement position/billet codes, separating multiple supplement position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006 ). Or, click {{:images:picklist_large.png|Ellipsis Icon}} to search for supplement position/billet codes. Otherwise, leave blank to use all supplement position/billet codes.| 
 +^Clear Job Years|Select to reset the job years to the default value (blank) on the employee's job record.\\  \\   If not selected and the employee's forecast position job code is the same as the current year job master record, then the new job record is populated with the values from the current year job master record.| 
 +^Clear Job Weekly Hours Scheduled|Select to reset the weekly hours scheduled to the default value (blank) on the employee's job record.\\  \\   If not selected and the employee's forecast position job code is the same as the current year job master record, then the new job record is populated with the values from the current year job master record.|
  
  
-{{page>general:humanresources:utilities:pmis:moveforecasttocyrpositionandpayroll:body1}}+VCV Click **Execute** to execute the process. The following reports are available: 
 + 
 +{{:general:updatenyrpositionsmoveemployeestocyr_moveforecasttocyrpositionandpayroll_processingreports.jpg|Move Forecast to CYR Position and Payroll Processing Reports}} 
 + 
 +  * Move Forecast Process Error Listing ++Important errors|{{page>general:moveforecasttocurrenterrors&inline}}++   
 + 
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_moveforecasttocyrpositionandpayroll_errorreport.jpg|Move Forecast Process Error Report}} 
 +</div> 
 +  * Update CYR Positions From Forecast - The error report lists any funds that need to be set up in the Finance tables.  
 + 
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecyrpositionsfromforecast.jpg|Update CYR Positions From Forecast  
 + Report}} 
 +</div> 
 +  * Update CYR Payroll From Forecast by Employee Name   
 +<div indent> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecurypayrollfromforecastbyempname.jpg|Update CYR Payroll From Forecast by Employee Name Report}} 
 + 
 +  * Update CYR Payroll From Forecast by Campus ID   
 +<div head3> 
 +{{:general:updatenyrpositionsmoveemployeestocyr_updatecyrpayrollfromforecastbycampusid.jpg|Update CYR Payroll From Forecast by Campus ID Report}} 
 +</div> 
 + 
 +VCV Click **Generate Reports**. The selected reports are displayed. [[general:printreport|Review the report.]] 
 + 
 + 
 +VCV Click **Continue** to view the next report. Or, click **Return** to return to the report selection page. 
 +  
 +VCV After reviewing all of the reports and correcting all errors, return to the report selection page and click **Process** to move the forecast records to the current year. You are prompted to create a [[general:pmis_updatesalarytables_backup|backup.]] 
 + 
 +<div indent> After the process is completed, the actual update is performed. If the update is successful, a message is displayed indicating that the move forecast updates were processed successfully.\\  \\  **Reminder**: If fund/fiscal year(s) were added to Finance based on the error report listing, they should be deleted at this point.  
 +</div> 
 + 
 +\\ 
 +VCV Click **Cancel** to return to the Move Forecast to CYR Position and Payroll page without moving the forecast records to the current year. 
  
  
general/moving_12month_employees_cyr_payroll_step15.1608065287.txt.gz · Last modified: 2020/12/15 15:48 (external edit)

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