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general:quickview:nextyearpayroll:step11

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general:quickview:nextyearpayroll:step11 [2018/02/28 22:18] – emorenogeneral:quickview:nextyearpayroll:step11 [2021/01/05 22:20] (current) – emoreno
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-//**Human Resources > Utilities > Mass Update**//+**Payroll > Utilities > Mass Update**
  
-Update employee data in preparation for the new school year. +Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. 
  
-Run the [[humanresources:reports:hrreports:payrollinformationreports:employeeextradutyreport|Human Resources > Reports > HR Reports > Payroll Information Reports > HRS6550 - Employee Extra Duty Report]] by code before performing the mass updates. Once you update your changes, run the HRS6550 report in the NYR frequency to verify that the changes are correct.+**Important**: To avoid entering data in an incorrect pay frequency, be mindful of the payroll frequency to which you are logged on as you may be changing back and forth between the current year and next year pay frequencies for several months.
  
-The Mass Update utility is used to update employee data in preparation for the new school year. This utility allows you to mass change data quickly and easily, resulting in minor manual changes to individual employee; therefore, less possibility of errors made by manual entries. +++++Deductions tab|{{page>payroll:utilities:massupdate:deductions&inline}}++++
  
-**IMPORTANT**: To avoid entering data in an incorrect pay frequency, be mindful of the payroll frequency to which you are logged on as you may be changing back and forth between the current and next year frequencies for several months.+The Leave tab is disabled as leave is only updated in the current year. 
  
-++++Deductions tab|{{page>humanresources:utilities:massupdate:deductions&inline}}+++++++++Employee tab|{{page>payroll:utilities:massupdate:employee&inline}}++++
  
-The Leave tab is disabled because leave is only updated in the current year.  
- 
-++++Employee tab|{{page>humanresources:utilities:massupdate:employee&inline}}++++ 
- 
-++++Image|{{:general:quickview:nextyearpayroll:mass_update_employee.jpg|}}++++ 
  
 <WRAP Box> **Note**: Never use the **Reset**, **Increment**, and **Modify** options at the same time. <WRAP Box> **Note**: Never use the **Reset**, **Increment**, and **Modify** options at the same time.
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 Example of **Reset**: Example of **Reset**:
  
-++++Image|{{:general:quickview:nextyearpayroll:mass_update_with_contract_dates.jpg|}}++++   
- 
-++++Image|{{:general:quickview:nextyearpayroll:mass_update_employee_1.jpg|}}++++ 
  
 Example of **Increment**: Example of **Increment**:
- 
-++++Image|{{:general:quickview:nextyearpayroll:mass_update_example_of_increment.jpg|}}++++ 
  
  
 Example of **Modify**: Example of **Modify**:
  
-++++Image| {{:general:quickview:nextyearpayroll:mass_update_example_of_modify.jpg|}} ++++ 
  
- +  * The first run is to update the contract dates, but not increment any pay steps. Complete only the fields under **Modify**.  
-  * The first run is to update the contract dates, but not increment any pay steps. Complete only the fields under **Reset** and **Modify**.  +    * Under **Modify**, complete the applicable fields. 
-    * Under **Modify**, complete only the first five fields. +
     * The **Area Code** and **Zip Code** is updated in both the current year and next year.      * The **Area Code** and **Zip Code** is updated in both the current year and next year. 
-    * In the **Prior Year Employment Date** field, type today's date in the MMDDYYYY format and select the pay frequency. This will change the contract dates for all employees, regardless of the date they came to work for the district.+    * In the **Prior Year Employment Date** field, type today's date in the MMDDYYYY format and select the pay frequency. This changes the contract dates for all employees, regardless of the date they came to work for the LEA.
  
 <WRAP Box>**Note**: The **Prior Year Employment Date** field uses the date in the **Latest Re-Employ <WRAP Box>**Note**: The **Prior Year Employment Date** field uses the date in the **Latest Re-Employ
-Date** field on the Employment Info tab of the Staff/Job Pay Data page. If this date is blank or contains zeros, it uses the date in the **Original Emp. Date** field. If no date exists in either field, the employee is not updated.+Date** field on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]. If this date is blank or contains zeros, it uses the date in the **Original Emp. Date** field. If no date exists in either field, the employee is not updated.
 </WRAP> </WRAP>
  
- +  * The second run is for pay purposes to update all employees with one year of earned experience. 
-  * The second run is to update all employees that have earned one year of experience for pay purposes. +
     * In the **Prior Year Employment Date** field, enter a date in January (i.e., 01-XX-XXXX) that represents the maximum number of days required for the employee to have earned a pay step advance (e.g., 90 days).      * In the **Prior Year Employment Date** field, enter a date in January (i.e., 01-XX-XXXX) that represents the maximum number of days required for the employee to have earned a pay step advance (e.g., 90 days). 
-    * This run would not include any employees hired after that date because they should not receive a step advance for pay purposes, but consult your LEA's policy. +    * This run does not include any employees hired after that date because they should not receive a step advance for pay purposes but consult your LEA's policy. 
     * Under **Increment**, complete only the **Pay Step** and **State Step** fields.     * Under **Increment**, complete only the **Pay Step** and **State Step** fields.
  
-++++Image|{{:general:quickview:nextyearpayroll:mass_update_second_run.jpg|}}++++ +<color #ed1c24>**Caution**: Do not update any experience fields at this time. Experience should not be updated until after the service records have been extracted and saved. Once the service records are complete, you can update records in either the current year or the next year. It is important not to forget this step as it must be completed prior to PEIMS reporting in October.</color>
- +
-<WRAP Box>**Note**: The **Prior Year Employment Date** field uses the date in the **Latest Re-Employ Date** field on the Employment Info tab of the Staff/Job Pay Data page. If this date is blank or contains zeros, it uses the date in the **Original Emp. Date** field. If no date exists in either field, the employee is not updated.  +
-</WRAP> +
- +
-<color #ed1c24>**Caution**: Do not update any experience fields at this time. Experience should not be updated until after the service records have been extracted and saved. Once the service records are complete, you can update records in either the next year or the current year. However, it is important not to forget this step as it must be completed prior to reporting on PEIMS in October.</color> +
- +
- +
-Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info page.+
  
-++++Extra Duty tab|{{page>humanresources:utilities:massupdate:extraduty&inline}}+++++Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info tab.
  
 +Run the [[personnel:reports:payrollinformationreports:employeeextradutyreport|Personnel > Reports > Payroll Information Reports > HRS6550 - Employee Extra Duty Report]] by code before performing the extra duty mass updates. Once you update your changes, run the HRS6550 report in the NYR frequency to verify that the changes are correct.
  
-Use the Job Code tab to change employee job assignments that display on the Job Info tab. This change modifies the Job Info tab and the Distribution tab. +++++Extra Duty tab|{{page>payroll:utilities:massupdate:extraduty&inline}}++++
  
-<WRAP box>**Note**: If accruals are associated with job codes, make changes with caution and verify.</WRAP> 
  
-++++Job Code tab|{{page>humanresources:utilities:massupdate:jobcode&inline}}+++++++++Job Code tab|{{page>payroll:utilities:massupdate:jobcode&inline}}++++
general/quickview/nextyearpayroll/step11.1519856306.txt.gz · Last modified: 2018/02/28 17:18 (external edit)

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