Business

User Tools

Site Tools

Trace:
general:quickview:nextyearpayroll:step11b

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
general:quickview:nextyearpayroll:step11b [2019/02/13 22:42] – emorenogeneral:quickview:nextyearpayroll:step11b [2024/03/01 15:53] (current) – removed emoreno
Line 1: Line 1:
-**Human Resources > Utilities > Mass Update** 
  
-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 manual entry errors.  
- 
-**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. 
- 
- 
-VCV [[humanresources:utilities:massupdate:deductions|Human Resources > Utilities > Mass Update > Deductions]] 
- 
-{{page>general:humanresources:utilities:massupdate:deductions:intro}} 
- 
-  * Under **Parameters**, select the employees whose deduction data is to be changed.\\  **TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference.  
-  * Under **Method**, select the type of deduction change to be implemented. 
- 
-Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
- 
-Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page.  
- 
-If you click **Process**, a message is displayed prompting you to create a [[general:backup|backup.]] A backup is highly recommended.  
- 
-VCV [[humanresources:utilities:massupdate:leave|Human Resources > Utilities > Mass Update > Leave]] 
- 
-This tab is disabled as leave is only updated in the current year.  
- 
-VCV [[humanresources:utilities:massupdate:employee|Human Resources > Utilities > Mass Update > Employee]] 
- 
-{{page>general:humanresources:utilities:massupdate:employee:intro}} 
- 
-Under **Parameters**, select the employees whose employee data is to be changed.  
- 
-**TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference.  
- 
- 
-{{:general:quickview:nextyearpayroll:mass_update_employee.jpg|Employee Tab}} 
- 
-<WRAP Box> **Note**: Never use the **Reset**, **Increment**, and **Modify** options at the same time. 
-</WRAP> 
- 
-Example of **Reset**: 
- 
-{{:general:quickview:nextyearpayroll:mass_update_with_contract_dates.jpg|Reset Example 1}} 
- 
-{{:general:quickview:nextyearpayroll:mass_update_employee_1.jpg|Reset Example 2}} 
- 
-Example of **Increment**: 
- 
-{{:general:quickview:nextyearpayroll:mass_update_example_of_increment.jpg|Increment Example}} 
- 
- 
-Example of **Modify**: 
- 
-{{:general:quickview:nextyearpayroll:mass_update_example_of_modify.jpg|Modify Example}}  
- 
- 
-  * The first run is to update the contract dates, but not increment any pay steps. Complete only the fields under **Modify**.  
-    * Under **Modify**, complete the applicable fields.  
-    * 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 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 
-Date** field on the [[humanresources:maintenance:staffjobpaydata:employmentinfo|Human Resources > Maintenance > Staff Job/Pay Data > 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> 
- 
-  * The second run is for pay purposes to update all employees with one year of earned experience.  
-    * 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 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. 
- 
-{{:general:quickview:nextyearpayroll:mass_update_second_run.jpg|Increment Example 2}} 
- 
-<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> 
- 
-Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
- 
-Click **Process**. You are prompted to create a [[general:financebackup|backup]]. A message is displayed indicating that the process was successfully completed.  
- 
-Click **Cancel** to return to the Mass Update page.  
- 
-Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info tab. 
- 
-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 extra duty mass updates. Once you update your changes, run the HRS6550 report in the NYR frequency to verify that the changes are correct. 
- 
-VCV [[humanresources:utilities:massupdate:extraduty|Human Resources > Utilities > Mass Update > Extra Duty]] 
- 
-{{page>general:humanresources:utilities:massupdate:extraduty:intro}} 
- 
-  * Under **Parameters**, select the employees and records to be copied to the current year.\\  **TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference. 
-  * Under **Method**, select the extra duty changes to be implemented. 
- 
-Click **Populate Extra Duty Code Description** to update the **Amount** field when a different extra duty code is selected. 
- 
-Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
- 
-Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page. If you click **Process**, a message is displayed prompting you to create a [[general:backup|backup.]] A backup is highly recommended.  
- 
-VCV [[humanresources:utilities:massupdate:jobcode|Human Resources > Utilities > Mass Update > Job Code]] 
- 
-{{page>general:humanresources:utilities:massupdate:jobcode:intro}} 
- 
-  * Under **Parameters**, select the employees whose job code data is to be changed.\\  **TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference.  
-  * Under **Change Job Code to Another Code**: 
-  
- 
-^If Job Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the job code to be changed.| 
-^Change To|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the new job code.| 
- 
-Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
- 
-Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page. If you click **Process**, a message is displayed prompting you to create a  
-[[general:backup|backup.]] A backup is highly recommended.  
- 
-  
general/quickview/nextyearpayroll/step11b.1550097737.txt.gz · Last modified: 2019/02/13 17:42 (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.