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general:quickview:nextyearpayroll:step11b [2022/06/10 14:51] – emorenogeneral:quickview:nextyearpayroll:step11b [2024/03/01 15:53] (current) – removed emoreno
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-=====Update staff data===== 
  
-**Payroll or Personnel > Utilities > Mass Update** 
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-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.  
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-<WRAP center round alert> 
-**CAUTION**: To avoid entering data in an incorrect pay frequency, be mindful of the pay 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. 
-</WRAP> 
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- 
- 
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-[[payroll:utilities:massupdate:deductions|Payroll > Utilities > Mass Update > Deductions]] 
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-{{page>general:humanresources:utilities:massupdate:deductions:intro}} 
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-{{:general:nypayrollprocess_massupdate_deductions_step13.jpg|Mass Update Deductions Tab}} 
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-VCV Under **Parameters**, select the employees whose deduction data is to be changed.\\  **TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference.  
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-VCV Under **Method**, select the type of deduction change to be implemented. 
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-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
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-VCV Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page.  
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----- 
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-[[payroll:utilities:massupdate:leave|Payroll > Utilities > Mass Update > Leave]] 
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-This tab is disabled as leave is only updated in the current year.  
- 
----- 
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-[[payroll:utilities:massupdate:employee|Payroll > Utilities > Mass Update > Employee]] 
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-{{page>general:humanresources:utilities:massupdate:employee:intro}} 
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-{{:general:nypayrollprocess_massupdate_employee_step13.jpg|Employee Tab}} 
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-VCV Under **Parameters**, select the employees whose employee data is to be changed.  
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-<WRAP center round tip> 
-**TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference. </WRAP> 
- 
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-<WRAP Box> **Note**: Never use the **Reset**, **Increment**, and **Modify** options at the same time. 
-</WRAP> 
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-Example of **Reset**: 
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-{{:general:nypayrollprocess_massupdate_employee_resetexample_step13.jpg|Reset Example 1}} 
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-{{:general:nypayrollprocess_massupdate_employee_resetexample2_step13.jpg|Reset Example 2}} 
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-Example of **Increment**: 
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-{{:general:nypayrollprocess_massupdate_employee_incrementexample_step13.jpg|Increment Example}} 
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-Example of **Modify**: 
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-{{:general:nypayrollprocess_massupdate_employee_modifyexample_step13.jpg|Modify Example}}  
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-VCV 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. 
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-<WRAP Box>**Note**: The **Prior Year Employment Date** field uses the date in the **Latest Re-Employ 
-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> 
- 
-VCV 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. 
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-{{:general:nypayrollprocess_massupdate_employeeincrement_secondrun_step13.jpg|Increment Example 2}} 
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-<WRAP center round alert> 
-**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. 
-</WRAP> 
- 
- 
-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
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-VCV Click **Process**. A message is displayed indicating that the process was successfully completed. Or, click **Cancel** to return to the Mass Update page.  
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-VCV Use the Extra Duty tab to change employee extra duty assignments that display on the Pay Info tab. 
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-VCV 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. 
- 
----- 
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-[[payroll:utilities:massupdate:extraduty|Payroll > Utilities > Mass Update > Extra Duty]] 
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-{{page>general:humanresources:utilities:massupdate:extraduty:intro}} 
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-{{:general:nypayrollprocess_massupdate_extraduty_step13.jpg|Mass Update Extra Duty Tab}} 
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-VCV 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. 
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-VCV Under **Method**, select the extra duty changes to be implemented. 
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-VCV Click **Populate Extra Duty Code Description** to update the **Amount** field when a different extra duty code is selected. 
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-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
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-VCV Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page. 
- 
----- 
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-[[payroll:utilities:massupdate:jobcode|Payroll > Utilities > Mass Update > Job Code]] 
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-{{page>general:humanresources:utilities:massupdate:jobcode:intro}} 
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-{{:general:nypayrollprocess_massupdate_jobcode_step13.jpg|Mass Update Job Code}} 
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-VCV 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.  
- 
-VCV Under **Change Job Code to Another Code**: 
- 
-<div indent> 
-^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.| 
-</div> 
- 
-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]] 
- 
-VCV Click **Process** to accept the changes and continue. Or, click **Cancel** to return to the Mass Update page.  
- 
-  
general/quickview/nextyearpayroll/step11b.1654872712.txt.gz · Last modified: 2022/06/10 09:51 (external edit)

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