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Trace: • Update staff demographic data • Update tax/deductions • Update next year salary tables • Recommended - BUD6600 • Approved - BUD6600
general:quickview:nextyearpayroll:step1b

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general:quickview:nextyearpayroll:step1b [2020/01/17 21:59] – emorenogeneral:quickview:nextyearpayroll:step1b [2026/03/19 19:35] (current) – emoreno
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-\\  [[humanresources:nextyear:copycyrtablestonyr:clearnextyeartables|Human Resources > Next Year > Copy CYR Tables to NYR > Clear Next Year Tables]]+=====Clear next year tables=====
  
-<color #ed1c24>**Log on to the current payroll frequency.**</color> +<color #ed1c24>**Log on to the current pay frequency.**</color> 
  
-{{:general:quickview:nextyearpayroll:clear_next_year_tables.jpg|Clear Next Year Tables Tab}} 
  
-VCV If the next year payroll process was used last year and those records were not cleared, use the following steps to clear the records.+[[payroll:nextyear:copycyrtablestonyr:clearnextyeartables|Payroll > Next Year > Copy CYR Tables to NYR > Clear Next Year Tables]]
  
-  * **<color #ed1c24>Do not</color>** select the **Clear EOY Accrual Data Only** and **Clear NY Payroll Budget Only** fields. The EOY accrual data and next year payroll budget data is cleared whether or not these fields are selected. 
-  * Move all of the tables from the left side to the right side of the page.  
-  * Click **Execute**. All existing employees are deleted from the next year payroll files and a clean work file exists allowing you to begin building next year data. 
  
-<WRAP box>**Note**: This process clears all tables in all pay frequencies; therefore, it is only necessary to perform this process in one pay frequency even if the LEA has multiple pay frequencies.</WRAP>+{{:general:nypayrollprocess_clearnextyeartables.jpg|Clear Next Year Tables Tab}}
  
 +If the next year payroll process was used last year and those records were not cleared, use the following steps to clear the records.
  
-This process can be verified by logging on to the next year payroll frequency and running the [[humanresources:reports:hrreports:personnelreports:rosterofpersonnel|Human Resources > Reports > HR Reports > Personnel Reports > HRS1000 - Roster of Personnel Report]] for active and inactive employees. The report results should be blank.   +VCV **<color #ed1c24>Do not</color>** select the **Clear EOY Accrual Data Only** and **Clear NY Payroll Budget Only** fields. The EOY accrual data and next year payroll budget data is cleared whether or not these fields are selected. 
 + 
 +VCV Move all of the tables from the left side to the right side of the page.  
 + 
 +VCV Click **Execute**.  
 + 
 +<WRAP box>**Notes**:  
 +  * This process deletes all existing employees from the next year payroll files and a clean work file is now available allowing you to begin building next year data. In addition, all tables in all pay frequencies are cleared; therefore, it is only necessary to perform this process in one pay frequency even if your LEA has multiple pay frequencies. 
 +  * This process can be verified by running the [[personnel:reports:personnelreports:rosterofpersonnel|Personnel > Reports > Personnel Reports > HRS1000 - Roster of Personnel Report]] for both active and inactive employees with the next year frequency. The report results should be blank. 
 +</WRAP> 
 + 
 + 
 + 
  
general/quickview/nextyearpayroll/step1b.1579298356.txt.gz · Last modified: 2020/01/17 16:59 (external edit)

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