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Trace: • Update job code table • Clear next year tables • Verify August EOY payroll accruals • Copy current year tables • Generate reports to verify employee data
general:quickview:nextyearpayroll:step3

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general:quickview:nextyearpayroll:step3 [2018/02/19 21:26] – emorenogeneral:quickview:nextyearpayroll:step3 [2021/05/14 16:56] (current) – emoreno
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-[[humanresources:nextyear:copycyrstafftonyr|Human Resources > Next Year > Copy CYR Staff to NYR]] +=====Copy current year staff to next year=====
  
-Log on to the current payroll frequency. 
  
-++++Image|{{:general:quickview:nextyearpayroll:copy_current_year_staff_to_next_year.jpg|}}+++++[[payroll:nextyear:copycyrstafftonyr|Payroll > Next Year > Copy CYR Staff to NYR]] 
  
-Copy the employees from the current year payroll to the next year payroll. If you have multiple pay frequencies, complete this task in all frequencies. +<color #ed1c24>**Log on to the current pay frequency.**</color> 
 + 
 +{{:general:nypayrollprocess_copycyrstafftonyr.jpg|Copy CYR Staff To NYR Page}} 
 + 
 +Copy the employees from the current year payroll to the next year payroll. If you have multiple pay frequencies, complete this task in all pay frequencies. 
  
 **Reminder**: Be aware of where the budget is in terms of the fiscal year. **Reminder**: Be aware of where the budget is in terms of the fiscal year.
  
-++++Additional information|{{page>general:quickview:nextyearpayroll:step3:additionalnotes&inline}}+++++{{page>general:quickview:nextyearpayroll:step3:additionalnotes}}
  
  
-Under **Pay Status**, select **Active** to copy only active employees.+VCV Under **Pay Status**, select **Active** to copy only active employees.
  
-In the **Pay Type** field, select //E Exclude Substitute//.+VCV In the **Pay Type** field, select //E Exclude Substitute//.
  
-Under **Options**: +VCV Under **Options**: 
-  * It is recommended to select **Include Employees with Termination Date** to copy employees with a termination date on the Maintenance > Staff Job/Pay Info > Employment Info tab. +  * It is recommended to select **Include Employees with Termination Date** to copy active employees with a termination date on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] tab. 
   * <color #ed1c24>**Do not**</color> select **Inactivate Records when Creating NY Tables**.   * <color #ed1c24>**Do not**</color> select **Inactivate Records when Creating NY Tables**.
-  * In the **Next Year's Funding Code** field, type the fiscal year to be used when updating the distribution account code fiscal year in the next year employee master distribution records. Leave blank if the distribution account code fiscal year in the next year employee master distribution record is to remain the same as the current fiscal year until the next year budget is in place. Then, use the Mass Update utility to update to the correct fiscal year.  +  * In the **Next Year's Funding Code** field, type the fiscal year to be used when updating the distribution account code fiscal year in the next year employee master distribution records.\\  Leave blank if the distribution account code fiscal year in the next year employee master distribution record is to remain the same as the current fiscal year until the next year budget is in place. Then, use the Mass Update utility to update to the correct fiscal year.  
-  * It is recommended that the **Number of Remaining Deductions** is left blank to copy deductions with the number of remaining deductions as they exist in the current payroll frequency.  +  * It is recommended that the **Number of Remaining Deductions** is left blank to copy deductions with the number of remaining deductions as they exist in the current pay frequency. 
-      * Use the [[humanresources:reports:hrreports:personnelreports:employeedatalisting|Human Resources > Reports > HR Reports > Personnel Reports > HRS1250 - Employee Data Listing]] report to verify the deduction information. Run the report with only the **Include Reports** parameter set to **Deductions**.  +
-      * In addition, a user created report can be created to only include deduction information. It can be sorted by deduction code and remaining payments.+
  
-{{page>general:copycyrstafftonyr:execute}} 
  
 +{{page>general:copycyrstafftonyr:execute}}
  
  
 +<WRAP center round todo>
 +Prior to continuing this process, log on to the next year pay frequency.
 +</WRAP>
general/quickview/nextyearpayroll/step3.1519075582.txt.gz · Last modified: 2018/02/19 16:26 (external edit)

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