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Trace: • Update employee credentials • Copy current year staff to next year • Verify TRS fields • Update job code table • Extract - HRS8500
general:quickview:nextyearpayroll:step3

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general:quickview:nextyearpayroll:step3 [2020/11/17 14:16] – emorenogeneral:quickview:nextyearpayroll:step3 [2021/05/14 16:56] (current) – emoreno
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 +=====Copy current year staff to next year=====
 +
 +
 [[payroll:nextyear:copycyrstafftonyr|Payroll > Next Year > Copy CYR Staff to NYR]]  [[payroll:nextyear:copycyrstafftonyr|Payroll > Next Year > Copy CYR Staff to NYR]] 
  
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 VCV Under **Options**: VCV Under **Options**:
-  * It is recommended to select **Include Employees with Termination Date** to copy active employees with a termination date on the [[payroll:maintenance:staffjobpaydata:employmentinfo|Payroll > 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. 
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 +<WRAP center round todo> 
 +Prior to continuing this process, log on to the next year pay frequency. 
 +</WRAP>
general/quickview/nextyearpayroll/step3.1605622586.txt.gz · Last modified: 2020/11/17 09:16 (external edit)

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