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humanresources:utilities:pmis:moveforecasttocyrpositionandpayroll
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Move Forecast to CYR Position and Payroll - HRS6260
Human Resources > Utilities > PMIS > Move Forecast to CYR Position and Payroll
This utility is used to move select groups of payroll and current position forecast records to the current year based on the selection criteria entered.
You must be logged on to a next year pay frequency to access this utility.
Please create an export using Export Pay Tables, Export Human Resources by Payroll, and Export PMIS Tables prior to using this utility.
Move forecast records to current year:
In the Select Pay Frequency field, click 
to select the pay frequency that you wish to move to current year. This is a required field.
By default, Include Vacant Supplements is not selected. Select Include Vacant Supplements to include the vacant supplement positions.
By default, Validate Accounts against General Ledger is selected. Clear Validate Accounts against General Ledger to not validate the accounts against the general ledger.
By default, Update TRS Year Flag is not selected. Select Update TRS Year Flag to update the TRS Year field as set on the Staff/Job Pay Data > Job Info tab. The TRS Year field is used to indicate those employees whose contract year begins in July or August (nonstandard) and who receive a contract payment before the beginning of the school year.
By default, Update Workers' Comp Annual and Remaining Payments is not selected. Select Update Workers' Comp Annual and Remaining Payments to update the WC Ann Pymts and the WC Remain fields as set on the Staff/Job Pay Data > Job Info tab. The WC Ann Pymts field indicates the number of annual workers' compensation payments for the contract period, and the WC Remain field indicates the number of remaining workers' compensation payments to be made during the contract period.
In the Add Additional Workers' Comp Payments field, type the number of additional workers' compensation payments. The field accepts any value between 0-9.
In the Select State Minimum Salary Table (CYR/NYR) field, click 
to select current year or next year. This is a required field.
In the Select First Pay Date Codes or blank for ALL field, type the pay date codes, separating multiple pay date codes with a comma but no space (e.g., 1,17,88,A1). Or, click to search for pay date codes. Otherwise, leave blank to use all pay date codes.
Select Include Extra Duty to include extra duty in the process. If not selected, no extra duty will be processed even if extra duty codes are selected.
In the Select Extra Duty Codes or blank for ALL field, type the extra duty codes, separating multiple extra duty codes with a comma but no space (e.g., 08,20,A2,TF). Or, click to search for extra duty codes. Otherwise, leave blank to use all extra duty codes.
In the Select Positions or blank for ALL (Includes ALL billets for selected positions Blank for ALL not processed when Positions/Billets selected) field, type the position codes, separating multiple position codes with a comma but no space (e.g., PRIN,T187). Or, click to search for position codes. Otherwise, leave blank to use all position codes.
In the Select Positions/Billets or blank for ALL field, type the position/billet codes, separating multiple position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006). Or, click to search for position/billet codes. Otherwise, leave blank to use all position/billet codes.
In the Select Supplement Positions or blank for ALL (Includes ALL billets for selected supplement positions Blank for ALL not processed when Supplements/Billets selected) field, type the supplement position codes, separating multiple supplement position codes with a comma but no space (e.g., PRIN,T187). Or, click to search for supplement position codes. Otherwise, leave blank to use all supplement position codes.
In the Select Supplement Positions/Billets or blank for ALL field, type the supplement position/billet codes, separating multiple supplement position/billet codes with a comma but no space (e.g., PRIN/00001,PRIN/00006 ). Or, click to search for supplement position/billet codes. Otherwise, leave blank to use all supplement position/billet codes.
Click Execute to process the selections.
The following reports are available:
- Move Forecast Process Error Listing
- Update Positions From Forecast
- Update Payroll From Forecast by Employee Name
- Update Payroll From Forecast by Campus
Click Generate Reports. The system displays the first report selected.
Click Continue to view the next report, or click Return to return to the reports selection page.
Click Process to move the forecast records to current year.
After the export process is completed, the actual update is performed. If the update is successful, a message indicating that the move forecast updates was processed successfully is displayed.
Click Cancel to return to the Move Forecast to CYR Position and Payroll page without moving the forecast records to current year.
humanresources/utilities/pmis/moveforecasttocyrpositionandpayroll.1532456473.txt.gz · Last modified: 2018/07/24 13:21 (external edit)