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payroll:nextyear:interfacenypayrolltonybudget:extractpayrollaccountcodes

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payroll:nextyear:interfacenypayrolltonybudget:extractpayrollaccountcodes [2020/06/09 16:31] – emorenopayroll:nextyear:interfacenypayrolltonybudget:extractpayrollaccountcodes [2023/09/18 13:51] (current) – emoreno
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 //**Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Payroll Account Codes**// //**Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Payroll Account Codes**//
  
-<WRAP round intro>This tab extracts the annual salaries for employees and calculates taxes and employer contributions based on those salaries. The information is stored in an interface table, which is used to update next year’s budget.+<WRAP round intro>This utility extracts the annual salaries for employees and calculates taxes and employer contributions based on those salaries. The information is stored in an interface table, which is used to update next year’s budget.
  
 **Notes**: **Notes**:
-  * Before running this function, make sure that the employee master file, the account distribution file, and the deduction file are updated for each employee. The employee’s status flag must indicate an active employee, and the data in the employee’s file which is normally used for calculating deductions and distributions must be updated and reviewed. +  * Before running this utility, make sure that the employee master file, the account distribution file, and the deduction file are updated for each employee. The employee’s status flag must indicate an active employee, and the data in the employee’s file which is normally used for calculating deductions and distributions must be updated and reviewed. 
-  * This function can be run for one or more combinations of next year pay periods (i.e., D, E, and F).+  * This utility can be run for one or more combinations of next year pay periods (i.e., D, E, and F).
   * In addition, this function can be run for one payroll period at a time, for one campus at a time, or from one to all active employees at a time. During the extract processing, none of the next year files are changed, so this function can be run repeatedly.   * In addition, this function can be run for one payroll period at a time, for one campus at a time, or from one to all active employees at a time. During the extract processing, none of the next year files are changed, so this function can be run repeatedly.
   * The last run for extracting and interfacing must be done for all campuses, payroll pay periods, and active employees.   * The last run for extracting and interfacing must be done for all campuses, payroll pay periods, and active employees.
-  * When calculating the next year payroll amounts for type 3 and/or type 4 jobs for employees, the **Estimated Annual Salary** Amount field from the Maintenance > Staff Job/Pay Data > Distributions tab is used as the annual salary amount.+  * When calculating the next year payroll amounts for employees with type 3 and 4 jobs, use the [[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]] tab to update the job contract **Total**.
   * If the employee has multiple type 3 and/or type 4 jobs within different payroll frequencies, the estimated annual salary is equally shared for each of the pay frequencies affected.   * If the employee has multiple type 3 and/or type 4 jobs within different payroll frequencies, the estimated annual salary is equally shared for each of the pay frequencies affected.
   * If the employee has multiple type 3 and/or type 4 jobs within the same payroll frequencies, a portion of each estimated annual salary is applied to each job, based on the job percent applied.   * If the employee has multiple type 3 and/or type 4 jobs within the same payroll frequencies, a portion of each estimated annual salary is applied to each job, based on the job percent applied.
    
-[[general:extractpayrollacctcodes_example|Example:]]+[[general:extractpayrollacctcodes_example|Example]]
  
-If the **Estimated Annual Salary Amount** field is not populated, the job contract amount is used. The employee must have master distribution records to be included in the extract process.+The job contract **Total** is used for the estimated salary amount. The employee must have master distribution records to be included in the extract process.
   * In order for a type 3 or type 4 job to be included in the extract, the employee's pay status should be active, and the selected pay frequency must have a type 3 or type 4 job in the Job Info tab.   * In order for a type 3 or type 4 job to be included in the extract, the employee's pay status should be active, and the selected pay frequency must have a type 3 or type 4 job in the Job Info tab.
   * The payroll account codes extracted include salaries, overtime, FICA, Medicare, health insurance, workers' compensation, unemployment, TRS 373, TRS grant deposit, TRS-Care annuities, deferred compensation, TRS On-Behalf, taxable and nontaxable business allowances, TRS supplemental compensation, TRS health insurance, and TRS-Care employer contribution.   * The payroll account codes extracted include salaries, overtime, FICA, Medicare, health insurance, workers' compensation, unemployment, TRS 373, TRS grant deposit, TRS-Care annuities, deferred compensation, TRS On-Behalf, taxable and nontaxable business allowances, TRS supplemental compensation, TRS health insurance, and TRS-Care employer contribution.
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-Under **Next Year Frequency**, select from the following payroll frequencies:+VCV Under **Next Year Frequency**, select from the following payroll frequencies:
   * **D - Biweekly**   * **D - Biweekly**
-  * ** E - Semimonthly**+  * **E - Semimonthly**
   * **F - Monthly**   * **F - Monthly**
    
-If the user is not authorized to access a payroll frequency, it is disabled.+If you are not authorized to access a payroll frequency, it is disabled.
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Pay Campus|The system is set to All, but you can click {{:images:dropdown.gif|Drop-down Arrow}} to select all employees from a specific pay campus. You will only have access to the **Pay Campus** drop-down field if you have security access to next year payroll frequencies.| ^Pay Campus|The system is set to All, but you can click {{:images:dropdown.gif|Drop-down Arrow}} to select all employees from a specific pay campus. You will only have access to the **Pay Campus** drop-down field if you have security access to next year payroll frequencies.|
 ^Primary Campus|The system is set to All, but you can click {{:images:dropdown.gif|Drop-down Arrow}} to select all employees from a specific primary campus. You will only have access to the **Primary Campus** drop-down field if you have security access to next year payroll frequencies.| ^Primary Campus|The system is set to All, but you can click {{:images:dropdown.gif|Drop-down Arrow}} to select all employees from a specific primary campus. You will only have access to the **Primary Campus** drop-down field if you have security access to next year payroll frequencies.|
-^TRS On Behalf Expenditure Account|type either a full or partial account code to be used as an expenditure account for the TRS On-Behalf. Any position of the account components can be set (e.g., the fund can be XX2) except the object component which is always set to 6144, regardless of what is entered.\\  \\  **Note**:  If Summarize Benefits Interface is selected on the District Human Resources Options page, the subobject, ed span, and project detail account code components are set to zero regardless of what is entered.|+^TRS On Behalf Expenditure Account|type either a full or partial account code to be used as an expenditure account for the TRS On-Behalf. Any position of the account components can be set (e.g., the fund can be XX2) except the object component which is always set to 6144, regardless of what is entered.\\  \\  **Note**:  If Summarize Benefits Interface is selected on the District HR Options page, the subobject, ed span, and project detail account code components are set to zero regardless of what is entered.|
 ^Hourly emp deductions remaining payments|Type a default remaining deduction value to be used. The value is used in the extract process if the employee's primary job is a pay type 3, and the number of remaining deductions for a deduction code is equal to 99. If the employee's primary job is a pay type 1 or 2, and the number of remaining deductions for a deduction code is equal to 99, the number of annual payments for the job is used.| ^Hourly emp deductions remaining payments|Type a default remaining deduction value to be used. The value is used in the extract process if the employee's primary job is a pay type 3, and the number of remaining deductions for a deduction code is equal to 99. If the employee's primary job is a pay type 1 or 2, and the number of remaining deductions for a deduction code is equal to 99, the number of annual payments for the job is used.|
 ^Enter the Starting Accounting Period for the Finance Fiscal Year|Type the month the district uses as the first fiscal accounting period. The value is used to determine the number of payments the system should use when calculating the employer TRS contribution for new employees for budget purposes. Annual payments are based on the primary job. Use this [[general:enter_the_starting_accounting_period_for_the_finance_fiscal_year_formula|formula.]]| ^Enter the Starting Accounting Period for the Finance Fiscal Year|Type the month the district uses as the first fiscal accounting period. The value is used to determine the number of payments the system should use when calculating the employer TRS contribution for new employees for budget purposes. Annual payments are based on the primary job. Use this [[general:enter_the_starting_accounting_period_for_the_finance_fiscal_year_formula|formula.]]|
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 {{page>general:fourarrowbuttons}} {{page>general:fourarrowbuttons}}
  
-Click **Run**. The system extracts and calculates the payroll account codes for the selected employees and makes them available for the Interface to Budget tab.+VCV Click **Run**. The system extracts and calculates the payroll account codes for the selected employees and makes them available for the Interface to Budget tab.
    
-  * If the fund/fiscal year does not exist in the Budget account code table, processing is not continued. Click **OK** to return to the Extract Payroll Account Codes tab.+  * If the fund/fiscal year does not exist in the Budget account code table, the processing is not continued. Click **OK** to return to the Extract Payroll Account Codes tab.
   * If any errors occur during processing, another page is displayed indicating the errors. The user can print the errors.   * If any errors occur during processing, another page is displayed indicating the errors. The user can print the errors.
   * If no errors occur, no additional page is displayed.   * If no errors occur, no additional page is displayed.
payroll/nextyear/interfacenypayrolltonybudget/extractpayrollaccountcodes.1591720290.txt.gz · Last modified: 2020/06/09 11:31 (external edit)

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