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payroll:payrollprocessing:specialadjustments:percent

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payroll:payrollprocessing:specialadjustments:percent [2020/09/18 19:08] – emorenopayroll:payrollprocessing:specialadjustments:percent [2020/09/28 21:12] (current) – emoreno
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 ^From|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the beginning pay date.| ^From|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the beginning pay date.|
-^To|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the ending pay date. If the **To** pay date selected is the pay date associated with EOY accruals, a dialog box is displayed for the **Posting Pay Date**. You can select a pay date for the **Posting Pay Date**, or click **Cancel**. If the you selects a pay date and closes the dialog box, the selected pay date is displayed on the right side of the page along with the next available adjustment number for the selected pay date. This is the pay date that is used for the payroll history records. This is also the pay date that is displayed on the Interface Processing page and used for the Finance JV number.|+^To|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the ending pay date. If the **To** pay date selected is the pay date associated with EOY accruals, a dialog box is displayed for the **Posting Pay Date**. You can select a pay date for the **Posting Pay Date**, or click **Cancel**. If you select a pay date and closes the dialog box, the selected pay date is displayed on the right side of the page along with the next available adjustment number for the selected pay date. This is the pay date that is used for the payroll history records. This is also the pay date that is displayed on the Interface Processing page and used for the Finance JV number.|
 ^Pay Date|This field is display only and is the **To** pay date that is selected.| ^Pay Date|This field is display only and is the **To** pay date that is selected.|
 ^Adjustment Nbr|This field is display only and is system generated based on the number of adjustments made in the selected pay date displayed on the page.| ^Adjustment Nbr|This field is display only and is system generated based on the number of adjustments made in the selected pay date displayed on the page.|
 ^From Job Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's job code from the transaction history record. This job code does not have to exist in the employee’s current Staff Job/Pay Data tab. This is a required field, and you can select only one job code per transaction. If the **From Job Code** field is XTRA, the **To Job Code** field is automatically set to XTRA and is disabled.| ^From Job Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's job code from the transaction history record. This job code does not have to exist in the employee’s current Staff Job/Pay Data tab. This is a required field, and you can select only one job code per transaction. If the **From Job Code** field is XTRA, the **To Job Code** field is automatically set to XTRA and is disabled.|
 ^To Job Code|Click {{:images:dropdown.gif|Drop-down Arrow}}  to select the employee's current job code. This job code must exist in the employee’s current Staff Job/Pay Data tab. This is a required field, and you can select only one job code per transaction.| ^To Job Code|Click {{:images:dropdown.gif|Drop-down Arrow}}  to select the employee's current job code. This job code must exist in the employee’s current Staff Job/Pay Data tab. This is a required field, and you can select only one job code per transaction.|
-^From Primary Campus|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's primary campus from history. If the selected job code is XTRA, the primary campus selection is disabled.\\  \\  A grid is displayed under **From Account Code** with the account type, account codes, descriptions, and TRS grant codes (as applicable) from the employee's YTD distribution history accounts. These are the valid accounts which can be selected.\\  \\  In the **Select** field, select accounts to include in the special adjustment for this pay date range.|+^From Primary Campus|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's primary campus from history. If the selected job code is XTRA, the primary campus selection is disabled.\\  \\  A grid is displayed under **From Account Code** with the account type, account codes, descriptions, and TRS grant codes (as applicable) from the employee's YTD distribution history accounts. These are the valid accounts that can be selected.\\  \\  In the **Select** field, select accounts to include in the special adjustment for this pay date range.|
 ^To Primary Campus|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's primary campus from the employee's current record. If the selected job code is XTRA, the primary campus selection is disabled.\\ \\  If the **From Acct Type** selected is G type, a grid is displayed under **To Account Code** with the account type, account codes, descriptions, and TRS grant codes (as applicable) for the employee’s current distribution accounts. These are the valid accounts that can be selected.\\  \\  Click **Select** to include the account in the special adjustment for this pay date. The **Execute** button is enabled when account codes are selected in both **From** and **To Account Code** grids.\\  \\  If the **From Acct Type** selected is not G type, a grid is displayed under To Account Code. If the From Acct Type exists in the employee’s current distribution (i.e., B, T, or S), those accounts are displayed in the **To Account Code** grid along with the distribution percent and the TRS Grant Code. You can select from these accounts. To add additional accounts and percentages, click **Add**. The distribution percentages must total to 100 percent.\\  \\  The **Perfor Pay** field is display only under From Account Code, and displays the performance pay selection from the job history. The **Perfor Pay** field is enabled under **To Account Code** only if the **To Job Code** is XTRA or the **Acct Type** is anything other than G (standard gross salary). Select **Perfor Pay** if applicable. | ^To Primary Campus|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's primary campus from the employee's current record. If the selected job code is XTRA, the primary campus selection is disabled.\\ \\  If the **From Acct Type** selected is G type, a grid is displayed under **To Account Code** with the account type, account codes, descriptions, and TRS grant codes (as applicable) for the employee’s current distribution accounts. These are the valid accounts that can be selected.\\  \\  Click **Select** to include the account in the special adjustment for this pay date. The **Execute** button is enabled when account codes are selected in both **From** and **To Account Code** grids.\\  \\  If the **From Acct Type** selected is not G type, a grid is displayed under To Account Code. If the From Acct Type exists in the employee’s current distribution (i.e., B, T, or S), those accounts are displayed in the **To Account Code** grid along with the distribution percent and the TRS Grant Code. You can select from these accounts. To add additional accounts and percentages, click **Add**. The distribution percentages must total to 100 percent.\\  \\  The **Perfor Pay** field is display only under From Account Code, and displays the performance pay selection from the job history. The **Perfor Pay** field is enabled under **To Account Code** only if the **To Job Code** is XTRA or the **Acct Type** is anything other than G (standard gross salary). Select **Perfor Pay** if applicable. |
 ^Percent of Account|The system is set to 100%. Type a new value in the field or accept the default.| ^Percent of Account|The system is set to 100%. Type a new value in the field or accept the default.|
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 </div> </div>
  
-VCV Click **Process** to accept the adjustments. [[general:backup|Create a backup.]]+VCV Click **Process** to accept the adjustments. 
  
 VCV If **Post to Master and Interface to Finance** is selected under **Post Options**, the General Journal Transactions Report is displayed with a listing of the current adjustments. Do one of the following: VCV If **Post to Master and Interface to Finance** is selected under **Post Options**, the General Journal Transactions Report is displayed with a listing of the current adjustments. Do one of the following:
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-VCV Click **Process** to accept the adjustments. [[general:backup|Create a backup.]]+VCV Click **Process** to accept the adjustments. 
  
-VCV Click **Execute**. A message is displayed asking you to verify the path of the export. +VCV Click **Execute** to execute the process. 
-  * Click **Yes** to accept the export path, or click **No** to not accept the export path and return to the Percent tab. +
-  * Click **Cancel** to close the dialog box without exporting tables. +
-  * In the archive password dialog box, type a password, and then click **OK**. +
-  * The tables are exported and a message is displayed indicating that the export process completed successfully. Click **OK**.+
    
 VCV Click **Cancel** to terminate the special adjustment without saving the changes and to close the dialog box. VCV Click **Cancel** to terminate the special adjustment without saving the changes and to close the dialog box.
payroll/payrollprocessing/specialadjustments/percent.1600456083.txt.gz · Last modified: 2020/09/18 14:08 (external edit)

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