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payroll:utilities:payrollsimulation:employmentinfo

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payroll:utilities:payrollsimulation:employmentinfo [2020/04/06 21:24] – created emorenopayroll:utilities:payrollsimulation:employmentinfo [2023/09/18 17:04] (current) – removed emoreno
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-======Employment Info - HRS7700====== 
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-<div #message></div> 
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-//**Human Resources > Utilities > Payroll Simulation > Employment Info**// 
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-<WRAP round intro>The Payroll Simulation tabs are used to create simulated payrolls for individual employees or groups of employees. This feature can show new employees what their checks will be or to show existing employees the changes to their paychecks before the changes become effective. 
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-The Employment Info tab is used to retrieve employment information for a current or next year employee. The data allows you to create simulated payroll changes for proposed position changes or promotions. This data includes employment dates, job assignments, contract information, and job termination dates. Before using this tab, ensure that each employee has a demographic record as created using the Demographic Information tab on the Staff Demographic page. 
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-====Add payroll simulation employment information:==== 
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-Under **Parameters**, select the employee whose employment information is being changed for payroll simulation. 
-{{page>general:parameters}} 
-**Notes**:   
-  * If more than one employee is selected, the system only populates the Addendum tab with all selected employees. The other Payroll Simulation tabs are not populated. 
-  * Once an employee is selected, the same employee's information is presented on all tabs of the Payroll Simulation utility. 
-  * A specific payroll frequency must be selected before clicking **Execute**; otherwise, no data displays. The user can select either current year or next year frequencies. All other parameters are optional. 
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-Click **Execute**. The employment information for the employee is displayed. 
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-^Employee Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the one-character code that indicates the employee status (e.g., applicant, active, professional, retired).| 
-^Highest Degree|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the highest degree the employee received from a certified learning institution.| 
-^Percent Day Employed|Type the percentage of each day for which this individual is employed. For example, if this employee works half-time, type 50. If he works full-time, type 100. The field can be a maximum of three digits.| 
-^Eligible for Re-hire|Select if the employee is eligible for rehire.| 
-^Extract ID|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a three-character, locally-assigned code (e.g., En1 = English 1, AL2 = Algebra 2, HI4 = History 4) for grouping employees. This code is used to tag employee records for a batch process (e.g., copy or extract). Each employee must have the Extract ID set on the Employment Info page before they can be selected using this function.| 
-^Original Emp. Date|Type the original date on which the individual was employed by the district in the MMDDYYYY format. This date does not change if the employee has left the district, and then returned.| 
-^Latest Re-Employ Date|Type the date the employee began his current period of employment in the MMDDYYYY format. The field applies only to employees who worked for the district, left the district, and then returned. If the employee never left the district, the field is blank.| 
-^Retirement Date|Type the date of retirement for the employee in the MMDDYYYY format.| 
-^Take Retiree Surcharge|Select if the district should pay the TRS surcharges for retirees.| 
-^Year Round|Select if the employee is employed on the year-round calendar.| 
-^NY Take Retiree Surcharge|Select if the district should pay the TRS surcharges for retirees for next year processes.| 
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-Under **Years Experience**: 
-^Professional|In the **Total** field, type the total years of professional experience for the employee. The field can be a maximum of two digits.\\  \\  In the **In District** field, type the total years of professional experience for the employee in the district. The field can be a maximum of two digits.| 
-^Non-Professional|In the **Total** field, type the total years of nonprofessional experience for the employee. The field can be a maximum of two digits.\\  \\  In the **In District** field, type the total years of nonprofessional experience for the employee in the district. The field can be a maximum of two digits.| 
-^Grade(s) Taught|Type the grades the employee has taught (e.g., K-5).| 
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-Under **Contract Information**: 
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-^Class|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code that identifies any contract type or class identified by the district.|  
-^Term|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code that identifies the terms of the contract held by the employee. Examples would be continuing, probationary, 1 year, and no contract.| 
-^Year|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code that identifies in which year of the contract period the employee is currently working. For example, 02 would indicate the second year of the contract period.| 
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-Under **Extended Leave**: 
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-^Begin|Type the date on which the employee begins an extended leave of absence in the MMDDYYYY format.| 
-^End|Type the date on which the employee ends an extended leave of absence in the MMDDYYYY format.| 
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-Under **Termination**: 
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-^Date|Type the date that the termination of the employee takes effect in the MMDDYYYY format. This field is used only with employees who have been terminated from their positions.| 
-^Reason|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason the employee was terminated.| 
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-Under **Estimated Annual Salary (Hourly Employees Only)**: 
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-^Budget Code Activity|Type the activity code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the activity code from which the hourly employee's salary is allocated.| 
-^Budget Code Fund|Type the fund code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the fund code from which the hourly employee's salary is allocated.| 
-^Budget Code Func|Type the function code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the function code from which the hourly employee's salary is allocated.| 
-^Budget Code Obj|Type the object code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the object code from which the hourly employee's salary is allocated.| 
-^Budget Code Org|Type the organization code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the organization code from which the hourly employee's salary is allocated.| 
-^Budget Code Prog|Type the program code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select the program code from which the hourly employee's salary is allocated.| 
-^Amount|The amount of the employee's salary is displayed, but may be updated. Type the whole dollar amount for the salary.| 
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-Under **Unemployment Eligibility**, under each **Qtr** column, select each month that the employee's unemployment eligibility is effective. If you selected **Unemployment Eligibility** on the Employee tab of the Mass Update utility, all **Qtr** columns are selected. 
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-Under **Fingerprint Information**: 
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-^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code to indicate the status of an employee's data.\\  \\  The system date populates the **Extract Date** field when the employee's data is extracted using the Extract Fingerprint utility. You can change the extract date, if necessary.| 
-^Fingerprint Date|Type the date on which the employee's fingerprint data was entered in the MMDDYYYY format.| 
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-====Other functions and features:==== 
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-^Reset|Click to reset all previously selected parameter options to the default.| 
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payroll/utilities/payrollsimulation/employmentinfo.1586208247.txt.gz · Last modified: 2020/04/06 16:24 (external edit)