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personnel:utilities:massupdate:employee

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personnel:utilities:massupdate:employee [2020/09/01 19:42] – emorenopersonnel:utilities:massupdate:employee [2022/06/06 13:05] (current) – emoreno
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 ====Mass update employee data:==== ====Mass update employee data:====
  
-VCV Under **Parameters**, select the appropriate parameters for the employees whose employee data is to be changed. +VCV Under **Parameters**, select the appropriate parameters for the employees whose employee data is to be updated. 
  
 <div indent> <div indent>
-**TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference. +**TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference. 
 </div> </div>
 \\ \\
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 VCV Under **Reset**, select the employee data to reset: VCV Under **Reset**, select the employee data to reset:
-^Pay Status|Select to reset the employee data to a particular pay status, or leave blank to not reset by pay status. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Pay Status and select the employee's pay status for the purposes of payroll calculation. The system is set to Active.| + 
-^Fiscal Year |Select to reset employee data for a specific fiscal year, or leave blank to not reset by fiscal year. If the field is selected, type the last digit of the fiscal year for which the employee data is to be reset in the field to the right of **Fiscal Year**.| + 
-^Extract ID| Select to tag employee records for a batch process (e.g., copy or extract), or leave blank to not use the Extract ID function. To the right of Extract ID, type a three-character, locally assigned code (e.g., En1 = English 1, AL2 = Algebra 2, HI4 = History 4) for grouping employees. Each employee must have the extract ID set in the Employment Info page before he can be selected using this function.| +^Extract ID|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a locally assigned extract ID used for grouping employees. The ID is used to tag employee records for a batch process (e.g., copy or extract). Each employee must have the Extract ID set in the Employment Info tab before they can be selected using this function.| 
-^Unemployment Eligibility| Select to reset all Unemployment Eligibility Quarters in the Employment Info maintenance tab, or leave blank to not reset by unemployment eligibility. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Unemployment Eligibility and select the employee's unemployment eligibility. The system is set to //Yes//.|+^Unemployment Eligibility (ICESA Report)| Select to reset all Unemployment Eligibility Quarters in the Employment Info maintenance tab, or leave blank to not reset by unemployment eligibility. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Unemployment Eligibility and select the employee's unemployment eligibility. The system is set to //Yes//.|
 ^Take Retiree Surcharge| Select to reset the TRS retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Take Retiree Surcharge**, and then select //Yes// or //No//. When this option is selected, the system is set to //Yes//.| ^Take Retiree Surcharge| Select to reset the TRS retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Take Retiree Surcharge**, and then select //Yes// or //No//. When this option is selected, the system is set to //Yes//.|
 ^NY Take Ret Surchg |Select to reset the TRS next year retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **NY Take Ret Surchg** and select //Yes// or //No//. When this option is selected, the system is set to //Yes//.| ^NY Take Ret Surchg |Select to reset the TRS next year retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **NY Take Ret Surchg** and select //Yes// or //No//. When this option is selected, the system is set to //Yes//.|
-^Dock Rate |Select to reset the dock rate on the employee Pay Info page. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Dock Rate** and select the applicable dock rate. If blank, the dock rate is set to zero.| 
-^Unemployment Elig|Select to reset the unemployment eligibility on the Pay Info tab, or leave blank to not reset the unemployment eligibility. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Unemployment Elig** and select the employee's unemployment eligibility. The system is set to //No//.| 
-^Pre-Note| Select to reset the prenote for bank deposit records. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Pre-Note** and select //Yes// or //No//. The system is set to //Yes//.\\  \\  The **Pre-Note** field is displayed as a check box on the preview report.| 
-^Health Ins Code|Select to reset the employee's eligibility for the TEA Health Insurance, or leave blank to not reset the eligibility for the TEA Health Insurance. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **Health Ins Code** and select a code that indicates the employee's eligibility:\\  \\  N - Not eligible\\  S - Eligible spouse participating\\  W - Eligible Health Insurance\\  Y - Eligible participating Health Insurance| 
-^FSP Staff Data Code|Select to reset the employee's eligibility for the TEA Health Insurance, or leave blank to not reset the FSP staff data code. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of FSP Staff Data Code and select one of the following codes:\\  \\  F - Full-Time\\  P - Part-Time| 
 ^Employment Type|Select to reset the employee's employment type, or leave blank to not reset the employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of Employment Type and select one of the following codes:\\  \\  F - Half-Time or more\\  M - Temporary\\  P - Less than Half-Time\\  S - Substitute| ^Employment Type|Select to reset the employee's employment type, or leave blank to not reset the employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of Employment Type and select one of the following codes:\\  \\  F - Half-Time or more\\  M - Temporary\\  P - Less than Half-Time\\  S - Substitute|
 ^Retiree Employment Type|Select to reset the retired employee's retiree employment type, or leave blank to not reset the retiree employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **Retiree Employment Type** and select one of the following codes:\\  \\  C - Combination of Substitute and Half-Time or less\\  F - Full-Time\\  H - Half-Time or less\\  S - Substitute| ^Retiree Employment Type|Select to reset the retired employee's retiree employment type, or leave blank to not reset the retiree employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **Retiree Employment Type** and select one of the following codes:\\  \\  C - Combination of Substitute and Half-Time or less\\  F - Full-Time\\  H - Half-Time or less\\  S - Substitute|
-^TRS Member Pos|Select to reset the employee's TRS member position code or leave blank to not reset the employee's TRS member position code. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **TRS Member Pos** and select one of the following codes:\\  \\  //01 - Professional staff//\\  //02 - Teacher, librarian//\\  //03 - Support staff//\\  //04 - Bus driver//\\  //05 - FT nurse/Counselor//\\  //06 - Peace Officers//\\  //07 - Food service worker//\\  //09 - Summer School//| +^Creditable Year of Service|Select to reset the employee's creditable year of service. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Creditable Year of Service** and select //Yes// or //No//. When this option is selected, the system is set to //Yes//.  | 
-^Incr Pay Step|Select to reset the employee's pay step data, or leave blank to not reset the employee pay step data. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Incr Pay Step and select //Yes// or //No//. When this option is selected, the system is set to //Yes//.\\  \\  If the employee is to be incremented for a specific job, the employee must have the **Incr Pay Step** option selected on the Job Info page.| +
-^Calendar|Select to change the calendar code. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Calendar and select the appropriate calendar code. Only the calendar code is changed. The **Begin Date**, **End Date**, and **# of Days Empld** fields are not changed and are included in the Mass Update or updated separately.| +
-^Contract Begin Date| Select to reset the employee's contract begin date. To the right of **Contract Begin Date**, type the employee's new contract begin date, or leave blank to clear the previous contract begin date.| +
-^Contract End Date| Select to reset the employee's contract end date. To the right of **Contract End Date**, type the employee's new contract end date, or leave blank to clear the previous contract end date.|  +
-^Nbr Days Empld|Select to reset the employee's total number of days employed. To the right of **Nbr Days Empld**, type the employee's new total number of days employed, or leave blank to reset the number of days employed to zero.| +
-^# of Months in Contract| Select to reset the employee's total number of contract days. To the right of **# of Months in Contract**, type the employee's new total number of contract days, or leave blank to reset the number of contract days to zero.| +
-^Contract Days |Select to reset the employee's number of days in contract. To the right of **Contract Days**, click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee's new number of days in contract, or leave blank to reset the number of days in contract to zero.\\  \\  **Note**:  If the **Contract Days** field is already modified, the **Contract Days** fields on this tab (under **Modify**) are not available. If the **Contract Days** fields on this tab (under **Modify**) are modified, the **Contract Days** field is not available.| +
-^Local Contract Days|Select to reset the number of days an employee must work in order to meet LEA contract requirements. To the right of **Local Contract Days**, type the new number of days that an employee must work. The field can be a maximum of three digits.| +
-^Payoff Date|Type the date on which the employee's contract is paid off in the MMDDYYYY format. When this date and the pay date match, contract payoff occurs.| +
-^Pay Grade| Select to reset the employee's pay grade. If the field is selected, the user must type the three-character alphanumeric code to be reset in the field to the right of Pay Grade.| +
-^Local Schedule| Select to reset the employee's local schedule. If the field is selected, the user must type the locally assigned, single-character code to be reset in the field to the right of **Local Schedule**. The local schedule is used to indicate the separate pay schedules for professional and support staff with the same pay grade, pay step, and maximum number of days employed.| +
-^Max Days| Select to reset the employee's maximum number of days in contract. To the right of **Max Days**, type the employee's new number of contract days which relates to the correct salary on the salary table, or leave blank to clear the previous maximum number of days.| +
-^Hrs/Day|Select to reset employee's hours/day. To the right of **Hrs/Da**y, type the new hours per day amount, or leave blank to reset the previous hours per day amount to zero.| +
-^Wkly Hrs Sched| Select to reset the employee’s scheduled weekly hours for a specific job, or leave blank to not reset the employee's scheduled weekly hours. If the field is selected, in the field to the right of **Wkly Hrs Sched**, type the employee's scheduled weekly hours for a specific job.|   +
    
-VCV Under **(Number of)**: +VCV Under **Update Experience**, select the employee experience to update:
-  +
-^Annual Payments| Select to reset employee data for a number of annual payments, or leave blank to not reset the number of annual payments. To the right of **Annual Payments**, type the number of annual payments. If left blank, the value is zero.| +
-^Remaining Payments|Select to reset employee data for a number of remaining payments, or leave blank to not reset the number of remaining payments. To the right of **Remaining Payments**, type the number of remaining payments. If left blank, the value is zero.| +
-^WC Annual Payments|Select to reset employee data for a number of annual workers' compensation payments, or leave blank to not reset the number of annual workers' compensation payments. To the right of **WC Annual Payments**, type the number of annual payments. If left blank, the value is zero.| +
-^WC Remaining Payments|Select to reset employee data for a number of remaining workers' compensation payments, or leave blank to not reset the number of remaining workers' compensation payments. To the right of **WC Remaining Payments**, type the number of remaining payments. If left blank, the value is zero.| +
-  +
-VCV Under **Increment**, select the employee data to increment:+
  
-<div indent> +  * Select **Increment** to increase the selected years of experience by one. 
-**WARNING**: Data should only be incremented one time.  +  * Select **Decrement** to decrease the selected years of experience by one.  
-</div>+ 
 +\\ 
 +^Total (Prof) Experience|Select to update the total years of professional experience.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
 +^District (Prof) Experience|Select to update the total years of professional experience in a district.\\  \\   If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
 +^Total (Non-Prof) Experience|Select to update the total years of non-professional experience.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
 +^District (Non-Prof) Experience|Select to update the total years of non-professional experience in a district.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
 +^Prior Teaching Experience| Select to update the number of years of prior teaching experience.\\  \\  If you select this field and leave the **If Employment Date < ** field blank, all employees who met the original selection parameters are updated. \\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.\\  \\  In the **Job Code** field, click {{:images:ascender_picklist.jpg|Ellipsis Icon}} to select specific job codes where the prior teaching experience should be updated.\\  \\  The employees who match the selected parameters and the selected job codes will have their prior teaching experience updated. If an employee has multiple jobs included in the job code selection, their employment record is only updated once. |
  
-^Pay Step |Select to increment the pay step for employees, or leave blank to not increment the pay step. If you select this field, you can select Limit to limit the pay step increment. To the right of Limit, type the two-digit maximum pay step that is allowed by the LEA.\\  \\  **Note**:  When **Pay Step** is selected, the system verifies that the Increase Pay Step field on the Job Codes table is selected. The **Increase Pay Step** field must be selected for the specific job code in order for the **Pay Step** field to increment the pay step for those employees.|    
-^State Step|Select to increment state step for employees, or leave blank to not increment the state step. If you select this field, you can select **Limit 20** to increment everyone by one to a maximum. Leave the field blank to not set 20 as a state step maximum.| 
-^Total (Prof) Experience|Select to increment total professional experience by one, or leave blank to not increment total professional experience by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the** Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^District (Prof) Experience|Select to increment district professional experience by one, or leave blank to not increment district professional experience by one.\\  \\   If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, and then the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^Total (Non-Prof) Experience|Select to increment total nonprofessional experience by one, or leave blank not to increment total nonprofessional experience by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^District (Non-Prof) Experience| Select to increment district non-professional experience by one, or leave blank to not increment district non-professional by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or L**atest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^Total Job Experience|Select to increment total job experience by one, or leave blank to not increment total job experience by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-  
 VCV Under **Modify**, select the employee data to modify: VCV Under **Modify**, select the employee data to modify:
-  
-^Contract Begin Date|Type the original date that the contract began in the MMDDYYYY format in the **From** column. In the **To** column, type the new contract begin date, or leave blank to clear the previous contract begin date.| 
-^Contract End Date|Type the original date that the contract ends in the MMDDYYYY format in the **From** column. In the **To** column, type the new contract end date, or leave blank to clear the previous contract end date.| 
-^Nbr Days Empld|Type the original number of days that the employee was employed in the **From** column. In the **To** column, type the new number of days employed, or leave it blank to reset the number of days employed to zero.| 
-^# of Months in Contract| Type the original number of months that the employee was obligated to work in the **From** column. In the **To** column, type the new number of months in the contract, or leave blank to reset the number of months in the contract to zero.| 
-^Contract Days|Click {{:images:dropdown.gif|Drop-down Arrow}} in the **From** column to select the original number of days of the employee contract. Click {{:images:dropdown.gif|Drop-down Arrow}} in the To column to select the new number of contract days, or leave blank to reset the contract days to zero.\\  \\  **Note**:  If the **Contract Days** field is already modified on this tab (under **Reset**), the **Contract Days** fields are not available. If the **Contract Days** fields are modified, **Contract Days** field on this tab (under **Reset**) are not available.| 
-^Payoff Date|Type the payoff date that you wish to modify in the MMDDYYYY format in the **From** column. In the **To** column, type the new payoff date, or leave blank to clear the previous payoff date.| 
 ^Area Code|Type the three-digit area code that you wish to modify in the **From** column. In the **To** column, type the new area, or leave blank to clear the previous area code.| ^Area Code|Type the three-digit area code that you wish to modify in the **From** column. In the **To** column, type the new area, or leave blank to clear the previous area code.|
 ^Zip Code|Type the five-digit zip code that you wish to modify in the **From** column. In the **To** column, type the new zip code, or leave blank to clear the previous zip code.| ^Zip Code|Type the five-digit zip code that you wish to modify in the **From** column. In the **To** column, type the new zip code, or leave blank to clear the previous zip code.|
  
-VCV Click **Execute**. A preview report is displayed. [[general:printreport|Review the report.]]+VCV Click **Execute** to execute the process. A preview report is displayed. [[general:printreport|Review the report.]]
  
-VCV Click **Process**. You are prompted to create a [[general:financebackup|backup]]. A message is displayed indicating that the process was successfully completed. +VCV Click **Process** to proceed. 
  
 +<div indent>A message is displayed indicating that the process was successfully completed. 
 +</div>
 +\\
 VCV Click **Cancel** to return to the Mass Update page.  VCV Click **Cancel** to return to the Mass Update page. 
    
personnel/utilities/massupdate/employee.1598989348.txt.gz · Last modified: 2020/09/01 14:42 (external edit)

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