Business

User Tools

Site Tools

Trace: • Warehouse Reports • Generate a Report • BWH1450 - Print Purchase Order Form • employeedemoaddress • employertype
positionmanagement:maintenance:pmisforecastchange

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
positionmanagement:maintenance:pmisforecastchange [2020/09/08 16:19] – emorenopositionmanagement:maintenance:pmisforecastchange [2022/02/25 20:20] (current) – emoreno
Line 12: Line 12:
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Employee|{{page>general:employee_field}}|+^Employee|Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee, and click **Retrieve**. Or, click {{:images:blue_small_picklist.jpg|}} to perform a search in the Employees directory.\\  \\  Type data in one or more of the search fields.\\  \\  Click **Search**. A list of data that matches the search criteria is displayed.\\  \\  Select an employee name from the list. Otherwise, click **Cancel**.|
  
 VCV Under **Current Forecast Positions**: VCV Under **Current Forecast Positions**:
  
-VCV Click {{:images:mag_edit.svg?16|Spyglass Icon}} to display the detail information.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the detail information.
  
   * **Position Number**   * **Position Number**
Line 25: Line 25:
   * **Status**   * **Status**
  
-VCV Click **Next** to view new forecast positions.+VCV Under **Occupant Information**: 
 +  
 +^Recalculate Position|Select if changes are made to an existing position and the position needs to be recalculated.\\  \\  **Note**:  The field should be selected if the employee has received payroll payments for the position. This ensures that the correct contract balances are maintained upon approval of the change in position.| 
 +^Vacate|Select to vacate the position currently displayed.\\  \\  **Notes**:\\  When a position is vacated and the employee accrues for the job, ensure that the number of remaining payments, pay rate, contract balance, and payoff date is respective of how the remainder of the contract should be paid.\\  \\  If the job has several payments, **Vacate** is selected, and the pay date does not equal the payoff date, then the number of days earned should be zero for the job (regardless of the accrual calendar setting) when the payroll is processed so that the pay will be withdrawn from accruals.| 
 +^Ignore Pct of Day for Salary Calcs|Select to ignore the percent of day and allow full salary amounts to be calculated even if the percent of day value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > Position Management page.| 
 +^Ignore Pct of Yr for Salary Calcs|Select to ignore the percent of year and allow full salary amounts to be calculated even if the percent of year value does not equal 100%. This field is only displayed if the **Display Options to Ignore Pct of Day and Pct of Year for Position Records** field is selected on the District Administration > Options > Position Management page. | 
 +^Primary Job|Select if this is the primary job for the employee. An employee may have only one primary job.| 
 +^Percent Day Employed|Type the percent of the day that the employee is scheduled to work.| 
 +^Percent Year Employed|Type the percent of the year that the employee is scheduled to work.| 
 +^Pay Concept|Displays the salary table.   | 
 +^Pay Grade|Click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select the pay grade at which the employee is paid. The field is used to identify the correct salary amount on the salary table.| 
 +^State Step|Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.| 
 +^Begin Date|Type the beginning date in the MMDDYYYY format.| 
 +^End Date|Type the ending date in the MMDDYYYY format.| 
 +^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.| 
 +^Max Days|Type the number of contract days which relate to the correct salary on the salary table.| 
 +^Days Off|Type the number of days that the employee is eligible to take off.| 
 +^Nbr Days Employed|Displays the number of days employed.| 
 +^Hours Per Day|Type the standard number of hours per day to be worked by the employee. The field is disabled for all XTRA coded jobs and is calculated automatically for pay type 2 employees when you click **Calculate**. The field is used exclusively by a timekeeping system when the Merge Payroll Transactions Files is used and regular hours exist in the import file.| 
 +^Hourly/Daily Rate|Type the hourly rate of pay for pay type 2 employees only, or type the gross amount of pay due the employee on a per-day basis.| 
 +^Actual Salary|Displays the actual salary associated with the selected position.| 
 +^Remaining Payments|Type the number of payments remaining to be made to the employee during the current contract period.| 
 +^Primary Campus|Displays the three-digit code for the campus to which the teacher is assigned.| 
 +^Dept|Displays the one-digit code used by the district to further categorize the employee.| 
 +^TRS Member Pos|Displays the two-digit code indicating the employee's classification.| 
 +^Incr Pay Step|Select if the employee is eligible for an incremental pay step.| 
 + 
 +VCV Under **Distribution Information**, update the applicable fields. 
 + 
 +<div indent>Click **+Add** to a new row.   
 +</div> 
 +\\  
 +^Activity Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an activity code.| 
 +^Account Code|Type the account code used to pay for the activity indicated.| 
 +^Grant Code|Displays the two-character TRS grant code.| 
 +^Workers' Comp|Displays the one-digit workers' compensation code.| 
 +^Expense 373|Select if the employee is eligible for the expense 373 state minimum expenditure.| 
 +^Employer Contribution|Select to indicate that the amount is being paid by the employer.| 
 +^Percent|Type the percent of the amount to be paid from the account code.| 
 +^Amount|Displays the amount calculated based on the percent entered in the **Percent** field. |   
 +^Dup Acct|Indicates if a duplicate account is entered.| 
 +  
 +VCV Click **Next**.
  
 VCV Under **New Forecast Positions**: VCV Under **New Forecast Positions**:
  
-VCV Click {{:images:mag_edit.svg?16|Spyglass Icon}} to display the employee detail information.+<div indent>Click **+Add** to a new row and complete the **Occupant** and **Distribution Information** fields for the new forecast position.    
 +</div> 
 + 
 +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the employee detail information.
  
   * **Position Number**   * **Position Number**
Line 39: Line 84:
  
  
 +VCV Click **Process** to process the change. A message is displayed indicating the changes were successful. 
  
- +{{indexmenu_n>90}}
-{{indexmenu_n>105}}+
  
  
  
positionmanagement/maintenance/pmisforecastchange.1599581985.txt.gz · Last modified: 2020/09/08 11:19 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.