Business

academy:firstpy_july_importantpayrollverification

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:46:31+00:00

Payroll/Personnel Verification Items Review and address the applicable Payroll and Personnel items. These items should be reviewed and completed before each group of employees begins receiving their new pay for the new school year. Payroll Payroll > Maintenance > Staff Job/Pay Data > Pay Info * Verify TRS eligibility using the View Employee Information webpage in the TRS RE Portal.

Copy deductions

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:33:52+00:00

Copy deductions Log on to the next year payroll frequency. Payroll > Next Year > Copy NYR Staff to CYR If changes were made to employee deductions or you did not move deductions for 11- and 12-month employees, you can copy those deductions at this time. All insurance selections and rate changes can be made in the current year by using the

(If applicable) Complete the accrual calendar

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:31:54+00:00

(If applicable) Complete the accrual calendar Log on to the current year pay frequency. Payroll > Tables > Accrual Calendars > Accrual Calendar August Year-End LEAs - If your LEA accrues monthly, complete this step if it is not already completed. VCV Enter the new pay dates and accrual days for all applicable accrual codes. The total number of days should equal the number of days employed for that group of employees.

Verify/update Unemployment rates

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:29:54+00:00

Verify/update Unemployment rates Log on to the current year pay frequency. Payroll > Tables > Tax/Deductions > Unemployment Notes: * Unemployment rates vary by LEA. * The information in this table is obtained from the Texas Workforce Commission or the LEA's unemployment insurance carrier.

ASCENDER - First Payroll of the School Year (September Start LEAs)

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:29:13+00:00

ASCENDER - First Payroll of the School Year (September Start LEAs) Click here to generate a PDF of this guide. Created: 05/31/2018 Reviewed: In Progress Revised: In Progress CAUTION: Do not begin this process until the End-of-Year Payroll Verification, August Accruals process, and the Finance EOY Process are complete. For the First Payroll of the School Year process, July start LEAs will reference the

Enter school year pay dates

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:27:30+00:00

Enter school year pay dates Payroll > Tables > Pay Dates Enter pay dates for the new school year and click Save. [Pay Dates Page]

Update District HR options

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:25:58+00:00

Update District HR options Payroll > Tables > District HR Options Verify that the following fields are updated. These fields may already be updated. * If your LEA has a separate payroll clearing fund, use 163/X or 863/X in the Payroll Clearing Fund/Year field. If your LEA does not use a separate payroll clearing fund, use 199/X in the

Copy NYR tables to CYR

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:25:13+00:00

Copy NYR tables to CYR Log on to the next year payroll frequency. Payroll > Next Year > Copy NYR Tables to CYR Copy all necessary tables. CAUTION: If you copied any tables prior to this step, be sure to exclude those tables at this time to avoid overwriting any necessary data such as previously made manual changes.

general:first_payroll_of_the_school_year_checklist:beforeyoubegin_september

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T16:22:55+00:00

Terms: Terms: TermDescriptionCYR payroll frequencyCurrent year payroll frequencyLEA (Local Education Agency)Refers to the educational entity (e.g., charter, district, etc.).Non-standard employeeAn employee who receives their first paycheck in July or August should have the

general:firstpaydateofschoolyear

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:58:39+00:00

Fiscal Year versus School Year * If your fiscal year is July through June and the 10-month employees are paid from September through August, this date should be September. * If your fiscal year is July through June and all employees (including 10-month employees) are paid from August through July, those employees should all have

general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:57:34+00:00

VCV In the current year payroll frequency, generate the Payroll > Reports > Leave Information Reports > HRS7350 - Leave Status Report for active employees and exclude substitutes. Print and/or save this report and review it for accuracy. [HRS7350 - Leave Status Report] VCV Use the Payroll > Utilities > Mass Update > Leave tab to update employee master leave record balances. This is a three-step process.

general:firstpaydateofschoolyear_julystarts

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:56:54+00:00

Fiscal Year versus School Year * If your fiscal year is July through June and all employees (including 10-month employees) are paid from August through July, those employees should all have TRS Year selected on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab. * If the First Pay Date of School Year

Verify/update next year TRS rates

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:55:15+00:00

Verify/update next year TRS rates Log on to the CYR payroll frequency. Payroll > Tables > Tax/Deductions > TRS Rates Update the TRS rates. CAUTION: Be sure to retrieve the 2027 school year data prior to updating this tab. IMPORTANT: Be sure to visit the TRS website: to obtain the updated rates for the next school year, and then return to this table to update the new rates.

general:first_payroll_of_the_school_year_checklist:beforeyoubegin

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:51:45+00:00

general:importantpayrollverification - removed

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T15:50:48+00:00

Calculate a sample payroll

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T14:50:26+00:00

Calculate a sample payroll Payroll > Payroll Processing > Run Payroll Calculate a sample payroll to identify any errors that need to be corrected prior to processing the first payroll. IMPORTANT: * If applicable, increment leave types. * Verify the selection of deduction codes on the

general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step_29_first_py_of_sy_sample_payroll2.jpg - created

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T14:50:17+00:00

general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step_29_first_py_of_sy_sample_payroll.jpg - created

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T14:48:46+00:00

Review data for September employees

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T14:46:46+00:00

Review data for September employees Log on to the CYR payroll frequency. Verify that all applicable data has been updated for all employees with a September contract. Refer to the Before You Begin section of this guide to review the Payroll Verification Items

general:step_23_first_py_of_sy_school_ytd_accrual_payroll_account_distribution.jpg - created

emoreno (emoreno@undisclosed.example.com) — 2026-06-15T14:46:36+00:00