https://help.ascendertx.com/test/business/ 2026-05-26T01:52:03+00:00 https://help.ascendertx.com/test/business/ https://help.ascendertx.com/test/business/lib/exe/fetch.php/wiki/favicon.ico text/html 2024-03-01T15:11:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/beforeyoubegin?rev=1709305906&do=diff Things to Remember Prior to Beginning NYR Payroll VCV Ensure open communication exists between the payroll office and business office. * Verify that the Budget process is complete and the budget is open. * Set potential deadlines for various presentations. text/html 2024-03-08T20:07:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/employmentinfo?rev=1709928474&do=diff Update employment info Personnel Add or update employee information. Personnel > Maintenance > Employment Info - This tab is shared between the current year and next year records; therefore, changes to the current year records are effective in the next year records and vice versa. VCV text/html 2024-02-16T16:50:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/extractids?rev=1708102243&do=diff Verify Extract IDs Personnel > Reports > User Created Reports If your LEA uses extract IDs to group employees for mass updates, generate a user-created report to verify that extract IDs are correctly assigned to employees. If extract IDs are missing or need to be changed, you can manually update individual employee records using the text/html 2026-03-19T19:18:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/massupdatedeductions?rev=1773947903&do=diff (If applicable) Mass update employer contribution and remaining payments Log on to the next year pay frequency. Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. text/html 2026-03-19T19:18:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/massupdateemployee?rev=1773947927&do=diff Mass update pay and state step fields Log on to the next year pay frequency. Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. text/html 2026-03-19T19:19:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/massupdateemployee2?rev=1773947964&do=diff Mass update various employee fields Log on to the next year pay frequency. Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. text/html 2026-03-19T19:20:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/massupdateextraduty?rev=1773948017&do=diff Mass update extra duty remaining payments Log on to the next year pay frequency. Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. text/html 2023-12-12T21:23:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/massupdatepayandstatesteps?rev=1702416190&do=diff Mass Update Pay and State Steps Payroll > Utilities > Mass Update > Employee This utility is used to update employee data for a number of employees at a single time. Employee data may be updated by a variety of criteria including pay type, pay grade, primary campus, and pay frequency. The Employee tab allows users to reset, increment, or modify employee data. The data that may be altered includes the number of annual payments, number of days employed, contract begin date, and number of years o… text/html 2021-05-14T16:58:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step1?rev=1621011506&do=diff Verify August EOY payroll accruals This step applies to LEAs that included non-accrued employees in the EOY payroll accrual process. VCV If ASCENDER is used for the EOY payroll accruals, verify that the accrual reversal process was completed in September 2025. text/html 2026-03-03T16:19:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step1a?rev=1772554779&do=diff VCV If ASCENDER is used for the EOY payroll accruals, verify that the accrual reversal process was completed in September 2025. Log on to Finance file ID 5. [Finance Banner] Finance > Inquiry > General Ledger Inquiry > General Ledger Inquiry [General Ledger Inquiry Tab] * Type 199.11.6119 or 199.00.2161 in the Fund, Function, and Object Code fields. text/html 2026-03-19T19:35:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step1b?rev=1773948919&do=diff Clear next year tables Log on to the current pay frequency. Payroll > Next Year > Copy CYR Tables to NYR > Clear Next Year Tables [Clear Next Year Tables Tab] If the next year payroll process was used last year and those records were not cleared, use the following steps to clear the records. VCV Do not select the Clear EOY Accrual Data Only text/html 2026-03-19T19:35:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step2?rev=1773948949&do=diff Copy current year tables Log on to the current pay frequency. Payroll > Next Year > Copy CYR Tables to NYR > Copy Current Year Tables [Copy Current Year Tables Tab] VCV Click Select All Tables to select all current year tables to be copied to the next year. It is recommended that all tables are copied so that you have immediate access to any selected table. text/html 2026-03-19T19:36:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step3?rev=1773948970&do=diff Copy current year staff to next year Log on to the current pay frequency. Payroll > Next Year > Copy CYR Staff to NYR [Copy CYR Staff To NYR Page] Copy the employees from the current year payroll to the next year payroll. If you have multiple pay frequencies, complete this task in all pay frequencies. Reminder: Be aware of where the budget is in terms of the fiscal year. text/html 2026-03-19T19:36:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step4?rev=1773949002&do=diff Generate reports to verify employee data Log on to the current pay frequency. Generate the following reports to assist in verifying employee data. * Personnel > Reports > Personnel Reports > HRS1000 - Roster of Personnel - If an employee was not copied over to the next year, run the Copy CYR Staff to NYR utility again for only the single employee. text/html 2025-03-17T15:04:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step5?rev=1742223873&do=diff Create calendars Personnel > Tables > Workday Calendars > School Calendar Only complete this step if it is applicable to your LEA. All LEAs must create a TR calendar. [TR Calendar] Create school calendars to accommodate the varied number of days employees work at the LEA. The calendar is used on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab to calculate the text/html 2025-03-17T15:19:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step6?rev=1742224778&do=diff Update next year salary tables Personnel > Tables > Salaries NYR Update the following next year salary tables to reflect any changes to the salary schedules (anticipated or known). These tables are not shared between the current year and next year records. text/html 2026-03-19T19:39:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step7?rev=1773949141&do=diff Update tax/deductions Log on to the next year pay frequency. Payroll > Tables > Tax/Deductions > FICA Tax Retrieve the FICA rates for the 2026 calendar year and print a copy for reference. Then, retrieve the 2027 calendar year record and manually enter the 2026 rates for 2027 and click Save text/html 2024-02-05T15:20:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step8?rev=1707146408&do=diff Update deduction code table Payroll > Tables > Tax/Deductions > Deduction Code [Deduction Code Tab] VCV Update the deduction codes. The Deduction Code tab is shared between the current year and next year records; therefore, changes to the current year records are effective in the next year records, and vice versa. text/html 2026-02-26T18:00:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step9?rev=1772128852&do=diff Update job code table Personnel > Tables > Job/Contract NYR > Job Codes Add or update job codes as needed. The job codes table is NOT shared between the current year and next year records. [Job Codes Tab] VCV Select the appropriate Salary Concept for each job. VCV (Optional) Update the distribution Account Code text/html 2021-01-05T21:38:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step10?rev=1609882738&do=diff Payroll > Tables > Bank Codes > Bank Codes Update the bank codes. The Bank Code and EFT tabs are shared between the current and next year records; therefore, changes to the current year records are effective in the next year records and vice versa. VCV Enter a phone number in the Contact field for easy lookup when you need to contact a bank. text/html 2021-01-05T22:20:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step11?rev=1609885250&do=diff Payroll > Utilities > Mass Update Use the Mass Update utility to update employee data in preparation for the new school year. This utility allows you to quickly and easily mass change data resulting in minimal manual changes to individual employee records with less possibility of manual entry errors. text/html 2024-03-01T15:58:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step11a?rev=1709308710&do=diff Verify TRS fields Payroll > Reports > User Created Reports > HR Report Generate a user-created report to verify that the following TRS fields are accurate for all employees. You can use the sort/filter options to assist in the verification process. If corrections are needed, use the corresponding pages to make changes. text/html 2026-03-19T19:37:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step12?rev=1773949027&do=diff Update employee credentials Log on to the current pay frequency. Personnel > Tables > Credential Update the Credential tabs as needed. This information is used to maintain teacher credentials, is usually done by the personnel department and does not affect salary calculations. text/html 2024-03-01T16:13:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step13?rev=1709309627&do=diff Update staff demographic data Personnel > Maintenance > Staff Demo > Demographic VCV Add new employees or update existing employees. Refer to the ASCENDER - New Employee Setup guide for additional information about adding new employees. The Staff Demo information is shared between the current year and next year records; therefore, changes to the current year records are effective in the next year records and vice versa. text/html 2024-02-19T17:30:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step14?rev=1708363832&do=diff Update employment info data Personnel Add or update employee information on the following tabs: * Personnel > Maintenance > Employment Info - This tab is shared between the current year and next year records; therefore, changes to the current year records are effective in the next year records and vice versa. text/html 2026-03-19T19:34:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step15?rev=1773948882&do=diff Perform staff benefits update Log on to the next year pay frequency. Payroll > Utilities > Employee Benefits Interface > Import Annual File Perform the employee benefits update and import process. [Import Annual File Tab] VCV Under Year Selection, select one of the following: * Current Year * Next Year Active Employees OnlySelect to base the selected pay frequency for the records on the highest pay frequency in which the employee is active. text/html 2026-03-19T19:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step17?rev=1773949173&do=diff Mass update salary calculations Log on to the next year pay frequency. Payroll > Utilities > Mass Update > Salary Calculation Perform salary calculations if you are using salary tables. This tab is used to automatically calculate salaries for active employees (pay status 1) that are linked to the salary tables. You can quickly calculate salaries and automatically update important fields in the employee record. text/html 2026-03-18T14:17:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step18?rev=1773843439&do=diff Verify salary calculations Select and run the applicable reports to verify the salary calculations: * Personnel > Reports > Personnel Reports > HRS1000 - Roster of Personnel - This report provides a list of employees by pay campus. This is a good report to give to principals and directors to verify employees assigned to their campus or department without sharing pay information. text/html 2026-03-19T19:33:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step18codecomparison?rev=1773948820&do=diff Generate the Account Code Comparison Report Log on to the next year pay frequency. Generate the following report before calculating salaries. Payroll > Reports > Payroll Information Reports > HRS6000 - Account Code Comparison - This report is used to verify the distribution codes from the master distribution page against the account codes in Budget. text/html 2024-03-01T15:58:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step19?rev=1709308735&do=diff Use Addendum sheets to verify data Payroll > Utilities > Payroll Simulation > Addendum Use the Addendum created when using the Payroll Simulation utility to verify data as it lists all jobs separately, as well as business allowances, extra duty, etc. Only active employees (pay status 1) are considered in this process. The Addendum sheets can be used to explain pay to employees and as a contract support document for applicable employees to sign & date. text/html 2024-03-05T21:27:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step19b?rev=1709674077&do=diff Manually add or update salary information Manually add or update salary information for those employees not tied to salary tables. For example, most often, administrators such as the Superintendent or Principal. • Manually enter an estimated annual salary amount for pay type 3 (Hourly) employees in order to budget for these employees. • Add new employees as information becomes available. text/html 2026-03-19T19:38:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step20?rev=1773949115&do=diff Perform "test payroll" Log on to the next year pay frequency. Payroll > Utilities > Pre-Edit Payroll Data Run this utility to perform what could be called a “test payroll” for employees that meet the selected parameters. It is a partial run of calculations and it does not use transmittals or leave files. This utility can be run in either the current year or next year. text/html 2023-01-18T15:42:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step21?rev=1674056563&do=diff Extract payroll account codes Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Payroll Account Codes Before interfacing the payroll to the budget, verify the following: * Are all new employees in the system? * Are all employees active that are to be extracted to budget? * Are all Staff/Job Pay data tabs updated and complete for new and existing employees? text/html 2020-11-17T20:09:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step22?rev=1605643776&do=diff Verify Extract Reports tab Payroll > Next Year > Interface NY Payroll to NY Budget > Extract Reports Use the reports to verify the accuracy and validity of the employees, accounts, and amounts. [Extract Reports Tab] Pay special attention to the employee count to verify that the correct number of employees are extracted and match the count on the Next Year Payroll Employee Distribution Report. text/html 2020-11-17T20:10:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step23?rev=1605643827&do=diff (If necessary) Perform another extract and interface to Budget If changes are made to employee salary information, employees are added, employees are inactivated, or termination dates are entered, perform another extract and interface those new changes to Budget. text/html 2021-01-25T19:16:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/step24?rev=1611602177&do=diff Interface to Budget Payroll > Next Year > Interface NY Payroll to NY Budget > Interface to Budget [Interface To Budget Tab] If all of the information is correct: VCV Under Next Year Payroll, select one of the following columns to be updated in Budget: * Next Yr Recommend * Next Yr Approved VCV Click Interface. This process can be repeated as often as necessary until the Board approves the budget. For each run, the text/html 2026-03-19T19:16:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/quickview/nextyearpayroll/stepupdateaccrualcalendars?rev=1773947799&do=diff (Optional) Update accrual calendars Payroll > Tables > Accrual Calendars > Accrual Calendar Log on to the next year pay frequency. This step is for LEAs that perform monthly accruals. Create accrual calendars to accommodate the varied number of days employees work at the LEA. The calendar is used on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab to calculate the