Rollover Contracts

This program will provide the user a way to roll employee contracts, including PEP 100 information, from one year to the new year.

Menu Location

On the left navigation panel, select Human Resources > Entry > Roll Over Contracts.

Setup Options

Year From - This option determines which school year to copy contracts from using the beginning of the school year. Ex: If school year is 2022-2023, you would use 2022.

Year To - This option determines which school year to copy contracts to using the beginning of the school year. Ex: If school year is 2022-2023, you would use 2022.

District - Default value is based on the user's security settings. It will be limited to their district only.

Schools - Choose the schools to use for the copy process.

Object Code - This option determines certain employees by object codes to roll over or leave blank for of them to roll.

Function Code - This option determines certain employees by function codes to roll over or leave blank for of them to roll.

Job Class - Select which of the job class codes you wish to roll to the new year or leave blank for of them to roll.

Do not rollover contract if a new year record already exists - Checking this option will not create any new year contracts if one already exists for the employee in the new year.

Do Not Roll Over Contract Record Ended Before Date - This option keeps the contract records that on/before the specified date chosen in the field, off of the report so that they are not selected for roll over.

OK - Click to continue

To find definitions for standard setup values, follow this link: Standard Setup Options.

• Choose the employee(s) on the left and then click on the Rollover button at the bottom. Upon completion, you will get a pop up Note with results of the rollover process.

Main

Column Headers

Year - Contract employee`s designated start year

Begin Date - Contract employee`s begin date

End Date - Contract employee`s end date

Object - Contract`s option code

Function - Contract employee`s function code

Site Flag - The site flag denotes the employee home site.

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Help - Click to view written instructions and/or videos.

Rollover - Click to rollover contracts to the new year.

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