Difference between revisions of "Rollover Contracts"
| (42 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | '''This program will | + | __NOTOC__ |
| + | '''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== | ||
| − | + | '''Human Resources > Entry > Roll Over Contracts''' | |
| + | ==Setup Options== | ||
| − | + | [[File:rollovercontractssetup2.png]] | |
| − | + | '''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. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | Click the ''' | + | '''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== | ||
| + | |||
| + | [[File:rollovermenu.png]] | ||
| + | |||
| + | ===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== | ||
| + | |||
| + | [[File:rolloverbottom.png]] | ||
| + | |||
| + | '''Setup''' - Click to go back to the Setup box. | ||
| + | |||
| + | [[Standard Print Options | '''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. | ||
| + | |||
| + | |||
| + | |||
| + | '''Q&A''' | ||
| + | |||
| + | '''Q''' - If a Note pops up with "Problem creating the contract records", what do I do? | ||
| + | |||
| + | '''A''' - Check the Annual Minutes and Salary under the PEP200 section in [[Human Resource Master]]. Teachers and substitute teachers need to have a total in their Annual Minutes worked field. | ||
| + | |||
| + | |||
| + | |||
| + | ---- | ||
| + | [[Human Resources|'''Human Resources''' Main Page]] | ||
| + | ---- | ||
| + | [[WebPams|'''JCampus''' Main Page]] | ||
Revision as of 14:04, 31 July 2023
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
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.
Q&A
Q - If a Note pops up with "Problem creating the contract records", what do I do?
A - Check the Annual Minutes and Salary under the PEP200 section in Human Resource Master. Teachers and substitute teachers need to have a total in their Annual Minutes worked field.
