Difference between revisions of "Rollover Contracts"

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'''This program will allow you to roll employee contracts, including PEP 100 information, from one year to the new year.'''
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__NOTOC__
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'''This program will provide the user a way to roll employee contracts, including PEP 100 information, from one year to the new year.'''
  
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==Menu Location==
  
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On the left navigation panel, select '''Human Resources''', '''Entry''' and '''Roll Over Contracts'''.
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'''Human Resources > Entry > Roll Over Contracts'''
  
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==Setup Options==
  
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'''Setup Box Options'''
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[[File:rollovercontractssetup2.png]]
  
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To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''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.
  
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For other set up values not listed in the standard set up list:
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'''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.
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*'''Year From''' - This option determines which year to copy contracts from.
 
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*'''Year To''' - This option determines which year to copy contracts into.
 
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*'''District''' - This option limits the contracts to only those with the selected district to copy from and into.
 
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*'''Schools''' - Choose the schools to use for the copy process.
 
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*'''Object Code''' - This option determines certain employees by object codes to roll over or leave blank for of them to roll.
 
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*'''Function Code''' - This option determines certain employees by function codes to roll over or leave blank for of them to roll.
 
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*'''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.
 
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*'''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.
 
  
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Click the '''OK''' to advance to the next screen.
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'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
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'''Schools''' - Choose the schools to use for the copy process.
  
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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.
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'''Object Code''' - This option determines certain employees by object codes to roll over or leave blank for of them to roll.
  
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'''Function Code''' - This option determines certain employees by function codes to roll over or leave blank for of them to roll.
  
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'''Column Headers'''
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'''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.
  
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To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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'''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.
  
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For other columns not listed in the common column list:
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'''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.
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*'''Year''' - Contract employee`s designated start year
 
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*'''Begin Date''' - Contract employee`s begin date
 
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*'''End Date''' - Contract employee`s end date
 
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*'''Object''' - Contract`s option code
 
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*'''Function''' - Contract employee`s function code
 
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*'''Site Flag''' - The site flag denotes the employee home site.
 
  
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'''OK''' - Click to continue
  
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'''Print Options'''
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
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To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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*Choose only the employee(s) on the left that need to be rolled over. Do NOT choose the employee(s) that do not need to be rolled over. Then click on the '''Rollover''' button at the bottom. Upon completion, you will get a pop up Note with results of the rollover process.
  
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==Main==
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[[File:rollovermenu.png]]
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===Column Headers===
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'''Year''' - Contract employee`s designated start year
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'''Begin Date''' - Contract employee`s begin date
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'''End Date''' - Contract employee`s end date
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'''Object''' - Contract`s option code
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'''Function''' - Contract employee`s function code
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'''Site Flag''' - The site flag denotes the employee home site.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
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==Bottom==
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[[File:rolloverbottom.png]]
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'''Setup''' - Click to go back to the Setup box.
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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'''Help''' - Click to view written instructions and/or videos.
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'''Rollover''' - Click to rollover contracts to the new year.
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'''Q&A'''
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'''Q''' - If a Note pops up with "Problem creating the contract records", what do I do?
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'''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.
  
  
  
 
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[[System|'''System''' Main Page]]
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[[Human Resources|'''Human Resources''' Main Page]]
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[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:11, 25 June 2024

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

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.

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 only the employee(s) on the left that need to be rolled over. Do NOT choose the employee(s) that do not need to be rolled over. 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

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

Rolloverbottom.png

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.


Human Resources Main Page

JCampus Main Page

Retrieved from EDgear Wiki