Difference between revisions of "Rollover Contracts"
| Line 16: | Line 16: | ||
'''Year To''' - This option determines which school year to copy contracts to using the beginning of the school year. Ex: If school year is 2017-2018, you would use 2017. | '''Year To''' - This option determines which school year to copy contracts to using the beginning of the school year. Ex: If school year is 2017-2018, you would use 2017. | ||
| − | '''District''' - | + | '''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. | '''Schools''' - Choose the schools to use for the copy process. | ||
Revision as of 09:38, 22 October 2018
This program will allow you 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 2016-2017, you would use 2016.
Year To - This option determines which school year to copy contracts to using the beginning of the school year. Ex: If school year is 2017-2018, you would use 2017.
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.
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.
