Difference between revisions of "Rollover Contracts"
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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. | '''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 | + | '''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 | + | '''Do Not Roll Over Contract Record Ended Before Date''' - This option keeps the contract record that on/before the specified date off the report so that they are not selected for roll over. |
'''OK''' - Click to continue | '''OK''' - Click to continue | ||
Revision as of 07:58, 22 June 2020
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 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.
Do Not Roll Over Contract Record Ended Before Date - This option keeps the contract record that on/before the specified date off 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.
