Payroll Position Number Update
Connecting HRMS data to Payroll data for reporting and archival purposes is crucial for generating key reports like Teacher Turnover, SS200, SS300, and BT. The Payroll Position Number Update streamlines the process of updating individual position numbers and enables mass syncing, enhancing efficiency in data management. Explore the significance of this update through the agenda focusing on the essential reports and tools associated with it.
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Presentation Transcript
Payroll Position Number Update Gordon Millspaugh HRMS Consultant
Agenda 1. Why is this important? 2. 8 Series Web Reports 3. Payroll Position Number Update (Reconciliation Tool) 4. Update Position Numbers on Individual 5. Mass sync
Why is this important? 1. Connects HRMS Data to Payroll data for reporting and archive information. 2. Reports depending on this connection Teacher Turnover, SS200, SS300 and BT 3. Query Builder Assignment Budget View (Reporting Group).
Payroll Position Update Reconciliation Tool
Under Views, Select Payroll Position # Update
1. Enter Selection Criteria 2. Click on Get Results 3. Results Display 4. Use inner scroll bar to scroll through data. 5. White is HRMS data. Teal is Payroll. 6. This is the only place you can remove the HRMS Position Number from the Payroll Assignment record in HRMS.
1. Copy Pos # copies HRMS Position Number to Pay Pos # New Column. (If person only in 1 position) 2. Save Employee will copy position number from Pay Pos # New to Pay Pos # Current (In payroll). 3. You can also type the position number in the Pay Pos # New column, click Save to move to the Pay Pos # Current column. 4. Delete removes the HRMS Position number from the Pay Pos # Current column.
Payroll Position Number Update on Edit Assignment Form
Scroll to the bottom, enter HRMS position number, Update Payroll
Sync button: Position Budget Codes, Pay Table, Grade, Step, synced
Mass Sync Budget Codes to Position
