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This checklist is a sample of a payroll checklist. This can be customized to meet your district specific needs. Please contact your ITC for complete instructions before using this checklist. |
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4.____ Enter and/or import Attendance/Absence information.
- Choose from 3 the options below:
- Adding Attendance Using the Employee Dashboard: (ATDSCN)
- Go to the employee's Dashboard and search for the Employee. Select from the dropdown
- On the Employee Dashboard select Attendance
- Click Create to enter one day or click Mass Add to enter multiple days.
- Click Save
- Posting Mode options are available - No Posting to Payroll, Post to Current, Post to Future. If using a Posting Mode make sure that you click Post Selected Records to Current or Future Payroll after you click Save to add the attendance entry
- Click on X to close the window
- Adding Attendance Using Attendance (ATDSCN)
- Go to Core>Attendance
- Click Create to enter one day or click Mass Add to enter multiple days.
- Click Save
- Posting Mode options are available - No Posting to Payroll, Post to Current, Post to Future. If using a Posting Mode make sure that you click Post Selected Records to Current or Future Payroll after you click Save to add the attendance entry
- Click on X to close the window
- Adding Attendance/Absence Using Mass Load
- Go to Utilities>Mass Load
- USPS Load File - Click Choose File and browse to locate the file
- Importable Entities - Attendance Journal
- Click Load
- Review Summary counts on screen
View ATTERR.CSV
- Go to Utilities>Mass Load
- Adding Attendance Using the Employee Dashboard: (ATDSCN)
*Note- any errors can be corrected on the ATTERR.CSV file then uploaded using the Absence/Attendance Import option.
- Adding Attendance/Absence Using a File to Import (USPIMPORT)
- Loading Attendance Information
- Go to Utilities>Attendance/Absence Import
- Attendance Import File - Click Choose File and browse to locate the file
- Location Code- If using Location Code and it's specified on CSV File
- Post to Payroll Processing – Choose option from dropdown
- Combine Attendance Entries-If desired
- Allow Negative Leave Balances N/A for Attendance Importing
- Payroll Account to charge-Choose from drop down
- Click IMPORT
- Review Summary counts on screen
View ATTERR.csv
- Go to Utilities>Attendance/Absence Import
- Loading Attendance Information
*Note- any errors can be corrected on the ATTERR.CSV file then uploaded using the Absence/Attendance Import option.
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Criteria needed for an employee to be on the SERS New Hire report: An employee has to have a SERS =400 Payroll Item with the New Employee box checked |
- Create the SERS Per Report for verification.
- Go to Reports>SERS Reporting>SERS New Hire Report
- Report Title - Default is SERS New Hire Report. Can be changed if desired.
- Click Generate Report.
- Verify the report.
- Go to Reports>SERS Reporting>SERS New Hire Report
- Generate the submission file
- Click Generate File
- Save the file to a folder of your chose
- Upload to eSERS
- Click Generate File
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Criteria needed for an employee to be on the STRS New Hire report: An employee has to have a STRS =450 Payroll Item with the New Employee box checked |
- Create the STRS Per Pay Report for verification.
- Go to Reports>STRS New hire Report
- Report Title-Default is STRS New Hire Report
- To create a report click Generate Report
- Report Title-Default is STRS New Hire Report
- Go to Reports>STRS New hire Report
- Generate the submission file
- Click Generate Submission File
- Click Choose File. Browse to select your file.
- Click Submit Uploaded File to STRS
- OR Click Generate Submission File and Submit to STRS in one step
- Click Generate Submission File
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