Page Comparison

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• In classic the SERS date in USPCON must be set to the previous payroll processing month. This date is used to determine the current posting period on import. (Normally this date is set when SERSMONTH is processed and the Clear SERS MTD Accumulators flag set to Y.)  Example, if processing in May, the SERS Period Closing Date should be 04/2020. This date is used to determine the current posting period on import. So, if the district is currently processing in May in classic (i.e. running May payrolls) then the closing date on USPCON should be 04/2020.                           

  Note
  SERSMONTH should be processed AFTER the last pay of a month has been completed. If importing data from classic in the middle of a month or between the first and second payroll of the month SERSMONTH should NOT  be ran for that month, since the end of the month pay has not been processed yet.

  
  

• In classic district should process STRSMONTH. If they are dual processing and use the report from STRSMONTH for balancing, they will want to keep a copy of this. They will then run STRSMONTH again at the end of the and use that report as well as the first report for balancing.

  Note
  Run STRSMONTH to clear the MTD accumulators during the month preceding the last month prior to extract.  For instance, if you plan on extracting at the middle/end of March, you will want to run STRSMONTH at the end of February to clear the MTD so they are correct when it comes time to extract the data.

  
  

***ONLY IF DISTRICT DOES NOT RUN PAYDED TO CLEAR  BOARD PAID DEDUCTIONS***

• If district does not use BRDDIS or BRDRET to process board paid amount totals each payroll. Run  Run PAYDED to clear the 400/450, 694 and any other board  paid deduction accumulators.                                                                                                                                                                
• The other option would be to create a spreadsheet with all of the board paid amounts from the 400/450, 694 and any other board paid deductions and change those amounts to 0.00 and then use  USPLOAD to load this data into the deduction records before importing to redesign begins.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         

• Before Importing, districts have two choices
  • If at a Quarter End period, districts will want to CLOSE both SERS and the Quarter and then Import into Redesign.  If in a middle of a Quarter but at the end of a month, CLOSE SERS before importing but Leave the Quarter open.
  • or Districts will want to leave OPEN SERS and the Quarter and Import into Redesign
    • Closing SERS and not closing quarter and then importing will cause next month period (in the next quarter) to be current and gross figures will be thrown in incorrect quarter
      
      
• Payroll in classic should be completed. All Payroll and Board BATCH files need to be posted to USAS.  If any old .batch files are remaining and are not needed, please contact ITC and we will modify these to be .NOTPOSTED
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• Run USPSDAT/DNAMRPT-Check classic DEDNAM records to verify that like vendors have the same address information. (Ex. if there are several OSDI records and the address line contains a unique characters like an OSDI
   code for each record. You will want to remove the OSDI code so that the address is the same for all OSDI records so that one payment is processed for the State of Ohio for all OSDI records.) 
  
  
• Verify that the address field in DEDNAM has data in all fields (Name, Address, City, State and Zip)
  
  
• If no Pay Group is associated with a Calendar type in Classic, this will need to be updated/added on JOBSCN before importing of the data to USPS-R can be completed.
  
  
• In classic, run QRTRPT and W2PROC to balance and clean up any errors before importing.
  
  
• STRSAD can be ran after January 1 of the current school year to balance

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