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Note
*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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Choose from 3 options:
- 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 Create to enter one day or click Mass Add 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 Create to enter one day or click Mass Add 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 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

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Choose from 3 options:
- 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 Create to enter one day or click Mass Add 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 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

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Info

icon	false

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 Image Modified and hold a position that has SERS as the Position>Retirement Code and a Position>Position Hire Date no more than 60 days before the system date for the employee to be eligible for the report.

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.
Generate the submission file
- Click Generate File
  - Save the file to a folder of your chose
  - Upload to eSERS

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Info

icon	false

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 Image Modified and hold a position that has STRS as the Position>Retirement Code and a Position>Position Hire Date no more than 60 days before the system date for the employee to be eligible for the report.

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
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

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Create the AFFORD Report
- Go to Reports>AFFORD
  - Report Title - Default is AFFORD Report. Can be changed if desired.
  - Sort By - Defaults to Employee Number. Can be changed if desired.
  - Beginning Date - From the calendar, choose the beginning date
  - Ending Date - From the calendar, choose the ending date
  - Check the Exclude based on termination date box (if applicable)
  - Include Employees with not retire hours on CSV file? - Check the checkbox if applicable
  - Exlcude baesd on termination date? - Check the checkbox if applicableExclude based on based on termination date? - Check the checkbox if applicable
  - Exclude employees with insurance? - Check the checkbox if applicable
  - Calculate based on number of weeks or months? Select option from drop down
  - Calendar for calculating break- Select option from drop down
  - Pay Groups - By not selecting any Pay Groups, all Pay Groups will be included. If you wish to run the report for select Pay Groups, double click or highlight and click the right arrow to move the items to the Selected side.
  - Select Employee and click Add - Double click or highlight and click the right arrow to move the items to the Selected side
  - Click Generate Report
Create the submission file
- Click Generate CSV

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Versions Compared

Old Version 91

New Version 92

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