HMS FISCAL YEAR END. HMS FISCAL YEAR END CHECKLIST. Setup Client Member HMS.000 (RESA will probably do this) Add Position Control Options for the new fiscal year PCS.101 Add Applicant Tracking Options for the new fiscal year ATS.101 (optional) - PowerPoint PPT Presentation
HMS FISCAL YEAR END
HMS FISCAL YEAR END CHECKLIST
Setup Client Member HMS.000 (RESA will probably do this)Add Position Control Options for the new fiscal year PCS.101Add Applicant Tracking Options for the new fiscal year ATS.101 (optional)Add Professional Development Options for the new fiscal year PDS.101 (optional)Run Copy Inventory Items to New Fiscal Year PCS.611Update Pay Table, Grade and Step PCS.920Bump up project number in accounts WVH.882 OR WVH.883 Update Position Control Accounts from EMS (optional)
Be sure you are signed into the new year.The only thing you will need to change here is enter a Y for the Position Code criteria element in the Position Code column.Hit enter unless you want to make changes to the additional position information.If you do not use the Applicant Tracking System, you can skip the next 4 pages.If you do not use the Professional Development system, you can skip the next 5 pages.This program will copy your codes and position inventory from last year to this year.This will default 2012 and 2013 to copy the position inventory from 2012 to 2013.
This step was added to the check list to make sure HMS and EMS agree on pay table information. You can run this program as often as you like throughout the year.You can either run this program to at least bump up the project number in the account or run WVH.883 to copy the EMS accounts to HMS.This program will bump up the middle digit of the project code in the account code field. Or you can run the next program.
WVH.883 will copy the EMS accounts to HMS.You may want to run Update Files with a N initially to see what the program will do. You may want to review the edit list with payroll. When satisfied with how the program will copy the accounts, run with Update Files Y.