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A B C D E F GOld Year [FY10] ‐ New Year [FY11] Timeline
TESTING NOTES Date Compltd Suggested Date Expectedfor FY11
Process Notes Responsible
2011DONE
Done ‐ 03.13.2008
Tuesday, March 17, 2009 Set up New Year Meetings CP
2011DONE
Done ‐07.17.2008
Tuesday, July 07, 2009 Salary Table Roll
NTRSGRP ‐ All salary groups added[A0,B0,CE,CH,C0,E0,FG,F7,GA,H0,P0,S0,SN,F0,L0,T0,X0,Z0]
NTRSTRL ‐ Update parameters to be used by NBPMASS for all salary groups Run NBPMASS (U mode)
NTRSALA ‐ All salary groups updated automatically by NBPMASS run.
Note: This task is usually completed by Fran Boslow upon request from Budget
FB At this point values associated with the 2010 Salary Groups = 2011 Salary Groups.
7
89
1011
1213
1415
1617
2011DONE
Done ‐07.17.2008
Tuesday, July 07, 2009 Change Salary Group to 2011 in Budget Development for working Budgets (BROL parameter)
After Salary Table Roll KGB, MD, HR IT
FB added 2011 to NTRSALA
2011DONE
Done ‐07.21.2008
Friday, July 31, 2009 PZAPICT Be sure that this fiscal year and next are coded for B1, B2 & NP
MD, KGB B1, B2 & NP coded through 2011.
2011DONE
Done ‐07.31.2008
Thursday, August 13, 2009 First Budget Prep Iteration ‐ Banner Finance Security MD, KGB FAST turns on security per request made on 08.10.2009
2011DONE
Done ‐07.31.2008
Thursday, August 13, 2009 First Budget Prep Iteration ‐ Banner HR Security MD, KGB STHRs turns on security per request made on 08.10.2009
2011DONE
Done ‐08.01.2008
Thursday, August 13, 2009 First Budget Prep Iteration is openned MD, KGB
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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1819
2021
SCHEDULE BTST & KTST REBUILD for APR 26‐28 USING APR 25 BACKUP ‐
Done Friday, February 12, 2010 Schedule Testing Instance Rebuild [BTST] and KTST to ensure they are in synch.
DO NOT REFRESH KTST. In FY11, the decision was made not to REBUILD KTST due to Banner 8 testing.
AR‐K, HR IT
Normally rebuilt when testing instance is rebuilt in March
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Active Monday, March 01, 2010 Update New Year Sql's for new fiscal year AR‐K Update Contract Date SQL's first ‐ Normally February
X ‐ Must be done Done Monday, March 01, 2010 Run SQL: Faculty with Contract Dates" and AR‐K, SB Normally February
2223
2425
for BPRD before REBUILD so NOT CRITICAL for TESTING
ADD dates to NTRCROL table
05.14.2010 is the critcal date in 2011. The process must be run in BPRD on 05.07.2010 so TESTING must be completed by 05.03.2010 to allow for trouble‐shooting.
Done ‐ 03.27.2010
Monday, March 01, 2010 Look for when the first Contract dates will have to be stopped (SQL: First Contract Dates to be Stopped)
This date will be used to determine when the NZPSWKS job will run
AR‐K As of 03.27.2010 ‐ The count of early Contract End Dates in 2010 are:
04.05.2010 ‐ 104.29.2010 ‐ 104.30.2010 ‐ 205.07.2010 ‐ 1305.10.2010 ‐ 105.11.2010 ‐ 1
05.14.2010 ‐ 193
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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2627
2829
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Thursday, March 18, 2010 Initial Population of CROL MD, KGB
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Thursday, March 18, 2010 Send email to users to get the College Work Study FOAPAL information
CP FOAPAL information is used to update the EPAF Trappings 5 & 5a relating to College Work Study FOAPALS
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for
Active Thursday, March 18, 2010 Begin adding Contract dates to NWRCCAT ‐ COMP rule form table
FB Must be done by July 1st
3031
3233
3435
TESTING
X ‐ Fran will add what she needs so NOT CRITICAL for TESTING
Done Thursday, March 18, 2010 TAD documents electronically distributed to central campuses (MR Report HR10920)
Workschedule TAD & Contract TAD MD, KGB Due back by 04.07.2010Normally sent out in February
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Thursday, March 18, 2010 Send email to users to get hardcoded dates for College Work Study EPAFs
Dates for Approval Categories 3HWKSM and UHWKSM to be updated on 05.??.2010 are:
The last day of Academic Year 10/11 work study is the day of graduation – 5/??/11.
3HWKSY and UHWKSY
CP
FIRST OY/NY Done Monday March 29 2010
3637
FIRST OY/NY MEETING
Done Monday, March 29, 2010
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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4243
Done Monday, March 29, 2010 Create & Distribute New Year Timeline AR‐K
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 02, 2010 Review calendar to determine if creation of 7.1 records has any impact on Aliquant EXPORT processing.
The Aliquant EXPORTs of 06.14, 06.21, 06.28 and 07.02 will contain 07.01.2010 job records. Prior to the export file being generated, employees hired between 06.12.2010 and 06.30.2010 will need to have the personnel date on their 07.01.2010 record updated to reflect their original hire date. FB has a SQL which identifies affected employees.
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Wednesday, April 07, 2010 Contract TADs and Workschedule TADs due back Payroll
X ‐Must be done Done Friday April 09 2010 Identify the work‐study end dates needed to update the Share the end dates with MR so they CP
4445
4647
4849
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Identify the work‐study end dates needed to update the WebI MR HR50650 ‐ FY?? CWS Salary Grade Exceptions Report
Share the end dates with MR so they can adjust the report
CP
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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5051
5253
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Run NZPSERN(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Run NZPSERN(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for
Done Friday, April 09, 2010 Circulate to OY/NY Committee communication to users about New Year Processes
e.g. notify users of intention to stop EPAF coding on June 18th
CP FY Roll Date = June 18th, 2010
5455
5657
5859
TESTING
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Send email to Payroll Staff, Budget, and/or HRAC containing the Campus CWS FOAPAL and % allocation once collected from the campuses.
Parameter on PZROCBL AND PZROCBA must be changed if there are new %s
CP In FY10 there was only one change to the percentages.
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Send Communication to liaisons about New Year Processes Notify users of intention to stop EPAF coding on June 18th
CP June 18th ‐ Roll to New Year
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for
Done Monday, April 19, 2010 Run SQL: Fiscal PAT with Defer Pay ‐ Review for Gaps or Overlaps
Payroll to check AR‐K, SB As of 04.??.2010 ‐ ?? Fiscal PAT with Defer Pay
6061
TESTING
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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64
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: Faculty with non AY dates Payroll to check AR‐K, SB *Need to continue to run this monthly to keep data clean
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: FY11 Contract dates that shouldnt be AR‐K, SB ‐‐FY Appts with Contract Dates and FTE=1
'‐‐AY Appts Missing Contract Dates
'‐‐Adjunct Salary & Faculty should have contract dates and they should be equal
'‐‐Adjunct Hourly Staff with Contract Dates
'‐‐Contract End Date greater than '06.30.2010' and Person is NOT Deferred
6465
6667
6869
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: CE DE JE KE with Contract Dates that Match CROL Before CROL
Part of the red circle group ‐ payroll to check
AR‐K, SB
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: CE, F7 and FG with 26.1 pays and factors AR‐K, SB In FY11 there is no change in the number of days in the fiscal year. = 26.1
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Friday, April 09, 2010 Run SQL: Have Contract Dates and Pays and Factors 26.1 AR‐K, SB
7071
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for FY11Process Notes Responsibl
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74
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: Faculty with non AY dates Payroll to check AR‐K, SB *Need to continue to run this monthly to keep data clean
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: FY11 Contract dates that shouldnt be AR‐K, SB ‐‐FY Appts with Contract Dates and FTE=1
'‐‐AY Appts Missing Contract Dates
'‐‐Adjunct Salary & Faculty should have contract dates and they should be equal
'‐‐Adjunct Hourly Staff with Contract Dates
'‐‐Contract End Date greater than '06.30.2010' and Person is NOT Deferred
7475
7677
7879
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: CE DE JE KE with Contract Dates that Match CROL Before CROL
Part of the red circle group ‐ payroll to check
AR‐K, SB
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: CE, F7 and FG with 26.1 pays and factors AR‐K, SB In FY11 there is no change in the number of days in the fiscal year. = 26.1
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done Monday, April 19, 2010 Run SQL: Have Contract Dates and Pays and Factors 26.1 AR‐K, SB
8081
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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8485
86
X ‐ Must be done for BPRD before REBUILD so NOT CRITICAL for TESTING
Done ‐ 08.21.2009
Friday, April 23, 2010 Determine date for updating NTRSALA with New 2011 Fiscal Year values which normally occurs after the last update of Base phase via BROL
Note: Fran to talk to Budget for timing of when to do this
FB Per FB, this was completed in Aug 2009 for budget purposes. Both 2010 and 2011 have the same values.
OY/NY MEETING REVIEW TEST SCHEDULE
Done Monday, April 26, 2010
Monday ‐ 04.26.2010
Done Monday, April 26, 2010 Begin REBUILD of BTST using 04.25.2010 BACKUP.
DO NOT REBUILD KTST.
In 2010, KTST is not being rebuilt because of Banner 8 testing.
REBUILD should be completed by EOB 04.28.2010
8687
8889
9091
9293
9495
Thursday ‐ 04.29.2010
Done Monday, April 26, 2010 2010‐B1‐9 Payroll Monday Payroll Started
Thursday ‐ 04.29.2010
Done Tuesday, April 27, 2010 2010‐B1‐9 Payroll Tuesday
Thursday ‐ 04.29.2010
Done Wednesday, April 28, 2010 2010‐B1‐9 Payroll Wednesday Payroll Completed
CRITICAL for TESTING ‐ EPAFs MUST BE TESTED BEFORE DATES RECEIVED.
Done Thursday, April 29, 2010 Update the EPAF Trappings 5 & 5a relating to College Work Study FOAPALS
Update can be done as soon as prior years CWS date has passed
CP, HR IT
X‐ Will be run after 2010‐B2‐9 Payroll is
Done Thursday, April 29, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
9697
complete so NOT CRITICAL for TESTING
DO NOT RUN in Commit unless requested by SB.Running in Commit DOES NOT overwrite manual corrections.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
9899
100101
X‐ Will be run after 2010‐B2‐9 Payroll is complete so NOT CRITICAL for TESTING
Done Thursday, April 29, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit or fixed red circle people will be overwritten
X‐ Will be run after 2010‐B2‐9 Payroll is complete so NOT CRITICAL for TESTING
Done Thursday, April 29, 2010 Run SQL: Weekly ‐ Non‐ended workschedules w contract dates
Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
X‐ Will be run after 2010‐B2‐9 Payroll is complete so NOT
Done Thursday, April 29, 2010 Run SQL: Weekly ‐ Default Earnings not ended Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
102103
104105
106107
108109
110111
complete so NOT CRITICAL for TESTING
X ‐ NOT CRITICAL for TESTING
TBD Monday, May 03, 2010 Update NTRSALA with the new FY wage values. If possible this should always be done before the second Budget Prep Iteration begins.
FB Normally done in May. Could be delayed in FY10. Date in FY10 is TBD.
X ‐ NOT CRITICAL for TESTING
Monday, May 03, 2010 Communicate with Kronos Mngrs that changes to Summer jobs need to be done by first NBPMASS‐J in order to create accurate 7/1 jobs records
SB This information will be distributed at KRONOS Mgrs meeting scheduled for ???.
Thursday ‐ 04.29.2010
Done Monday, May 03, 2010 2010‐B2‐9 Payroll Monday Payroll Started
Thursday ‐ 04.29.2010
Done Tuesday, May 04, 2010 2010‐B2‐9 Payroll Tuesday
Thursday ‐ 04 29 2010
Done Wednesday, May 05, 2010 2010‐B2‐9 Payroll Wednesday Payroll Completed
112113
04.29.2010
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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116117
118119
X ‐ NOT CRITICAL for TESTING
Done Thursday, May 06, 2010 Tell Susan when we will be processing outside of normal hours, so she can be sure the system is available.
AR‐K, HR IT
FY10 Dates:HR 06.11 ‐ 06.12.2010; 06.18 ‐ 06.19.2010Finance 06.30.2010 [5 PM]; 07.14.2010 [5 PM] ‐ 13th Month
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit unless requested by SB.
120121
122123
124125
q yRunning in Commit DOES NOT overwrite manual corrections.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit or fixed red circle people will be overwritten
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: Weekly ‐ Non‐ended workschedules w contract dates
Payroll to research and cleanup AR‐K, SB NO NEW RECORDS SELECTED.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: Weekly ‐ Default Earnings not ended Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKSFY10 NO NEW RECORDS SELECTED.FY11 1 NEW RECORD SELECTED.
126127
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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130
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: Faculty with non AY dates Payroll to check AR‐K, SB *Need to continue to run this monthly to keep data cleanFY10 NO ACTIVE RECORDS SELECTED.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: FY11 Contract dates that shouldnt be AR‐K, SB ‐‐FY Appts with Contract Dates and FTE=1
'‐‐AY Appts Missing Contract Dates
'‐‐Adjunct Salary & Faculty should have contract dates and they should be equal
'‐‐Adjunct Hourly Staff with Contract Dates
'‐‐Contract End Date greater than '06.30.2010' and Person is NOT Deferred
130131
132133
134135
136
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: CE DE JE KE with Contract Dates that Match CROL Before CROL
Part of the red circle group ‐ payroll to check
AR‐K, SB FY10 NO ACTIVE JOBS SELECTED.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: CE, F7 and FG with 26.1 pays and factors AR‐K, SB In FY11 there is no change in the number of days in the fiscal year. = 26.1
FY10 NO ACTIVE JOBS SELECTED.FY11 NO RECORDS SELECTED.
Thursday ‐ 04.29.2010
Done Thursday, May 06, 2010 Run SQL: Have Contract Dates and Pays and Factors 26.1 AR‐K, SB FY10 NO ACTIVE JOBS SELECTED.FY11
136137
138
04.30.2010 WE ARE NOW IN‐LINE WITH LAST YEAR's TESTING SCHEDULE. This gives us 1 week before the NZPSWKS & NZPSERN processes have to run in COMMIT in BPRD.
Need to be done with 2010‐B2‐9*** TESTING ‐ HERE BY EOB 04.30.2010 ***
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
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140141
142143
04.30.2010 ‐ ARK will updated BTST with BPRD data
Done Friday, May 07, 2010 Code missing NTRCROL date sets submitted via TAD Communicate and resolve issues detected with dates, day yr # old vs new, etc.
SB As of ??? ‐ # people with Contract Dates not in CROL.
Friday ‐ 04.30.2010
Done Friday, May 07, 2010 Backup NBREARN and NBBWKSH and NBRWKSHRun PZPBACK and PZPBKYE [Includes NBBFISC, NBBWKSH, NBRBHIS, NBRFCLD, NBRWKSH, NTRPCLS, PERJHIS, NHRTBUD, FBBBLIN tables]
AR‐K Backup is in preparation for Stopping of Earnings and Work Schedules. Wait for SB to finish before running backup.PZPBACK Process #PZPBKYE Process #
Friday ‐ 04.30.2010
RUN in AUDIT. WAIT FOR OK FROM PAYROLL
Done Friday, May 07, 2010 NZPSWKS ‐ Stop Workschedules (AUDIT), (COMMIT))
Notes: Must run in Audit mode until all NTRCROL dates are added (Review "No data in NTRCROL." and "No ZERO NBBWKSH records created" part of Audit Report.)
May have to run earlier depending on date identified.
Must be run no later than 05.07.2010 for FY11
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Process #: Mode: (C)Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
144145
146147
FROM PAYROLL FOR COMMIT. Must have new dates in NTRCROL (old dates can be there
or not).
The Contract End Date is used to fill in the Workschedule End Date.
The Stop process uses new dates to create Zero Workschedules.
This is the ONLY time NZPSWKS is RUN in Commit
Friday ‐ 04.30.2010
Done Friday, May 07, 2010 Any missed contract roll dates need to be added and zero workschedules need to be created and added to CROL
SB, HM, BC Before April 7th? Must be before the group of employees with the earliest Contract End Date
Friday ‐ 04.30.2010
RUN in AUDIT. WAIT FOR OK FROM PAYROLL
Done Friday, May 07, 2010 NZPSERN ‐ Stop Earnings (AUDIT), (COMMIT) See NBREARN Process to Stop Pay for Exempt Staff with Contract Dates
Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Process #: Mode: (C)Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
148149
FOR COMMIT.
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150151
Friday ‐ 04.30.2010
RUN in AUDIT. WAIT FOR OK FROM PAYROLL FOR COMMIT.
Done Friday, May 07, 2010 NZPSWKS ‐ Start Workschedules (AUDIT), (COMMIT) See NBBWKSH Process to Start Workschedules for Non‐Exempt Staff with Contract Dates
Start Workschedules for people with Contract Dates
Note: Must run before CROL [NBPMASS(D)] and should run on same day as Stop
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Process #: (C)Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.)
Friday ‐ 04.30.2010
RUN in AUDIT. WAIT FOR OK FROM PAYROLL FOR COMMIT
Done Friday, May 07, 2010 NZPSERN ‐ Start Earnings (AUDIT), (COMMIT) See NBREARN Process to Start Pay for Exempt Staff with Contract Dates
Start Earn for people with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Process #: (C)Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
152153
154155
156157
158159
FOR COMMIT.
Friday ‐ 04.30.2010
Done Friday, May 07, 2010 NBPBUDM ‐ Monitor STOP jobs to be sure NBPBUDM is not started until after the STOP jobs have completed.
Verify this is scheduled to occur after STOP jobs have completed.
Part of normal payroll processing to Finance that runs Mon ‐ Fri at 6 PM
NormalFinanceProcess
Picks up above. Process is automated… but is listed here as a reminder.
New payroll‐finance interface time will be 6 PM once it is set up in AppWorx.
Monday ‐ 05.03.2010
Done Monday, May 10, 2010 2010‐B1‐10 Payroll Monday Payroll Started
Monday ‐ 05.03.2010
Tuesday, May 11, 2010 2010‐B1‐10 Payroll Tuesday
Monday ‐ 05.03.2010
Done Wednesday, May 12, 2010 2010‐B1‐10 Payroll Wednesday Payroll Completed
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for FY11Process Notes Responsibl
e
162163
164165
166167
168169
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 12, 2010 First Budget Prep Iteration ‐ Banner Finance Security Budget to notify FAST regarding Budget Prep security needs
MD, KGB, FAST
Turn of class BAN_USNH_FIN_BUDGET_PREP_IT1 as of Close of Business, Friday, 05.14.2010.
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 12, 2010 First Budget Prep Iteration ‐ Banner HR Security Budget to notify STHR regarding Budget Prep security needs
MD, KGB, CP
Turn off security class BAN_USNH_HR_POS_PREP_ALL as of Close of Business, Friday, 05.14.2010.
Monday ‐ 05.03.2010
Done Thursday, May 13, 2010 Run SQL: ‐ Weekly ‐ 'Non‐ended workschedules w contract dates'
Payroll to research and cleanup AR‐K, SB
Monday ‐ 05.03.2010
Done Thursday, May 13, 2010 Run SQL: ‐ Weekly ‐ 'Default Earnings not ended' Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
X ‐ NOT CRITICAL Done Friday, May 14, 2010 First Budget Prep Iteration ends at Close of Business User access to be disabled for Close of Business, Friday 05.14.2010
170171
172173
174175
176177
X NOT CRITICAL for TESTING
Done Friday, May 14, 2010 First Budget Prep Iteration ends at Close of Business User access to be disabled for Close of Business, Friday 05.14.2010
Tuesday ‐ 05.04.2010
PAYROLL TO GIVE OK WHEN DONE
Done Friday, May 14, 2010 Fix red circled clean‐up Use TAD to update the Default Earnings (NBREARN) and Workschedules (WKSCH) even though the NY Contract Dates cannot be updated til late June
AR‐K, SB Red circled folks don't fit nicely into CROL ‐ Old contract dates don't match majority of folks new contract dates
This is only a partial fix as final fix cannot be completed until after Roll to New Year
Wednesday ‐05.05.2010
Done Monday, May 17, 2010 2010‐B2‐10 Payroll Monday Payroll Started
Wednesday ‐05.05.2010
Done Tuesday, May 18, 2010 2010‐B2‐10 Payroll Tuesday
Wednesday ‐05.05.2010
Done Tuesday, May 18, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
178179
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
180181
182183
184185
186187
Wednesday ‐05.05.2010
Done Tuesday, May 18, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
Wednesday ‐05.05.2010
Done Tuesday, May 18, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit unless requested by SB
Wednesday ‐05.05.2010
Done Tuesday, May 18, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit or fixed red circle people will be overwritten
X ‐ NOT CRITICAL for TESTING
Wednesday, May 19, 2010 Second Budget Prep Iteration ‐ Banner Finance Security Budget to notify FAST regarding Budget Prep security needs
MD, KGB, FAST
Turn of class BAN_USNH_FIN_BUDGET_PREP_IT2 as of Close of Business, Friday, 05.21.2010.
188189
190191
192193
194195
196197
X ‐ NOT CRITICAL for TESTING
Wednesday, May 19, 2010 Second Budget Prep Iteration ‐ Banner HR Security Budget to notify STHR regarding Budget Prep security needs
MD, KGB, CP
Turn off security class BAN_USNH_HR_POS_PREP_CTRL as of Close of Business, Friday, 05.21.2010.
Wednesday ‐05.05.2010
Done Wednesday, May 19, 2010 2010‐B2‐10 Payroll Wednesday Payroll Completed
Wednesday ‐05.05.2010
Done Thursday, May 20, 2010 Run SQL: Weekly ‐ Non‐ended workschedules w contract dates
Payroll to research and cleanup AR‐K, SB if any found send to Steph…. \\louise\User\System_Replacement\Hr\STHR\Sql Scripts\FY08 otherwise just let her know you didn't find any
Wednesday ‐05.05.2010
Done Thursday, May 20, 2010 Run SQL: Weekly ‐ Default Earnings not ended Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
X ‐ NOT CRITICAL for TESTING
Friday, May 21, 2010 Second Budget Prep Iteration ends at Close of Business User access to be disabled for Close of Business, Friday 05.21.2010
X ‐ NOT CRITICAL f
Friday, May 21, 2010 Third Budget Prep Iteration opened at Close of Business MD, KGB
198199
for TESTING
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
200201
202203
CRITICAL for TESTING ‐ EPAFs MUST BE TESTED BEFORE DATES RECEIVED.
Done ‐ Move to May 3rd for FY12.
Friday, May 21, 2010 Update Summer EPAFs with hard coded dates received from users ‐
Dates for Approval Categories 3HWKSM and UHWKSM to be updated on 05.??.2010 are:
The last day of Summer 2009 work study is 8/??/10.
The last day of Academic Year 09/10 work study is the day of graduation – 5/??/11.
CP, HR IT
CRITICAL for TESTING ‐ EPAFs MUST BE TESTED BEFORE DATES RECEIVED.
Done Friday, May 21, 2010 Update UHWKSY TERM Step Change Job Detail Effective Date and Personnel Date to 05.22.2010 (Make dates overrideable until the pay period end date for UHWKSY only [05.28.2010])
*Last day of UNH Academic Year
203
204205
206207
208209
210211
212213
Thursday ‐ 05.06.2010
Done Monday, May 24, 2010 2010‐B1‐11 Payroll Monday Payroll Started
Thursday ‐ 05.06.2010
Done Tuesday, May 25, 2010 2010‐B1‐11 Payroll Tuesday
Thursday ‐ 05.06.2010
Done Wednesday, May 26, 2010 2010‐B1‐11 Payroll Wednesday Payroll Completed
Friday ‐ 05.07.2010
FAST
Testing Here by 05.08.2009 TESTING ONLY ‐ Feed ALL Payrolls to Finance
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Communicate with Campus HR/BSC the NY defer pay selection/change deadlines
SB Monday, August 2nd, 2010.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Gather list of user accounts that will be allowed into BPRD on the day it is brought down for the roll
amandak ‐ Amanda R‐K; asamuel ‐ Alice Samuel; bcg4 ‐ Bethany Roy; bchasse ‐ Brenda Stone; carolp ‐ Carol Powers; cse6 ‐ Carolyn Spooner; dianec ‐ Diane Couture; ehobbs ‐ Eric Hobbs; fboslow ‐ Fran Boslow; FINAPRV; gmi ‐ Gary MacIntosh; helwell ‐ Hope Elwell; hmadore ‐ Heather Madore; jlafleur ‐ Julien Lafleur; katrina ‐ Katrina Boyajian; kjbrown ‐ Karen J Brown; mdezenzo ‐ Melanie Dezenzo; mss ‐ Susan Sullivan; mwb ‐ Marc Behan; rgg ‐ Bob Goudreau; sbehan ‐ Stephanie Behan; sdrolet ‐ Scott Drolet; sergeyv ‐ Sergey Vorotnikov; www_user; atm28 ‐ Tony Gow; gpv3 ‐ Jay Lamoureux; jshea ‐ Jan Shea;
AR‐K, HR IT
Users allowed in BPRD on D‐Day. Review with Old/New Year group for accuracy.
List confirmed with AMS HM, MD, and MSS & CP.
214215
216217
y ; j ;BANWORX for AppMan jobs.
Friday ‐ 05.07.2010
Done Wednesday, May 26, 2010 NTRJINC See sample NTRJINC tab
Rule Set ALLSALGRPS
Enter all Salary grades…
[A0,B0,C0,CE,CH,E0,FG,F7,GA,H0,P0,S0,SN,F0,L0,T0,X0,Z0]
Note: Both 0 percent and 0 dollar produce the same effect
Note: Check that all Grades are out there including 00
AR‐K Any missing ECLS will not get a 7.1. record.
X NOT CRITICAL D W d d M 26 2010 R NZPSWKS(STOP) i A dit d O t t t ll t h l l AR K SB P #
218219
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
220221
222223
224225
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit unless requested by SB.
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit or fixed red circle people will be overwritten
X NOT CRITICAL D W d d M 26 2010 R SQL W kl N d d k h d l t t P ll t h d l AR K SB
226227
228229
230231
232233
234
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Run SQL: Weekly ‐ Non‐ended workschedules w contract dates
Payroll to research and cleanup AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Wednesday, May 26, 2010 Run SQL: People with Contract dates not in CROL AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done REVIEW ALL scheduled processes in AppWorx to confirm there are no conflicts with processing dates
Monday ‐ 05.10.2010
OK TO START EARLY
Done Friday, May 28, 2010 2010‐B2‐11 Payroll MondayEARLY PAYROLL
Payroll Started
X ‐ NOT CRITICAL for TESTING
Done Monday, May 31, 2010 Memorial Day Holiday
235
236237
Monday ‐ 05.10.2010
Done Tuesday, June 01, 2010 2010‐B2‐11 Payroll Tuesday
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
238239
240241
242243
244245
246
Monday ‐ 05.10.2010
Done Wednesday, June 02, 2010 2010‐B2‐11 Payroll Wednesday Payroll Completed
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 03, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 03, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 03, 2010 Run SQL:FY11 Non‐ended WKSH w‐Contract Dates
Payroll to research and cleanup AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 03, 2010 Run SQL:FY11 Default Earnings Not Ended
Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
246247
248249
250251
252253
254255
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 03, 2010 Run SQL:FY11 People with Contract dates not in CROL
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Monday, June 07, 2010 Add BROADCAST message in Banner to notify users of NOPEAMA shutdown on Friday 06.11.2010
STHR
Tuesday ‐ 05.11.2010
Done Monday, June 07, 2010 2010‐B1‐12 Payroll Monday Payroll Started
X ‐ NOT CRITICAL for TESTING
Done Monday, June 07, 2010 FAST to notify HRIT to Stop the automated job (FNBPRP ‐ BROL portion only.)
Last update of BASE phase via BROL for FY11 so on 06.10.2010 HRIT should stop the automated job (FNBPRP ‐ BROL portion only)
This is tied to the creation of new job records.
Set the BROL to trigger only in BPRD through August 1st in AppWorx.
255
256
X ‐ NOT CRITICAL for TESTING
Problem with SQL
Tuesday, June 08, 2010 Run SQL:FY11 CE DE JE KE FG F6 F7 F8 F9 with Pays and Factors 26.1
If their dates are not 7/1‐6/30, they should not have pays/factors 26.1?
AR‐K, SB 0
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
257
258259
260261
262263
264265
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL:FY11 Faculty With Non AY Dates
Payroll to check AR‐K, SB Many records found because Contract Dates have not been rolled
X ‐ NOT CRITICAL for TESTING
Problem with SQL
Tuesday, June 08, 2010 Run SQL:FY11 Have Contract Dates and Pays and Factors 26.1
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQLs:FY10 FY Appt with Contract Dates AND FTE 1FY11 FY Appt with Contract Dates AND FTE 1
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL:FY10 Academic Appt with No Contract DatesFY11 Academic Appt with No Contract Dates
AR‐K, SB
266267
268269
270271
272273
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL: FY10 AF‐PT‐FT‐C Appts Missing Contract Dates or Contract Dates Do Not Equal BJOB.
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL: FY10 CH DH JH SH Sw SX with Contract Dates
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL: FY10 Contract End Date is GT 06.30.XX and Employee is not DeferredFY11 Contract End Date is GT 06.30.XX and Employee is not Deferred
AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Tuesday, June 08, 2010 Run SQL:FY11 'have change_ind H in NBRJLBD as last effdt'
look at these ‐ FIX these on 6/17/2010… after 2010‐B2‐12 is done. Use 06.12.2010 Eff Dt wherever possible.
AR‐K, SB, AMS
If change_ind is H's... the JLBD records won't roll.
X ‐ NOT CRITICAL Done Tuesday, June 08, 2010 Run SQL: CE DE JE KE with Contract Dates that Match CROL Part of the red circle group AR‐K, SB
274275
for TESTINGy, , Q
Before CROLg p
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
276277
278279
Tuesday ‐ 05.11.2010
Done Tuesday, June 08, 2010 2010‐B1‐12 Payroll Tuesday
Tuesday ‐ 05.11.2010
Done Wednesday, June 09, 2010 2010‐B1‐12 Payroll Wednesday Payroll Completed
Wednesday ‐ 05.12.2010
Done Wednesday, June 09, 2010 Identify and assign CY budget to new non‐vacant positions with no CY budget.
Job records associated with the new position active in the NY can not be updated without a current year budget.
Job records created for positions which have no CY budget cause NZPFYPF ‐ Pays and Factors Update job to fail.
MD, KGB Get SQL from Katrina:
select distinct nbrptot_posn from nbrptotwhere nbrptot_posn in ((select distinct nbrptot_posn from nbrptotwhere nbrptot_obud_code = 'FY2011'and nbrptot_obph_code = 'LABCY')minus(select distinct nbrptot_posn from nbrptotwhere nbrptot_obud_code = 'FY2011'and nbrptot_obph_code = 'BASE'))
280281
282283
284285
286287
288
and nbrptot_posn not like ('_Z%')
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run SQL: People with Contract dates not in CROL AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #:Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
288289
290
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
291
292293
294295
296297
298299
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run SQL:FY11 Non‐ended WKSH w‐Contract Dates
Payroll to research and cleanup AR‐K, SB
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run SQL:FY11 Default Earnings Not Ended
Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKS
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run SQL:FY11 Job With End Date Without T Records
Must be fixed before 06.18.2010 AR‐K Campuses Notified ‐
X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 09, 2010 Run SQL:FY11 No Job End Date But POSN Ending
Must be fixed before 06.25.2010 AR‐K Campuses Notified ‐
Friday ‐ Testing Here by 05.15.2009 TESTING ONLY ‐ Feed ALL Payrolls to Finance
300
301302
303304
y05.14.2010
FAST
g y y
Friday ‐ 05.14.2010
FAST
Done Thursday, June 10, 2010 Last update of BASE phase via BROL for FY11 After tonights run, be sure to stop the automated job (FNBPRP ‐ BROL portion only)
This is tied to the creation of new job records.
MD, Fin IT BROL runs every night.End nightly BROL processes to update BASE.
This is done before the Roll to the New Year because creating new jobs and rolling on the same day does not allow enough time to fix problems.
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 10, 2010 End of Business‐change security for NBAPOSN in class POS_MAIN_CREAT_DEF from update to query and change security for NBAPOSN and NBAPBUD in class POS_MAIN_CREAT_BUD from update to query
Excluding MDEZENZO and KATRINA ‐ CP to coordinate with Accounts
IT This security change should be occur at the End of Business on the same day the Last update of BASE phase via BROL for FY11 is scheduled to occur.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
305306
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 10, 2010 06.11.2010 –Process creates 7/1 job records for all active jobs. (Note: Corresponding 7/1 Labor lines will not be created until 6/18)
06.11.2010 – 06.18.2010 ‐For any changes, with effective dates prior to 7/1, users need to delete 7/1 job records. The changes will be reflected in the 7/1 record when it is recreated on 6/18.
06.11.2010 ‐ 06.18.2010 ‐ For any changes or new hires that are effective 7/1, users need to add the 7/1 job record and if there is a labor distribution change/addition effective 7/1, they also need to add a 7/1 labor line.
Also remind users when the Last Update of BASE phase for FY11 has occured via BROL.
Send to HR Liaisons, HRAC STHR Please also note that tonight will be the last automated update of the BASE phase for HR position budgets. In addition, at 5:00 tonight, security for all users except myself and Katrina will be changed to query only for NBAPOSN and NBAPBUD. This is necessary to mitigate the risk that changes to positions would not get picked up in the working budgets (e.g. new position established in FY10, but does not get populated in working budget because BROL is not automatically populating it). If adjustments are needed to the positions through June 17, 2010, Katrina or I can make them and we will be responsible for making sure all of the related pieces get populated. We will make every effort to honor all requested changes, but we will need to assess the benefit/risk to the overall process. It is possible that we would request that the change be held until after the FY11 budgets are rolled to approved. Please note that NWAPBAD will remain available as usual for FY10 current year position budget adjustments until 11:00 am on June 18.
X NOT CRITICAL Done Thursday June 10 2010 FAST to notify HR IT Team to remove FNPFRI series from It should not be run since we are generating and posting new year budgets
307308
309310
311312
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 10, 2010 FAST to notify HR IT Team to remove FNPFRI series from execution for 6 PM on Friday, June 18 during Friday's payroll run.
It should not be run since we are generating and posting new year budgets and encumbrances at the same time.
X ‐ NOT CRITICAL for TESTING
Done Friday, June 11, 2010 Request ECG to post intercept page on Monday, 06.14.2010 regarding Friday, 06.18.2010 production schedule changes.
Add BROADCAST Message Add BROADCAST Message in Banner
06.18.2010 ‐ EPAF creation will be closed at noon on 06.18.2010. NOAAPSM access will be closed at 1:30. EPAF processing will be closed at 2:00. Any EPAF in Approved or Pending status after the 2:00 deadline, will be Returned for Correction. Any EPAFs in Waiting status after the 2:00 deadline, will be Voided.
X ‐ NOT CRITICAL for TESTING
Done Friday, June 11, 2010 Send Contact List with phone numbers to NY Group AR‐K Outlook: Banner Old Year/New Year or [email protected]
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 11, 2010 This is to let you know that part of the work we are doing today regarding rolling from FY10 to FY11 requires a shutdown of NOPEAMA. For planning purposes, NOPEAMA will be shut down effective 4:30 pm today. We expect that it will be down until Saturday morning.
Send to Users before noon STHR Shut down is only needed if PTRPICT codes are changing.
It was determined that NOPEAMA will be shut down, however, users will not be locked out. This restriction is not needed in FY10 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
313314
it will be down until Saturday morning. not changing. Next PTRPICT change will occur in 2012.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
315316
317318
319320
321
Monday ‐ 05.17.2010
Testing Here by EOB 05.17.2010 TESTING ONLY ‐ BACKUP BTST evening of 05.17.2010
Tuesday ‐ 05.18.2010
Done Friday, June 11, 2010 First NBPMASS(J Mode)
X ‐ NOT CRITICAL for TESTING
Done Friday, June 11, 2010 4:30 PMRun: GZPRELS
Parameters:HRNOPSSTART
In order to get full report of changes.
Notify campuses [HRAC] that NOPEAMA is down.
AR‐K Process #
X ‐ NOT CRITICAL for TESTING
NOT NEEDED in FY11
Friday, June 11, 2010 Lock out all users EXCEPT STHR,HR IT and Events? 4:30 PM AR‐K, DBA It was determined this restriction is not needed in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
321322
323324
325326
327328
329330
X ‐ NOT CRITICAL for TESTING
NOT NEEDED in FY11
Friday, June 11, 2010 Run: GZPRELS
Parameters:HRNOPRSTART
This will complete any remaining EPAFs with approved status.
AR‐K This is only applicable if the users are locked out of the sytem.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED in FY11
Friday, June 11, 2010 Run: GZPRELS
Parameters:HRNOPSSTART
NOPEAMA must be stopped because the HRFYCF series will start it.
AR‐K This is only applicable if the users are locked out of the sytem.
X ‐ NOT CRITICAL for TESTING
Done Friday, June 11, 2010 Wait until 4:45 PM ‐ After the last NOPEAMA series has ended to run the following sql's and processes:
Tuesday ‐ 05.18.2010
Done ‐ JIC Friday, June 11, 2010 Run SQL All Active Jobs LT or ET 07.01.2010 STHRs will use these to restore JCRE codes.
AR‐K This is to identify those JCRE codes which need to be restored before the next run of NBPMASS using the new setup.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
331332
Tuesday ‐ 05.18.2010
RUN HRJMAS Chain
Done Friday, June 11, 2010 Enter Parameters to use for NBPMASS ‐ GZAPRUN
Series Name HRJMASCreate New Active Set for Series to add a new set of parameters for the new Fiscal Year.
Pay Year: 2010Pay ID: B1Pay No: 01
This only needs to be set once per year.
AR‐K After creating a new Active Set some of the parameters in the set need to be assigned manually.
Make sure there is enough time for the following processes to complete before Finance chains start at 6:00 PM.
Tuesday ‐ 05.18.2010
RUN HRJMAS Chain
Done Friday, June 11, 2010 THE NBPMASS (J Mode) and NZPJCRE processes can be run automatically by assigning the parameter values for the HRJMAS chain via GZAPRUN and using GZPRELS to run the HRJMAS chain.
Either run the App Worx chain or run the jobs manually but DO NOT DO BOTH.
Confirmed no conflict with COMP schedule. COMP runs on 06.10.2009.
AR‐K Process GZPRELS for HRJMAS # 618036NBPMASS STARTED: 4:56 PMFINISHED: 5:16 PMNZPJCRE STARTED: FINISHED:
333334
335336
Tuesday ‐ 05.18.2010
RUN HRJMAS Chain
N/A ‐ HRJMAS was used
Friday, June 11, 2010Run: NBPMASS (J Mode)
Parameters:
PJXFYCF20112011ALLSALGRPS1‐JUL‐2010N
JS Fiscal Year End roll process under Hr/ Documentation. Select all ecls.
Do not Run Comp Jobs at the same time as this process
AR‐K
Tuesday ‐ 05.18.2010
RUN HRJMAS
N/A ‐ HRJMAS was used.
Friday, June 11, 2010 Must run immediately after NBPMASS
Run: NZPJCRE ‐ Job Change Reason RestorationParameters:
AR‐K New process developed for FY10 processing.
337
RUN HRJMAS Chain
Parameters:
C01‐JUL‐2010
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e
338
339340
341342
X ‐ NOT CRITICAL for TESTING
Ok Friday, June 11, 2010 Monitor Processing Times. FNPFRI and is scheduled to run automatically at 6 PM and FNBPRP is scheduled to run at 7 PM. Can't have HR processes and Finance processes running at the same time.
AR‐K FNPFRI was cancelled. FNBPRP doesn't have any processes which affect HR so it's ok if it starts at 7 PM.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 11, 2010 Run HRFYCF series with parameters AR‐K It was determined this series is not applicable in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 11, 2010 PTRPICT If the number of days in the FY changes B1, B2 & NP must be up dated accordingly
Part of HRFYCF series
It was determined this restriction is not needed in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
We are not switching PTRPICT between FY 2009 and 2012
Susan to confirm process has not been modified to switch PTRPICT Code. PZPPICT process was created to flip the PTRPICT values however it was not
343344
345346
PZPPICT process was created to flip the PTRPICT values however it was not added to the automated series. It was run manually.
Tuesday ‐ 05.18.2010
Done Friday, June 11, 2010 NZPFYCF ‐ Job Carry Forward (Salary Group Update)
Parameters: C for Commit2011 for Salary Group
See 'Salary Group Update'. Run after NBPMASS(J mode) until 06.18.2010.
Checking and Updating Salary Group for Job Records greater than 07.01.2010.
Part of HRFYCF series
Process #: 618040STARTED: 5:38FINISHED: 5:44
2,394 Records processed.
Tuesday ‐ 05.18.2010
Done Friday, June 11, 2010 NZPFYPF ‐ Pays and Factors Update See 'Pays and Factors Update ‐ Update Run'. Must use NOPEAMA.
Update Pays and Factors for people with Pays=Factors=Current year Pays per year (26.1). Changes to 26.1
NZPFYPF should not run at the same time as BUDM because they lock each other.
Part of HRFYCF series
Process#: 618042STARTED: 5:45 PMFINISHED: 16:06 PM
10,679 processed, 2 Rejected [6174118, 6173201] Campus previously notified that the position was ending.
347348
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351352
353354
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 11, 2010 Change PTRPICT back If PTRPICT was changed for B1, B2 & NP… on line 241, it must be switched back.
Part of HRFYCF series
We are not switching PTRPICT between FY 2010 and 2011. It was determined this restriction is not needed in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 11, 2010 Restore access to all users 8 am SaturdayDBA's will send email confirming this has been done.
AR‐K, DBA It was determined this restriction is not needed in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
Tuesday ‐ 05.18.2010
Done Saturday, June 12, 2010 Check Reports from NZPFYPF, NZPFYCF for errors May have to unfreeze positions after checking with users or Void Transactions that should not have been created.
AR‐K, MD, KGB
Can't insert 7‐1 record for frozen position
No issues in FY11.
Wednesday 05.19.2010
Done Saturday, June 12, 2010 Run SQL Error Reports FY11 Incorrect Pays/Factors'; Jobs selected are for Grads or non Full Year Appts
AR‐K Incorrect Pays/Factors ‐ Graduate Students consistently coded as 26.
355356
357358
Year Appts.
FY11 Active job with no 7‐1 record'; No Records Selected
FY11 'Incorrect Salary Group'; No Records Selected.
FY11 'Compare 7‐1 rates to prior rate'; No Records Selected.
'Compare 7‐1 contract no to prior contract no'; No Records Selected.
Compare 7‐1 status to prior status' Jobs selected were Terminated or placed On Leave as of 07.01.2011
Wednesday 05.19.2010
ACTIVE. Saturday, June 12, 2010 Run SQL:FY10 Job with End Date Without T Records
Must be fixed before 06.18.2010 AR‐K Campus HR Offices Notified. As of 06.18.2010...Waiting on KSC.
358
359360
Wednesday 05.19.2010
Done Saturday, June 12, 2010 Run SQL:FY10 No Job End Date But Posn Ending
Must be fixed before 06.25.2010 AR‐K Campus HR Offices Notified.
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363364
Wednesday 05.19.2010
Done. Saturday, June 12, 2010 Run SQL:Job ends in July with an end date in the pay period that crosses the fiscal year
AR‐K ARK will review SQL: & get back to us.
Wednesday 05.19.2010
Done Saturday, June 12, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines. Notify FAST.
AR‐K
X ‐ NOT CRITICAL for TESTING
Done Saturday, June 12, 2010 As soon as the above tasks are completed and we want NOPEAMA to resume...
Run: GZPRELS
Parameters:HRNOPR
Notify HR Campuses that NOPEAMA is back up (Note: Let Joyce know)
AR‐K The series will start appropriately within the parameters already established in the AppWorx schedule. If it's after the time it normally would be stopped for nightly production, it won't start until the next morning when it usually is started automatically.
365366
367368
369
START
X ‐ NOT CRITICAL for TESTING
Done Monday, June 14, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field.
Records must be updated after each run of NBPMASS.
DK, AR‐K In FY09 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
X ‐ NOT CRITICAL for TESTING
Done Monday, June 14, 2010 Review the remaining FY HRCOMP processes for transactions which include salary grade changes
FB This needs to be done after the first and any subsequent New Year NBPMASS processes. When HRCOMP runs the current FY and future FY job records will be updated appropriately except the salary grade change. The future FY job record will need to be manually updated before the new FY NWAECHS records are created.
369370
371
X ‐ NOT CRITICAL for TESTING
Done Monday, June 14, 2010 On Wednesday, send a list of users who will need access to BPRD on Friday
AR‐K, HR IT
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372
373374
375376
377378
379
X ‐ NOT CRITICAL for TESTING
Done Monday, June 14, 2010 Notify users that on Friday, 06.18.2010 we will be Returning for Correction any EPAF that is not completed as of 1:30 on 06.18.2010
STHR Otherwise the jobs resulting from these EPAFs would have the wrong salary group or wrong pays & factors.
X ‐ NOT CRITICAL for TESTING
Done Monday, June 14, 2010 Request ECG posts intercept page on Monday 06.14.2010 notifying users of roll to FY11
ECG to post Intercept page on 06.14.2010
STHR Create BROADCAST message from within Banner.
Thursday ‐ 05.20.2010
Done Monday, June 14, 2010 2010‐B2‐12 Payroll Monday work period = 05.29.2010 ‐ 06.11.2009check date = 06.18.2010
Normal Payroll Process
Payroll Started
Thursday ‐ 05.20.2010
Done Tuesday, June 15, 2010 2010‐B2‐12 Payroll Tuesday
379380
381382
383384
385386
Thursday ‐ 05.20.2010
Done Wednesday, June 16, 2010 2010‐B2‐12 Payroll Wednesday Payroll Completed
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Wednesday, June 16, 2010 DOCM to UPDT series for the 2010‐B2‐12 FY11 (FAST to notify Amanda when done)
Normal Not needed if Roll to New Year occurs on a Friday.Was Not Needed in FY07 ‐ HM, AR‐K to review HRCHKL series.Was Not Needed in FY09Was Not Needed in FY10Is Not Needed in FY11
Thursday ‐ 05.20.2010
FAST
Done Wednesday, June 16, 2010 Complete feed to Finance (thru FIN2) for B2‐12 6:00 PM Normal scheduled processing.
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X ‐ NOT CRITICAL for TESTING
Done Wednesday, June 16, 2010 Send request to ACCOUNTS for the security changes needed for Friday, June 18, 2010
12:00‐NoonChange access to NOAEPAF from maintenance to query in these security classes
BAN_USNH_HR_BEN_HELTH_SAFE_ADMBAN_USNH_HR_BEN_SYS_ADM_BBAN_USNH_HR_BEN_SYS_CAM_HRBAN_USNH_HR_EM_EPAF_PROC_APPRBAN_USNH_HR_EM_EPAF_PROC_ORIG
AND DISABLE ACCESS TO SECURITY CLASS:BAN_USNH_HR_EPAF_UPLOAD
Note: Do not change BAN_USNH_HR_EM_EPAF_RULE_TAB access as this is where STHRs continues to have access
CP, DBA Request to be sent to Account Admins on 06.16.2010.
Thursday ‐ 05.20.2010
Done Thursday, June 17, 2010 Run SQL:FY11 Fiscal PAT with Defer Pay ‐ Review for Gaps or
AR‐K, SB
389390
391392
393394
395396
397398
05.20.2010 FY11 Fiscal PAT with Defer Pay Review for Gaps or Overlaps
Thursday ‐ 05.20.2010
Done Thursday, June 17, 2010 Run SQL:FY11 CE DE JE Ke FG F6 F7 F8 F9 with Pays and Factors 26.1
If their dates are not 7/1‐6/30, they should not have pays/factors 26.1
AR‐K, SB
Thursday ‐ 05.20.2010
Done Thursday, June 17, 2010 Run SQL:FY11 Faculty With Non AY Dates
Payroll to check AR‐K, SB
Thursday ‐ 05.20.2010
Done Thursday, June 17, 2010 Run SQL:FY11 Have Contract Dates and Pays and Factors 26.1
AR‐K, SB
Thursday ‐ 05.20.2010
Done. Thursday, June 17, 2010 Run SQL:FY11 Have change_ind H in NBRJLBD as last effdt
FIX THESE TODAY! AR‐K, SB, AMS
HR SQL looks for records with an Effective Date < 07.01.XX to fix. If not fixed 7‐1 JLBD record will not be created automatically.
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399400
401402
Thursday ‐ 05.20.2010
Done. Thursday, June 17, 2010 RUN SQL:FY11 FY Appt with Contract Dates AND FTE=1; No Records Selected.FY11 Academic Appt with No Contract Dates; No New RecordsFY11 AF‐PT‐FT‐C Appts Missing Contract Dates or Contract Dates Do Not Equal BJob Dates; 2 New Records, email sent to JCLEARY.FY11 CH DH JH SH SW SX with Contract Dates; No records selected.FY11 Contract End Date is GT 06.30.XX and Employee is not Deferred; 2 New Records,
AR‐K, SB
Thursday ‐ 05.20.2010
Done. Thursday, June 17, 2010 Run SQL:FY11 CE DE JE KE with Contract Dates that Match CROL Before CROL
Part of the red circle group AR‐K, SB
402
403404
405406
407408
409410
411
Thursday ‐ 05.20.2010
Done. Thursday, June 17, 2010 Validate NTRCROL dates for valid contract dates to roll to. SB
Thursday ‐ 05.20.2010
Done Thursday, June 17, 2010 Run SQL:FY10 People with FY10 Contract Dates not in CROLFY11 People with FY11 Contract Dates not in CROL
AR‐K,SB
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 17, 2010 Run NZPSWKS(STOP) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 17, 2010 Run NZPSWKS(START) in Audit mode Output to payroll to help clean up missing CROL dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 17, 2010 NZPSERN ‐ Stop Earnings (AUDIT) Stop Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
412
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413414
415416
417418
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 17, 2010 NZPSERN ‐ Start Earnings (AUDIT) Start Earnings Records for Exempt Staff with Contract Dates
AR‐K, SB Process #: Save to \\louise\User\System_Replacement\Hr\Payroll_Reports and notify SB.
DO NOT RUN in Commit or fixed red circle people will be overwritten
X ‐ NOT CRITICAL for TESTING
Done Thursday, June 17, 2010 Run SQL:FY11 Non‐ended WKSH w‐Contract Dates
Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSWKSNo Records Selected.
X ‐ NOT CRITICAL for TESTING
Done. Thursday, June 17, 2010 Run SQL:FY11 Default Earnings Not Ended
Payroll to research and cleanup AR‐K, SB Finds more problems than NZPSERN
X ‐ NOT CRITICAL for TESTING
Done. Thursday, June 17, 2010 Remind users that NOPEAMA will be going down at noon tomorrow and that noon is the deadline for the 2010‐B1‐13
Add to intercept page AR‐K, SB Add BROADCAST Message in Banner
419420
NOPEAMA restarts automatically the evening of Tuesday
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X ‐ NOT CRITICAL for TESTING
Bob G will check to see if HR IT can identify the forms which access these tables.
Notification for PHAREDS Only sent.
Thursday, June 17, 2010 Notify Users
In FY11 it was determined that we should add information to the OY/NY timeline which advises users that there should be no PHAREDS entries entered after 2:00 PM while the BUDMs are running.
Payroll received phone calls from users who were trying to enter PHAREDS that the system was extremely slow. It appears that they should not be done at this time. The payroll office had also tried to enter some payroll adjustments and this appeared to interfere for FAST as well.
The following forms can be locked by NBPBUDM:
NBBFISCNTRFININBRBJOB
D‐Day STARTS HERE.
06.18.2010 ‐ EPAF creation will be closed at noon on 06.18.2010. NOAAPSM access will be closed at 1:30. EPAF processing will be closed at 2:00. Any EPAF in Approved or Pending status after the 2:00 deadline, will be Returned for Correction. Any EPAFs in Waiting status after the 2:00 deadline, will be Voided.
06.18.2010 ‐ Processes create 7/1 job records [NBPMASS] and 7/1 labor lines [NBPBUDM] for all active jobs (Note: Previously created 7/1 job records and 7/1 labor lines will
STHR 06.21 ‐ 06.25.2010 ‐ 2010‐B1‐13 (Pay dates: 06.12 ‐ 06.25.2010 will be run creating a last paid date of 06.25.2009.)
06.21 ‐ 07.05.2010‐ For B1 employees, users need to update 7/1 job records if there are changes effective on 7/1. (Note: If FY10 is closed for 06.25.2010 no B1 job records can be changed with effective dates prior to 7/1 because of the last paid date and encumbrance calculations).
06.23 ‐ 06.25.2010 ‐ For B2 employees, for any changes, with effective dates prior to 7/1, users need to delete 7/1 job records and 7/1 labor lines. The changes will be reflected in the 7/1 record when it is recreated on 06.25.2010.
06.23 ‐ 06.25.2010 ‐ For B2 employees, for any changes or new hires that are effective 7/1, users need to add the 7/1 job record and if there is a labor distribution change/addition effective 7/1, they also need to add a 7/1 labor line.
421422423424425426427428429430431
NBRJOBSNTRJLBDNTRFBINNTRFBEXNTRFELDNBRBJLHNBRJLHSPERJHIS
Perhaps we need to expand the list of forms users cannot access after 1:30 PM
j /not be changed)
06.18.2010 ‐ Contract dates are rolled to new year dates.
06.25 ‐ 07.01.2010 ‐ 2010‐B2‐13 (Pay dates: 06.12 ‐ 06.25.2010 will be run creating a last paid date of 06.25.2010.)
07.05 ‐ 07.07.2010 ‐ 2010‐B1‐14 (Pay dates: 06.26 ‐ 07.09.2010 will be run creating a last paid date of 07.09.2010.). The expenses will be allocated to FY10 and FY11 based on ??%/??% business days in each FY.
07.12 ‐07.13.2010 ‐ 2010‐B2‐14 (Pay dates: 06.26 ‐ 07.09.2010 will be run creating a last paid date of 07.09.2010.). The expenses will be allocated to FY10 and FY11 based on ??%/??% business days in each FY.
Form Name Description Called by
NBAJOBS Employee Jobs Form PEAEMPL
NBAJQUE Override Approvals Queue NBAJOBS
NBAPBUD Position Budget Form NBAJOBS
NBAPOSN Position Definition Form NBAJOBS
NBIWKSH Work Schedule Hours Inquiry Form NBAJOBS
PEAEMPL Employee Form NBAJOBS
PEALEAV Employee Leave Balances PEAEMPL
PHAADJT Adjustment Processing Form
PHAHOUR On-line Time Entry Form PHAADJT431432433434435
PHAHOUR On-line Time Entry Form PHAADJT
PHAREDS Labor Redistribution Form PHAADJT
NOAEPAF Electronic Personnel Action Form
NWACOMP Compensation Change Entry Form
NWAECHS Employee Compensation Change History Form
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436437438439440441442443444445
446447
448449
PHATIME Electronic Approvals of Time Entry Form
PTRLCAT Leave Category Rule Form PEAEMPL
NTRPROX Electronic Approval Proxy Rule Form
NTRRQUE Routing Queue Rule Form
PTRCALN Payroll Calendar Rule Form
PTRDFPR Defer Pay Period Rule Form
PTRECLS Employee Class Rule Form
PTRINST Installation Rule Form
PTVORGN Organization Code Validation Form
Friday ‐ 05.21.2010
FAST
Done. Thursday, June 17, 2010 Stop Automated job FNBPRP ‐ All After the evening run, stop automated job (FNBPRP‐all)
HR IT, FAST, KGB
FNBPRP ‐ BROL portion to be stopped on 06.11.2010
Monday ‐ 05.24.2010
Done Friday, June 18, 2010 USNH Budget Office to verify balanced budgets as early in the day as possible.
Budget
449
450451
452453
454455
456457
X ‐ NOT CRITICAL for TESTING
Done Friday, June 18, 2010 USNH Budget Office will notify FAST when balancing is complete.
Budget NZPMERG cannot be run until released by the USNH Budget Office.
Monday ‐ 05.24.2010
Done Friday, June 18, 2010 Check for 0% JLBD Records AR‐K Work with Campus HR to eliminate these records.
Monday ‐ 05.24.2010
Done Friday, June 18, 2010 Check for Stranded JLBD Records AR‐K
X ‐ NOT CRITICAL for TESTING
ACTIVE Friday, June 18, 2010 Send notice to request change effective start of business Monday 06.21.2010 ‐ change USNH_BAN_HR_POS_MAIN_CREAT_DEF to Update andUSNH_BAN_HR_POS_MAIN_CREAT_BUD to Update
CP, Accounts
No need to wait to receive request from Budget.
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458459
X ‐ NOT CRITICAL for TESTING
Done Friday, June 18, 2010 12:00‐NoonChange access to NOAEPAF from maintenance to query in these security classes
BAN_USNH_HR_BEN_HELTH_SAFE_ADMBAN_USNH_HR_BEN_SYS_ADM_BBAN_USNH_HR_BEN_SYS_CAM_HRBAN_USNH_HR_EM_EPAF_PROC_APPRBAN_USNH_HR_EM_EPAF_PROC_ORIG
AND DISABLE ACCESS TO SECURITY CLASS:BAN_USNH_HR_EPAF_UPLOAD
Note: Do not change BAN_USNH_HR_EM_EPAF_RULE_TAB access as this is where STHRs continues to have access
CP, DBA Request sent to Account Admins on 06.16.2010.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 18, 2010 Remind Campus HR users that they can not do direct job entry after this time.
When switching PTRPICT to a value different from the previous FY because the number of days in the year has changed, the pays and factors assigned to the previous FY's
It was determined this restriction is not needed in FY11 because we are not switching PTRPICT between FY 2010 and 2011. Next PTRPICT change will occur in 2012.
We are not switching PTRPICT between FY 2008 and 2012
460461
462463
factors assigned to the previous FY s job would be wrong.
We are not switching PTRPICT between FY 2008 and 2012
X ‐ NOT CRITICAL for TESTING
Done. Friday, June 18, 2010 1:30 PM‐Change access to NOAAPSM from maintenance to query in these security classes:
BAN_USNH_HR_EM_EPAF_PROC_APPRBAN_USNH_HR_EM_EPAF_PROC_ORIG
Note: Do not change BAN_USNH_HR_EM_EPAF_RULE_TAB access as this is where STHRs continues to have access
CP, DBA Don't want Jobs generated with FY10 values to be processed.
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 2:00 PM‐ Stop NOPEAMA
Run: GZPRELS
ParametersHRNOPSSTART
Note: Automated NOPEAMA series will not start until started manually or by the schedule.
AR‐K to watch for processes in AppMan and send email to FAST when NOPEAMA is done
AR‐K In FY09 the BUDMs were run after NOPEAMA was stopped at 2PM. In FY10 we will keep this schedule.
FYI… NOPEAMA is stopped by BUDM so it needs time to complete any approved transactions.
464465
466
START when NOPEAMA is done.
Monday ‐ 05.24.2010
Testing Here by 05.24.2010 TESTING ONLY ‐ BACKUP BTST evening of 05.24.2010
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467Tuesday ‐ 05.25.2010
FAST
Friday, June 18, 2010 Run Final Old Year BUDMs for budgets and encumbrances.
Final BUDM for Budgets – processed and posted to finance
BUDM for Encumbrances – B1‐12 – End Date of 6/11 – processed and posted to finance
BUDM for Encumbrances – B2‐12 – End Date of 6/11 – processed and posted to finance
BUDM for Encumbrances – B1‐13 – End Date of 6/25 – Held in GURFEED with SQL’s SysID of PAYROLL1 – TO BE POSTED 6/23
BUDM for Encumbrances – B2‐13 – End Date of 6/25 – Held in GURFEED with SQL’s SysID of PAYROLL2 – TO BE POSTED 6/30?
2010‐B1‐14&2010‐B2‐14
FAST This needs to be coordinated with the NBPMASS job – line 422 – as the MASS and BUDM jobs should not be run at the same time.
FAST to request ECG change GURFEED_SYSTEM_ID from PAYROLL to PAYROLL1, PAYROLL2, etc as appropriate.
468469
470471
472
BUDM for Encumbrances ‐ B1 14 ‐ End Date of 7/09 ‐ Held in GURFEED with SQL's of SysID of PAYROLL 3 ‐ TO BE POSTED 7/7
BUDM for Encumbrances – B2‐14 ‐ run as final for the year – Held in GURFEED with SQL’s SysID of PAYROLL4 – TO BE POSTED 7/12
Tuesday ‐ 05.25.2010
FAST
Friday, June 18, 2010 Merge of LABCY into LABOR (NZPMERG) after Budgets have been set up to seed Finance and reconciled
Prior to 3:00pm FAST ROLL TO NEW YEAR BEGINS HERE.
This actually occurred after BUDM for Encumbrances was completed
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 No more EPAF coding until further notice. Any records waiting for approval need to be reviewed and possibly returned for correction with comment.
AR‐K Do not have to wait for BUDM to be done to complete this task.
Make sure users know about early deadline.
472473
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474
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Return for correction any EPAF in Approved or Pending status
Post note to Self‐Service
STHRs access to NOAEPAF/NOAAPSM is in HR_USNH_HR_ EM_EPAF_RULE_TAB
NOAAPSMSelect Pending/None(Superuser) and then Return for correction and save
Select Approved/None(Superuser) shouldn't be any… if there are Return for correction and save
Select Waiting/None(Superuser) and then Void and save
AR‐K Do not have to wait for BUDM to be done to complete this task.
474475
476477
478479
480481
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 EPAFs waiting for approval that we need to return for corrections – Run 'EPAF Void and Return List' and send a report to HR offices of Return for Correction EPAFs and Waiting EPAFs and they will contact folks
AR‐K Do not have to wait for BUDM to be done to complete this task.
Run EPAF Void and Return list Quarterly for UNH [JCLEARY].
Wednesday ‐ 05.26.2010
NBPMass(Jobs) Series
Wednesday ‐ 05.26.2010
RUN HRJMAS Chain
THE NBPMASS (J Mode) and NZPJCRE processes can be run automatically by assigning the parameter values for the HRJMAS chain via GZAPRUN and using GZPRELS to run the HRJMAS chain.
Either run the App Worx chain or run the jobs manually but DO NOT DO BOTH.
Must wait for BUDM to be done to complete this task.
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Wednesday ‐ 05.26.2010
RUN HRJMAS Chain
Friday, June 18, 2010 NBPMASS (J Mode)Parameters:
PJPMASS20112011ALLSALGRPS1‐JUL‐2010N
See Fiscal Year End roll process under Hr/Documentation. Select all ECLS.
Do not Run Comp Jobs at the same time as this process
AR‐K Process # START: 5:44 PMFINISH: 5:59 PMIn FY09 ran in 20 mins
COMP runs on Wed 06.16.2010
Make sure BUDM is complete.
Should only run for jobs with no 07.01 record.
Wednesday ‐ 05.26.2010
RUN HRJMAS Chain
Friday, June 18, 2010 Run: NZPJCRE ‐ Job Change Reason RestorationParameters:
C01‐JUL‐2010
Must run immediately after NBPMASS
AR‐K New process developed for FY10 processing.Process # START: FINISH:
.lis file was not accessible via Banner INB but output was available on FMS.
484485
486487
.log file contained message: Can't open Input File nzrjcre_506814.lis
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Friday, June 18, 2010 Update PTRPICT with Pays Per Year If the number of days in the FY changes B1, B2 & NP must be up dated accordingly
AR‐K It was determined this restriction is not needed in FY11 because we are not switching PTRPICT between FY 2010 and 2011. It was determined this restriction is not needed in FY11 because PTRPICT is not changing. Next PTRPICT change will occur in 2012.
We are not switching PTRPICT between FY 2008 and 2012
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 NZPFYPF ‐ Pays and Factors Update See 'Pays and Factors Update ‐ Update Run'. Must use NOPEAMA.
Update Pays and Factors for people with Pays=Factors=Current year Pays per year (26.1). Changes to 26.1
AR‐K Start after BUDM is complete so they do not lock each other
Process#START: FINISH: In FY10 Ran in 30 mins
488489
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
490491
492493
494495
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 NZPFYCF ‐ Job Carry Forward (Salary Group Update) Checking and Updating Salary Group for Job Records greater than 7/1/10
Note: 7/1/10 records will be updated by daily running of NBPMASS(J Mode)
AR‐K Process #: START: 6:46 PMFINISH: 6:46 PMIn FY10 ran in 2 mins
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Check Reports from NZPFYPF, NZPFYCF for errors May have to unfreeze positions after checking with users or Void Transactions that should not have been created
MD, KGB, AR‐K
Note: Check for Return for Correction
Wednesday ‐ 05.26.2010
*** Friday, June 18, 2010 Run SQL: "Job ends in July with an end date in the pay period that crosses the fiscal year"
AR‐K ARK will review SQL: & get back to us.With recasting we believe this is now obsolete.
Wednesday Friday June 18 2010 Run Error Reports FY11 Active job with no 7 1 job AR K
496497
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Run Error Reports FY11 Active job with no 7‐1 job record
FY11 Compare 7‐1 rates to prior rate
Compare 7‐1 status to prior status
Compare 7‐1 contract no to prior contract no
FY11 Incorrect Pays/Factors
FY11 Incorrect Salary Group
AR‐K
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Run SQL: 'have change_ind H in NBRJLBD as last effdt' STHR must fix these because they don't roll.
'H' means History
AR‐K, FAST In FY10, ran processes early am to identify these records. No records selected.
To fix, just touch the record. Notify FAST.
498
In FY09, touching the record no longers fixes the problem. New effective dated JLBD records beyond last paid date or the eff date on H record less than 07.01.2009 must be added.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
499
500501
502503
504505
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Run SQL: 'End Dates without T records' and fix
Run SQL: No end date but posn ending
AR‐K
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines. Notify FAST.
AR‐K
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 Close out users from BPRD at 5PM (Except select users) DBAs List confirmed with AMS HM, MD, CP and SS
Wednesday ‐ 05.26.2010
Friday, June 18, 2010 Backup tables PZPBACK and PZPBKYE [Includes NBBFISC, NBBWKSH, NBRBHIS, NBRFCLD, NBRWKSH, NTRPCLS,
After Budm for Enc is done and after all above tasks are complete.
AR‐K PZPBACK Process #PZPBKYE Process #
506507
508509
510511
512513
PERJHIS, NHRTBUD, FBBBLIN tables] Amanda runs process to backup tables.
Thursday ‐ 05.27.2010
Friday, June 18, 2010 NBPMASS in (D) mode to roll contract dates populated in NTRCROL
Parameters:
PD
See Gary's Document on NBPMASS processing for Contract Dates Roll.
Note: NZPSWKS must run prior to this job
Send Email to OY/NY group when CROL is done
AR‐K Process # START: FINISHED: In FY10 ran in 1 min
Thursday ‐ 05.27.2010
Friday, June 18, 2010 Validate CROL SB, HM, JL
Thursday ‐ 05.27.2010
Friday, June 18, 2010 Run SQL: ‐ Contract dates less than 7‐1 and active AR‐K STHRs to notify FAST when complete.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
Friday ‐ 05.28.2010
FAST
Friday, June 18, 2010 New Year Budgets Rolled to Approved (NBPBROL) Note ‐ this will occur as part of the budget development process. Melanie tells FAST
Check that BROL changed NBBFISC
In addition, after the budgets have been approved ‐ budm, fin1 and fin2 need to be run for both budgets and encumbrances (New Year) ‐
FAST to send email to group after BROL is done indicating it is OK to open BPRD to users. If it doesn't look good at 9:00 PM then call Susan and DBA's to stop the scheduled Open to users
FAST This cannot be run until after the NBPMASS (J Mode) and NBPMASS (D mode) have completed successfully.
NO GOING BACK… now in FY11
\\LOUISE\USER\Banner IT\Finance\Project Details\999_FAST_Projects\YearEndProcessing\Yearend\Banner Finance Yearend.docx
\\LOUISE\USER\Banner IT\Finance\Project Details\999_FAST_Projects\YearEndProcessing\Yearend\Banner HR Budget and Encumbrance Seed.docx
514515
516517
518519
Friday ‐ 05.28.2010
FAST
Friday, June 18, 2010 Run Job (FZPOBDI) that sets the default indicator on OBPH table
OBPH must be switched before Before BPRD open.
FAST
Friday ‐ 05.28.2010
FAST
Friday, June 18, 2010 NBPBUDM(encumbrances), NTRFIN1,NTRFIN2 ‐ Initial New Year
Creates job 7/1 labor distribution records
FAST to notify group when done.
FAST Feeds Finance for New YearIn FY09 took about 1 hour
Tuesday ‐ 06.01.2010
Friday, June 18, 2010 Run Reports to check for errors Run SQL:FY11 Active job ‐ no 7‐1 labor
Run SQL:FY11 Position Salary Group Check
Run SQL:FY11 have change_ind H in NBRJLBD for last effdt;
AR‐K, FB
520521
522
for last effdt;
Tuesday ‐ 06.01.2010
Friday, June 18, 2010 Fix any errors found from reports AR‐K
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
523524
525526
527528
*** TESTING ‐ HERE BY 06.01.2010 ***
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 Restore access to NOAEPAF
BAN_USNH_HR_BEN_HELTH_SAFE_ADM, BAN_USNH_HR_BEN_SYS_ADM_B, BAN_USNH_HR_BEN_SYS_CAM_HR, BAN_USNH_HR_EM_EPAF_PROC_ORIG, BAN_USNH_HR_EM_EPAF_PROC_APPR
10:00 PM Change NOAEPAF in the following security classes to Maintenance
CP, DBA's
In FY09 & FY10 due to delays we did not make 10:00 PM deadline. User access was restored at 7:00 AM on Saturday.
THE DECISION WAS MADE TO SCHEDULE RE‐OPENING FOR SATURDAY MORNING.
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 Restore access to NOAAPSM
BAN_USNH_HR_EM_EPAF_PROC_APPR, BAN_USNH_HR_EM_EPAF_PROC_ORIG
10:00 PM Change NOAAPSM in the following security classes to Maintenance
DBA's, AR‐K In FY09 & FY10 due to delays we did not make 10:00 PM deadline. User
access was restored at 7:00 AM on Saturday.
THE DECISION WAS MADE TO SCHEDULE RE‐OPENING FOR SATURDAY MORNING.
X ‐ NOT CRITICAL Friday, June 18, 2010 Do NOT Start NOPEAMA (NZPNOPE) Payroll is starting Monday so Tuesday auto‐start process for NOPEAMA [HRNOPR] starts regardless of the
529530
531532
533534
535536
X NOT CRITICAL for TESTING
Friday, June 18, 2010 Do NOT Start NOPEAMA (NZPNOPE) Payroll is starting Monday so NOPEAMA will not be starting until Tuesday at 6 PM
Tuesday auto start process for NOPEAMA [HRNOPR] starts regardless of the status of the timer file.
Tuesday ‐ 06.01.2010
FAST
Friday, June 18, 2010 Post New Year Budgets to Finance FAST, MD, KGB
Takes most of the weekend. See FAST document on line 458.
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 Opening Finance to FY11 FAST FAST to send notification to the users on Monday, June 21 and let them know that FY11 is open, new budgets and payroll encumbrances are posted, etc. For FY10, FAST did not close the flag after generating the new year budgets and encumbrances. This will be the same plan for FY11.
X ‐ NOT CRITICAL for TESTING
Friday, June 18, 2010 Use Banner Broadcast to notify users HR is now in 2011. Tell users that HR is now in the New Year and that transactions will reflect 2010 fiscal year
STHRS Finance & Budget, Include info about NOAEPAF & NOAAPSM
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
537538
X ‐ NOT CRITICAL for TESTING
Saturday, June 19, 2010 BPRD Open to Users Schedule to open up Saturday Morning. Let DBA's(ECG DBA) know by ??? if not going to make it.
Include opening of NOAEPAF and NOAAPSM in email.
DBA's tell AR‐K and group when done
DBAs DO NOT START NOPEAMA ‐ Payroll Runs First
NOPEAMA will restart automatically the evening of Tuesday, June 22, 2010
In FY09 & FY10 due to delays we did not make 10:00 PM deadline. User access was restored at 7:00 AM on Saturday.
ECG to post intercept page on Monday, 06.14.2010. ‐ Make request on Friday, 06.11.2010
THE DECISION WAS MADE TO SCHEDULE RE‐OPENING FOR SATURDAY MORNING.
Wednesday 06.02.2010
Monday, June 21, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field
Records must be updated after each run of NBPMASS.
DK, AR‐K, FB
In FY09 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
539540541
542543
544545
546547
548549
hire date in the personnel date field.
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 Contract Dates Less Than 7‐1 and Active"
need to create new contract dates after 1st payroll of year and fix default earnings
AR‐K Need to rewrite SQL: to exclude old records otherwise every problem which ever existed is included on the list.
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 Fiscal PAT with Defer Pay ‐ Review for Gaps or Overlaps'
AR‐K, SB
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 CE DE JE KE FG F6 F7 F8 F9 with Pays and Factors 26.1
If their dates are not 7/1‐6/30, they should not have pays/factors 26.1...
AR‐K, SB No change to Pays & Factors this year?...changes to 26.1
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 Have Contract Dates and Pays and Factors 26.1
AR‐K, SB
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
550551
552553
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 FY Appt with Contract Dates AND FTE=1FY11 Academic Appt with No Contract Dates FY11 AF‐PT‐FT‐C Appts Missing Contract Dates or Contract Dates Do Not Equal BJob DatesFY11 CH DH JH SH SW SX with Contract DatesFY11 Contract End Date is GT 06.30.XX and Employee is not Deferred
AR‐K, SB
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run SQL:FY11 CE DE JE KE with Contract Dates that Match CROL AFTER FY11 CROL
Part of the red circle group AR‐K, SB
Wednesday 06.02.2010
June 21, 2010 thru August 31, 2010 Run Error Reports for Payroll (See lines 377‐387) Run SQL:
FY11 Fiscal PAT with Defer Pay ‐ Review for Gaps or Overlaps' ‐ No records selected.
554555
556557
558559
560561
FY11 Faculty With Non FY11 AY Dates ‐ 1 new record selected.FY11 Have change_ind H in NBRJLBD as last effdt ‐ No records selected.
Wednesday 06.02.2010
June 21, 2010 thru June 22, 2010 Fix CEs with contract dates that rolled See SQL: that ran on 06.18.2009 Payroll
Wednesday 06.02.2010
PAYROLL TO GIVE OK
June 21, 2010 thru June 22, 2010 Update Contract Dates for Red‐circled people; also remember to change the default earnings effective dates
Payroll
Wednesday 06.02.2010
PAYROLL TO GIVE OK
June 21, 2010 thru June 22, 2010 Update Job Base/Detail for Red‐circled people Note: Be sure to use EPAF's where appropriate
Payroll
Wednesday 06.02.2010
June 21, 2010 thru June 22, 2010 Update Job Base for workschedule changes where hours per day or hours per pay changed
Payroll
562563
06.02.2010
PAYROLL TO GIVE OK
per day or hours per pay changed
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
564565
566567
568
569570
Wednesday 06.02.2010
PAYROLL TO GIVE OK
June 21, 2010 thru June 22, 2010 Update Job Base for Default Earnings for Red‐circled people Payroll
Thursday ‐ 06.03.2010
Monday, June 21, 2010 2010‐B1‐13 Payroll Monday (Last FULL B1 payroll of old fiscal year)
Do not start Payroll until above jobs complete
Normal
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Monday, June 21, 2010 NTRJINC See sample NTRJINC tab
Parameter Set: B2RUN
H0,C0,CH,S0 ecls
AR‐K Only for B2 people
Thursday ‐ 06.03.2010
Tuesday, June 22, 2010 Run SQLs to detect 7‐1 Labor with no 7‐1 Job & 'H' records. Correct orphaned JLBD records.
570
571572
573574
575576
577578
Thursday ‐ 06.03.2010
Tuesday, June 22, 2010 2010‐B1‐13 Payroll Tuesday (Last FULL B1 payroll of old fiscal year)
Normal
Thursday ‐ 06.03.2010
Tuesday, June 22, 2010 LAST HRCOMP series for last full payroll in FY10. Runs for 2010‐B2‐13
Once done NZPFYCH can run FB Review for changes to COMP schedule. ‐ Normal COMP
X ‐ NOT CRITICAL for TESTING
Tuesday, June 22, 2010 6:00 PM ‐ Automated Series [HRNOPR] Starts NOPEAMA This series deletes the timer file.
X ‐ NOT CRITICAL for TESTING
Wednesday, June 23, 2010 Request Intercept Page notifying users of Tuesday, June 30th Downtime.
IT, CP Add BROADCAST message to Banner
X ‐ NOT CRITICAL for TESTING
Wednesday, June 23, 2010 Stop NOPEAMA
Run: GZPRELS
ParametersHRNOPS
The running of NZPFYFT needs to be coordinated with payroll to be sure they are finished with payroll and are ready to release NOPEAMA
AR‐K Process #
579580
HRNOPSSTART
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
581582
583584
585586
587588
Thursday ‐ 06.03.2010
Wednesday, June 23, 2010 NZPFYFT ‐ Update FTE on Job record for H1, H2 and HE
Run after red circle fixes
First thing in the morning
Update FTE on Job record for H1 and H2 and HE
AR‐K Process #
WebI production will pick up these changes when it run in the evening.
X ‐ NOT CRITICAL for TESTING
Wednesday, June 23, 2010 Coordinate START of NOPEAMA with Payroll Must be after NZPFYFT is done AR‐K
Thursday ‐ 06.03.2010
Wednesday, June 23, 2010 2010‐B1‐13 Payroll Wednesday (Completed) Posting to old fiscal year (FY10) Payroll
Friday ‐ 06.04.2010
Wednesday, June 23, 2010 Post B1 13 (SysID PAYROLL1) encumbrances to Finance (FAST)
Posted manually. FAST
589590
591592
Friday ‐ 06.04.2010
Wednesday, June 23, 2010 Run Error Reports Active job ‐ no 7‐1 labor';'Position Salary Group check'; 2 records fixed by FBOSLOW'Incorrect Pays/Factors'; 2 new records reviewed.Active job with no 7‐1 record';' 5 records fixed by AMANDAKIncorrect Salary Group'; None.'Compare 7‐1 rates to prior rate'; None.'Compare 7‐1 contract no to prior contract no';' 1 record corrected.Compare 7‐1 status to prior status'
AR‐K
Friday ‐ 06.04.2010
Wednesday, June 23, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines.
AR‐K
592
593594
Friday ‐ 06.04.2010
Wednesday, June 23, 2010 Feed 2010‐B1‐13 Payroll to Finance ‐ 6 PM Posting to old fiscal year (FY10) FAST Regular schedule.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
595596
597598
599600
Friday ‐ 06.04.2010
Thursday, June 24, 2010 HR Benefits to Review and Correct FTE benefit status changes on July 1 records.
To be complete by Thursday. TS, DK These records impact Aliquant EXPORT of 06.28.2010.DK confirmed export date is 06.28.2010.
Friday ‐ 06.04.2010
Friday, June 25, 2010 11:00 Stop NOPEAMA
Run: GZPRELS
Parameters:HRNOPSSTART
If Payroll, Monday ru ns automatically and stops NOPEAMA for payroll processing.
If not Payroll Monday, is run manually and stops NOPEAMA for NBPMASS run.
AR‐K If this day is a Payroll Monday, HRNOPS will be scheduled to run at 11:00 AM automatically.
NOPEAMA will start again automatically when HRNOPR runs on Tuesday at 6 PM.
Monday ‐ 06.07.2010
Friday, June 25, 2010 Next Series SINCE THIS ISN'T A PAYROLL MONDAY, THE DECISION WAS MADE TO RUN THESE PROCESSES AFTER NOPEAMA HAS ENDED .
Monday ‐ 06.07.2010
Friday, June 25, 2010 THE NBPMASS (J Mode) and NZPJCRE processes can be run automatically by assigning the parameter values for the
h d h
GZAPRUN Parameters should have been set prior to the NBPMASS run
601602
RUN HRJMAS Chain
HRJMAS chain via GZAPRUN and using GZPRELS to run the HRJMAS chain.
Either run the App Worx chain or run the jobs manually but DO NOT DO BOTH.
on 06.11.2010.
Monday ‐ 06.07.2010
RUN HRJMAS Chain
Friday, June 25, 2010 NBPMASS (J Mode)
Parameters:
PJPMASS20112011ALLSALGRPS01‐JUL‐2010N
If Payroll Monday, must be run first thing in AM due to tight schedule ‐ 6AM
See Fiscal Year End roll process under Hr/Documentation. Select all ECLSs.
NOTE: Do not run BUDM until after this job is run
Do not Run Comp Jobs at the same time as this process
AR‐K Process #:START: FINISH: In FY10 ran in 20 mins
If Payroll Monday, must happen very, very early ‐ 6 AM In FY11 06.25.2010 is NOT a Payroll Monday so can run after NOPEAMA stops at 11:00 AM.
NOPEAMA currently stops automatically at 11:00 AM
Of note… normally we would run this process using B2RUN but this year was different and ALLSALGRPS was used because the last payroll of FY08 is so late in the year???.
603604
This is the last time that NBPMASS will be run. Running it again using ALLSALGRPS would overwrite any corrections made to JCRE's by the
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
605606
607
Monday ‐ 06.07.2010
RUN HRJMAS Chain
Friday, June 25, 2010 Must run immediately after NBPMASS
Run: NZPJCRE ‐ Job Change Reason RestorationParameters:
C01‐JUL‐2010
New process developed for FY10 processing.
Monday ‐ 06.07.2010
Friday, June 25, 2010 NZPFYPF ‐ Pays and Factors Update [Commit] See 'Pays and Factors Update ‐ Update Run'. Must use NOPEAMA.
Update Pays and Factors for people with Pays=Factors=Current year Pays per year (26.1).
Job Change Reason = N/A
AR‐K Process #: START: 6:49 AMFINISH: 7:07 AM 11,259 records processed. No rejects.In FY10 ran in 18 mins
Are there any changes from 26.1?
608
609610
611612
Monday ‐ 06.07.2010
Friday, June 25, 2010 NZPFYCF ‐ Job Carry Forward (Salary Group Update) [Commit]
See 'Salary Group Update'. Run after NBPMASS(J mode) until 06.20.2009.
Checking and Updating Salary Group for Job Records greater than 07.01.2009
Job Change reason = N/A
Note: 07.01.2009 records will be updated by weekly running of NBPMASS(J Mode)
AR‐K Process #: START: FINISH: In FY10 ran in 1 min
Monday ‐ 06.07.2010
Friday, June 25, 2010 Check Reports from NZPFYPF, NZPFYCF for errors May have to unfreeze positions after checking with users or Void Transactions that should not have been created
AR‐K
M d F id J 25 2010 R E R f P ll I l di NZPSERN AUDIT S & S P ll R
613614
Monday ‐ 06.07.2010
Friday, June 25, 2010 Run Error Reports for Payroll Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
615616
Monday ‐ 06.07.2010
Friday, June 25, 2010 Run Error Reports Active job ‐ no 7‐1 labor'; 6 'Active job w not 7‐1 record; Position Salary Group check';' Incorrect Pays/Factors'; Incorrect Salary Group'; 'Compare 7‐1 rates to prior rate';' Compare 7‐1 contract no to prior contract no';' Compare 7‐1 status to prior status' ;
AR‐K Report
Re‐ran all of these SQLs at NOON after correcting records created by morning NOPEAMA run.
Monday ‐ 06.07.2010
Friday, June 25, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines
AR‐K
617618
619620
621
Guidelines.
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11.
Friday, June 25, 2010 Run SQL: 'JCRE that were Overwritten' Distribute to Campus HR offices
Campuses have until EOB Thursday, 07.02.2009 to fix B1 records.
Campuses have until EOB Friday, 07.09.2010 to fix B2 records
AR‐K This task should no longer be needed. The NZPJCRE process replaces this task.
Monday ‐ 06.07.2010
Friday, June 25, 2010 NZPFYCH ‐ Create NWRCHIS records from 6/30/2010
Run after NZPFYFT
See NWRCHIS Create record from new NBRJOBS record. Copies info from 07.01.2010 record
Create NWRCHIS records from 07.01.2010
AR‐K, FB Process #
Notify FB when done. Begin coding FY11 CHIS records
NZPFYFT must be done.
Once this process runs, no CHIS records with effective dates prior to 07 01 2010 will be created when NWPNJOB runs621
622
623624
07.01.2010 will be created when NWPNJOB runs.
Monday ‐ 06.07.2010
Friday, June 25, 2010 Check for correctness of data fed into NWAECHS via the above process for 7/1 records.
Fran to let users know it is OK to begin FY11 CHIS Coding
FB 06.25.2010 as soon as jobs are done.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
625626
627628
Monday ‐ 06.07.2010
Friday, June 25, 2010 All Red‐circled fixes should be completedprior to initial extract (HRTIMI series)
Fixes should be in place prior to running NZPFYFT which is scheduled to run on 06.24.2010
Payroll 07.01.2010 Deadline for 2010 B1‐1407.08.2010 Deadline for 2010 B2‐14
X ‐ NOT CRITICAL for TESTING
Friday, June 25, 2010 Remind users that BPRD is down Tuesday 06.30.2010 at 5 pm for Finance Year End processing.
Send email to liaisonsAdd Intercept Page
CP,HRIT
X ‐ NOT CRITICAL for TESTING
Friday, June 25, 2010 Notify Users STHR On‐going processing for all employees:
If new jobs are added effective dated 06.26.2010 through 06.30.2009… …an 07.01.2010 Job Detail record AND a corresponding 07.01.2010 Job Labor Distribution record must be added.
If existing 07.01.2010 Job Detail records need to be removed for any reason (rate change, termination, move, etc.) the corresponding 07.01.2010 Job L b Di t ib ti d t b d BEFORE th 07 01 2010 J b D t il
629630
Labor Distribution record must be removed BEFORE the 07.01.2010 Job Detail record is removed. If the job is continuing in FY09 the 07.01.2010 Job Detail record and Job Labor Distribution records must be reestablished.
Critical Deadlines:
B1 Employees ‐ 07.05.2010 ‐ Users have until 10:45 AM to make changes to B1 jobs effective in Pay Period 2010‐B1‐14 [06.26.2010 ‐ 07.08.2010]. After 10:45 AM payroll processing will begin and a last paid date of 07.09.2010 will be assigned to all B1 jobs precluding any further updates of 07.01.2010 job records.
B2 Employees ‐ 07.12.2010 ‐ Users have until 10:45 AM to make changes to B2 jobs effective in Pay Period 2010‐B2‐14 [06.26.2010 ‐ 07.09.2010]. After 10:45 AM payroll processing will begin and a last paid date of 07.09.2010 will be assigned to all B2 jobs precluding any further updates of 07.01.2010 job records.
X ‐ NOT CRITICAL for TESTING
Monday, June 28, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the
Records must be updated after each run of NBPMASS.
DK, AR‐K In FY09 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
631
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field.
job record. They only received the 07.01.XX record.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
632
633634
635636
637
Monday ‐ 06.07.2010
Monday, June 28, 2010 Run NWPNJOB06.21.201006.29.2010
Must run to create CHIS records for new jobs created after 06.22.2010 because these are not created as part of normal payroll processing which includes NWPNJOB because NOPEAMA is shut down from 1:30 PM on Friday and not started prior to payroll.
AR‐K This will build CHIS records for any new jobs created after NOPEAMA restarted on Tuesday, 06.22.2010.
Process #
X ‐ NOT CRITICAL for TESTING
Monday, June 28, 2010 REQUEST access to BPRD be Restricted on Wednesday, 06.30.2010 at 5 PM for Finance Year‐end processing
FAST/ DBAs
Monday ‐ 06.07.2010
June 28, 2010 thru July 12, 2010 Run SQL: "active job with no 7‐1 record" sql Add 7‐1 records manually for any records on this list. Be sure there is a 7‐1 labor line.
STHRS
637638
639640
641642
643644645
7‐1 labor line.
X ‐ NOT CRITICAL for TESTING
Monday, June 28, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field.
Records must be updated after each run of NBPMASS.
DK, AR‐K In FY09 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
Tuesday ‐ 06.08.2010
WAIT FOR OK FROM PAYROLL
Monday, June 28, 2010 2010‐B2‐13 (Payroll Monday) AFTER ABOVE JOBS COMPLETE
Work dates (06.12 ‐ 06.25.2010) Check date (07.02.2010)
Normal
Tuesday ‐ 06.08.2010
Tuesday, June 29, 2010 2010‐B2‐13 (Payroll Tuesday)
***TESTING ‐ HERE BY 06.09.2009 ***
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
646
Tuesday ‐ 06.08.2010
Tuesday, June 29, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
RUN SQL:FY11 FY Appt with Contract Dates AND FTE=1 FY11 Academic Appt with No Contract Dates .FY11 AF‐PT‐FT‐C Appts Missing Contract Dates or Contract Dates Do Not Equal BJob Dates FY11 CH DH JH SH SW SX with Contract Dates FY11 Contract End Date is GT 06.30.XX and Employee is not Deferred
AR‐K Save output to Payroll Reports area
647
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
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e
Tuesday ‐ 06.08.2010
Tuesday, June 29, 2010 Run Error Reports Active job ‐ no 7‐1 labor
Position Salary Group check
Incorrect Pays/Factors
Active job with no 7‐1 record
Incorrect Salary Group
Compare 7‐1 rates to prior rate.
Compare 7‐1 contract no to prior
AR‐K Add 7‐1 records manually for any records on this list. Be sure there is a 7‐1 labor line. Keep the JCRE from previous record
Note: Position Salary group errors go to Fran
648649
650651
652653
p pcontract no
Compare 7‐1 status to prior status
Tuesday ‐ 06.08.2010
Tuesday, June 29, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines.
AR‐K
Tuesday ‐ 06.08.2010
Tuesday, June 29, 2010 Run SQL:Default earnings not ended
Run SQL:Non‐ended workschedules w contract dates
Default earnings not ended' and 'Non‐ended workschedules w contract dates'
AR‐K,SB Our last check.
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
654655
656657
658659
Tuesday, June 29, 2010 6:00 PM ‐ Start NOPEAMA Scheduled chain HRNOPR runs to start NOPEAMA at 6 PM as part of normally payroll processsing.
Tuesday ‐ 06.08.2010
Wednesday, June 30, 2010 DO NOT RUN MONTH END AUTOMATED PROCESS FAST
Tuesday ‐ 06.08.2010
Wednesday, June 30, 2010 2010‐B2‐13 (Payroll Wednesday)
Tuesday ‐ 06.08.2010
Wednesday, June 30, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field.
Records must be updated after each run of NBPMASS.
DK, AR‐K In FY10 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
660661
662663
664665
666667
Tuesday ‐ 06.08.2010
Wednesday, June 30, 2010 Increase ET ‐ MINU Maximums on NTVLCAT AR‐K MINU Leave Accrual Schedule AdjustmentsService Years Maximum Limit of Current Balance0 Change from 96 to 110.766 Change from 112.00 to 129.2012 Change from 128.00 to 147.6818 Change from 144.00 to 166.16
Tuesday ‐ 06.08.2010
FAST
Wednesday, June 30, 2010 Post B2‐13 (SysID PAYROLL2) encumbrances to Finance (FAST).
FAST
Tuesday ‐ 06.08.2010
FAST
Wednesday, June 30, 2010 Feed B2 13 Payroll to Finance Posting to old fiscal year (FY10) Payroll
X ‐ NOT CRITICAL for TESTING
Wednesday, June 30, 2010 Restrict access to BPRD at 5 PM for Finance Year‐end processing
FAST/ DBAs Access can be restored prior to the MR snap that same night. This is also what happened for the FY10 role
668669
for TESTING processing happened for the FY10 role
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
670671
672673
Tuesday ‐ 06.08.2010
FAST
Wednesday, June 30, 2010 Finance Year End Processing FAST \\LOUISE\USER\Banner IT\Finance\Project Details\999_FAST_Projects\YearEndProcessing\Yearend\Banner Finance Yearend.docx
\\LOUISE\USER\Banner IT\Finance\Project Details\999_FAST_Projects\YearEndProcessing\Yearend\Banner HR Budget and Encumbrance Seed.docx
Wednesday ‐ 06.09.2010
Friday, July 02, 2010 Run SQL New Fiscal Year and Aliquant
Update 07.01.XX records for June new hires to reflect the hire date in the personnel date field.
Records must be updated after each run of NBPMASS.
DK, AR‐K In FY10 Benefits identified June new hire employees who were not allowed to sign up for benefits until 08.01.2009 because Aliquant never received the June job record. They only received the 07.01.XX record.
Wednesday ‐ 06.09.2010
Friday, July 02, 2010 11:00 AM Run Error Reports
Run after NOPEAMA stops at 11:00 AM
Active job ‐ no 7‐1 labor'; Active job w no 7‐1 record; Position Salary Group check';
AR‐K,KGB
Add 7‐1 records manually for any records on this list. Be sure there is a 7‐1 labor line. Keep the JCRE from previous record
674675
676677
p y p'Incorrect Pays/Factors'; '7‐1 JLBD record and no 7‐1 Job record. N'Incorrect Salary Group'; Compare 7‐1 rates to prior rate';' Compare 7‐1 contract no to prior contract no'; O'Compare 7‐1 status to prior status'
Wednesday ‐ 06.09.2010
Friday, July 02, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines.
AR‐K Notify Payroll when all errors have been fixed.
677
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
678679
680681
682683
684685
Wednesday ‐ 06.09.2010
WAIT FOR OK FROM FAST
Friday, July 02, 2010 2010‐B1‐14 Payroll MondayEARLY PAYROLL
EarlyPayroll
Wait to hear from AR‐K before beginning payroll processing.
X ‐ NOT CRITICAL for TESTING
Monday, July 05, 2010 Holiday ‐ July 4th
Wednesday ‐ 06.09.2010
Tuesday, July 06, 2010 2010‐B1‐14 Payroll Tuesday Normal
Wednesday ‐ 06.09.2010
Wednesday, July 07, 2010 2010‐B1‐14 Payroll Wednesday This payroll will need to be posted to both FY10 and FY11 (two days of activity in FY10)
Thursday Wednesday July 07 2010 Feed B1 14 Payroll to Finance 6 PM Posting to new fiscal year (FY11) Payroll
686687
688689
690691
Thursday ‐ 06.10.2010
FAST
Wednesday, July 07, 2010 Feed B1 14 Payroll to Finance ‐ 6 PM Posting to new fiscal year (FY11) Payroll
Thursday ‐ 06.10.2010
FAST
Wednesday, July 07, 2010 Post B1‐14 (SysID PAYROLL3) encumbrances to Finance (FAST).
FAST
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Wednesday, July 07, 2010 Run PZRWKSA with Fiscal Year parameter of 2011 as part of the 2009‐B1‐14 pay run
See Payroll Cyclical Documentation for details
Payroll FY10 not needed for B2‐13 (payroll was all in the same year)
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
X ‐ NOT CRITICAL for TESTING
Thursday, July 08, 2010 Run Error Reports for Payroll Including NZPSERN AUDIT Stop & Start
‐FY11 Contract Dates Less Than 7‐1 and Active ‐FY11 Fiscal PAT with Defer Pay ‐ Review for Gaps or Overlaps‐CE DE JE KE FG F6 F7 F8 F9 with Pays and Factors 26.1‐FY11 Have Contract Dates and Pays and Factors 26.1‐FY11 FY Appt with Contract Dates AND FTE=1 None.‐FY11 Academic Appt with No Contract Dates ‐FY11 AF‐PT‐FT‐C Appts Missing Contract Dates or Contract Dates Do Not Equal BJob Dates
AR‐K Save output to Payroll Reports area
692693
694695
696697
q‐FY11 CH DH JH SH SW SX with Contract Dates ‐FY11 Contract End Date is GT 06.30.XX and Employee is not Deferred 1 Record‐FY11 CE DE JE KE with Contract Dates that Match CROL AFTER FY11 CROL
X ‐ NOT CRITICAL for TESTING
Not needed in FY11
Thursday, July 08, 2010 Confirm Results of Changing PTRCALN AR‐K
X ‐ NOT CRITICAL for TESTING
Friday, July 09, 2010 Accrue FY10 FB accrual for Defer Pay employees Run MR report and build JV feed to accounting FY10 to accrue and FY10 to reverse
SB, AMS
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
698699
700701
Thursday ‐ 06.10.2010
Monday, July 12, 2010 Run Error Reports 7‐1 Labor with No 7‐1 Job ‐ Active job ‐ no 7‐1 labor' Active job w not 7‐1 job record Position Salary Group check';'Incorrect Pays/Factors ‐ .;'Active job with no 7‐1 record' None;'Incorrect Salary Group in FY10 .';'Compare 7‐1 rates to prior rate';'Compare 7‐1 contract no to prior contract no';'Compare 7‐1 status to prior status' R
AR‐K Report
Thursday ‐ 06.10.2010
Monday, July 12, 2010 Fix any errors found from Error reports Find source of problems and fix if possible. If fixing via Direct entry to NBAJOBS be sure to follow Guidelines.
AR‐K
701
702703
704705
706707
708709
710711
Thursday ‐ 06.10.2010
Monday, July 12, 2010 2010‐B2‐14 Payroll Monday Normal
Thursday ‐ 06.10.2010
Tuesday, July 13, 2010 2010‐B2‐14 Payroll Tuesday Normal
Thursday ‐ 06.10.2010
Wednesday, July 14, 2010 2010 B2‐14 Payroll Wednesday
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 Post B2‐14 (SysID PAYROLL4) encumbrances to Finance (FAST).
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 Close FY10 HR encumbrances After 2010‐B1‐13 Payroll has fed to Finance (successfully)
AS AS will confirm dates and shutdown time.
Friday Wednesday July 14 2010 13th Month Ends AS
712713
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 13th Month Ends AS
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
714715
716717
718719
720
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 Grant Budget Roll, closing June (13th month) AS
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 Grant Budget Roll takes place AS
X ‐ NOT CRITICAL for TESTING
NOT NEEDED IN FY11
Wednesday, July 14, 2010 Run PZRWKSA with Fiscal Year parameter of 2011 as part of the 2009‐B2‐14 pay run
See Payroll Cyclical Documentation for details
Payroll FY10 not needed for B2‐13 (payroll was all in the same year)
X ‐ NOT CRITICAL for TESTING
Wednesday, July 14, 2010 Run PZRFYSH as part of B2 14 payrun See Payroll Cyclical Documentation for details
Payroll Reports for campus financial aid office.
720721
722723
724725
726727
728729
730731
Friday ‐ 06.11.2010
Wednesday, July 14, 2010 Run SQL: ‐ 'Did not Roll Leave for LCAT equal ET' Run after 12 PM
Give to HR Offices
AR‐K 06.30.2010 ‐ Leave records are rolled for B1 & B2 ‐14
Friday ‐ 06.11.2010
Wednesday, July 14, 2010 Run SQL: ‐ 'Did not Roll Leave for LCAT equal EX or SO' Give to HR Offices AR‐K
Friday ‐ 06.11.2010
Wednesday, July 14, 2010 Run SQL: ‐ 'Did not Roll Leave for LCAT equal TV' Give to HR Offices AR‐K
Friday ‐ 06.11.2010
FAST
Wednesday, July 14, 2010 Feed B2 14 Payroll to Finance ‐ 6 PM This payroll will need to be posted to both FY10 and FY11 (three days of activity in FY10)
Payroll
Friday ‐ 06.11.2010
Thursday, July 15, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
731
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
for FY11Process Notes Responsibl
e
732733
734735
736737
X ‐ NOT CRITICAL for TESTING
Thursday, July 15, 2010 HR IT to confirm automatic update of 'Fiscal Year Start Date to '01‐JUL‐2010' for PZRWKSA and PZRWKST after today's run and before next run
Payroll to let them know to change it HR IT, Payroll
The jss job parameter update shell (pzpparm.shl) runs a program (p_hr_update_gzbprun.sql) that automatically updates the new fiscal start dates in jobs PZRWKSA and PZRWKST. Once upon a time this had to be changed manually at the start of a new fiscal year but it has been automated since January of 2006.
X ‐ NOT CRITICAL for TESTING
Wednesday, July 14, 2010 Run PZRWKST with Fiscal Year parameter of 2011 as part of the B2 14 payrun
Run 2 times
See Payroll Cyclical Documentation for details
Payroll Not needed in FY07, FY08 (Payroll was all in the same year)
X ‐ NOT CRITICAL for TESTING
Thursday, July 15, 2010 Run PZRWKSA with Fiscal Year parameter of 2011 as part of the B2 14 payrun
See Payroll Cyclical Documentation for details
Payroll Not needed in FY07, FY08 (Payroll was all in the same year)
X ‐ NOT CRITICAL for TESTING
Monday, July 19, 2010 2010‐B1‐15 Payroll Monday Normal
738739
740741
742743
744745
746747
X ‐ NOT CRITICAL for TESTING
Tuesday, July 20, 2010 2010‐B1‐15 Payroll Tuesday Normal
X ‐ NOT CRITICAL for TESTING
Wednesday, July 21, 2010 2010 B1 15 ‐ Payroll Wednesday 1st full B1 pay period ‐ reconcile/verify encumbrances
X ‐ NOT CRITICAL for TESTING
Wednesday, July 21, 2010 Reset ET ‐ MINU Maximums on NTVLCAT for B2 AR‐K MINU Leave Accrual Schedule AdjustmentsService Years Maximum Limit of Current Balance0 Change from 110.76 to 96 6 Change from 129.20 tp 112.00 12 Change from 147.68 to 128.00 18 Change from 166.16 to 144.00
X ‐ NOT CRITICAL for TESTING
Thursday, July 22, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
747
748749
X ‐ NOT CRITICAL for TESTING
Monday, July 26, 2010 2010‐B2‐15 Payroll Monday Normal
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A B C D E F GTESTING NOTES Date Compltd Suggested Date Expected
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e
750751
752753
754755
756757
X ‐ NOT CRITICAL for TESTING
Tuesday, July 27, 2010 2010‐B2‐15 Payroll Tuesday Normal
X ‐ NOT CRITICAL for TESTING
Wednesday, July 28, 2010 2010 B2 15 ‐ Payroll Wednesday 1st full B2 pay period ‐ reconcile/verify encumbrances
X ‐ NOT CRITICAL for TESTING
These records must be coded by: 07.31.2010
Friday, July 30, 2010 ZZZ Coding PSU:Enter PDADEDN records Effective Dated 01‐JAN‐2012 which return PSU employees previously coded with ZZZ = to 19 or 25 back to 20 and 26 accordingly.
KSC will be asked to code these.
X ‐ NOT CRITICAL for TESTING
Sunday, August 01, 2010 Establish Budget Development for 2012 including FNBPRP job
Decide the date this will happen KGB, MD MD & KB will provide dates.
X ‐ NOT CRITICAL Sunday, August 01, 2010 HR and Finance Budget Development for 2012 Open date agreed on by budget folks KGB, MD MD & KB will provide dates.
758759
760761
762763
764765
766
for TESTING
X ‐ NOT CRITICAL for TESTING
Thursday, August 05, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
X ‐ NOT CRITICAL for TESTING
Thursday, August 12, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
X ‐ NOT CRITICAL for TESTING
Thursday, August 19, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
X ‐ NOT CRITICAL for TESTING
Thursday, August 26, 2010 Run Error Reports for Payroll (See lines 377‐387) Including NZPSERN AUDIT Stop & Start
Save output to Payroll Reports area
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