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Provided below is a checklist that can be used to assist in the New Contract creation process
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This document outlines a general guide to follow to create New Contracts.
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- 1. Make sure that Job Calendars for the new fiscal year are created in order for new contracts to calculate pay information and days accurately.
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2. One of three options can be used to create new contracts.
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Tip Make sure there are Compensation Start and Compensation Stop dates defined.
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This will allow you to create a single employee's New Contract. |
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- 3. New Contract Reports
Expand title New Contract Report 1. Go to Reports/New Contract Report - This will show all new contract information created
Expand title SSDT New Contract Summary Report This report will show a summary of the new contract data for each employee
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- Go to Reports/Report Manager/SSDT New Contract
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- Summary Report
- Click on beside the report name
Expand title SSDT New Contract Payroll Accounts Report
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This report will only list any new expenditure account information that was added or imported into the new contract screen.
- Go to Reports/Report Manager/SSDT New Contract Payroll Accounts Report
- Click on beside the report name
Expand title Processing/New Contracts Grid A report can also be created on
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the New
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Contracts Grid
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by filtering the Pay
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Group Code
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for specific pay group(s) and then choosing the properties such
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as Number, Last name, First Name, Code, Position, Label, Contract Obligation
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and Contract Amount. Once the grid is filtered as desired, click on Report at the top right of the grid. The report will total
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the Contract
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Obligation and
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Contract Amounts
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for balancing purposes before new contract activating is performed.
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- 4. Non Contract Compensations
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- Go to Reports/Report Manager
- Click on beside the SSDT Non Contract Compensation Mass Load Extract.
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- Make necessary changes and save as CSV
- Go to Utiliies/Mass Load/Non Contract Compensation and load the
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- CSV file.
- 5. Activate New Contracts
- Go to Processing/New Contracts
- Select all desired New Contracts
Click on Activate
Info Activating New Contracts can be run at any time because of the use of the Compensation Start and
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Stop Dates.