Copy Calculation Configuration to Next Term

Purpose: Use this document as a reference for how to roll forward the FWL Contract Type configurations from the current term to the next term.

Audience: HR\Payroll Staff

Navigation:

Main Menu → Set Up SACR → Product Related → Student Records → Curriculum Management → CTC Custom → Faculty Workload → FWL Calculation Configuration → Copy Configuration Calculation

Main Menu → Set Up SACR → Product Related → Student Records → Curriculum Management → CTC Custom → Faculty Workload → FWL Calculation Configuration → FWL Configuration Calculation

Each new term will require colleges to 'roll forward' the FWL calculation configurations to the next term.  Since there can be significant changes to the pay methodology or classes associated with a specific pay methodology, the FWL Calculation Configurations are term specific.  The process is to 'copy' the prior term's configuration to the next term and make any necessary changes to the new term's formula or selection criteria before beginning calculation of pay for the next term.

  1. Navigate to the FWL Copy Calculation Config page.
  2. In the Search Criteria enter the following:
    • Academic Institution: Enter the institution code (e.g. WA171) or use the Look Up.
    • Term: Enter the Term to be 'copied from' (e.g. 2173) or use the Look Up.
  3. Click Search.
Find an Existing Value tab
  1. In the Copy To section enter the following:
    • Academic Institution: Enter the institution code (e.g. WA171) or use the Look Up.
    • Term: Enter the Term to be 'copied to' (e.g. 2173) or use the Look Up.
  2. Click Copy Data.
Copy Configuration Calculation page
  1. The system wait icon will appear in the upper, right hand corner of the screen. When the copy process is complete, the icon will disappear.
System icon
  1. When the copy process is complete, navigate to the FWL Calculation Configuration page to confirm the copy process completion.  
  2. The system will carry forward the  'Copy From' values of Institution (e.g. WA171) and Term (e.g. 2173), update the Term to the 'Copy To' value (e.g. 2175).
  3. Click Search to view all contract types copied forward in the returned Search Results.
Find an Existing Value tab
  1. If any changes are needed to the either the selection criteria or formula for the next term's contracts, now if the  best time to make them before the contracts begin to be used.