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 in ctcLink..
Audience: HR/Payroll Staff.
You must have at least one of these local college managed security roles:
- ZC FWL Maintain Config
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
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.
Copy Calculation Configuration to Next Term
Navigation: Set Up SACR > Product Related > Student Records > Curriculum Management > CTC Custom > Faculty Workload > FWL Calculation Configuration > Copy Configuration Calculation
- The FWL Copy Calculation Config search page displays.
- 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.
- Select Search.
- The Copy Configuration Calculation page displays.
- 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.
- Select Copy Data.
- A confirmation message displays once the copy process is completed.
The process to copy a calculation configuration from one term to the next is now complete.
FWL Calculation Configuration
You must have at least one of these local college managed security roles:
- ZC FWL Maintain Config
- ZD FWL View Config
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
When the copy process is complete, navigate to the FWL Calculation Configuration page to confirm the copy process completion.
The system will carry forward the 'Copy From' values of Institution and Term, and update the Term to the 'Copy To' value.
Navigation: Set Up SACR > Product Related > Student Records > Curriculum Management > CTC Custom > Faculty Workload > FWL Calculation Configuration > FWL Calculation Configuration
- The FWL Calculation Configuration search page displays.
- Enter the Search Criteria for copied to values.
- Select Search to view all contract types copied forward in the returned Search Results.
- 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.
- The process to confirm the calculation configuration is copied to the next term is now complete.
End of procedure.
0 Comments
Add your comment