Creating Work Calendars in MUNIS

Transcription

1 Creating Work Calendars in MUNIS Karin Pabian Munis Support Analyst Fayette County Public Schools Session Headlines in MUNIS Calendar Creation Advantages Calendars for each work group Advantages to Creating MUNIS Calendars Mass update of day types Attaching calendars to job codes Mid-year start salary adjustment calculation Field can be used for query 1

2 Determine work groups-add to Payroll Misc Codes- Calendar Types (i.e. salary, hourly) Create titles and codes for each group i.e. 001-Teachers i.e. 002-Counselors i.e day employees (paras, drivers) Establish code groupings Define Day Types (i.e. holiday, teaching, inclement weather) Establish Calendar Types Salary, Hourly Click Add and complete the code and descriptions 2

3 Open the Calendar program under Human Resources and then Personnel Setup Click Define Days to establish day types Code--single character (alpha or numeric) Remaining-check if should subtract from days accountable Extended-check if day should add to extended day on detail screen Pay Employee-check if a paid day Display-order day listed on calendar screen 3

4 Click Add Complete Fields UNCHECK ACTIVE** (Only one set of calendars can be active ) Click Define Click Update Designate Days Verify Totals Above Totals will correspond to totals on detail screen If not, find and correct errors 4

5 Mass Update Click Mass Update Click Define Mass Update Enter fiscal year Date to be changed Type change for original Date to replace original Type of day for new day Enter range if applicable Accept Click Execute-task button Mass Update Review detail on calendars to see changes Made by mass update 5

6 Calendars to Job Codes Click on Salary Data Tab Update and Select Calendar for each job code Populates calendar field on the job salary screen when adding an employee Allows query of job codes for all codes on a specific calendar from either job master or job/salary Mid Year Start Actual start date Enter the information on the Main tab #of pays = full yr remain=# for new emp Mid Year Start Click the Cycles tab Enter the calendar code for that employee or will already be there if attached to job code Click Accept 6

7 Mid Year Start Period Pay/Annual Pay adjusts to amount remaining in yr Click Adjust Pays Calendars for Work Groups Word file calendars of each group can be created and saved as PDF to post to your website. ments/human-resources/work-calendars 7

8 Open WORD and select the Insert tab Click on Table then select insert table Select the number of columns and rows for your calendar (4 x 3) Go to Page Layout then orientation Select Landscape Within each row right click and select table properties Specify your margins with enough at the top to enter a title and some footer space for any district notes desired Divide each cell into 5 columns and 7 rows -- right click and select split cells Highlight the top row and right click to merge cells. Enter the name of the month Abbreviate each day of the week in the next row 8

9 Complete this process for each of the 12 months Enter the numeric days based upon the upcoming calendar. Save your base calendar to use for additional calendars. Designate your day types based upon the MUNIS calendar you created Convert your WORD file to a PDF and have the calendar posted to the web Noteworthy Reminders Calendars for next school year can be created and entered into MUNIS as soon as they are board approved. **UNCHECK THE ACTIVE BOX** until the new fiscal year begins (only one active set at a time) Use caution when copying calendars. Only copy within the same year Mid year starts that begin prior to Sept. 15 th will require correction on the PSD report Creating Work Calendars in MUNIS Reference Documents Available: Tyler Tech Knowledge Base Creating Calendars.docx Using Employee Calendars and Work Schedules.pdf Questions? 9