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titleDescription of Issue

I need help understanding how the dates in Employee Job/Salary should be used in a school.

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  • Effective Date: A good way to think of the Effective Date field is to see it as the point in time a pay has a major change.  
    • For a new hire employee, the Effective Date would typically be the
    date they are hired.
    • start date of their contract.
    • If an employee changes jobs or receives a
    promotion
    • salary increase,
    a
    • the new Effective Date would reflect
    that change etc.
  • Position Start/End: This date range will determine when defines the period of time the employee is occupying occupies the Position assigned on their Employee Job/Salary record and typically , whether you identify position by EERP Job Class Code, EERP Position Code, or both.  These dates should align with contract start and end dates. 
  • Pay Start/End: This date range is used in Payroll Processing and determines if this pay code will be include included in payroll. In order for a pay type to a payroll.
    • The Pay Start date will typically be the Begin date of the first payroll they should receive this pay in.
    • The Pay End date would typically be set to the End date of the last payroll the employee should receive this pay in, or 12/31/9999 to reflect an indefinite period. 
    • The pay code will NOT be included in a payroll
    ,
    • if the Pay Start
    Date must be ON or BEFORE
    • date is greater than or equal to the End
    Date
    • date of the
    payroll warrant and
    • Warrant, or if the Pay End
    Date must ON or AFTER the Begin Date of the payroll warrant.  Pay records will also not be generated into payroll until the Effective Date is reached.
    • date is prior to the Start date of the Warrant.

Example: 
Teachers start their contract in August, but are not paid until September.  

In this scenario, the dates should be populated as follows - 

  1. Effective Date: The contract start is the "major change".  The Effective Date needs to reflect that August date.
  2. Position Start/End: The Position Start needs to reflect the same August contract start date.
  3. Pay Start/End: The Pay Start needs to be the September date so this pay is not included in a payroll until September.

Mandatory reporting in schools will often require information at the positional level, which elevates the importance of accurate information in these date fields. 


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Employee Job Salary Dates - A Cheat Sheet

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