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Description of Issue

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

Context
  • Payroll
  • Schools
  • Employee Job/Salary
Cause


Resolution
  • 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. If an employee receives a promotion, a new Effective Date would reflect that change etc. Pay records will not be generated into payroll until the Effective Date is reached.
  • Position Start/End: This date range will determine when the employee is occupying the Position assigned on their Employee Job/Salary record and typically 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 in payroll. In order for a pay type to be included in a payroll, the Pay Start Date must be ON or BEFORE the End Date of the payroll warrant and 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.

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

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

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





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