Budget Prep > Profiles > Transfer Employee Profiles

Recent Changes: 6.98
- Added "Class code" checkbox in the "Information to transfer" group on the "Data Selection" tab
- New functionality to transfer the Class Code to and from Payroll.

Overview

Allows you to transfer employee information from payroll to budget prep and from budget prep to payroll.

Transfer Payroll to Budget Prep

Use this option to transfer information for employees in payroll that are marked to Include in budget prep into an employee profile in budget prep.

Transfer Budget Prep to Payroll

Use this option to transfer salaries from an employee profile to the Payroll module at the start of the new fiscal year. If you are ready to send the budget prep profiles over to the Enter/Edit Employee Master, select the Transfer Budget Prep to Payroll box.

If new employees are transferred from Budget Prep to Payroll, additional information must be completed within the payroll system (W4 information, deductions, etc.) before the employees can be paid.

When employee profiles are transferred over to the payroll/personnel system, it will divide the total annual salary from budget prep by the number of checks (based on the pay group assigned to the employee) to calculate the pay rate per payroll check. This information will be displayed on the Salary and the Salary Accounts tab in the Enter/Edit Employee Master.