This session will guide you through the key steps required to prepare district data for the new fiscal year. We’ll begin with the Human Resources Year End utilities in the Year End module, including the process of moving positions and assignments from staff planning into the new year. Next, we’ll walk through July–June contract preparation and review important code updates. From there, we’ll cover the validation of new year data, along with any additional setup procedures needed for Payroll and Time Off for the new fiscal year.

Target Audience: This workshop is intended for districts that are not newly migrated, and is geared toward Human Resources and Payroll staff responsible for preparing, cleaning up, and creating new year data.