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  1.  Once you are ready to begin submitting for the new fiscal year, update the EMIS reporting year.

    • Go to System/Configuration/EMIS Reporting Configuration.  Update the fiscal year.
  2. Update/add any CC or CJ records.
    • Go to the Core/EMIS Entry option and add or update the respective records.
    • Once all data has been updated, click the Extract CJ Data and/or Extract CC Data to create the extract file.
      • EMIS Entry/EMIS Contract (CJ) tab/Extract CJ Data.
      • EMIS Entry/EMIS Contracted Service (CC) tab/Extract CC Data.
    • Save the CC and/or CJ file to your desktop (or a folder of your choosing).
    • Upload the file(s) to the data collector.
  3. Clear long term illness data from last fiscal year.

    • Expand
      titleCore/Employee
      • Go to Core/Employee.
        • Filter for any long term illness employees on the grid.
          • If the Long Term Illness column is not displayed on the grid, click More. Under Staff Demographics, click the box in front of Long Term Illness. Enter >0.00 in the Long Term Illness filter field.
        • Using the Report option, generate a list of those employees that need to be cleared.
      • Go to Core/Employee.
        • Filter by Last Name to find the first name on the report.
        • Clear the Long Term Illness value.
        • Select the icon.
        • Under the Staff Demographic section, clear the Long Term Illness field.     

      OR


    • Expand
      titleCore/EMIS Entry Screen/EMIS Position tab.
      • Go to Core/EMIS Entry Screen/EMIS Position tab.

        • If the Long Term Illness column is not displayed on the grid, click More. Under Employee, click the box in front of Long Term Illness. Enter >0.00 in the Long Term Illness filter field.
        • Using the Report option, generate a list of those employees that need to be cleared.
      • Go to Core/Employee.
        • Filter by Last Name to find the first name on the report.
        • Clear the Long Term Illness value.
        • Select the  icon.
        • Under the Staff Demographic section, clear the Long Term Illness field.


  4. Increment years of experience for employees.

    • Expand
      titleCore/Employee
      • Go to Core/Employee.
        • From the grid, select the More option.
          • Check the box in front of Number, Last Name, First Name, Authorized Experience, Total Experience, Principal Experience, Report to EMIS, and Terminated Date.
        • Select the (Advance Query) option. Choose the termination date and Operation=IS_NULL . Click Apply Query.
        • Filter the grid selecting Report to EMIS = true
        • Generate a report from the grid.
          • Click on Report option.
          • Format = Excel-FieldNames.
          • Report name is Employee Report by default. Can be changed if desired.
          • Click Generate Report.
          • Save report to your desktop or a folder of your choosing.
        • Using Excel, update the years of experience values. The Termination date column can be deleted.
        • Save the file in .CSV format.
        • Upload the file.
      • Go to Utilities/Mass Load.
        • Locate the file.
        • Choose Employee as the Importable Entity.
        • Click Load.

      OR


    • Expand
      titleCore/EMIS Entry/EMIS Position Entry
      • Go to Core/EMIS Entry/EMIS Position Entry.
        • From the grid, select the More option.
          • Check the box in front of Number, Last Name, First Name, Authorized Experience, Total Experience, Principal Experience, and Separation Date.
        • Generate a report from the grid.
          • Click on Report option.
          • Format = Excel-FieldNames.
          • Report name is Employee Report by default. Can be changed if desired.
          • Click Generate Report.
        • Save report to your desktop or a folder of your choosing.
        • Using Excel, update the years of experience values. The Separation date column can be deleted.
        • Save the file in .CSV format.
        • Upload the file.
      • Go to Utilities/Mass Load.
        • Locate the file.
        • Choose Employee as the Importable Entity.
        • Click Load.


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    5. Set prior fiscal years contracts 'Report to EMIS' to not reportable.

    Warning

    Once Final EMIS submission is closed, please contact NWOCA to run a procedure to set prior fiscal years compensation records to false.

     

    6.    Clear any values in EMIS override fields (Position/Contract Amount/Contract Work Days/EMIS Override Hours In the Day).

    Warning
    Once Final EMIS submission is closed, please contact NWOCA to run a procedure to clear .


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