Roll Over Calendars

The Rollover Calendars command is part of the AptaFund FYE Rollover Process. Do not attempt to use this command without being familiar with this process. Refer to the AptaFund FYE User Guide for instructions. The latest version is in Team Support > Knowledge Base > AptaFund 4.1 Documents > Rollover > Fiscal Year End User Guide.

Refer to the Fiscal Year End Rollover Checklist for the order in which to perform the rollover functions.

About rolling over calendars

Calendars, along with job begin and end dates, are accounting cycle-specific. Use the Rollover Calendars command to roll calendars from the old accounting cycle so that master positions, once rolled over, may be automatically associated with the calendar.

What happens during the rollover?

Before you begin

Roll over calendars

  1. Select Human Resources Configuration from the Human Resources menu. The window opens with the General tab displayed.

  2. Click on the Calendar tab. Note: Be sure that the accounting cycle displayed beside the Logout button is the accounting cycle whose calendars you want to roll. If this is not the correct accounting cycle, select a different one.

  3. Click on the Rollover Calendars button, and the Rollover Calendars window opens.

  4. Select the New Accounting Cycle, and click OK. Since the rollover doesn't copy the non-work days from the old calendars, you'll need to edit the new calendars.

  5. Change to the new accounting cycle to edit the rolled over calendars. Note: You'll need to edit the rolled over calendars before they become active since active calendars can't be changed.

  6. Select a calendar that will have non-work days that are similar to most other calendars, and enter the additional non-work days, holidays, and conference days, for that calendar. Click here for instructions.

  7. Copy the dates from that new calendar to other new calendars.

  8. Edit the other new calendars as needed.

 

Return to Human Resources Configuration — Calendar tab

Return to Fiscal Year End Rollover Checklist