The Rollover Salary Schedules 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.
Salary schedules are accounting cycle-specific. Use the Rollover Salary Schedules command to roll over salary schedules from the old accounting cycle so that jobs, once rolled over, may be automatically associated with the same schedule. Please note the following:
The Rollover Salary Schedules command creates a new salary schedule in the new cycle that has the same name as the old salary schedule in the old cycle. This allows AptaFund to associate the rolled over jobs with the rolled over salary schedule.
You will still need to verify and make any desired adjustments to the salary schedules prior to rolling the jobs over from the old year.
The new accounting cycle must exist.
Ensure that the chart of accounts has been rolled over to the new cycle since the last time any changes were made to it or to any element values. The account mapping must be current.
If a salary schedule with the same name already exists in the new fiscal year the schedule will not roll over.
Select Human Resources Configuration from the Human Resources or Administration menu. The window opens with the General tab displayed.
Click on the Salary Schedules tab.
Select the old accounting cycle from the Accounting Cycle link in the upper right corner of the window.
Click on the Rollover Salary Schedules button, and the Rollover Salary Schedules window opens.
Select the New Accounting Cycle, and click OK. The salary schedules are rolled over to the new accounting cycle.
Select the new accounting cycle from the Accounting Cycle link in the upper right corner of the window.
Verify all the salary schedules, making any desired changes to proposed base pay, grades, and/or steps.
Continue with Decide When to Apply Rolled Over Salary Schedules
Return to Human Resources Configuration — Salary Schedules tab
Return to Fiscal Year End Rollover Checklist