It is important to charge each employee’s salary to the proper distribution account in Linq ERP. Special Education Staff Assistants (SE SA’s) account numbers are based on the specific position they are doing (1:1 vs. classroom), and the school they are assigned (Morris Hills or Morris Knolls). This information can change from year to year. Therefore, a review of this information should be done at the end of August/beginning of September, BEFORE the first pay on 9/15 is made.
To do this:
- Email the Director of Special Services (currently Sonya Orentas-Boyer) and the Supervisor of Special Education (currently Kevin Kelly) and request that they update the spreadsheet titled Distribution-SE SA’s YY-YY, that was originally created by Sonya Boyer, for the upcoming school year. This spreadsheet lists the distribution number that should be used for each SE SA as well as the school each will be assigned.
- Upon receipt of this spreadsheet, print a report titled: Contracted Salary Report for Board Agenda (use the employee category of SA and make the school year the Linq ERP year for the upcoming school year). This report can be found on my list of reports in Linq Analytics.
- Compare the distribution numbers and school locations from the two reports.
- Adjust Linq ERP
to equal the distribution numbers and locations listed on the Distribution-SE SA;s YY-YY report for each SE SA, if needed.
Note: If the location has changed from one school to the other school, then this school location needs to be adjusted in the following areas in Linq ERP
:
- Location screen (Alert, Work and Chck locations)
- Jobs/Pays – Main position, Position Detail location
- Jobs/Pays – Main position, Pay Detail location
- Jobs/Pays – Reim position, change Department on Job page
- Jobs/Pays – Reim position, Position Detail location
- Jobs/Pays – Reim position, Pay Detail location
- Jobs/Pays – Wksh position, Position Detail location
- Jobs/Pays – Wkshp position, Pay Detail location – Note, you will also need to change the distribution account to the correct account (either YY-11-000-223-110-000-03 or YY-11-000-223-110-000-04 depending on the school).
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