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Posting period is a period within a fiscal year for which transaction figures are updated. Transaction dates will be required to be in an open (not necessarily current) posting period. A posting period can be open or closed. To process a payroll, the pay date must fall within an open posting period.  More than one posting period can be open at a time, but there can only ever be one current posting period open.  Users can make a posting period current on the posting period screen.  Historical payrolls or posted payrolls are marked with the posting period that they were processed under so districts can find posted payrolls for a given posting period.

In the Posting Period option, you can Create , Open a period, Close a period or make a period current:

Highlight Viewer

To use the 'Highlight Viewer', select the row in the grid to view.  The 'Highlight Viewer' on the right hand side will appear:

Create Posting Period

  1. From the Core menu select 'Posting Periods'
  2. Click on 
  3. Enter in the required information:
  4. Check the box if the user wishes to make this new posting period the current one.
  5. Click on    to create the posting period, click on  X to not create the posting period and return to the Posting period grid.


Open/ Re-Open Posting Period

Opened date should be the original open date and should not change. The Reopened date is the last date the period was reopened (is changed on subsequent reopens for the same period). The Date Closed is cleared on reopen and set when reopened period is close


 
 It will no longer be necessary to completely close out before opening the next reporting period.  A user can re-open prior posting periods when corrections need to be made.

  1. From the Core menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on beside the posting period the user wants to open
  4. The function on the grid have now changed beside that posting period to show the option to close the period

Close Posting Period

  1. From the Core menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on  beside the posting period the user wants to close
  4. The function on the grid have now changed beside that posting period to show the option to open the period 

Make Posting Period Current

  1. From the Core menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on   beside the posting period the user wants to make current
    1. Only one period can be made current at a time

  4. The functions on the grid have now changed beside that posting period to show the column as blank.  When another posting period is made current the  will appear again giving the user the option to make it current once again.

More Information 

 

The import process will create 'previous' posting periods. Any posting period not in the current fiscal year will be set to archived with the exception of the last month (June) in the year just prior to the current fiscal year. Archived posting periods can not currently be 're-opened'.

If a posting period exists in a future fiscal year it will not be archived either.

Posting Period Video

 

 

 

 

 

 

 

 

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