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Model the Calendar Year for the next Pay Period

Summary

This is Step 6 of the Roll Calendar function.

Larger organisations use several pay periods to pay their employees. For example, there may be three different types of weekly pays. Now that the new calendar year is set up, you can use modelling to model the calendar year to other pay periods.

Generally, modelling will only copy one record at a time. The Roll Calendar function allows you to model an entire calendar year.

Procedure
  1. Navigate to the Calendar tab of the Edit Periods window.
  2. Right-click and then select Model Record from the menu to reach the confirm box.
  3. The following confirm message appears:

    “Would you like to model a whole calendar year?”

    Select Yes to reach the Model Period Calendar window.

  4. In the Period YTD to Model field, select the Period YTD that you want to copy. This action takes the records from the period YTD to model from.
  5. Click OK to reach the Select Periods window.
  6. Select the Period that you want the calendar to be modelled to.
  7. Click OK to return to the Edit Period Calendar window.
  8. Double-click individual records to edit items according to organisational requirements.

The periods and accumulators for the new calendar year should now be completely set up and should not require further editing.