Extracting Human Resources Tables

Use the Extract Human Resources Data option to import payroll-related table records into your Personnel Budgeting work file.

• After the table extraction, you need to modify the table records in Personnel Budgeting.

• Once your tables are set up in Personnel Budgeting, you must run the extraction process for importing employee payroll data from Human Resources.

Menu Path:  Personnel Budgeting > Entry & Processing > Personnel Budgeting > Extract Human Resources Data > select Payroll Reference Tables

Important

• The extraction replaces all data stored in your work file. If you want to keep the work file's current information, save the file as an iterations before running the extraction.

• If your account structure needs to be changed in accordance with the Every Student Succeeds Act (ESSA), refer to the PowerSchool ERP Human Resources and Payroll Every Student Succeeds Act Fiscal Year-End Checklist for information on updating Pay Code, Tax, and Deduction tables with new year information.

Extracting payroll table data

1. Complete the requirements discussed in the previous section on Updating Human Resources Tables.

2. Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Extract Human Resources Data.

3. Select the Payroll Reference Tables radio button.

4. Click OK to display the Payroll Table Selection page.

5. In the Keep Prior Year Job Class Table Defaults field, leave the checkbox selected to default data into the Benefit Codes and Vacant Position Defaults tabs of the new year Job Class table from the prior year Job Class table. Otherwise, clear the checkbox.

6. In the % Non-Scheduled Salary Increase field, enter a percentage to increase the Annual Salary and Pay Rate on the Vacant Position Defaults tab for non-scheduled job classes.
   Enter percentages as decimals; for example, enter 5.5% as 0.055. Only four decimal places are stored; for example, 0.05555 is rounded to 0.0556.

7. Click OK.

8. In the confirmation dialog, click Yes to run the extraction.

9. In the Print window, specify how you want to generate the extraction's log, and then click OK. The log's default file name is pextab.log.

   • The file lists all new job classes that were not in Personnel Budgeting for the prior year. These classes need to have their Benefit Codes and Vacant Position Defaults tabs updated in Personnel Budgeting prior to running the Payroll Employee Data extraction.

   • If you did not select the Keep Prior Year Job Class Table Defaults field or there are no new job classes, the log report will be empty.

10. Click OK to start the process.

11. Click OK when processing is complete.

12. In the final dialog, click OK.