Skip to main content
PowerSchool ERP Payroll and Human Resources
Main navigation
PowerSchool ERP Payroll and Human Resources
Close navigation
Main
Main
PowerSchool ERP Online Documentation Menu
Affordable Care Act and 1095
Affordable Care Act Information
Affordable Care Act and 1095 System Features
Employee Access Center Information for 1095s
Ongoing Tasks for 1095
ACA Hours Tracking
ACA Hours Tracking - Setup
ACA Hours Tracking - Setup - Benefit Status Table
ACA Hours Tracking - Setup - Hours Conversion Table
ACA Hours Tracking - Import
ACA Hours Tracking - Import - File Layout and Data Mapping
ACA Hours Tracking - Load Data
ACA Hours Tracking - Load Data - Calendar Days
ACA Hours Tracking - Load Data - Check History
ACA Hours Tracking - Maintain Data
ACA Hours Tracking - Create Files
ACA Hours Tracking - Create File - Audit Report
ACA Hours Tracking - Create File - Hours Tracking Report
ACA Hours Tracking - File Layouts and Data Mapping
ACA Hours Tracking - File Layout and Data Mapping - Audit Report
ACA Hours Tracking - File Layout and Data Mapping - Hours Tracking Report
Set Up Tasks for 1095 Filing
District Configuration
ACA Employer Maintenance (Setup Employer Option)
ACA Benefit Group Maintenance
1095 Maintenance Option
ACA 1095 Maintenance Page
Upload File Option
Purge Option
Create Employee 1095 Option
Covered Individual File Upload Format
Employee File Upload Layout
1095 Filing & Prerequisites
1095 Reports Option
XML Processing Guide
XML Corrections
Security Resources
Affordable Care Act (ACA) 1095 Calendar Year End Process
Civil Rights Data Collection (CRDC)
CRDC - Reference Tables
CRDC - Certification Areas
CRDC - Certification Types
CRDC - Leave Codes
Setup Options
CRDC - District Configuration
CRDC - Location Table
CRDC - Job Class or Pay Code Position Crosswalk
CRDC - Federal Funds
Employee or Location Processing
Personnel Activity Tracker
Import Personnel Activity data
Personnel Activity Tracker - File Layout and Data Mapping
Maintain Location Information
Employee Detail Report - File Layout and Data Mapping
Create Reports and Extracts
Civil Rights Data Collection Report - File Layout and Data Mapping
Employee Benefits
Benefit Tables
Benefit Codes Table
Qualifying Events Table
Notification Types Table
Benefit Tables Procedures
Employee Benefit Reports
Benefit Birthday Report
Employee Insurance Form
Insurance Census
COBRA Reports
COBRA Status Report
COBRA Activity Report
Payment History Report
End of Eligibility Listing
Employee Benefit Records
Benefit Information Page
Beneficiary Information Page
Employee Benefit Information Page
Dependent Benefits Information Page
Benefits for Dependent Information Page
Other Insurance Page
Benefit Record Updates
Human Resources Interface
Employee Benefit Information Pages
COBRA Information
New Bills Processing Page
Payment History Page
COBRA Information Page
Post Payments Page
Payment Activity Page
Employee Benefits Overview
Employee Benefits - Initial Procedures
Employee Benefits Procedures
Employee Benefits - Setup Procedures
Employee Benefits - System Overview
Employee Benefits - Procedural Overview
COBRA Maintenance Procedures
Employee Benefits System Menus
Employee Benefits - System Features
Human Resources
Human Resources Overview
Human Resources - Initial Procedures
Database Procedures
Periodic Procedures
Human Resources Menus
Payroll Processing Procedures
Features
Human Resources - Procedural Outline
Add Employee Records
Set Up Roles
Assign User Roles
Base Employee Information Page
Pay Rates Page
Bond Information Page
Leave Banks Page
Time Entry Page
Deductions Page
Add Employee Process
Employer Tab
Certifications Page
Employee Deduction Section
Employee Add Setup Option
Employee Pay Rates
User-Defined Pages
Defined Page 31001 - EAC Print Option Page
Employee Race/Ethnicity Page
Personnel Information Page
Assignments Page
Add Degree Information Page
Pending Employee Center
EAC/ETS Password
Job Class History Page
Add Procedure
Payroll Section
Tax Tabs
Earnings Page
Qualification Data Page
Requirement Data Page
Employee Group Life Insurance Over 50K Page
Bank Tab
Credential Data Page
Licenses Data Page
State/Retirement Page
Special Pays Section
Contracts or Job Skills/Other Interests Page
Adding Additional Rates Page
Add Employee Records - Full Account Window Page
Automatic Creation
Accruals Tab
Docking Rate Page
Payroll Page
Change Employee Records
Searching for Employee Records
Changing Additional Rates Page
Payrate Distribution Page
Leave Bank Tab
Payroll Information Pages
Employee Information Deductions Page
Employee Pay Rate Information Pages
Prior Earnings/Tax Information Page
Employee Tax Information page
Time Entry Employee Information Page
Earnings by Pay Code Page
Employee Group Life Over 50K Page
Employee Information Detail Page
Employment Tab
Payroll Tab
Personnel Information Pages
Personnel Information Continuing Education Page
Certifications/Licenses Page
Activity Page
Employee Credential Data Page
Change Assignments
Degree Data Page
Defined Windows Selector
Employee Requirement Data Page
Qualification Data Page for Highly Qualified Teachers
Attachments Page
Withholdings Tab
History Tab
Earnings Tab
Multiple Employee Update Pages
Employee Deductions Page
Updating Continuing Education Page
Employee Pay Rates page
Actions Pages
Paycheck Worksheet
Contract Payout Page
Attendance Information Page
Clear Payout Dates and Amounts Page
Terminate Employee Page
EAC and ETS Password
IRS Tax Levy Page
History Pages
Pay Rate History Page
Employee Information - Position History Page
Check History Page
Employee Activity Page
Status History Page
Race/Ethnicity Tab
Changing the Full Account Window Page
Personnel Tab
Employee Termination Workflow
Employee Timesheets Reports
Clock Time Audit Report
Timesheet Audit Trail Report
Payroll Reports
Advanced Pay
BLS CES Report
BLS CES Report - File Layout and Data Mapping
Payroll Check History
Concise Check Register
Detail Distribution Detail
Detail Distribution Summary
Payroll Reports - Employee Benefits
Employee Deductions
Employee Leave Balances
Employee Payroll Activity
Employee Payroll Data
Employee Positions
Employee Secondary Positions
Federal/State/Local Tax Report
Human Resources Audit Report
Outstanding Checks
Pay Off Data
Payroll Check Status
Payroll File Totals
Payroll Register
Salary and Deduction Data
Savings Bond Purchase
Social Security Detail
Social Security Summary
Special Pay Inventory
Unemployment Insurance Data
Unused Leave
Workers’ Comp Distribution
Workers’ Comp Rate Study
Periodic Reports
941 Quarterly Federal Tax Return
941 Quarterly Federal Tax Return - Employer Setup
941 Quarterly Federal Tax Return - Load Data
941 Quarterly Federal Tax Return - Load - Modify Percentages
941 Quarterly Federal Tax Return - Maintain Data
941 Quarterly Federal Tax Return - Maintain Data - Employer
941 Quarterly Federal Tax Return - Maintain Data - Part 1
941 Quarterly Federal Tax Return - Maintain Data - Part 2
941 Quarterly Federal Tax Return - Maintain Data - Part 3
941 Quarterly Federal Tax Return - Maintain Data - Part 4
941 Quarterly Federal Tax Return - Reports
Calendar YTD
Current, Monthly, or Quarterly Salary Data
Monthly Deduction Register
Monthly Deduction Summary
Personnel Reports
Address Directory
Attendance Tracking
Bargaining Unit Profile
Certification Data
Personnel Reports - Continuing Education Report
Earnings Analysis
Education Inventory
EEO Data
EEO-4 Report
EEO-5 Report
Employee Anniversaries
Employee Assignment by Class
Handicap Status
Job Class Inventory
Name Cross Reference
Personnel Activity
Personnel Data
Personnel Reports - Qualified Teacher Course Report
Skills Inventory
Status Change
Telephone Directory
Terminated Employees
Maintain Reference Table Records
Education Tables
Education Tables - Degree School Table
Import Degree School Table
Education Tables - Degree Subject Types Table
Education Tables - Degree Table
Import Degree Table
Education Tables - Degree Level Table
Education Tables - Degree Subject Table
Course Category Codes Table
Continuing Ed Course Status Codes Table
Continuing Ed Class Types Table
Course Proficiency Codes Table
Course Topic Areas Table
Course Term Codes Table
Continuing Ed Cost Types Table
Continuing Ed Course User-Defined Labels Table
Course Credit Types Table
Using Education Table Records
Future Changes Procedures
Future Additional Duty Codes table
Future Job Classes table
Future Tax Table Options
Federal Tax Codes
FICA Tax Codes
Future Local Tax
State Tax Codes
Salary Schedules Option
Import Future Salary Schedule Table
Deductions Option
Import Future Deductions Table
Future Pay Rates
Future Pay Rates page
Load to Future Pay Rates
Future Pay Rates resources
Import Future Pay Rates
Post Future Pay Rates page
Update Future Pay Rates page
Payroll Tables
Additional Duty Table
Bank Table
Benefit Charge Override Table
Calendar Cycles
Calendar Table
Import Calendar Table
Check Reconciliation File Format Table
Deduction Table
Direct Deposits
Automatic Vendor Payments
Additional Medicare Deduction
Deduction Liability Override
Deductions/Benefits
Copy Bank Information to Vendor
Child Support Garnishments
Departments Table
Federal Tax Table
FICA Tax Table
FIPS Code Table
Group Life Insurance Table
Job Class Table
Leave Table
Setting Up Leave Codes and Accruing Leave
Local Tax Codes
Pay Code Table
Pay Groups
Position Types Table
Salary Schedule Table
State Tax Table
Personnel Tables
Assignment Code Table
Bargaining Unit Table
Personnel Tables - Certification Area Table
Import Certification Area Table
Personnel Tables - Certification Type Table
Import Certification Type Table
Contract Type Table
Personnel Tables - Credential Code Table
Employee Type Table
Gender Identity Codes
Job Skill Table
License Types Table
Location Table
Notifications by Certification Type
Other Interests Table
Personnel Tables - Qualification Code Table
Personnel Tables - Qualification Methods Table
Personnel Tables - Qualification Status Table
Race Code Table
Personnel Tables - Requirement Code Table
Situation Type Table
Status Code Table
Suffix Table
Termination Code Table
Personnel User-Defined Codes Table
Workers’ Compensation Table
Pay Run Processing Page
Setup Pay Run
Pay Run Setup - Step 1
Pay Run Setup - Step 2
Pay Run Setup - Step 3
Pay Run Setup - Step 4
Clear Balances
Load Employee Time
Lock Human Resources
Pay Calculation
Unlock Human Resources
Direct Deposit
Print Checks
Run All Activities
Check Register
Payroll Journal
Deduction Register
Fund Accounting Interface
Distribution Reports
Payroll Encumbrance
Adding and Changing Timecards
Entering Pay Codes in Timecards
Pre-Calculation
Organization Charge Summary
FMLA Enhancement Processing
Time Entry Timecard Posting
Employee Time Reports
Summer Time Load
Substitute Report
Recording Attendance in Timecards
Entering FLSA Overtime
No Tax on Overtime
Standard Time Load
Payroll Edit Reports
Project Charge Summary
Pay Run Setup - Additional Cycles
Short Pay Time Load
Print Substitute Mailer Report
Benefits Charge Summary
Time Activity Listing
Print Employee Time
Retroactive Time Load
Contract Center
Contract Definitions Page
System Setup Page
Create Employee Details Page
Update Employee Details Page
Copy Contracts Page
Employee Access Center Contracts
Contract Templates
Contract Definition Report
Employee Contract Details Report
Unsigned/Signed Contracts
Employee Information Page: Contracts
Detailed Displays
Earnings by Pay Code
Check History
Human Resources - Highly Qualified Teacher
Human Resources - Degree Linking Selection Page
Human Resources - Mass Update Positions Page
Highly Qualified Teacher - Qualified Teacher Course Report
Human Resources - Qualified Teacher Course Data Page
Human Resources - Employee Information Page
Qualification Methods Table for Highly Qualified Teachers
Requirement Codes Table
Qualification Status Table for Highly Qualified Teachers
Human Resources - Certification Code Setup Page
Human Resources - Link Qualified Area to Position Page
Qualification Code Table for Highly Qualified Teachers
Human Resources - Link Requirement to Position Page
Highly Qualified Teachers For Position Control
Human Resources - Highly Qualified Teacher Requirements
Attendance Page
Generating Attendance Reports
Posting Attendance
Importing Attendance Records
Add and Maintain Attendance Records
Year End Procedures
Fiscal Leave Accrual
Summer Pay Fiscal Year Accruals - Liability Setup Page
Attendance Rollover
Delete Attendance
Update New Year Rates
Summer Pay Fiscal Year Accruals - Load Page
Summer Pay Fiscal Year Accruals Page
Summer Pay Fiscal Year Accruals - Post Page
Processing Summer Pay Fiscal Year Accruals
Summer Pay Fiscal Year Accruals - Final Liquidation Page
Summer Pay Fiscal Year Accruals - Projects Page
Summer Pay Fiscal Year Accruals
Calendar
Fiscal Process
Summer Pay Fiscal Year Accruals - Report Page
Summer Pay Fiscal Year Accruals - Purge Page
Payroll Distribution
Additional Payroll Procedures
Adjustment Checks
Bank Transmission File
Bank Transmission File Format Table
Bank Transmission File Option
Check Reconciliation
Clear Worker’s Comp File
Create Bank Prenote
Import Batch Timecards
Importing Batch Timecards
Maintaining Batch Timecards
Posting Batch Timecards
Manual Checks
Issue a Manual Paycheck
Enter Leave for a Manual Check
Printing Manual Checks
Post Cleared Checks
Send Paycheck Vouchers
Prerequisites for Generating Paycheck Notifications and Vouchers
Unclear Check
Void Checks
User-Defined Check Status Translation Table
Bank Account Information Table
Time Entry Timecards
Changing Your Password
Logging into Time Entry
Adding Time to Supervisor Timecards
Approving Timecards
Adding Time to Employee Timecards
Time Entry Administration Setup
Leave Codes Table
Pay Codes Table
Time Entry Profile
Leave Record
Time Entry Record
Pay Rate Record
Payroll Record
Time Entry Reference Tables
Shift Scheduling Table
Department Table
Unapproval Code Table
Employee Records
Payroll Reference Tables
Applicant Information Pages
Employment Page
Purge Applicant Records
Degrees Page
Applied Positions Page
Applicant Add Page
Delete Applicant Records
Generate Applicant Reports
User-Defined Codes Table
Applicant Certifications Page
Hired Applicant
Applicant Status
Maintain Applicant Tables
Add New Hires in the Pending Employee Center
New Applicants
Race/Ethnicity Page
Qualifications Page
Processed Applicants Report
Hire Applicants
Interviewers Table
Update Applicant Records
Add Applicants
Position Vacancy
User-Defined Pages for Applicant Tracking
Roll Over Applicant Records
Interviews Page
Previous Positions Page
Personnel Activity Tracker Overview
Delete Activity Records
Display Activity Records
Add Activity Records
Change Activity Records
Import Activity Records
Periodic Processing
Benefits Interface
Crosswalk Table
Change System Date
Clear Monthly Totals
Clear Quarterly Totals
Periodic Processing - Effective Date Changes
Import Employee Deductions
Periodic Processing - Effective Date Changes - Post
Benefits
Status
Beneficiary
Demographics
Deductions
Dependents
Continuing Education Changes
Pay Rates
Tax Info
Employee Verification
Liquidate Payroll Encumbrance
Maintenance Paid to Date
Pay Rate History
Payroll History
Redistribute Payroll
Purge Options
Employee Activity
Purge Terminated Employees
Purging Pay Rate History
Detail Distribution
Purge Check Reconciliation
Periodic Processing - Continuing Education
Import and Export Items
Periodic Processing - Continuing Education Page
Time Entry Employees
Supervisor Report
Posted Report
Print Timecards
Approval Report
Position Control
Position Table Overview
New Position Page
Purge Position History Page
Position Control - Position History Page
Position Control Page
Position Occupants Page
Review Position Detail Page
Batch Position Control Page
Assign Rates to Batch Positions Page
Generating Pre-Posting Journals
Posting Batch Positions
Batch Position Edit Page
Position Batch Report/Post Page
Position Control - Highly Qualified Teacher Reference Tables
Position Control - Qualification Status Table
Position Control - Qualified Teacher Course Report
Position Control - Employee Information Page
Position Control - Qualified Teacher Course Data Page
Position Control - Link Qualified Area to Position Page
Position Control - Certification Area Table
Position Control - Mass Update Positions Page
Position Control - Qualification Methods Table
Position Control - Certification Code Setup Page
Position Control - Degree Subject Type Table
Position Control - Requirement Code Table
Position Control - Link Requirement to Position Page
Position Control - Highly Qualified Teacher Requirements
Position Control - Qualification Code Table
Position Control - Degree Table
Position Control - Certification Type Table
Position Control - Credential Code Table
Position Control - Degree Subject Table
Highly Qualified Teachers: Position Control
Position Control - Degree Level Table
Position Control - Degree Linking Selection Page
Position Occupancy
Assigning Positions to New Employees
Updating Positions in Existing Pay Rates
Assigning Positions to Existing Employees
Position Control Overview
Position Control - Setup Procedures
Position Control Options
Position Control - System Overview
Position Control - Procedural Outline
Preliminary Procedures
Ongoing Procedures
Position Control Features
Position Records: The Key to Position Control
Position Control Reports Procedure
Vacant Positions
Batch Status Detail
Budget Tracking
Batch Status Summary
Status Detail
Status Summary
Position Change Request
Position Requisitions
Professional Development
Standard Reports Procedure
Miscellaneous Course Assignments
Registration Report
Attendance Roster
Professional Development - Continuing Education Report
Course Evaluation
Wait List Report
Participant Transcript
Course Summary
Course Detail
Participant View
Course Registration
Wait List
Current Registration
Registration for an External Participant
Login for an Internal Participant
Personal Information for External Participants
Course Transcript
Prior Registration
Browse Courses
Participant Menu
Professional Development - Data Flow
Data Flow - Submitting a Course
Data Flow - Printing a Certificate and Transcript
Data Flow - Registration
Data Flow - Registering for a Course
Data Flow - Completing Course
Continuing Education Tracking
Attachments Item
Import Courses from Professional Development
Export Course Data to Excel
Moving Professional Development Courses
Continuing Education Tracking - Continuing Education Page
Continuing Education Tracking - Post
Effective Continuing Education Changes
Continuing Education Tracking - Effective Date Changes
Continuing Education in EAC
Reference Table Options and Procedures
Course Proficiency Codes
Grade Types
Miscellaneous Types
Evaluation Questions
Continuing Ed Class Types
Course Topic Areas
Continuing Ed Cost Types
Course Types
Continuing Ed Course Status Codes
Room Codes
Course Term Codes
Participants/Instructors
Course Category Codes
Course Credit Types
Continuing Ed Course User-Defined Labels
Cost Codes
Employee Type Mapping
Professional Development - Location Codes
Administrator Options
Course Forms Tab
Course Workflow Configuration Profile
Adding Courses
Courses
Course Registration Forms Tab
Course Registration Email Tab
Updating Courses
User Email Tab
Course Action Items
Course Email Tab
Attendance
Professional Development Profile
User Forms Tab
User Workflow Configuration Profile
Course Registration Workflow Configuration Profile
Registration
Instructor View
Login for an Internal Instructor
Email Notification
Complete Course
Current Courses
Course Definition
Personal Information for External Instructors
Course Attendance
Instructor Menu
Prior Courses
Registration for an External Instructor
Attachments
Submit New Course
Professional Development Overview
Professional Development - System Features
Professional Development - System Overview
Professional Development Options
Workflow Configuration
Professional Development Web Options
Recruitment
Reference Tables
Employee Groups
Posting Groups
Job Classes
Recruitment - Location Codes
Roles
Degree Subjects
License Types
Position Types
Disposition Codes
Certification Areas
Position Control Details
Experience Types
Standard Reference Table Procedures
Certification Types
Location
Reason For Leaving
Degree Schools
Job Skills
Approval Groups
Work Types
Reference Relationship
Departments
Interview Status
Recruitment Reference Tables
Degree
Postings
Posting Requisition Page
Posting Details Page: New, Copy, and Edit
Postings - Applicant Review Page
Update Postings For New Year
Posting Details Page: View Mode
Posting Requisition Overview Page
Posting Overview Page
Posting Review Page
Posting Overview
Posting Overview - Integration Customers
Job Posting Approval Page
Job Posting Overview Page
Posting Approval Page
Recruitment - Data Flow
External Applicant Registration
Hiring the External Applicant
Applying for a Job Posting (Internal Applicant)
Hiring the Internal Applicant
Approving a Job Posting (Internal Applicant)
Data Flow for an External Applicant
Data Flow Setup
Recommending an Applicant for Hire (Internal Applicant)
Submitting a Job Posting (Internal Applicant)
Applying for a Job Posting (External Applicant)
Recommending an Applicant for Hire (External Applicant)
Submitting a Job Posting (External Applicant)
Approving a Job Posting (External Applicant)
Create Employees
Question Setup
Standard Questions Section
Question Bank Questions Section
Synchronization
eEmployment Question Setup
Save and Preview Section
eReference Question Setup
Application Question Setup Page
Applicant Overview
Posting Applications Section
Application Section - Applicant Recommendation
Applicant Personal Information Section
Application Section - Pre-Employment Checklist
Applicant Details Page
Applicant Overview Page
To Complete Section
Application Section - Employment Checklist
Application Section - Applicant Selection Page
Verification Overview Page
Advanced Verification Page
Recruitment - System Overview
Recruitment Application Options
Recruitment Portal Options
Recruitment Processing Options
Configuration Options
Recruitment - System Features
Reference Table Options
Position Control Reference Tables
Salary Negotiations
Auto-Step Employees Page
Non-Scheduled Employee Pay Rates
Non-Scheduled Increases Page
Projections Item
Increases Item
Maintain Schedules Page
Mass Update Page
Salary Negotiations Overview
Salary Negotiations - System Features
Salary Negotiations - Procedural Overview
Salary Negotiations - System Overview
Salary Negotiations Menu
Scheduled Projections
Salary Projections Report
Scheduled Salary Projections Page
W2 and 1099-R Processing
W2 Processing
Create W2 Electronic File
Set Up W2 Parameters
W2 Parameters Page
W2 Print Controls Page
Set Up W2 Employer Records
Copy W2 Information
Create Employee W2 File
Employee W2 File Update
Employee W2 File Update - Import Box 12 and Import Box 14
Import Box 12 - File Layout and Data Mapping
Import Box 14 - File Layout and Data Mapping
Employee W2 File Edit Reports
Employee W2 File Purge
Print W2 Forms
Print All W2 Forms
Restart W2 Printing
Print Individual W2
Print Total W2
1099-R Processing
1099-R Parameters
Create 1099-R Work File
1099-R Work File Maintenance
Print 1099-R Edit List
1099-R Forms
Print All 1099-R Forms
Restart 1099-R Printing
Print Individual 1099-R
Create 1099-R Electronic File
Audit Listing of 1099-R Changes
Purge 1099-R Work File
Purge 1099-R Audit File
W2 and 1099R Calendar Year End Processes
W2 Calendar Year End Process
1099-R Calendar Year End Process
W2C Processing
Create W2C Electronic File
Print W2Cs
Employee W2C File Purge
Create W2C
eFinancePlus Human Resources Fiscal Year End Checklist
FLSA Cycle Setup Guide for Employee Timesheets Configuration and Overtime Calculations
Breadcrumbs
Home
Payroll and Human Resources Help
Human Resources
On this Page
Detailed Displays
Earnings by Pay Code
Check History
