Use the Create New Year Positions page to roll existing position records forward into the next fiscal year, including applying crosswalk mappings and creating related funding changes when needed.
The Create New Year Positions option makes a copy of all your positions for the new fiscal year. If you are using Position Control, you should run this option before creating any position change requests for the new fiscal year or creating any future pay rates assigned to positions. During the creation of the new year positions, the salary fields Actual Salary, Projected Salary, and Budgeted Salary will be set to 0. If you use a crosswalk to change your account numbers, budget units, or account codes, the new year positions will reflect the updated account numbers, budget units, or account codes. For each calendar cycle or group of positions with the same start date, define the cycle and associate it with each calendar.
In the Create New Year Positions option, the Calendar Cycle option in the action bar lets you set the Calendar Cycle's Effective Date (9-, 10-, 11-, or 12-month).
Before beginning the process to Create New Year Positions, the ledger records for the new fiscal year must be created either in Fund Accounting, Periodic Routines > Year-End > Create New Year Ledgers, or in Budget Preparation, Budget Administration > Post Budget > Create Ledgers.
For more information, refer to Create New Year Positions and Fiscal Year Rollover.
Review the process log
After the Create New Year Positions process completes, review the Roll Position Log (rollpos.log) for a detailed record of the results. The log captures the following information for each position processed:
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The position code
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The action taken: created, skipped, or errored
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The reason for any skipped or errored record
For the log file location on your server, refer to Error Reports and Logs Reference or contact your system administrator.