USPS Fiscal Year-End Close Manual

Contents

Expand All [+]

• Introduction
• USPS Fiscal Year-End Close Schedule for Fiscal 2018
• Employees Who Owe for Optional Holidays [+]
  • View entire chapter
  • Individual sections:
    • Overview
    • Option 1
    • Option 2
    • Employee Accumulator Update Process
    • Option 3
• Mass Changes [+]
  • View entire chapter
  • Individual sections:
    • Overview
      • HNQFJ
      • Organization Code Mass Change on HNORG
      • Mass Changes on HNQMC, HNQFJ and HNQPO
    • Organization Code Mass Change on HNORG
    • Organization Code Mass Change on HNQMC
    • Organization Code Mass Change for Specific Positions
    • Location Code Mass Change
    • Location Code Mass Change for Specific Positions
    • PCA/Index Mass Change
    • PCA/Index Mass Change for Specific Positions
    • PCA/Index Mass Change within Specific Organization Codes
    • Position Number Mass Change
    • Functional Job Class Mass Change on HNQFJ
    • Functional Job Class Mass Change on HNQFJ for Specific Positions
• Organization Code Rollover [+]
  • View entire chapter
  • Individual sections:
    • Overview
      • Organization Structure
      • Organization Rollover
      • Verification
    • Tracking the FYE Rollover Process
    • Requesting Pre-Roll Reports in One Step
    • Requesting Pre-Roll Reports on HNKPA
    • Requesting Pre-Roll Reports on HSRPT
    • Establish Parameters for Report 535 (Organization Table Listing) Prior to Organization Rollover
    • Establish a New Organization Code
    • Change an Existing Organization Name
    • Inactivate an Existing Organization Code
    • Establish Parameters for Organization Rollover
    • USPS Fiscal Year-End Close Organization Post-Roll Checklist
    • Samples of Reports
• Payroll Tables Rollover [+]
  • View entire chapter
  • Individual sections:
    • Overview
      • PCA/Index Override Rollover
      • PCA/Organization Validation Rollover
    • Establish Parameters for the PCA/Index Special Pay Override (661) Report Prior to the Rollover
    • Inactivate PCA/Index Overrides Not Needed in Fiscal 2019
    • Establish Parameters for the PCA/Index Validation (623) Report
    • Establish New PCA/Org Validations
    • Inactivate PCA/Org Validations Not Needed in Fiscal 2019
    • Establish Parameters for Payroll Tables Rollover
    • Establish New PCA/Index Overrides
    • USPS Fiscal Year-End Close Payroll Tables Post-Roll Checklist
    • Samples of Reports
• Salary Tables, Job Class Code, Exempt Job Class Table Listing and
  Functional Job Class Code Rollovers [+]
  • View entire chapter
  • Individual sections:
    • Overview
    • Establish Parameters for Reports 525, 533, 534 and 604 Prior to Rollovers
    • Establish a New Exempt/Unclassified Group/Step
    • Inactivate an Exempt/Unclassified Group/Step
    • Establish a New Job Class Code
    • Inactivate an Exempt/Unclassified Job Class Code
    • Change an Exempt/Unclassified Job Class Title
    • Establish Parameters for Salary Tables, Job Class Code, and Functional Job Class Code Rollovers
    • Establish Functional Job Class Code
    • USPS Fiscal Year-End Close Salary Tables and Job Class Codes Post-Roll Checklist
    • Samples of Reports
• Position Rollover [+]
  • View entire chapter
  • Individual sections:
    • Overview
      • Position Entry
      • Position Rollover
      • Position Verification
    • Overfill, Underfill and Synchronized Staffing
    • Establish Parameters for the Active Positions (508) Report Prior to Position Rollover
    • Establish Parameters for the Staffing Forecast (165) Report Prior to Position Rollover
    • Establish a New Vacant Position
    • Establish Position with a New Organization Code/Location Code/Extended Location Code
    • Change an Authorized Position FTE
    • Inactivate a Position Not Needed in Fiscal 2019
    • Establish Parameters for Position Rollover
    • Establish Parameters for Post-Roll Report 508
    • Establish Parameters for Post-Roll Report 165
    • USPS Fiscal Year-End Position Post-Roll Checklist
    • Samples of Reports
    • Sample of Pre-Roll Report
• Employee Assignment Rollover [+]
  • View entire chapter
  • Individual sections:
    • Overview
      • Employee Assignment Rollover
      • Verification
    • Establish Date Parameters for Fiscal 2019
    • Establish Parameters for Employee Assignment Rollover
    • Establish Parameters for the Staffing Forecast (165) Report
    • Correcting Exceptions from the Assignment Rollover Edit Listing (507) Report
    • USPS Fiscal Year-End Close Assignment Post-Roll Checklist
    • Samples of Reports
    • Sample of Pre-Roll Report
• Annual Retirement Fee [+]
  • View entire chapter
  • Individual sections:
    • Report 038
    • Establish Desired Version for Report 038
    • Samples of Reports
• Post-Rollover September Entry for Position Changes [+]
  • View entire chapter
  • Individual sections:
    • Overview
    • Update to the 09/01/2018 Position Record
• Insurance Rollover [+]
  • View entire chapter
  • Individual sections:
    • USPS Group Insurance Overview
    • Group Insurance/TexFlex Rollover
    • Establish Parameters for Insurance Rollover
    • Establish Parameters for the Benefits Profile (6) Report
    • Establish Date Parameters for Report 6
    • Options for Applying Insurance Updates During Payroll Processing
    • Insurance Salary Files
    • Insurance Salary Calculations
    • Manual Update of Insurance Salaries After the September Deadline
    • USPS Fiscal Year-End Close Insurance Post-Roll Checklist
• Leave Accounting Rollover [+]
  • View entire chapter
  • Individual sections:
    • USPS Leave Accounting Year-End Close Schedule for 2018
    • Establish Parameters to Run the Employee Leave Balances (563) Report
    • Establish Date Parameters for the Vacation and Sick Leave Accrual Exceptions (156) Report
    • Establish Parameters to Run the Leave Accrued (565) Report
    • Establish Date Parameters to Run the Posting (196) Report
    • Establish Parameters for the Posting (196) Report
    • Enter Leave Transactions on the Employee Leave Request (HM9U1) Screen
    • Adjust Optional Holiday Hours
    • Enter Leave Transactions on the Employee Leave Request (HM9U1) Screen to Adjust Optional Holidays
    • Establish Parameters for the Compensable Leave (574) Report
    • USPS Fiscal Year-End Leave Accounting Pre-Roll Checklist
    • Establish Date Parameters to Run the Leave Exception Listing Rollover (158) Report
    • Establish Parameters for the Leave Rollover Exception Listing (158) Report
    • Establish Parameters to Run the Fiscal Year End Employee Excess Vacation Leave (567) Report
    • USPS Fiscal Year-End Close Leave Accounting Post-Roll Checklist
    • Run the Military Rollover Exception Listing (598) Report
    • Samples of Reports