Step 5: Review Rollover Options for Salary Guides

1. MUST be performed for each and every salary guide
2. Ensure the Enable Reviewed Rollover Rules box is checked.
3. Click the Save button

Go to the Personnel >>> Staff >>> Salary Guides  screen and select the current year in yellow

Step "D"

Click on the Edit button to review the Salary Guide Rollover Properties

• Enter the date for the “Do not move up one step in Salary Guide if contractual start date (from the DEMOGRAPHICS tab) after” field.
• Enter the date for the “Do not move up one step in Salary Guide if hired after” (Date of Hire from the DEMOGRAPHICS tab) field.
• Enter the date for the “Do not move up one step in Salary Guide if position tracking start date after ” (Position Start Date from each individual's Position Tracking Record Date of Hire tab) field.

You should ONLY complete one (1) 

of the three date fields 

Enter the Number of steps that each person will move up at rollover.

After you have set all the Rollover Rules (Step D) you can review & verify the Internal Step movement from the current year to the following year.  For the example below, the staff is moving up one step - Step 1 will move up to Step 2 based on the Contractual Start Date and the Date of Hire.

You can customize the Internal Step movement by entering the Override Number of Steps to Advance when rolling over to next school year.  If staff members on a particular step (like the top of the guide or an Off-Guide, you will enter "0" in the rollover Step column (as highlighted in purple above)

If your staff are moving up more than one step, see this example below.  You will enter the number of Internal Steps that the employee will move upon rollover.   For the example below, Internal Step 1 in the current year is going to Internal Step 4 in the following year.   The proper setting will be as follows:   

If your staff are moving down a step, enter a negative number in the Rollover Step column.  You will enter the number of Internal Steps that the employee will move upon rollover.   For the example below, Internal Step 9 (Step 11) in the current year is going to Internal Step 10 (Step 11) in the following year.   The proper setting will be as follows:  

Verification of Guide Rollover Rules

Click on the “I have Reviewed Rollover Rules” button when everything is complete, accurate and ready for rollover.

The Verify button WILL NOT appear in Step 4 UNTIL YOU HAVE SIGNED OFF ON EACH INDIVIDUAL SALARY GUIDE.  Procedures must be completed for each salary guide and when complete, please ensure you sign off on the Positions >>> Rollover tab.  You can track your progress on the Rollover Guide Tab.