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Affect of calendar to fiscal year change for HR/PR

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Lisa T.
New Member
Posts: 2
New Member
5/12/2015 7:41 PM

    We have been testing the change of our General Ledger from a calendar year to fiscal year ending 6/30. My question relates to the BN, HR, PR, LP, and PA subsystems. Is there anything within the HR/PR modules that needs to be done in preparation of this type of accounting change? Our benefits will remain on a calendar year. Since payroll processing will remain on a calendar year to coincide with IRS and State tax reporting guidelines, I don't believe we would make any changes to our pay period dates in PR21.2. Our LP accruals are based on hire date and length of service, so I don't believe we need to do anything with that. Within the PA module, we may need to load new position FTE budgets effective 7/1 in PA70, but that would relate to a load and not global setup changes. Is there anything I may be missing or not thinking of? 

    Thanks!

    yvonne.mccolloch
    Advanced Member
    Posts: 32
    Advanced Member
    5/13/2015 12:55 PM
      We have had issues with Flex plans ever since we switched our Benefits plan year from calendar to fiscal. Because there is no end date on the plan on BN06 (and you cannot change the start date either) you will end up with 2 flex plans. The frequency tables are also somehow involved, but it's been a few years since we made this switch, and my memory is escaping me.

      Depending on your version of Lawson, you may also have issues with the BS06 because payroll will stay on calendar year. It didn't work as expected for us (to fill in automatically) and then gave us troubles manually filling it in.
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