Before you begin.

1. Verify leave type descriptions.

   Verify leave type descriptions

   Payroll > Tables > Leave > Leave Type Description

   Verify that the leave types and descriptions are accurate. State Leave (whether the old State Sick and/or the State Personal) must exist in this table.

   

2. Verify state leave codes.

   Verify state leave codes

   Payroll > Tables > District HR Options

   Verify that the leave codes used by your LEA are accurate.

   

   • Leave Code for State Sick (old)
   • Leave Code for State Personal (current)

   
   

   Verify that each employee has the appropriate leave code assigned to create the required state personal leave for service records. If not, use the Payroll > Utilities > Mass Update > Leave tab to add the leave code to employees.

3. Verify accuracy of employee data.

   Verify accuracy of employee data

   Payroll > Reports > User Created Report

   Run a user-created report with the following criteria to verify that employee data is accurate. Also, verify that all leave has been posted for the school year and that the leave balances are correct.

   
   
   ❏ Select Active Employees Only. By only including active employees, it is possible to overlook any employees who may have left your LEA early so be sure to individually verify information on those employees.
   
   ❏ Under Employee Demographic, review the following information and use the Personnel > Staff Demo > Demographic Information tab to make corrections as needed.

   • Employee Nbr
   • First Name
   • Last Name

   
   ❏ Under Employment, review the following information and use the Personnel > Maintenance > Employment Info tab to make corrections as needed.

   • Percent Day Employed - Verify that the percent of day employed for most employees is 100% (1.0 on the report). Identify employees who have less than 100% and verify whether or not the employees should have less than 100%.
   • Yrs Professional in District and Yrs Non-Professional Experience - Most employees will either have professional or non-professional years. However, it is possible that an employee started as a non-professional such as an aide, and then later became a professional so the employee would have years of experience in both categories.
   • Grades Taught
   • Extract ID (if applicable)

   
   

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   Run another user-created report with the following criteria to continue verifying additional employee data:

   
   
   ❏ Select Active Employees Only.

   ❏ Under Employee Demographic:

   • Employee Nbr
   • First Name
   • Last Name

   
   ❏ Under Job Information, review the following information and use the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab to make corrections as needed.

   • Job Desc - If an employee has multiple jobs, all jobs should be included. However, if an employee changed jobs and the old job was removed from the Job Info tab, then you may need to manually add the old job.
   • Contract Begin Dt
   • Contract End Dt
   • Payoff Date
   • Nbr Days Employed - Verify the number of days employed for all employees. Review the report for any employees who started late or left early.
   • Accrual Cd (if applicable)

   
   

   TIP: Use the Sort/Filter options on the reports to easily locate and verify data.

   
   

4. Consider service record notes.

   Review and/or add service record notes

   Personnel > Tables > Credential > Service Record Notes

   Review and/or add service record notes. These notes are user-defined and intended to assist LEAs in recording information that is pertinent to specific service years. The notes on this tab can be selected in the Notes field on the Personnel > Utilities > Extract Teacher Service Record page.

   
   
   Some common examples might include the following:

   • Number of Days Employed constitutes a full semester
   • One additional year added for Career and Technology according to SOQ
   • One additional year added for Teacher Aide experience

5. Extract service records.

   Extract service records

   Personnel > Utilities > Extract Teacher Service Record

   Extract stored employee data to create service records. After data is extracted, the service record details can be viewed by school year on the Personnel > Maintenance > Staff Demo > Service Record tab for each individual employee. No labels are created and you can print the employee service record as needed, for example when an employee separates from the LEA.

   The TEA Teacher Service Record guidelines can be found at https://tea.texas.gov/texas-educators/salary-and-service-record/teacher-salary-and-service-information.

   Notes:

   • If no employees match the extract criteria, a service record is not created and the following message is displayed: “No Service Data Extracted.”
   • The Service Record Extract extracts all job records; however, leave information only applies to the primary job.

   

   Field	Description
   School Year	Defaults to the current School Year on the Finance > Tables > District Finance Options > Finance Options page.
   Frequency	The payroll frequencies authorized for use by the user are automatically selected.
   Pay Type	Type the pay type(s) to be included separating multiple pay types with a comma (e.g., 1, 2) or click to select one or more pay types. If blank, all pay types (including substitutes) are included. Notes: If a substitute is a certified teacher and they substitute for at least 90 days, it is possible for them to earn a year of service credit. It is recommended that those substitutes receive a service record. Pay type 4 employees are only extracted if they have a contract begin date and end date.
   Job Code	Type the job code(s) to be included, separating multiple job codes with a comma (e.g., 5,76,3 = 0005, 0076, 0003) or click to select one or more job codes. Otherwise, leave blank to include all job codes.
   Accrual Code	Type the accrual code(s) to be included, separating multiple accrual codes with a comma (e.g., A/5,B/5 where A and B are the accrual codes, and 5 is the pay frequency for the accrual code) or click to select one or more accrual codes. Otherwise, leave blank to include all accrual codes.
   Extract ID	Type the extract ID(s) to be included, separating multiple extract IDs with a comma (e.g., 10, 11) or click to select one or more extract IDs. Otherwise, leave blank to include all extract IDs.
   Employee Nbr	Type the employee number(s) to be included, separating multiple employee numbers with a comma (e.g., 5,76,3 = 000005, 000076, 000003) or click to select one or more employee numbers. Otherwise, leave blank to include all employee numbers.
   Hours Per Day (if required)	Type the number of hours worked each day if required. If the Days/Hours field is set to Hours on the Leave Type tab for either of the state leave codes selected on the District HR Options page, the leave hours are converted to days using the Standard Hours per Workday field on the District HR Options page or the Hours Per Day field on the Extract Teacher Service Record page. If Hours Per Day is populated, the field overrides the populated Standard Hours per Workday field on the District HR Options tab. To convert the hours into days, the standard hours per workday or hours per day are divided into the employees’ leave balance amounts. When the service record is created, the number of days that resulted from the calculation is displayed. Example: An employee has 27.0 hours on the Payroll > Maintenance > Staff Job/Pay Data > Leave Balance tab and the Standard Hours per Workday field has 8.0 hours on the District HR Options tab or in the Hours Per Day field, the extract creates a service record with 3.38 days.
   Update Leave Only	Select to only update the leave balances for employees where the service record has been previously extracted. Only primary jobs are extracted. The leave on the existing service table row (matched by employee/job description) is replaced by the extracted leave for that employee/job. If an employee has multiple rows on the service record table with the same job description, only the row with the latest date-time stamp (DTS) and some value in any of the leave columns are updated. If the job is not a primary job, zeros are placed in all leave fields. This feature is primarily used for employees with new contracts that begin in July or August and leave for the prior contract year was not posted before the service record was created. Example #1: New contract began 07-01-2022 and the service record for the prior contract beginning 07-01-2021 was created. Leave from June was not reported and/or posted until July and/or August payroll. Therefore, leave balances need to be updated on the service record to accurately reflect the leave used and balance(s). Example #2: An employee was paid off early, the service record was created, and later, it was discovered that the employee took leave that did not get posted prior to leaving the LEA. The LEA can either manually update the leave used and balances on the service record or update the employee's master leave record and re-extract using the Update Leave Only option.
   Contract Begin Dates	Type the beginning and ending contract dates to be used during the extract process. These fields are optional. If these dates are not used, all employees are extracted regardless if they were under contract for the most current school year. To narrow the data to only include employees under contract during the most current school year, type a beginning and ending contract date range.
   Payoff Dates	Type the beginning and ending payoff dates to be used during the extract process. These fields are optional. If these dates are not used, all employees are extracted regardless if they were under contract for the most current school year. To narrow the data to only include employees under contract during the most current school year, type a beginning and ending payoff date range. To include all employees for the school year, it is recommended to enter a beginning date in September. However, if employees separated from the LEA in August for the current school year, a beginning September date will not include them. You will need to manually enter data or perform an individual extract on those employees.
   Nbr Days Employed	Type the beginning and ending number of days to limit employee selection. Type the fewest and most number of days employed or in the contract from the Job Info tab to extract records for all employees within that range (e.g., 001-287). The system uses the # of Days Empld field on the Maintenance > Staff Job/Pay Data > Job Info tab and does not take consider the Serv Rec Days Ded field on the Leave Adjustment, Abs Ded, or Cd Abs Ded tabs. Example: If an employee has 150 days in the # of Days Empld field on the Maintenance > Staff Job/Pay Data > Job Info tab and has 16.0 days in the Serv Rec Days Ded field on the Leave Account Transaction > Leave Adjustment tab, then enters 150 in the From Nbr Days Employed and To Nbr Days Employed fields, the employee extracts by the 150 days in the # of Days Empld field and the service record reflects 134 days (150 - 16 = 134). The employee is not extracted if 134 days is typed in the From Nbr Days Employed and To Nbr Days Employed fields.
   Non-Professional Years Experience	Select Total or In District. If data exists in this field on the Maintenance > Staff Job/Pay Data > Employment Info tab, it is used to populate the service record as follows: If the TRS Member Pos field is a 01, 02, or 05, the service record uses the Total field (under Years Experience in the Professional column on the Maintenance > Staff Job/Pay Data > Employment Info tab). If the TRS Member Pos field is a 03, 04, 06, or 07: If Total is selected, the service record uses the Total field (under Years Experience in the Non-Professional column on the Maintenance > Staff Job/Pay Data > Employment Info tab). If In District is selected, the service record uses the In District field (under Years Experience in the Non-Professional column on the Maintenance > Staff Job/Pay Data > Employment Info tab).
   Notes	Type a new note or modify an existing note. If anything was entered in the Notes field and the Update Leave Only option is selected, the Notes column contains the value in the Notes field appended to the end. To view a list of existing notes, click the down arrow, up arrow, or SPACEBAR on the keyboard.

   ❏ Click Execute to start the process. If you click Execute, the Teacher Service Records Extract Data Preview window is displayed with a list of employees who meet the selected criteria.

   If there are no employees that match the extract criteria, then no service records are created and the following message is displayed:
   

   The initial service record extract should display New for all employees. If not, a service record has already been created for that particular employee for the current year. Each employee who worked in a position, excluding substitutes, should be listed on the report. Any employees who already have a service record for the current year will have two or more rows, one of which will be highlighted green. The row highlighted green represents the initial extract. Review all rows for each employee to determine which row should be permanently written to the service record. Select Delete for the rows to be deleted. Otherwise, click Cancel.

   When initially displayed, the Delete checkbox is not selected for each employee in the list. Leave the Delete checkbox blank for each employee for whom a row should be created. For each extracted employee marked as New for whom a row should not be created, select Delete to prevent those employees from being extracted. If employees have existing rows in the service record table, the page also displays those rows and they are not marked as New. Instead, the New column is blank and if Delete is selected, the row will be deleted from the service record table.

   If multiple pay frequencies are selected and an employee exists on multiple pay frequencies, all jobs associated with the employee as well as any leave associated with the primary job in each frequency are displayed. The leave balances are not combined but are displayed individually for each primary job.

   The Nbr of Days Empld field for the service record is based on the Nbr of Days Empld field on the Job Info tab for each job being extracted.

   • If the employee has been docked for any leave day for any leave type (not just state-based leave types), the service record Nbr of Days Empld field will be reduced for the primary job.
   • If the employee has any service record day adjustments reported on the Abs Ded or Cd Abs Ded transmittal tabs, those service record day adjustments are associated with the same job as used for the transmittal when calculating the service record Nbr of Days Empld field.
   • If there are transmittals on the Abs Ded or Cd Abs Ded transmittal tabs for an employee where the job code for the transmittal no longer exists in the employee’s job master, the primary job service record days will be adjusted based on those transmittals.

   ❏ Identify and delete employees who do not require a service record to be created.

   • Click Select Delete to select the Delete checkbox for each row. Rows marked as New are not selected for deletion.
   • Click Unselect Delete to clear the Delete checkbox for each row.

   
   Example 1: This employee was initially extracted with 14.00 days employed. The new row displays that the employee had 13.50 days employed. If the original (14.00 days) row is correct, select Delete for the new row. If the New row (13.50 days) is correct, then select Delete for the old (white) row.

   

   Example 2: This employee has updated leave information. You must scroll right to view the column. Select the rows to be deleted.

   

   The Rows Deleted Data Preview window is displayed. Review the report.

   ❏ Click Continue to view the Teacher Service Record Extract Rows Deleted report. Review the report. If there are no applicable records, the Rows Deleted report is not displayed and the Rows Created report is displayed instead. Otherwise, click Cancel to cancel the process and return to the Extract Teacher Service Record page.

   

   ❏ Click Continue to view the Teacher Service Record Extract Rows Created report. Otherwise, click Cancel to cancel the process and return to the Extract Teacher Service Record page.

   

   Carefully review the report to ensure the accuracy of the information and those only employees who meet the selection criteria are displayed. Make changes and re-extract the service record data as needed.

   ❏ Click Process. The service records on the Personnel > Maintenance > Staff Demo > Service Record tab for the selected employees and for the selected school year are deleted and/or extracted. The deleted records cannot be retrieved unless an import is performed.

   ❏ Click Cancel to cancel the process and return to the Extract Teacher Service Record page.

   A message box is displayed indicating that the process was completed successfully. Click OK.
   

   
   

   Other Considerations

   ❏ In the Data Preview window, be sure to use the scroll bars to review the complete report and identify duplicates records. If an employee is listed more than once for the same Position Held, select the extract row to be deleted for that employee. The current extract is labeled New and the other row(s) are from a previous extract for that employee. If you do not select a row to be deleted, duplicate service records will be created if there are multiple rows for an employee.

   ❏ If employees were docked through the leave system, adjustments are displayed on the Payroll > Maintenance > Leave Account Transaction > Leave Adjustment tab. ASCENDER calculates the days to be included on the service record by subtracting any days listed in the Serv Rec Days Ded column from the number of days employed on the Job Info tab.

   ❏ If an employee changed jobs during the year and is no longer being paid for the original job, both jobs should remain on the Job Info tab. The % Assigned field requires at least 1% in the original job for it to remain available on the Job Info tab and the new job should be marked as Primary. When the extract is performed, both jobs will be extracted for the service record and you do not need to manually add any job information for the original job.

   ❏ Use the Personnel > Maintenance > Staff Demo > Service Record for the following:

   • If the employee has changed jobs during the year and the original job no longer displays on the Job Info tab, you must manually add the original job.
   • If needed, you can add service record notes to an individual employee. If notes were previously created in the Service Record Note table, press the SPACEBAR in the Notes section to select one from the list. If not, you can manually enter a note.
   • After performing the extract, verify the accuracy of the following:
     • Begin and End Dates for each job
     • # Days Employed for each job
     • State Leave amounts and balances carried over from year to year.

6. (If necessary) Review and edit service records.

   (If necessary) Review and edit service records

   Personnel > Maintenance > Staff Demo > Service Record

   All employee service record data is now available and can be reviewed and edited for accuracy.

   Identify special cases that may have occurred during the year such as employees who changed jobs, had fewer days, separated from the LEA mid-year, or had second jobs (e.g., bus drivers with another primary job).

   ❏ Click to view additional details for a selected row (School Year). The details for the selected row are displayed below the grid.

   ❏ Make the necessary changes and click Save.

   Example 1: This employee drove a bus occasionally as a second position to her primary job as a Secondary Teacher. Her original teacher service record row reflects 187 days. An LEA could select to delete the bus driver row leaving only the teacher row on the service record. This can be done during the Service Record Extract process or at a later time on the Personnel > Maintenance > Staff Demo > Service Record tab.

   

   Example 2: This employee was a Secondary Teacher for 91 days and a principal for 117 days (from 01-03-2022 until the end of the year).

   

Other Considerations.

Update Leave After Service Record Extract.

Print a Service Record.