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| academy:tsds_bestpractices_termemployees [2025/09/02 18:44] – created emoreno | academy:tsds_bestpractices_termemployees [2025/10/10 20:07] (current) – emoreno | ||
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| </ | </ | ||
| + | **Created**: | ||
| + | \\ | ||
| + | **Reviewed**: | ||
| + | \\ | ||
| + | **Revised**: | ||
| + | <WRAP intro> | ||
| + | This guide outlines best practices for terminating employee records in ASCENDER for TSDS reporting. The steps are listed in sequential order and must be completed in the order shown. | ||
| - | <WRAP intro> | + | Use this document as a reference |
| - | This guide provides best practices for terminated employee records in ASCENDER for TSDS reporting. The steps are presented in sequential order, so it is important to complete them as listed. | + | |
| </ | </ | ||
| - | ---- | ||
| <color # | <color # | ||
| Line 19: | Line 24: | ||
| - | + | 1. [[personnel: | |
| - | 1. [[personnel: | + | |
| - | + | ||
| - | + | ||
| - | Create a new employee record and complete the following: | + | |
| - | + | ||
| - | * **Staff ID/SSN** | + | |
| - | * <color # | + | |
| - | * **Name** - The employee' | + | |
| - | * **Sex** | + | |
| - | * **DOB** | + | |
| - | * **Ethnicity** | + | |
| - | * **Race** | + | |
| - | + | ||
| - | Other recommended: | + | |
| - | + | ||
| - | * **Address** | + | |
| - | * **Marital Status** | + | |
| - | * **Driver' | + | |
| - | * **Phone** | + | |
| - | * **Work/Home Email** | + | |
| - | * **Restrictions** | + | |
| - | * **Emergency Contact Information** | + | |
| - | + | ||
| - | + | ||
| - | 2. [[personnel: | + | |
| Complete the following: | Complete the following: | ||
| - | * <color # | + | * **Termination Date** |
| - | * <color #ed1c24>*</ | + | * **Extract for TSDS** - Select if the **Termination Date** is in the past (prior to the current date) and the data should be included in the TSDS extract. |
| - | + | * **Termination Reason** | |
| - | + | * <color # | |
| - | Other recommended: | + | * <color # |
| - | + | ||
| - | * <color # | + | |
| - | * <color # | + | |
| + | 2. [[personnel: | ||
| - | 3. [[personnel: | ||
| Complete the following: | Complete the following: | ||
| - | * <color #ed1c24>*</ | + | * **End Date** |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | + | 3. [[personnel: | |
| - | 4. [[personnel: | + | |
| Complete the following: | Complete the following: | ||
| - | * **Employee Status** - Set this field to 0 to prevent the record from being included in the overnight job with incomplete information. | + | * **End Date** |
| - | + | ||
| - | <WRAP center round important> | + | |
| - | When all data from Sections I and II are complete and accurate, update the **Employee Status** to 1-5 or A. </ | + | |
| - | + | ||
| - | <WRAP box> **Note**: The **Percent Day Employed** and **Number of Days** will populate only when the following conditions are met: | + | |
| - | * **Employee Status** is set to 1–5 or A. | + | |
| - | * The current date is on or after the employee’s **Original Emp Date** or **Latest Re-Employ Date**. | + | |
| - | * The overnight job has run allowing the data to be retrieved once the above conditions are met. | + | |
| - | </ | + | |
| - | + | ||
| - | * **Original Emp Date** | + | |
| - | * **Latest Re-Employ Date** | + | |
| - | * <color # | + | |
| - | * **Employment Type** | + | |
| - | * **Highest Degree** | + | |
| - | * **Years Experience** | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | Other recommended: | + | |
| - | + | ||
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * **Fingerprint Information** | + | |
| Line 118: | Line 61: | ||
| * <color # | * <color # | ||
| - | |||
| Other recommended: | Other recommended: | ||
| - | * **Pay Status** | + | * **Extra Duty/ |
| - | * **Pay Campus** | + | |
| - | * **Unemployment Elig** | + | |
| - | * **W-4 Withholding Certificate** | + | |
| - | * **TRS Status** | + | |
| - | * **TRS Begin Date** | + | |
| - | * **Bank Info** | + | |
| 2. [[payroll: | 2. [[payroll: | ||
| + | |||
| + | |||
| + | <WRAP center round alert> | ||
| + | **Do not** change the **Remaining Pymts** field on this tab. The **Payoff Date** determines the payoff. Modifying the remaining payments can negatively impact taxes and TRS. | ||
| + | </ | ||
| + | |||
| Complete the following: | Complete the following: | ||
| Line 137: | Line 79: | ||
| * **Contract Total** (est annual $ for hourly) | * **Contract Total** (est annual $ for hourly) | ||
| - | * **Contract | + | * **Contract |
| * **# of Days Empld** | * **# of Days Empld** | ||
| Other recommended: | Other recommended: | ||
| - | * **Job Code** | ||
| - | * **Primary Campus** | ||
| - | * **Pay Type** | ||
| - | * <color # | ||
| - | * **Hrs Per Day** | ||
| * **Contract Balance** | * **Contract Balance** | ||
| - | | + | * **Payoff Date** |
| - | * **# of Months in Contract** | + | |
| - | * **Stat Min Days** | + | |
| - | | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * **WC Code** | + | |
| - | * <color # | + | |
| Line 166: | Line 94: | ||
| Complete the following: | Complete the following: | ||
| - | * **Account Code** | + | * Adjust |
| - | * **Amount** (per account) | + | |
| - | * **Activity Codes** (for salary & stipends) | + | |
| - | + | ||
| - | Other recommended: | + | |
| - | + | ||
| - | * **Expense 373** | + | |
| Line 180: | Line 102: | ||
| Complete the following: | Complete the following: | ||
| - | * **Deduction Code** | + | * Adjust |
| - | * **Café 125** | + | |
| - | + | ||
| - | + | ||
| - | ---- | + | |
| - | + | ||
| - | + | ||
| - | ===== III. Personnel | + | |
| - | + | ||
| - | <WRAP center round important> | + | |
| - | When all data from Sections I and II are complete and accurate, update the **Employee Status** to 1-5 or A. </ | + | |
| - | + | ||
| - | + | ||
| - | <WRAP box> **Note**: The **Percent Day Employed** and **Number of Days** will populate only when the following conditions are met: | + | |
| - | * **Employee Status** is set to 1–5 or A. | + | |
| - | * The current date is on or after the employee’s **Original Emp Date** or **Latest Re-Employ Date**. | + | |
| - | * The overnight job has run allowing the data to be retrieved once the above conditions are met. | + | |
| - | </ | + | |
| - | + | ||
| - | Verify the following information is populated: | + | |
| - | + | ||
| - | + | ||
| - | 1. [[personnel: | + | |
| - | + | ||
| - | * **TSDS # of Days Employed** | + | |
| - | + | ||
| - | + | ||
| - | 2. [[personnel: | + | |
| - | + | ||
| - | * **Percent Day Employed** | + | |
| - | * **% Day Effective Date** | + | |
| - | + | ||
| - | + | ||
| - | 3. [[personnel: | + | |
| - | * **TSDS # of Days Employed** | ||
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