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general:humanresources:checklists:servicerecordchecklist:step2

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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.

Payroll User Created Report Criteria

❏ 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:

  • Employee Nbr
  • First Name
  • Last Name


❏ Under Employment:

  • Percent Day Employed
  • Yrs Professional in District
  • Yrs Non-Professional Experience



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

Payroll User Created Report Criteria

  • Active Employees Only
  • Employee Nbr
  • First Name
  • Last Name
  • Job Desc
  • Contract Begin Dt
  • Contract End Dt
  • Nbr Days Employed


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


Verify the following:

  • Percent Day Employed - Verify that the percent of day employed for most employees is 100% (1.0 on the report). Review those employees who have less than 100% and verify whether or not those 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 for an employee to have 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.
  • Job Desc - The job description is retrieved from the pulls from the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab. 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 information for the old job.
  • Nbr Days Employed - Verify the accuracy of the numbers employed for all employees. Review the report for those employees who started late or left early.
general/humanresources/checklists/servicerecordchecklist/step2.1655151842.txt.gz · Last modified: 2022/06/13 15:24 (external edit)