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Trace: • Years of Service Notes • Copy active staff to the CYR
general:servicerecords_beforeyoubegin

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general:servicerecords_beforeyoubegin [2022/06/24 14:16] – emorenogeneral:servicerecords_beforeyoubegin [2025/07/23 14:42] (current) – emoreno
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-<div head3>Service record examples</div>+Review the following information:
  
-According to the teacher service record guidelines, the actual experience should be recorded by Sept 1 of the school year meaning that the current school year is not included in the total years of service. +<WRAP center round alert> 
 +**WARNING**: The Extract Teacher Service Record page retrieves the employee's contract begin/end dates from the [[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]] tab to create the service record, which means that service records must be extracted **before** new contract information is entered for the current year or rolled in from next year, and prior to updating the **Years Experience** fields on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] tab for the next school year. 
 +</WRAP>
  
-**Example 1:** 
  
-John graduated in 2021. He began working at the LEA in August 2021. As of Sept 1, 2021, he has not yet completed a year of service so his record will indicate zero years of experience for 2021-2022. 
  
-**Example 2:** +<WRAP Box> 
-  +**Notes**: 
-Amy worked as a certified teacher’s aide in 2012-2013, 2013-2014, and 2014-2015. Then, she earned a degree and teaching certificate and began working as a teacher during her years of service. Section 53. 1021, Section M indicates that Amy can receive up to two years of creditable service applied for salary increment purposes. So Amy should show eight years of experience on the 2022 line of her service record (2013 does not count toward the service, 2014 = 0, 2015 = 1, 2016 = 2….2022 = 8) and she should be on step 9 for salary purposes (only two years of credit for aide job, not three) for 2023. She will be on step 10 for 2022-2023.  We recommend adding a note indicating that she was given two years of credit for salary increment purposes and therefore was paid on step 8 for 2022.+  * **It is recommended** that service records are extracted for **ALL** employees after June payrolls have been completed. If all leave for the current year has not been posted for certain employees, you can update those employees by using the **Update Leave Only** option on the [[personnel:utilities:extractteacherservicerecord|Personnel > Utilities > Extract Teacher Service Record]] page after leave is posted in July and August.   
 +  * The data collection for Class Roster Winter submission will not be impacted since the prior teaching experience is maintained separately on the [[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]] page. 
 +</WRAP>
  
 +
 +<WRAP center round info>
 +Service records should include the completed number of years of experience at the **beginning** of the current school year and the leave balances at the **end** of the current school year.
 +</WRAP>
  
 ---- ----
  
 +
 +==== Years of Service Notes ====
 +
 +{{page>general:servicerecordinformation}}
 +
 +
 +
 +----
 +<div break></div>
 <div head3>Service record fields in ASCENDER</div> <div head3>Service record fields in ASCENDER</div>
  
-^Service Record Field^ASCENDER Field^ASCENDER Page^ +The following is a list of fields from the Service Record tab and the corresponding fields in ASCENDER.  
-|School Year|**School Year**|[[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]]| + 
-|Position Held Description|**Job Code** description|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]| +{{:general:service_record_field_key.jpg|Service Record Field Key}} 
-|School Grades Taught|**Grade(s) Taught**|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| + 
-|% Day Employed|**Percent Day Employed**|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| +| ^Service Record Field in Personnel^ASCENDER Field^ASCENDER Page^ 
-|# of Days Employed|**Calendar/Local Info** section: **# of Days Empld** minus **Svc Rec Days Ded**|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]\\  \\  [[payroll:maintenance:leaveaccounttransaction:leaveadjustment|Payroll > Maintenance > Leave Account Transaction > Leave Adjustment]]| +|1|**School Year**|**School Year**|[[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]]| 
-|Service Begin and End Dates|**Calendar/Local Info** section: **Begin Date** and **End Date**|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]| +|2|**Position Held Description**|**Job Code** description|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]| 
-|Years Experience|**Total Professional** for **TRS Position Codes**:\\  \\  //01 (Professional)//\\  //02 (Teacher, Librarian)//\\ //05 (Nurse, Counselor)//\\  \\  The selected **Non-Professional Total** or **In District** for all other position codes.|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| +|3|**School Grades Taught**|**Grade(s) Taught**|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| 
-|District Type|**District Type**\\  \\  If //P - Private// is selected, the **District Type** field defaults to //Private// on the Maintenance > Staff Demo > Service Record tab in Personnel.\\  \\  If //I - Independent// or //C - Charter// are selected, the **District Type** field defaults to //Public// on the Maintenance > Staff Demo > Service Record tab in Personnel.   | [[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information]]| +|4|**% Day Employed**|**Percent Day Employed**|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| 
-|Full Semester|**Termination** section, **Full Semester** check box  |[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| +|5|**# of Days Employed**|**Calendar/Local Info** section: **# of Days Empld** minus **Svc Rec Days Ded**|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]\\  \\  [[payroll:maintenance:leaveaccounttransaction:leaveadjustment|Payroll > Maintenance > Leave Account Transaction > Leave Adjustment]]| 
-|State Sick/Personal Leave|Begin, Earned, Used, and Balance amounts for the selected leave codes in the **Leave Code for State Sick** and **Leave Code for State Personal** fields on the [[payroll:tables:districthroptions|Payroll > Tables > District HR Options]] page.|[[payroll:maintenance:staffjobpaydata:leavebalance|Payroll > Maintenance > Staff Job/Pay Data > Leave Balance]]| +|6|**Service Begin and End Dates**|**Calendar/Local Info** section: **Begin Date** and **End Date**|[[payroll:maintenance:staffjobpaydata:jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]| 
-|Notes|**Notes** section or Maintenance>Staff Demo|[[personnel:maintenance:staffdemo:servicerecord|Personnel > Maintenance > Staff Demo > Service Record]] or [[personnel:utilities:extractteacherservicerecord|Personnel > Utilities > Extract Teacher Service Record]]|+|7|**Years Experience**|**Total Professional** for **TRS Position Codes**:\\  \\  //01 (Professional)//\\  //02 (Teacher, Librarian)//\\ //05 (Nurse, Counselor)//\\  \\  The selected **Non-Professional Total** or **In District** for all other position codes.|[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| 
 +|8|**District Type**|**District Type**\\  \\  If //P - Private// is selected, the **District Type** field defaults to //Private// on the Maintenance > Staff Demo > Service Record tab in Personnel.\\  \\  If //I - Independent// or //C - Charter// are selected, the **District Type** field defaults to //Public// on the Maintenance > Staff Demo > Service Record tab in Personnel.   | [[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information]]| 
 +|9|**Full Semester**|**Termination** section, **Full Semester** check box  |[[personnel:maintenance:employmentinfo|Personnel > Maintenance > Employment Info]]| 
 +|10|**State Sick/Personal Leave**|Begin, Earned, Used, and Balance amounts for the selected leave codes in the **Leave Code for State Sick** and **Leave Code for State Personal** fields on the [[payroll:tables:districthroptions|Payroll > Tables > District HR Options]] page.|[[payroll:maintenance:staffjobpaydata:leavebalance|Payroll > Maintenance > Staff Job/Pay Data > Leave Balance]]| 
 +|11|**Notes**|**Notes** section |[[personnel:maintenance:staffdemo:servicerecord|Personnel > Maintenance > Staff Demo > Service Record]] or [[personnel:utilities:extractteacherservicerecord|Personnel > Utilities > Extract Teacher Service Record]]|
  
general/servicerecords_beforeyoubegin.1656080181.txt.gz · Last modified: 2022/06/24 09:16 (external edit)

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