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obsolete:humanresources:utilities:teamsubmission:extractdata:employeedemographiced20extract

This page was removed as a result of the TRS rewrite.

(OBSOLETE) TEAM Extract Data - Employee Demographic (ED20) - HRS7800

Human Resources > Utilities > TEAM Submission > Extract Data > Employee Demographic (ED20)

This utility is used to extract employee demographic information (employee number, name, address, date of birth, gender, and contact information) for all employees from the Maintenance > Staff Demo > Demographic Information tab to the Utilities > TEAM Submission > Data Maintenance > Employee Data (ED) > ED20 (Demo) tab.

An ED20 record must be submitted for all new employees including employees who were previously terminated and rehired. This does not apply to retirees. The ED20 record is submitted to TRS at the beginning of a new school year and each month for new employees. The ED25 record is used to change previously submitted employee demographic information.

Click here to access the TEAM Report Formatting Guide - ISDs, Charters, and ESCs for additional reporting information and complete file record layouts.

Extract employee demographic data (ED20):

Under Extract Option, select one of the following options:

  • Insert new records.
  • Delete all existing records and insert records.
Field Description
FrequencySelect the payroll frequencies (e.g., 4 (biweekly), 5 (semimonthly), 6 (monthly)) to be extracted for the report.
Report Date (MM-YYYY)Type the reporting month and year for the report.

If the month and year of this extract match the month and year in the TRS Begin Date field and the TRS Eligible Flag is equal to 1, the employee record is extracted.
First Time Report ED20

Employees must have an active status in the CYR payroll.

Employees are required to have either the Original Emp. Date or Latest Re-Employ Date populated on the Maintenance > Staff Job/Pay Data > Employment tab.

The most recent value of either of these dates is used to determine if the employee should be included in the extract.

If First Time Report ED20 is not selected, the most recent date value (Original Emp. Date or Latest Re-Employ Date) that is used must match the value entered in the Report Date (MM-YYYY) field.

If First Time Report ED20 is selected, the most recent date value (Original Emp. Date or Latest Re-Employ Date) that is used must be equal to or less than the value entered in the Report Date (MM-YYYY) field.

Click Execute. If there are no errors, a message is displayed indicating that the process was successful. If any errors are encountered during the export process, the Extract Employee Demographic Data to ED20 Error report is displayed.

Review the report.

Notes:

  • If a Warning message is displayed, the data is extracted and you can address the issue(s) on the Utilities > TEAM Submission > Data Maintenance > Employee Data (ED) ED20 Maintenance tab.
  • If a Failure message is displayed, the data is not extracted and you must resolve the issue(s)and extract the data again.
obsolete/humanresources/utilities/teamsubmission/extractdata/employeedemographiced20extract.txt · Last modified: 2019/04/01 18:55 by emoreno