https://help.ascendertx.com/business/ 2026-04-03T22:07:18+00:00 https://help.ascendertx.com/business/ https://help.ascendertx.com/business/lib/exe/fetch.php/wiki/favicon.ico text/html 2022-06-27T14:29:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step1?rev=1656340189&do=diff 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 text/html 2022-05-27T20:27:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step1a?rev=1653683221&do=diff Personnel > Tables > District HR Options Verify the state leave codes that are used by your LEA. text/html 2022-06-28T14:04:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step2?rev=1656425063&do=diff 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. [Payroll User Created Report Criteria] VCV Select text/html 2022-06-28T14:04:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step3?rev=1656425095&do=diff 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 text/html 2024-06-05T20:09:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step4?rev=1717618144&do=diff 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. text/html 2022-06-28T15:24:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step5?rev=1656429842&do=diff (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). text/html 2022-06-28T14:21:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step6?rev=1656426095&do=diff Other Considerations VCV 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 text/html 2022-10-03T20:42:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step7?rev=1664829750&do=diff Update leave after extracting service records If leave is taken after extracting service records, use the Personnel > Utilities > Extract Teacher Service Record to update the leave balances. * Select the criteria for the employees to be updated. * Select the Update Leave Only checkbox. A preview report is displayed with a list of records where leave balances will be updated. Review the report for accuracy. text/html 2022-06-28T15:55:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/business/doku.php/general/humanresources/checklists/servicerecordchecklist/step8?rev=1656431758&do=diff Print service record(s) Personnel > Reports > Personnel Reports > HRS1400 - Teacher Service Record An official service record is available upon the employee's request. Verify that all information is accurate on the service record as this is the official Teacher Service Record and must be signed by the employee and the LEA personnel authorized to sign off on service records.