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academy:update_buisness_tsds_checklist
Fall PEIMS for Business - Quick Checklist
| Updating TSDS - Quick Checklist | ||||
|---|---|---|---|---|
| ✔ | Step | Completion Date | Completed By | Notes |
| Security Administration > Manage Users & Roles | ||||
| Ensure applicable employees have appropriate security permissions set up on their user profiles to access pages needed for TSDS reporting. | ||||
| <color #ed1c24>Education Organization Domain</color> | ||||
| District Administration > Tables > District Information > District Name/Address | ||||
| Verify the ESC Region Number and ESC County District Number are accurate. The ESC County District Number is the six-digit ESC county district number assigned by Texas Education Agency (TEA). ESC County District Numbers | ||||
| District Administration > Tables > District Information > Campus Name/Address | ||||
| Ensure the Exclude from reporting to TEA checkbox is selected for all non-instructional campuses/departments. • Instructional campuses listed in ASKTed (001, 041, 101, etc.) should not have the Exclude from reporting to TEA checkbox selected. • Non-instructional campuses (701, 750, 999, and other campuses or departments needed for purchasing) should have Exclude from reporting to TEA selected. • Education Service Centers (ESCs): Exclude all campuses from TEA reporting. • Business-only LEAs: Exclude all campuses from TEA reporting. | ||||
| District Administration > Tables > District Information > Shared Services Arrangement Verify Shared Services Arrangements, as needed. | ||||
| <color #ed1c24>Staff Domain</color> | ||||
| Personnel > Maintenance > Demographic Information, Responsibility, and Employment Info | ||||
| Add/update employee Personnel records. Note: Fiscal agents should use the Co-op/SSA LEA field on the Responsibility tab to report Co-op staff. | ||||
| Payroll > Maintenance > Staff Job/Pay Data > Job Info | ||||
| Ensure the Exclude Days for TEA checkbox is selected for all secondary jobs. | ||||
| Position Management > Maintenance > PMIS Position Admin > Position Record | ||||
| Ensure the Exclude Days for TEA checkbox is selected for all secondary jobs. The Exclude Days for TEA checkbox can be found on the following Position Management > Maintenance pages: • PMIS Position Admin > Position Record • PMIS Position Modify > Position Record • PMIS Positions History > History • PMIS Change in Position > Change in Compensation | ||||
| District Administration > Maintenance > Non-Employee | ||||
| For contracted instructional staff, complete all fields under Instructional Staff. Be sure to select a TSDS Staff Type code for all non-employee staff members with a 2023 start date or later. • Select 3 - Contracted Professional Staff if the staff member is a Contracted Professional (instructional and non-instructional). • Select 4 - In-District Charter Prtnr Campus Teacher if the staff member is a teacher employed at an In-district Charter Partner Campus. | ||||
| District Administration > Tables > District Information > District Name/Address | ||||
| Add data for contracted instructional staff as needed. | ||||
| <color #ed1c24>Finance Domain</color> | ||||
| Finance > Tables > TSDS Crosswalks | ||||
| Map financial data from the LEA's set of accounts to TEA's Chart of Accounts for both the current and previous file IDs. Verify the TSDS crosswalks copied from State Reporting are correct. Make corrections as needed. Verify that there is not a crosswalk for the automatic crosswalks processed by ASCENDER. Automatic crosswalks are applied after any applicable crosswalks entered on this page. Review the Automatic Crosswalks section on the Finance TSDS Crosswalk Tables page. | ||||
| Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary | ||||
| Verify budget data. | ||||
| TSDS Level 1 Errors | ||||
| District Administration > Inquiry > TSDS Level 1 Errors | ||||
| Review the Extract Errors reports and the TSDS Level 1 Errors report. (This is an ongoing activity.) | ||||
Data Quality Tips
| ✔ | Step | Completion Date | Completed By | Notes |
|---|---|---|---|---|
| Verify the following for Active Employees: | ||||
| Personnel > Maintenance > Employment Info | ||||
| Verify that active employees only have one employment type selected, Employment Type or Retiree Employment Type. | ||||
| Verify all employees with a Latest Re-employment Date do not have a Termination Date. For re-hires, delete the Termination Date and Reason. | ||||
| Verify all employees have a Percent of Day Employed. | ||||
| Verify all auxiliary staff have an Auxiliary Role ID with a Begin Date . | ||||
| Verify all paraprofessional staff with a Paraprofessional Certification have Para Cert selected with a Begin Date. | ||||
| Verify that employees with an Employment Status of 09 Other are not reported to PEIMS. If the employee should be reported to PEIMS, it is recommended that you change the Employment Status to 02 Active auxiliary personnel Be sure to add an Auxiliary Role ID to these employees. It is recommended that you use 222 Other Non-Exempt Auxiliary. | ||||
| Verify the following for Terminated Employees: | ||||
| Personnel > Maintenance > Employment Info | ||||
| Verify the employee record has a Termination Date and Termination Reason. | ||||
| Verify the employee record has an End Date for the Auxiliary Role ID and/or Paraprofessional Certification. | ||||
| Verify the employee record has an updated Employment Status, if not, select the appropriate code. | ||||
| Personnel > Maintenance > Staff Demo > Responsibility | ||||
| Verify the employee record has an End Date on the Responsibility record if one exists. | ||||
| Payroll > Maintenance > Staff Job/Pay Data > Pay Info | ||||
| Verify the employee record has a Pay Status of Inactive. | ||||
| Verify the following for Finance and Budget Data: | ||||
| Finance > Maintenance > Create Chart of Accounts | ||||
| Verify that a “parent” account is not being used in the account code structure to enter data. (Examples: Fund code 100, 200; Object code 1100, 5700, 6300) | ||||
| Verify the correct organization codes are being used. • If the organization code is 701-750, then function code should be 41, 53 or 99. Function 41 should not have a organization code of 999. The organization codes are typically 701-703, 720, 750 or 751. (ESCs are the exception.) Reference the FAR Guide and make any changes for accounts that are not crosswalked. • Expenditure accounts (6XXX) should not have an organization code of 000 or PIC of 00. | ||||
| Verify the correct Program Intent Codes (PIC) are being used. • Funds 205, 255, 270, and 429 should not have PIC 30. These funds are typically PIC 24. • Verify you do not have PICs 31, 32, 34, or 35 in your chart of accounts. If you do, you will need to mass crosswalk the data to another account code. These codes have been retired and deleted from the FAR Guide. | ||||
| Finance > Inquiry > General Ledger Inquiry | ||||
| Verify expenditures exist for object code 6491 to record Statutorily Required Public Notices. | ||||
| Verify at least one account code exists for instructional staff development (function 13) with budget amounts (for Fall PEIMS) and actual expenditures (for Mid-Year PEIMS) greater than zero. | ||||
| Verify at least one account code exists for instructional resources and media services (function 12 and object 6100-6600) with a budget and actual expenditures greater than zero. | ||||
| Verify at least one account code exists for guidance, counseling, evaluation services or social work services or health services in function 31-33, object 6100-6600 with amounts greater than zero. | ||||
| Verify at least one account code exists with object code 6212 for audit services. | ||||
| Verify one account code exists for Matching State Funds (object 5829) in funds 240 and 410. | ||||
The District PEIMS Coordinator is responsible for setting up the following, unless other arrangements have been established.
Do not make changes to this information unless authorized.
| ✔ | Step | Completion Date | Completed By | Notes |
|---|---|---|---|---|
| District Administration > Options > TSDS > Options | ||||
| Verify that the As-of-Date and School Start Window (SSW) Date fields have the correct dates. | ||||
| Ensure that email address(es) are entered under Finance Extract Distribution List and Personnel/Payroll Extract Distribution List. These designated email addresses allow a person or group of persons to receive extract emails. | ||||
| District Administration > Options > TSDS > Connection | ||||
| Verify the API URL, Key, and Secret are accurate. | ||||
| District Administration > Options > TSDS > Domains & Entities | ||||
| Make selections on Domains & Entities as described in the ASCENDER TSDS New School Year Best Practice Guide. | ||||
academy/update_buisness_tsds_checklist.txt · Last modified: 2024/09/27 18:13 by emoreno