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Trace: • tsds_peims_extended_checklist • cr_winter_verify_hr_demo • summer_submission_verify_reg_campus_info_maint • Category - DA1000 • Fall PEIMS for Business - Quick Checklist • Connection - DA2100 • summer_submission_verify_reg_reprts
academy:update_buisness_tsds_checklist

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academy:update_buisness_tsds_checklist [2024/09/25 15:35] – created emorenoacademy:update_buisness_tsds_checklist [2024/09/27 18:13] (current) – emoreno
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-======Updating TSDS for ASCENDER Business - Quick Checklist======+======Fall PEIMS for Business - Quick Checklist======
  
  
 <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_buisness_tsds_checklist <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_buisness_tsds_checklist
-?do=export_pdf&toclevels=1-3&book_title=Updating TSDS for ASCENDER Business - Quick Checklist| Click here to generate a PDF of this guide]].+?do=export_pdf&toclevels=1-3&book_title=Fall PEIMS for Business - Quick Checklist| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
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 ^VVV ^Step^Completion Date^Completed By^Notes^ ^VVV ^Step^Completion Date^Completed By^Notes^
 | |[[https://help.ascendertx.com/securityadmin/doku.php/manageusers/manageusers|Security Administration > Manage Users]] & [[https://help.ascendertx.com/securityadmin/doku.php/manageroles/manageroles|Roles]]|||| | |[[https://help.ascendertx.com/securityadmin/doku.php/manageusers/manageusers|Security Administration > Manage Users]] & [[https://help.ascendertx.com/securityadmin/doku.php/manageroles/manageroles|Roles]]||||
-| |Ensure applicable employees have the appropriate security permissions to access pages with TSDS fields.| |+| |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>**||||
 | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]||||
-| |Verify the **ESC County District Number**  reflects the ESC's six-digit ESC county district number assigned by the Texas Education Agency (TEA).\\  \\  ++ESC County District Numbers | {{page>general:esc_county_district_numbers&inline}} ++ | | +| |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).\\  \\  [[general:esc_county_district_numbers|ESC County District Numbers]] | | | 
 | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/campusnameaddress|District Administration > Tables > District Information > Campus Name/Address]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/campusnameaddress|District Administration > Tables > District Information > Campus Name/Address]]||||
-| |Ensure the **Exclude from reporting to TEA** checkbox is selected for all non-instructional campuses/departments.\\  \\  BBB Non-instructional campuses (701, 750, 999, other campuses or departments needed for purchasing) should have the **Exclude from reporting to TEA** checkbox selected.\\  \\  BBB ESCs will exclude all campuses from TEA reporting.\\  \\  BBB **Business-only LEAs**: Exclude all campuses from TEA reporting. | | +| |Ensure the **Exclude from reporting to TEA** checkbox is selected for all non-instructional campuses/departments.\\  \\  BBB Instructional campuses listed in ASKTed (001, 041, 101, etc.) should **not** have the **Exclude from reporting to TEA** checkbox selected.\\  \\  BBB Non-instructional campuses (701, 750, 999, and other campuses or departments needed for purchasing) should have **Exclude from reporting to TEA** selected.\\  \\  BBB **Education Service Centers (ESCs)**: Exclude all campuses from TEA reporting.\\  \\  BBB **Business-only LEAs**: Exclude all campuses from TEA reporting.| | 
-| |[[https://help.ascendertx.com/districtadmin/doku.php/options/tsds/options|District Administration > Options > TSDS > Options]]|||| +| |[[tables:districtinformation:sharedservicesarrangement|District Administration > Tables > District Information > Shared Services Arrangement]]\\  \\  Verify Shared Services Arrangements, as needed.| | 
-| |Enter the **As-of-Date** and **School Start Window (SSW) Date** fields are with the correct dates.| | +| |**<color #ed1c24>Staff Domain</color>**|||| 
-| |Enter email address(es) 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.|+| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/demographicinformation|Personnel > Maintenance > Demographic Information]], [[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/responsibility|Responsibility]], and [[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Employment Info]] |||| 
 +| |Add/update employee Personnel records.\\  \\  <WRAP box>**Note**: Fiscal agents should use the **Co-op/SSA LEA** field on the Responsibility tab to report Co-op staff. </WRAP> || 
 +| |[[https://help.ascendertx.com/business/doku.php/payroll/maintenance/staffjobpaydata/jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]|||| 
 +| |Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs.| | 
 +| |[[https://help.ascendertx.com/test/business/doku.php/positionmanagement/maintenance/pmispositionadmin/positionrecord|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:\\  \\  BBB PMIS Position Admin > Position Record\\  \\  BBB PMIS Position Modify > Position Record\\  \\  BBB PMIS Positions History > History\\  \\  BBB PMIS Change in Position > Change in Compensation| |
 | |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]||||
-| |Select a **TSDS Staff Type** code for all non-employee staff members with a start date of 2023 or later.\\  \\  BBB Select //3 - Contracted Professional Staff// if the staff member is a Contracted Professional (instructional and non-instructional).\\  \\  BBB Select 4// - In-District Charter Prtnr Campus Teacher// if the staff member is a teacher employed at an In-district Charter Partner Campus.| |+| |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.\\  \\  BBB Select //3 - Contracted Professional Staff// if the staff member is a Contracted Professional (instructional and non-instructional).\\  \\  BBB Select 4// - In-District Charter Prtnr Campus Teacher// if the staff member is a teacher employed at an In-district Charter Partner Campus.| | 
 +| |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]|||| 
 +| |Add data for contracted instructional staff as needed.| | 
 +| |**<color #ed1c24>Finance Domain</color>**||||
 | |[[https://help.ascendertx.com/business/doku.php/finance/tables/tsdscrosswalks|Finance > Tables > TSDS Crosswalks]]|||| | |[[https://help.ascendertx.com/business/doku.php/finance/tables/tsdscrosswalks|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. Adjust if necessary.| | +| |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 [[https://help.ascendertx.com/business/doku.php/general/finance_tsdscrosswalk_tables|Finance TSDS Crosswalk Tables]] page.| | 
-| |Verify that there is not a crosswalk for the automatic crosswalks processed by ASCENDER. Review the **Automatic Crosswalks** section on the [[https://help.ascendertx.com/business/doku.php/general/finance_tsdscrosswalk_tables|Finance TSDS Crosswalk Tables]] page.| | +| |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgeraccountsummary|Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary]]|||| 
-| |[[https://help.ascendertx.com/business/doku.php/finance/maintenance/createchartofaccounts|Finance > Maintenance > Create Chart of Accounts]]|||| +| |Verify budget data.|| 
-| |Verify that you are not using a “parent” account in the account code structure to enter data. (Examples: Fund code 100, 200; Object code 1100, 5700, 6300)| | +| |TSDS Level 1 Errors|||| 
-| |Verify the correct organization codes are being used.\\  \\  BBB Function 41 should not have organization code 999. The correct organization codes are 7XX. (Except for ESCs)\\  \\  BBB Expenditure accounts (6XXX) should not have an organization code 000.| | +| |[[inquiry:tsdslevel1errors|District Administration > Inquiry > TSDS Level 1 Errors]]|||| 
-| |Verify the correct Program Intent Codes (PIC) are being used.\\  \\  BBB Funds 205, 255, 270 & 429 should not have PIC 30. These funds should have PIC 24.\\  \\  BBB 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.| | +| |Review the **Extract Errors** reports and the **TSDS Level 1 Errors** report. //(This is an ongoing activity.)//| |
-| |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]]|||| +
-| |Verify that you have expenditures for object code 6491 to record Statutorily Required Public Notices.| | +
-| |Verify that you have expenditures for function 13.| | +
-| |[[https://help.ascendertx.com/business/doku.php/payroll/maintenance/staffjobpaydata/jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]|||| +
-| |Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs.| | +
-| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| +
-| |Verify that active employees only have one employment type selected, **Employment Type** or **Retiree Employment Type**. Only one type should be selected.| | +
-| |Verify all employees with a **Latest Re-employment Date** do not have a **Termination Date**.| | +
-| |Verify all employees have a **Percent of Day Employed** entered.| | +
-| |Verify all auxiliary staff have an **Auxiliary Role ID** and a **Begin Date** for the **Auxiliary Role ID**.| | +
-| |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.\\  \\  BBB If the employee should be reported to PEIMS, it is recommended that you change the **Employment Status** to //02 Active auxiliary personnel//\\  \\  BBB Be sure to add an **Auxiliary Role ID** to these employees. It is recommended that you use //222 Other Non-Exempt Auxiliary//.| | +
- +
- +
-**Terminated Employees** +
- +
-  * 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 **End Date** on the Responsibility record if one exists. +
-  * Verify the employee record has a **Pay Status** of //Inactive//. +
-  * Verify the employee record has an updated **Employment Status**, if not, update to the appropriate code. +
- +
-**Position Management (PMIS)** +
-  * Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs. +
  
  
 +===== Data Quality Tips =====
  
 +{{page>general:fallbusinesspeims_dataqualitytips}}
  
  
academy/update_buisness_tsds_checklist.1727278536.txt.gz · Last modified: 2024/09/25 15:35 by emoreno

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