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academy:update_buisness_tsds_checklist

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academy:update_buisness_tsds_checklist [2024/09/25 16:23] – 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 reporting 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 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]] | | |  | |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 such as 701, 750, 999, and other campuses/departments needed for purchasing should have the **Exclude from reporting to TEA** checkbox selected.\\  \\  BBB **ESCs**: 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.| | 
-| |Verify that the **As-of-Date** and **School Start Window (SSW) Date** fields have the correct dates.| | +| |**<color #ed1c24>Staff Domain</color>**|||| 
-| |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.| +| |[[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]] |||| 
-| |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]|||| +| |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> ||
-| |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/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. Make corrections as needed.| | +
-| |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/maintenance/createchartofaccounts|Finance > Maintenance > Create Chart of Accounts]]|||| +
-| |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)| | +
-| |Verify the correct organization codes are being used.\\  \\  BBB Function 41 should not have a organization code of 999. The correct organization codes are 7XX. (Except for ESCs)\\  \\  BBB Expenditure accounts (6XXX) should not have an organization code of 000.| | +
-| |Verify the correct Program Intent Codes (PIC) are being used.\\  \\  BBB Funds 205, 255, 270, and 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.| | +
-| |[[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]]|||| | |[[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.| | | |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]]|||| +| |[[https://help.ascendertx.com/test/business/doku.php/positionmanagement/maintenance/pmispositionadmin/positionrecord|Position Management > Maintenance > PMIS Position Admin > Position Record]]|||| 
-| |Verify that active employees only have one employment type selected, **Employment Type** or **Retiree Employment Type**. | | +| |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| | 
-| |Verify all employees with a **Latest Re-employment Date** do not have a **Termination Date**.| | +| |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]|||| 
-| |Verify all employees have a **Percent of Day Employed**.| | +| |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.| | 
-| |Verify all auxiliary staff have an **Auxiliary Role ID** with a **Begin Date** .| | +| |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]|||| 
-| |Verify all paraprofessional staff with a Paraprofessional Certification have **Para Cert** selected with a **Begin Date**.| | +| |Add data for contracted instructional staff as needed.| | 
-| |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//.| | +| |**<color #ed1c24>Finance Domain</color>**|||| 
-| |**Terminated Employees**|||| +| |[[https://help.ascendertx.com/business/doku.php/finance/tables/tsdscrosswalks|Finance > Tables > TSDS Crosswalks]]|||| 
-| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| +| |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 the employee record has a **Termination Date** and **Termination Reason**.| | +| |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgeraccountsummary|Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary]]|||| 
-| |Verify the employee record has an **End Date** for the **Auxiliary Role ID** and/or **Paraprofessional Certification**.| | +| |Verify budget data.|| 
-| |Verify the employee record has an updated **Employment Status**, if not, select the appropriate code.| | +| |TSDS Level 1 Errors|||| 
-| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/responsibility|Personnel > Maintenance > Staff Demo > Responsibility]]|||| +| |[[inquiry:tsdslevel1errors|District Administration > Inquiry > TSDS Level 1 Errors]]|||| 
-| |Verify the employee record has an **End Date** on the Responsibility record if one exists.| | +| |Review the **Extract Errors** reports and the **TSDS Level 1 Errors** report. //(This is an ongoing activity.)//| | 
-| |[[https://help.ascendertx.com/business/doku.php/payroll/maintenance/staffjobpaydata/payinfo|Payroll > Maintenance > Staff Job/Pay Data > Pay Info]]|||| +
-| |Verify the employee record has a **Pay Status** of //Inactive//.| | +
-| |**Position Management (PMIS)**|||| +
-| |Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs.| | +
-| |**TSDS Settings in District Administration**|||| +
-| |Enter TSDS Options.| | +
-| |Enter TSDS Connection Information. (Key and Secret)| | +
-| |Make selections on **Domains & Entities** as described in the [[https://help.ascendertx.com/districtadmin/doku.php/academy/district_admin_newsy_best_practice_gde|ASCENDER TSDS New School Year Best Practice Guide]].| | +
-| |Review the **Extract Errors** reports and the **TSDS Level 1 Errors** report //(this is an ongoing activity)//.| |+
  
 +===== Data Quality Tips =====
  
 +{{page>general:fallbusinesspeims_dataqualitytips}}
  
  
academy/update_buisness_tsds_checklist.1727281405.txt.gz · Last modified: 2024/09/25 16:23 by emoreno

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