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academy:update_buisness_tsds_checklist

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academy:update_buisness_tsds_checklist [2024/09/27 13:53] – emorenoacademy:update_buisness_tsds_checklist [2024/09/27 18:13] (current) – emoreno
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-======Updating TSDS for 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 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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 | |[[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 appropriate security permissions set up on their user profiles to access pages needed for TSDS reporting.| | | |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]] |||| 
 +| |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 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.| |+| |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. 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.| | | |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.| |
-| |[[https://help.ascendertx.com/business/doku.php/finance/maintenance/createchartofaccounts|Finance > Maintenance > Create Chart of Accounts]]|||| +| |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgeraccountsummary|Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary]]|||| 
-| |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 budget data.|| 
-| |Verify the correct organization codes are being used.\\  \\  BBB 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.\\  \\  BBB Expenditure accounts (6XXX) should not have an organization code of 000 or PIC of 00.| | +| |TSDS Level 1 Errors||||
-| |Verify the correct Program Intent Codes (PIC) are being used.\\  \\  BBB Funds 205, 255, 270, and 429 should not have PIC 30. These funds are typically 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 from the FAR Guide.| | +
-| |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]]|||| +
-| |Verify you have expenditures for object code 6491 to record Statutorily Required Public Notices.| | +
-| |Verify you have at least one account code for instructional staff development (function 13) with budget amounts (for Fall PEIMS) and actual expenditures (for Mid-Year PEIMS) greater than zero.| | +
-| |Verify you have at least one account code for instructional resources and media services (function 12 and object 6100-6600) with a budget and actual expenditures greater than zero.| | +
-| |Verify you have at least one account code 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 you have at least one account code with object code 6212 for audit services. | | +
-| |Verify you have one account code for Matching State Funds (object 5829) in funds 240 and 410.| | +
-| |[[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**. | | +
-| |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//.| | +
-| |**Terminated Employees**|||| +
-| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|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.| | +
-| |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/responsibility|Personnel > Maintenance > Staff Demo > Responsibility]]|||| +
-| |Verify the employee record has an **End Date** on the Responsibility record if one exists.| | +
-| |[[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.| | +
-| |[[options:tsds:domainsandentities|District Administration > Options > TSDS > Domains & Entities]]|||| +
-| |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]].| |+
 | |[[inquiry:tsdslevel1errors|District Administration > Inquiry > TSDS Level 1 Errors]]|||| | |[[inquiry:tsdslevel1errors|District Administration > Inquiry > TSDS Level 1 Errors]]||||
-| |Review the **Extract Errors** reports and the **TSDS Level 1 Errors** report //(this is an ongoing activity)//.| |+| |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.1727445190.txt.gz · Last modified: 2024/09/27 13:53 by emoreno

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