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Trace: • PEIMS Special Education Data Summer Submission • Student Academic Record Domain • TSDS PEIMS Midyear Submission • TSDS PEIMS Fall Submission (WIP) • Fall PEIMS for Business - Quick Checklist • Fall Finance TSDS Data - DA1200 • eoy_asdr_checklist
academy:update_business_tsdsupgrade_checklist

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academy:update_business_tsdsupgrade_checklist [2026/08/17 15:19] – emorenoacademy:update_business_tsdsupgrade_checklist [2026/08/17 15:42] (current) – emoreno
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 <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_business_tsdsupgrade_checklist?do=export_pdf&toclevels=1-3&book_title=TSDS Upgrade Checklist for Business| Click here to generate a PDF of this guide]]. <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_business_tsdsupgrade_checklist?do=export_pdf&toclevels=1-3&book_title=TSDS Upgrade Checklist for Business| Click here to generate a PDF of this guide]].
 +</WRAP>
 +
 +<WRAP Round Intro>
 +This checklist provides a quick checklist for verifying adding TSDS information for Business.
 +
 +For additional information about setting up LEA data submissions for TSDS and The Exchange in the new year using ASCENDER DataConnect (ADC) steps, review the [[academy:adcrolloverandods|ASCENDER DataConnect (ADC): Rollover & ODS Instance Setup]] document. 
 +
 +
 +Review the applicable submission guides for more information: 
 +
 +  * [[academy:fallbusinesspeims|TSDS PEIMS Fall Submission Data for Business]]
 +  * [[academy:midyearbusinesspeims|TSDS PEIMS Mid-Year Submission Data for Business]]
 +
 </WRAP> </WRAP>
  
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 ^Updating TSDS - Quick Checklist^^^^^ ^Updating TSDS - Quick Checklist^^^^^
 ^VVV ^Step^Completion Date^Completed By^Notes^ ^VVV ^Step^Completion Date^Completed By^Notes^
-| |Ensure applicable users have been added to Security Audit with the appropriate permissions to ASCENDER DataConnect (ADC).|+| |Ensure applicable users have been added to Security Audit with the appropriate permissions to access and perform maintenance in ASCENDER DataConnect (ADC).|
 | |Ensure applicable users have successfully set up their ASCENDER SecureAccess account and can access  ASCENDER Enterprise and ASCENDER DataConnect (ADC).| | |Ensure applicable users have successfully set up their ASCENDER SecureAccess account and can access  ASCENDER Enterprise and ASCENDER DataConnect (ADC).|
 | |[[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 user profiles have the appropriate security permissions to access and maintain the pages needed for TSDS reporting.| | | |Ensure applicable user profiles have the appropriate security permissions to access and maintain the pages needed for TSDS reporting.| |
 +|Review the [[academy:adcrolloverandods|ASCENDER DataConnect (ADC): Rollover & ODS Instance Setup]] document for specific guidance about setting up LEA data submissions for TSDS and The Exchange.||||
 | |[[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]] | | | 
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 | |[[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.| |
-| |**Verify the following for Active Employees**:||||+|**Verify the following for Active Employees**:||||
 | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| | |[[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 that active employees only have one employment type selected, **Employment Type** or **Retiree Employment Type**. | |
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 | |Verify all paraprofessional staff with a Paraprofessional Certification have **Para Cert** selected 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 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**:||||+|**Verify the following for Terminated Employees**:||||
 | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| | |[[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 a **Termination Date** and **Termination Reason**.| |
academy/update_business_tsdsupgrade_checklist.1786979954.txt.gz · Last modified: 2026/08/17 15:19 by emoreno

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