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academy:pmis_historical_inquiries

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academy:pmis_historical_inquiries [2019/07/10 15:35] – emorenoacademy:pmis_historical_inquiries [2022/06/29 15:59] (current) – emoreno
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-======PMIS - Historical Inquiries======+======ASCENDER - Position Management: Perform Historical Inquiries======
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_historical_inquiries?do=export_pdf&toclevels=2-3&book_title=PMIS - Historical Inquiries|Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:pmis_historical_inquiries?do=export_pdf&toclevels=2-3&book_title=Perform Historical Inquiries|Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
-<WRAP Round Intro>This guide provides users with an overview of available historical inquiries in PMIS. +<WRAP Round Intro>The purpose of this document is to provide you with an overview of available historical inquiries in Position Management. These inquiries are only available in the current year.
  
-The following inquiries are only available in current year Human Resources. +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
- +
-This guide assumes you are familiar with the basic features of the TxEIS Business system and have reviewed the [[https://tcc-help.net/txeis/business/doku.php/business_overview_guide|TxEIS Business Overview guide]].+
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
  
 +{{page>general:image_example_message}}
  
-[[humanresources:inquiry:pmisemployeehistoricaldatainquiry|Human Resources > Inquiry > PMIS Employee Historical Data Inquiry]] +----
- +
-The following historical inquiry is used to view historical information by employee name or employee number.  The inquiry includes position data and salary information about the positions an employee has held (regular positions and supplemental positions).   +
- +
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Employee|{{page>general:employee_field}}| +
-^Start at Update Date|Type the beginning date for the inquiry in the MMDDYYYY format. This allows you to narrow the inquiry to specific date range. | +
- +
-Click **Retrieve**. +
- +
-{{:academy:pmis_employee_historical_data_inquiry.jpg|}} +
- +
-The following information is displayed for each employee: +
- +
-  * **Frequency** +
-  * **Employee number** +
-  * **Name** +
-  * **Update date** - The date and time a change was made to the position are displayed. +
-  * **Begin/End** - Each time current year PMIS is rolled to next year PMIS, and then rolled back to current year payroll and PMIS, a snapshot of the position is saved to this inquiry. This allows the LEA to view what an employee/position looked like at the beginning of the school year and again at the end of the school year. +
-  * **Pos Nbr** - Position Number +
-  * **Billet** - Billet Number +
-  * **Pos Typ** - Position Type +
-  * **Sch YR** - The school year (fiscal year) for each transaction is displayed. +
-  * **Description** - The billet description for the position is displayed. If the billet description is changed, the change is reflected in history. +
-  * **Orig Type** - FCS indicates a change was made in forecast (NY PMIS). MNT indicates a change was made in current year PMIS.  +
-  +
- +
-Click {{:images:mag_edit.gif|Spyglass Icon}} to display the position record, distribution, and date information for the selected row. The following three tabs are available: Position Record, Distribution, and Date. +
- +
-**Position Record** +
- +
-{{:academy:position_record_tab.jpg|}} +
- +
-**Distribution** (This tab displays the distribution information as it was on that date. Account codes assigned to an employee in a prior fiscal year can be viewed.) +
- +
-{{:academy:distribution_tab.jpg|}} +
- +
- +
-**Date** +
- +
-{{:academy:date_tab.jpg|}} +
- +
-Click **Print** to print the data. The report can be saved or printed in various file formats (PDF and CSV). +
- +
-{{:academy:pmis_employee_historical_data_inquiry_report.jpg|}} +
- +
-{{:academy:pmis_employee_historical_data_inquiry_report_excel.jpg|}} +
- +
- +
-[[humanresources:maintenance:pmispositionhistory|Human Resources > Maintenance > PMIS Position History]]  +
-OR +
-[[humanresources:maintenance:pmissupplementhistory|Human Resources > Maintenance > PMIS Supplement History]]  +
- +
-This page is used to view historical position changes. Since each change made to a position management record creates a new historical record, many records may exist for an employee. Each change in position (CIP), position maintenance, and forecast moves are displayed on this page. This information is helpful if CIP calculation results are not as expected. You can review all position history or specific billet history. +
- +
-This data serves as a historical record and should not be modified. +
- +
-{{:academy:pmis_position_history.jpg|}} +
- +
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Position Number|{{page>general:position_number}}| +
-^Position Description|{{page>general:position_description}}| +
- +
-Click **Retrieve**. The associated billet information is displayed.  +
- +
-^Billet Number|Type the billet number used to identify the various positions within the position number. The field can be a maximum of five digits. Leading zeros are not required.| +
- +
-This screen will display all employees that have held this position.  Clicking the spyglass will reflect details of the position at the date and time displayed under ‘Update Date’. +
-Changes to the billet description will be reflected on this screen. +
-Begin/End - Each time current year PMIS is rolled to next year PMIS, and then rolled back to current year payroll and PMIS a snapshot of the position is saved to this inquiry.  This allows the district to view what an employee/position looked like at the beginning of the school year and again at the end of the school year. +
-Three tabs are available with information. +
- +
-Position Record  +
- +
-{{:academy:position_record_tab_2.jpg|}} +
- +
-Distribution Tab:+
  
-{{:academy:distribution_tab_2.jpg|}}+===== Employee Historical Data Inquiry =====
  
-Date +++++Run an employee historical data inquiry.|{{page>academy:pmis_employee_historical_inquiries&inline}}++++
  
-{{:academy:date_tab_2.jpg|}} 
  
-‘Add Position’ implies that changes can be made, however, this feature does not work.  Since it is a historical file, maintenance really should not be done.+===== Position Data Inquiry =====
  
-There is not a print option on this screen.+++++Run a position data inquiry.|{{page>academy:pmis_positiondata_historical_inquiries&inline}}++++
  
academy/pmis_historical_inquiries.1562772947.txt.gz · Last modified: 2019/07/10 10:35 (external edit)

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