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academy:pmis_historical_inquiries

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academy:pmis_historical_inquiries [2019/07/15 15:39] – emorenoacademy:pmis_historical_inquiries [2022/06/29 15:59] (current) – emoreno
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-======PMIS - Perform 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>
  
-===== Employee Historical Data Inquiry =====+{{page>general:image_example_message}}
  
-[[humanresources:inquiry:pmisemployeehistoricaldatainquiry|Human Resources > Inquiry > PMIS Employee Historical Data Inquiry]] +----
-<WRAP Intro Box>+
  
-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).   +===== Employee Historical Data Inquiry =====
-</WRAP>+
  
-^Employee|{{page>general:employee_field}}| +++++Run an employee historical data inquiry.|{{page>academy:pmis_employee_historical_inquiries&inline}}++++
-^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|Historical Data Inquiry}} +
- +
-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|Position Record}} +
- +
-**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|Distribution Tab}} +
- +
- +
-**Date** +
- +
-{{:academy:date_tab.jpg|Date Tab}} +
- +
-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|Historical Data Inquiry Report PDF}} +
- +
-{{:academy:pmis_employee_historical_data_inquiry_report_excel.jpg|Historical Data Inquiry Report CSV}}+
  
  
 ===== Position Data Inquiry ===== ===== Position Data Inquiry =====
  
-[[humanresources:maintenance:pmispositionhistory|Human Resources > Maintenance > PMIS Position History]]  +++++Run a position data inquiry.|{{page>academy:pmis_positiondata_historical_inquiries&inline}}++++
-OR +
-[[humanresources:maintenance:pmissupplementhistory|Human Resources > Maintenance > PMIS Supplement History]]  +
- +
-<WRAP Round Intro>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. +
-</WRAP> +
- +
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Position Number|{{page>general:position_number}}| +
-^Position Description|{{page>general:position_description}}| +
- +
-{{:academy:pmis_position_history.jpg|Position History Inquiry}} +
- +
-Click **Retrieve**. A list of all employees who have held the position along with all of the associated billet numbers is displayed.  +
- +
-^Billet Number|Type the specific billet number used to identify the various positions within the position number to narrow the search results. The field can be a maximum of five digits. Leading zeros are not required.| +
- +
-Click **Retrieve**. A list of all employees who have held the position with the specified billet number is displayed. The following details are displayed.  +
- +
- +
-  * **Billet** +
-  * **Sch YR** +
-  * **Update Date** +
-  * **Description** +
-  * **Orig Type** +
-  * **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. +
-  * **Freq**  +
-  * **Emp Nbr** +
-  * **Name** +
- +
- +
-Click {{:images:mag_edit.gif|Spyglass Icon}} to view the position details at the date and time displayed under **Update Date**. Changes to the billet description are displayed on this page. A pop-up window with three tabs (Position Record, Distribution, and Date) is displayed. +
- +
- +
-**Position Record**  +
- +
-{{:academy:position_record_tab_2.jpg|Position Record Tab}} +
- +
-**Distribution**  +
- +
-{{:academy:distribution_tab_2.jpg|Distribution Tab}} +
- +
-**Date**  +
- +
-{{:academy:date_tab_2.jpg|Date Tab}} +
  
-The **Add Position** button implies that changes can be made; however, this button does not function since this is a historical file and maintenance should not be done. This page does not include a print option. 
academy/pmis_historical_inquiries.1563205199.txt.gz · Last modified: 2019/07/15 10:40 (external edit)

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