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academy:pmis_historical_inquiries

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academy:pmis_historical_inquiries [2019/07/15 15:42] – 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. These inquiries are only available in current year Human Resources.+<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.
  
-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]].+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]].
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
 +
 +{{page>general:image_example_message}}
 +
 +----
  
 ===== Employee Historical Data Inquiry ===== ===== Employee Historical Data Inquiry =====
  
 +++++Run an employee historical data inquiry.|{{page>academy:pmis_employee_historical_inquiries&inline}}++++
  
  
 ===== 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> +
- +
-^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.1563205352.txt.gz · Last modified: 2019/07/15 10:42 (external edit)

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