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academy:pmis_historical_inquiries
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PMIS - Historical Inquiries
This guide provides users with an overview of available historical inquiries in PMIS.
The following inquiries are only available in current year Human Resources.
This guide assumes you are familiar with the basic features of the TxEIS Business system and have reviewed the TxEIS Business Overview guide.
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 |
|---|---|
| Employee |
Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click Retrieve. Or, click Directory to perform a search in the Employees directory. |
| 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.
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 
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
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.)
Date
Click Print to print the data. The report can be saved or printed in various file formats (PDF and CSV).
Human Resources > Maintenance > PMIS Position History OR 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.
| Field | Description |
|---|---|
| Position Number |
Begin typing a position number, a drop-down list of corresponding data is displayed. Select a position number from the list. The field can be a maximum of 13 characters. Leading zeros are not required. However, if alphanumeric values are entered, the field is not zero-filled.
If the position number is not known, click |
| Position Description |
Begin typing a position description, a drop-down list of corresponding data is displayed. Select a position description from the list.
If the position description is not known, click |
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
Distribution Tab:
Date
‘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.
There is not a print option on this screen.
academy/pmis_historical_inquiries.1562772947.txt.gz · Last modified: 2019/07/10 10:35 (external edit)