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PMIS - Perform Historical Inquiries

Click here to generate a PDF of this guide.

This guide provides users with an overview of available historical inquiries in PMIS. These 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.

Employee Historical Data Inquiry

Run an employee historical data inquiry.

Position Management > 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).

Employee	Type the employee name or number. 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 a 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 - This tab displays information similar to what is displayed on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab. The Orig Type indicates the process that was used to make the change.

Distribution - This tab displays the distribution information as it was on that date. You can view the account codes assigned to an employee in a prior fiscal year.

Date - This tab displays dates that were manually entered for this position for districts that maintain this information in the database. These dates are not system automated.

❏ Click Print to print the data. The report can be saved or printed in various file formats (PDF and CSV).

Position Data Inquiry

Run a position data inquiry.

Position Management > Maintenance > PMIS Position History OR Position Management > 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.

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 . The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

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

. The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

❏ 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 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 - This tab displays information similar to what is displayed on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab. The Orig Type indicates the process that was used to make the change.

Distribution - This tab displays the distribution information as it existed on the selected date. The account codes assigned to an employee in a prior fiscal year can also be viewed.

Date - This tab displays dates that were manually entered for this position for districts that maintain this information in the database. These dates are not system automated.

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.

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PMIS - Perform Historical Inquiries

Employee Historical Data Inquiry

Position Data Inquiry

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PMIS - Perform Historical Inquiries

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