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academy:update_business_tsdsupgrade_checklist [2026/08/17 15:08] – emorenoacademy:update_business_tsdsupgrade_checklist [2026/08/17 15:42] (current) – emoreno
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 <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_business_tsdsupgrade_checklist?do=export_pdf&toclevels=1-3&book_title=TSDS Upgrade Checklist for Business| Click here to generate a PDF of this guide]]. <WRAP box #no-print>{{:images:printer.png|printer icon}}[[academy:update_business_tsdsupgrade_checklist?do=export_pdf&toclevels=1-3&book_title=TSDS Upgrade Checklist for Business| Click here to generate a PDF of this guide]].
 +</WRAP>
 +
 +<WRAP Round Intro>
 +This checklist provides a quick checklist for verifying adding TSDS information for Business.
 +
 +For additional information about setting up LEA data submissions for TSDS and The Exchange in the new year using ASCENDER DataConnect (ADC) steps, review the [[academy:adcrolloverandods|ASCENDER DataConnect (ADC): Rollover & ODS Instance Setup]] document. 
 +
 +
 +Review the applicable submission guides for more information: 
 +
 +  * [[academy:fallbusinesspeims|TSDS PEIMS Fall Submission Data for Business]]
 +  * [[academy:midyearbusinesspeims|TSDS PEIMS Mid-Year Submission Data for Business]]
 +
 </WRAP> </WRAP>
  
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 ^Updating TSDS - Quick Checklist^^^^^ ^Updating TSDS - Quick Checklist^^^^^
 ^VVV ^Step^Completion Date^Completed By^Notes^ ^VVV ^Step^Completion Date^Completed By^Notes^
-| |Ensure applicable users have been added to Security Audit with the appropriate permissions to ASCENDER DataConnect (ADC).|+| |Ensure applicable users have been added to Security Audit with the appropriate permissions to access and perform maintenance in ASCENDER DataConnect (ADC).|
 | |Ensure applicable users have successfully set up their ASCENDER SecureAccess account and can access  ASCENDER Enterprise and ASCENDER DataConnect (ADC).| | |Ensure applicable users have successfully set up their ASCENDER SecureAccess account and can access  ASCENDER Enterprise and ASCENDER DataConnect (ADC).|
 | |[[https://help.ascendertx.com/securityadmin/doku.php/manageusers/manageusers|Security Administration > Manage Users]] & [[https://help.ascendertx.com/securityadmin/doku.php/manageroles/manageroles|Roles]]|||| | |[[https://help.ascendertx.com/securityadmin/doku.php/manageusers/manageusers|Security Administration > Manage Users]] & [[https://help.ascendertx.com/securityadmin/doku.php/manageroles/manageroles|Roles]]||||
-| |Ensure applicable employees have appropriate security permissions set up on their user profiles to access pages needed for TSDS reporting.| |+| |Ensure applicable user profiles have the appropriate security permissions to access and maintain the pages needed for TSDS reporting.| | 
 +|Review the [[academy:adcrolloverandods|ASCENDER DataConnect (ADC): Rollover & ODS Instance Setup]] document for specific guidance about setting up LEA data submissions for TSDS and The Exchange.||||
 | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/tables/districtinformation/districtnameaddress|District Administration > Tables > District Information > District Name/Address]]||||
 | |Verify the **ESC Region Number** and **ESC County District Number** are accurate. The **ESC County District Number** is the six-digit ESC county district number assigned by Texas Education Agency (TEA).\\  \\  [[general:esc_county_district_numbers|ESC County District Numbers]] | | |  | |Verify the **ESC Region Number** and **ESC County District Number** are accurate. The **ESC County District Number** is the six-digit ESC county district number assigned by Texas Education Agency (TEA).\\  \\  [[general:esc_county_district_numbers|ESC County District Numbers]] | | | 
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 | |[[https://help.ascendertx.com/districtadmin/doku.php/options/tsds/options|District Administration > Options > TSDS > Options]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/options/tsds/options|District Administration > Options > TSDS > Options]]||||
 | |Verify that the **As-of-Date** and **School Start Window (SSW) Date** fields have the correct dates.| | | |Verify that the **As-of-Date** and **School Start Window (SSW) Date** fields have the correct dates.| |
-| |Ensure that email address(es) are entered under **Finance Extract Distribution List** and **Personnel/Payroll Extract Distribution List**. These designated email addresses allow a person or group of persons to receive extract emails.|+| |Ensure that the appropriate email address(es) are entered under **Finance Extract Distribution List**, **Personnel/Payroll Extract Distribution List**, and **TSDS Extract Errors Distribution List**. These are designated email addresses that allow a person or group of persons to receive extract emails.|
 | |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]|||| | |[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/nonemployee|District Administration > Maintenance > Non-Employee]]||||
 | |For contracted instructional staff, complete all fields under Instructional Staff.\\  \\  Be sure to select a **TSDS Staff Type** code for all non-employee staff members with a 2023 start date or later.\\  \\  BBB Select //3 - Contracted Professional Staff// if the staff member is a Contracted Professional (instructional and non-instructional).\\  \\  BBB Select 4// - In-District Charter Prtnr Campus Teacher// if the staff member is a teacher employed at an In-district Charter Partner Campus.| | | |For contracted instructional staff, complete all fields under Instructional Staff.\\  \\  Be sure to select a **TSDS Staff Type** code for all non-employee staff members with a 2023 start date or later.\\  \\  BBB Select //3 - Contracted Professional Staff// if the staff member is a Contracted Professional (instructional and non-instructional).\\  \\  BBB Select 4// - In-District Charter Prtnr Campus Teacher// if the staff member is a teacher employed at an In-district Charter Partner Campus.| |
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 | |Verify that a “parent” account is not being used in the account code structure to enter data. (Examples: Fund code 100, 200; Object code 1100, 5700, 6300)| | | |Verify that a “parent” account is not being used in the account code structure to enter data. (Examples: Fund code 100, 200; Object code 1100, 5700, 6300)| |
 | |Verify the correct organization codes are being used.\\  \\  BBB If the organization code is 701-750, then function code should be 41, 53 or 99. Function 41 should not have a organization code of 999. The organization codes are typically 701-703, 720, 750 or 751. (ESCs are the exception.) Reference the FAR Guide and make any changes for accounts that are not crosswalked.\\  \\  BBB Expenditure accounts (6XXX) should not have an organization code of 000 or PIC of 00.| | | |Verify the correct organization codes are being used.\\  \\  BBB If the organization code is 701-750, then function code should be 41, 53 or 99. Function 41 should not have a organization code of 999. The organization codes are typically 701-703, 720, 750 or 751. (ESCs are the exception.) Reference the FAR Guide and make any changes for accounts that are not crosswalked.\\  \\  BBB Expenditure accounts (6XXX) should not have an organization code of 000 or PIC of 00.| |
-| |Verify the correct Program Intent Codes (PIC) are being used.\\  \\  BBB Funds 205, 255, 270, and 429 should not have PIC 30. These funds are typically PIC 24.\\  \\  BBB Verify you do not have PICs 31, 32, 34, or 35 in your chart of accounts. If you do, you will need to mass crosswalk the data to another account code. These codes have been retired and deleted from the FAR Guide.| |+| |Verify the correct Program Intent Codes (PIC) are being used.\\  \\  BBB Program Intent Codes (PIC) 24, 26, 28, 29, and 30 will remain available for use in the Financial Accountability Resource Guide (FASRG) during fiscal years 2024-2025 and 2025-2026.\\  \\  BBB Beginning fiscal year 2026-2027: PICs 26, 28, 29, and 30 will be removed from the FASRG.\\  \\  BBB School systems are strongly encouraged to continue using PIC 24 internally for budgeting and tracking to maintain clarity and consistency in local documentation and reporting; however, the agency will consolidate the PIC 24 reported expenditures into PIC 11 for state reporting purposes and Public Education Information Management System (PEIMS) financial reports.| |
 | |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]]|||| | |[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]]||||
 | |Verify expenditures exist for object code 6491 to record Statutorily Required Public Notices.| | | |Verify expenditures exist for object code 6491 to record Statutorily Required Public Notices.| |
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 | |[[https://help.ascendertx.com/business/doku.php/payroll/maintenance/staffjobpaydata/jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]|||| | |[[https://help.ascendertx.com/business/doku.php/payroll/maintenance/staffjobpaydata/jobinfo|Payroll > Maintenance > Staff Job/Pay Data > Job Info]]||||
 | |Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs.| | | |Ensure the **Exclude Days for TEA** checkbox is selected for all secondary jobs.| |
-| |**Verify the following for Active Employees**:||||+|**Verify the following for Active Employees**:||||
 | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]||||
 | |Verify that active employees only have one employment type selected, **Employment Type** or **Retiree Employment Type**. | | | |Verify that active employees only have one employment type selected, **Employment Type** or **Retiree Employment Type**. | |
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 | |Verify all paraprofessional staff with a Paraprofessional Certification have **Para Cert** selected with a **Begin Date**.| | | |Verify all paraprofessional staff with a Paraprofessional Certification have **Para Cert** selected with a **Begin Date**.| |
 | |Verify that employees with an **Employment Status** of //09 Other// are not reported to PEIMS. If the employee should be reported to PEIMS, it is recommended that you change the **Employment Status** to //02 Active auxiliary personnel//\\  \\  Be sure to add an **Auxiliary Role ID** to these employees. It is recommended that you use //222 Other Non-Exempt Auxiliary//.| | | |Verify that employees with an **Employment Status** of //09 Other// are not reported to PEIMS. If the employee should be reported to PEIMS, it is recommended that you change the **Employment Status** to //02 Active auxiliary personnel//\\  \\  Be sure to add an **Auxiliary Role ID** to these employees. It is recommended that you use //222 Other Non-Exempt Auxiliary//.| |
-| |**Verify the following for Terminated Employees**:||||+|**Verify the following for Terminated Employees**:||||
 | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]|||| | |[[https://help.ascendertx.com/business/doku.php/personnel/maintenance/employmentinfo|Personnel > Maintenance > Employment Info]]||||
 | |Verify the employee record has a **Termination Date** and **Termination Reason**.| | | |Verify the employee record has a **Termination Date** and **Termination Reason**.| |
academy/update_business_tsdsupgrade_checklist.1786979333.txt.gz · Last modified: 2026/08/17 15:08 by emoreno

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