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general:fallpeimsbusiness_staffdomain_personnel

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general:fallpeimsbusiness_staffdomain_personnel [2025/10/30 19:14] – emorenogeneral:fallpeimsbusiness_staffdomain_personnel [2026/08/14 18:10] (current) – emoreno
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   * **Staff ID/SSN**   * **Staff ID/SSN**
   * **Texas Unique Staff ID**   * **Texas Unique Staff ID**
-  * **First**, **Middle**, and **Last Name**+  * **First**, **Middle**, and **Last Name** - **It is recommended** that you have a copy of the employee’s Social Security card available. Enter the employee’s legal name exactly as it appears on the card.
   * **Generation**   * **Generation**
   * **Sex**   * **Sex**
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   * **Ethnicity** (if applicable)   * **Ethnicity** (if applicable)
   * **Race (check all that apply; must select at least one)**   * **Race (check all that apply; must select at least one)**
 +
 +\\    
 +<WRAP center round important>
 +**Beyond TSDS Data**: **It is highly recommended** that the address is entered correctly to avoid possible errors.
 +  * **Number**: Enter numbers only.
 +  * **Street/P.O. Box**: Enter the street name without the residential house number. If entering a P.O. Box, type the entire P.O. Box and number. //(See example in screenshot above.)//
 +</WRAP>
 +
 +
  
 ---- ----
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 <WRAP center round tip> <WRAP center round tip>
  
-**TIP**: Before running a mass update, enter an **End Date** on the responsibility records for any employees who have been terminated or reassigned. This prevents ended responsibilities from being copied forward.+**TIPS**: Before running a mass update: 
 +  * Verify that the **School Year for PEIMS Codes** field on the Tables > District HR Options page has been updated to reflect the current school year (2027).   
 +  * Verify that responsibility records for employees who have been terminated or reassigned have an **End Date**. This prevents ended responsibilities from being copied forward.
 </WRAP> </WRAP>
  
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 </WRAP> </WRAP>
  
-VCV Click **Execute** to execute the process. A preview report is displayed. The report only lists available responsibilities to be copied based on the set parameters. Duplicates are not allowed. [[general:printreport|Review the report.]]+VCV Click **Execute** to execute the process. A preview report is displayed. The report only lists available responsibilities to be copied based on the set parameters. Duplicates are not allowed.  
 + 
 +[[general:printreport|Review the report.]] 
 + 
 +<WRAP box>**Note**: After reviewing the report, if you identify any discrepancies, click **Cancel**, make the necessary corrections, then return to execute and process again.  
 +</WRAP>
  
 VCV Click **Process** to proceed.  VCV Click **Process** to proceed. 
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   * **# of Students** (in class) - This field cannot be blank, default value is 0.   * **# of Students** (in class) - This field cannot be blank, default value is 0.
   * **Begin Date**     * **Begin Date**  
-  * **End Date**- An end date is not required for the 2025 record unless the employee is terminated, no longer in the position, or the record should be excluded from the Mass Update process.  +  * **End Date**- An end date is not required for the 2026 record unless the employee is terminated, no longer in the position, or the record should be excluded from the Mass Update process.  
-    * If an **End Date** is entered, the record will not be copied from 2025 to 2026 during the year-to-year Mass Update. +    * If an **End Date** is entered, the record will not be copied from 2026 to 2027 during the year-to-year Mass Update. 
-    * If the employee is continuing in the same position, create a 2026 record so it will be included in the submission.+    * If the employee is continuing in the same position, create a 2027 record so it will be included in the submission.
  
 <WRAP center round tip> <WRAP center round tip>
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   * **Employee Status** - Staff records with a pay type of 1-5, A are extracted for TSDS reporting if the **Employee Status** is //1 - Active professional//, //2 - Active auxiliary per//, //3 - Retired//, //4 - Resigned//, //5 - On Leave//, or //A - Long Term Substitute//.    * **Employee Status** - Staff records with a pay type of 1-5, A are extracted for TSDS reporting if the **Employee Status** is //1 - Active professional//, //2 - Active auxiliary per//, //3 - Retired//, //4 - Resigned//, //5 - On Leave//, or //A - Long Term Substitute//. 
   * **Original Emp Date** - The original date on which the individual was employed by the LEA.   * **Original Emp Date** - The original date on which the individual was employed by the LEA.
-  * **Latest Re-Employ Date** - Complete this field if the employee worked for the LEA, left the LEA, and then returned. **Note**: Do not delete the **Original Emp Date** but do delete **Termination Date** and **Termination Reason**.+  * **Latest Re-Employ Date** - Complete this field if the employee worked for the LEA, left the LEA, and then returned. **Note**: Retain original data (**Original Emp Date**, **Termination Date** and **Termination Reason**).
   * **Termination Date** - Type the date that the termination of the employee went into effect. The termination date and reason are used to exclude the employee from TEA reporting.   * **Termination Date** - Type the date that the termination of the employee went into effect. The termination date and reason are used to exclude the employee from TEA reporting.
   * **Termination Reason** - Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason the employee was terminated. The termination date and reason are used to exclude the employee from TEA reporting.   * **Termination Reason** - Click {{:images:dropdown.gif|Drop-down Arrow}} to select the reason the employee was terminated. The termination date and reason are used to exclude the employee from TEA reporting.
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 <WRAP center round tip> <WRAP center round tip>
 **TIPS**: **TIPS**:
-  * Delete any expired certifications from previous years.+  * Ensure that all certifications that have ended have an **End Date**. Delete any expired certifications from previous years.
   * To keep historical certification records for reference, move them to the [[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/credentials|Personnel > Maintenance > Staff Demo > Credentials]] tab.   * To keep historical certification records for reference, move them to the [[https://help.ascendertx.com/business/doku.php/personnel/maintenance/staffdemo/credentials|Personnel > Maintenance > Staff Demo > Credentials]] tab.
 </WRAP> </WRAP>
general/fallpeimsbusiness_staffdomain_personnel.1761851658.txt.gz · Last modified: 2025/10/30 19:14 by emoreno

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