Fall PEIMS – Finance/Staff Data Review

Report Location: Staff and Finance

Staff Custom Reports > Staff Miscellaneous Reports > Fall PEIMS Finance/Staff Data Review

Finance Custom Reports > Finance Miscellaneous Reports > Fall PEIMS Finance/Staff Data Review

Summary: This report displays certain data from Fall PEIMS Budget and Fall PEIMS Staff submission across multiple years.

Usage: Audit Fall PEIMS data by reviewing prior year(s) reporting. Inconsistencies or measurable variances should be investigated.

Data Sources: PEIMS Fall records

• SSAOrgAssociationExtenstion (10011)
• BudgetExtension (20030)
• StaffEducationOrgEmploymentExtension (30050)
• ContractedInstructionalStaffFTEExtension (30055)
• StaffPayrollExtension (30060)
• StaffResponsibilityExtension (30090)

Filters:

• Choose multiple years to compare
• Campus filter – default is all campuses
• Material change – Year to year results exceeding the percent entered will be highlighted in the report. Default 5%

Definitions:

• District PEIMS Coordinator is pulled from AskTed. If the name is incorrect, please contact your AskTED administrator to have the PEIMS Coordinator data updated in AskTED.

Calculations:

Special Notes:

• The TSDS report number and title is displayed to use for comparison purposes.

For additional report references in OnDataSuite on respective sections, reference the following reports:

• Budget Data Review (Summary) and Budget Expenditure Review ; (Finance Custom Reports – Budget Review Reports)
  • Budget Revenues by Fund and Object
    • Note: Use multi-year filter to compare at the object level across years
  • Budget Expenditures by Function and Object
    • Note: Use of Fund and PIC filter to isolate specific areas to evaluate
• Fall Indicator Accountability Rating ; (Staff Custom Reports – Staff FTE Reports)
  • Student/Teacher FTE Ratio – Potential Indicators of Financial Problems
• Shared Service Arrangement Membership : (Finance Custom Reports – Shared Service Arrangement Reports)
  • Shared Service Arrangement Membership
    • Note: Use to verify Fiscal Agent associated with the SSA type
• FTE Staff Summary ; (Staff Custom Reports – Staff FTE Reports)
  • Staff FTE by Role ID Percent Change
    • Note: Use multi-year filter to see detailed role ids by the TEA defined categories
• Contracted Instructional Staff ; (Staff Custom Reports – Staff Miscellaneous Reports)
  • Contracted Staff Report

Features:

• Tools:
  • Export to Excel (native Excel data format – no additional report formatting)
  • Export to PDF (with formatting as on report)
  • Bookmark