Webinars, Workshops and Workdays.
Thursday, April 24-Workday - Work on what you may need help with. You can go to the Business Services- TxEIS Support (Left column) and click on the Workday Request and complete the form. These extra workdays are not listed in PitStop.
General Information
Send Phyllis Provan an email at pprovan@esc14.net on any meetings that you feel would be beneficial to our district staff. We are planning to put together some Zoom Live/Recorded classes. We just need to know what you would like to learn or get a refresher course on.
Lana's Tips and Tricks
These tips are designed to give you a jump start on upcoming deadlines, highlight helpful features, and insure TxEIS runs efficiently. Look for these New Tips & Tricks in more detail, every Monday.
- April 8,
This week’s tips and tricks is about Next Year Requisitions. We will be updating the document on our website in March. Please be checking if you are interested in using this in the coming year.
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April 1,
This week’s tips and tricks is about using the updated ticket system for help from Tandi, Phyllis and I.
We have updated the system to be simple, with just a couple of questions. Please start using the ticket system now. You can access it on our website under Business Services-Support Track.
This week’s tips and tricks is a reminder about running and updating your Unique ID’s. Student PEIMS will be starting up for the Summer Submission soon, and many of us have had new employees start up since the beginning of the year and this should be done prior to starting the Summer Submission.
This week’s tips and tricks is about updating budget data. After you go through the steps of setting up your budget for next year, you can update your current year actual and amended columns as often as necessary.
The steps to do this are as follows in the Budget Application:
From Utilities > Update Budget Data, select the drop-down to pull from GL File ID C, check the boxes to update Amended and/or Actual.
Consider the following:
Account code: Do you want to include only those accounts that have a matching number in Budget, or include all accounts that are in Finance.
Object Description: Choose your preference.
Description from GL (New Account Codes) - will use the account code description from Finance on any new Budget Codes. All other will retain the description currently shown in Budget.
Description from GL (All Account Codes) – will use account code descriptions from Finance for all codes. Be aware that choosing this option means that if you have re-named account codes in Budget, those changes will be lost.
Description from Budget Option Code Table – will use the description from Tables > Account Codes > Object tab for accounts. This will over-ride existing descriptions. Must not use this for the final move. Move all funds to the right, and then Execute. This utility extracts current data from Finance so you can see more current figures for comparison purposes.
Create an export for Budget Tables.
- Tips and Tricks: You may enter Non-TRS reimbursement under Maintenance>Hours/Pay Transmittals>Non-TRS tab. Complete the information and add the account code you want to use. Enter the reimbursement under taxable or non-taxable, as applicable by IRS guidelines, and give the reason for the payment. This will ensure amounts are correctly recorded on the W-2 automatically so you don’t have to do so manually.
- Tips and tricks topic is all about the Job Codes Table. The more that is filled out in this table, the more that is automatically populated when you are entering a new employee, and the less you must populate manually!
- If you submit to the EEOC (and even if you don’t have to), assigning the appropriate code from drop down box will allow you to run the EEOC report and have your information ready to submit easily.
- Completing most or all of each account code, i.e. – 199-11-6119-xx-xxx-xxx-xxx will assist you when entering data on the distribution screen. TxEIS can pick up the campus the person is tied to from the job info screen. Then you will only have to edit or add items more specific to that person, such as program intent codes.
- Salary Concept is normally tied to the annual salary table, but if your district uses hourly or mid-point salary scales, those may be selected.
- Selecting the FSP – staff salary class code for each job code, where applicable, makes the FSP Staff Salary Data report work for you so you don’t have to manually count when reporting to TEA.
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Maintain Insurance data on employees as part of your new employee setup routine and as changes occur to reduce the time ACA reporting takes in January. In Human Resources, from Maintenance > Staff Demo > Insurance tab.
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Update your Extra Duty Code table to reflect TRS Position Codes to ensure more accurate TRS Reporting uploads.