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Table of Contents

Employee

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To view Archive Employees

Note

SIFF Date Collector - If the employee is archived, then the employee and position/compensations will not be included, even if the compensation is not marked as archived. Marking the employee as archived keeps everything from being in the collection. If an individual compensation is marked as archived, but the employee is not archived, then the compensation will not be included because it is archived, but the employee will be included, provided the report to EMIS flag is true.

To view archive Employees, click on the on the top of the grid. This will show the employee in the grid and in other Core options.

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From Core menu select 'Employee'
Click on
Enter in Employee information

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Field definitions:

Identification

Number is the employee's identification number.
An employee's Marital Status can be Single, Married or Unstated.
If the Employee Archived field is checked, the employee will not be displayed Image Removed. If the Employee Archived field is unchecked, the employee will be displayed Image Removed. Archiving an employee will stop everything for this employee and hide them from view on other Core selections.
Image Removed-Does the employee have enough years of service and are they old enough to retire? if the employee is eligible for retirement check the associated box. If not eligible for retirement leave box unchecked. (District use field)
Image Removedcheck if employee will receive an Email of their Direct Deposit Notice
Gender refers to the employee's sex. This is a required field for STRS New Hire reporting
- The Number is determined by a Configuration Setting under the Admin-Module Configuration option. Under Admin-Module Configuration, there is an option 'Employee Number Automatic Generation Configuration', that will allow the district to set whether to use employee numbers, the increment for assigning numbers, how many letters to use from the last name, and a starting value for the employee numbers. If this configuration is setup, the software should auto-generate the numbers for the district. If this is NOT setup, the user will have to enter in the number manually.
SSN is the social security number of the employee. ITIN number entered (starting with 9), will show with all zero's for the employee on the W2 Report, W2 Form, XML and submission file. If SSN needs to be changed, edit and enter correct SSN.
The Credential Id field should contain the Ohio Credential ID in the format XX9999999 for certified staff.
The EMIS ID is the employee's State Staff ID. This is only required if the employee is reportable to EMIS and the SSN is not available.

Name

Last Name is the employee's last name.
First Name is the employee's first name.
Middle is the employee's middle name.
Suffix is the employee's name suffix. For example, JR, SR, III, etc.

Legal Name

Last Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
First Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
Middle Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
Suffix if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.

Address

Street 1 Employee's street/delivery address. This should be the actual street address or post office box.
Street 2 Employee's location address. Examples: Apt. #, Attention, Suite.
City name of the city where this employee resides.
State name of the state where the employee resides in.
Postal Code the postal code is the zip code.
Does the employee have a Foreign Address? If the employee has a foreign address check the associated box Image Removed if not leave the box unchecked.
Enter the Province if applicable.
If the employee has a foreign address, enter the applicable country code, in the Country field.

Contact

The Work Phone field is used to indicate the employee's in-district telephone number.
The Home Phone field is used to enter the employee's home phone number.
The Home Phone Unlisted field is informational and can be used to indicate whether the employee's home telephone number is unlisted.If the employee's home phone is unlisted check the associated boxImage Removed. If the home phone is not unlisted leave the box unchecked.
Enter the employee's Primary Email address. This may be used if the district chooses to email direct deposit notices to the employee. This may be a district email address.
Enter the employee's Secondary Email address. This may be an employee's home email address.
Enter any email address that is not considered the primary or secondary email address in the Other Email field.

General

- It is ok to change an Employee Number; however, districts will want to keep in mind the archived report data will not be updated. Changing Employee ID’s will also cause issues with custom reports that use the historical object by employee number. The employee id will not be changed in the historical tables, so reports would need to search for both employee numbers to capture all of the information. All of the other important reporting items would search the history based on the employee database id - the employee number property is only used as a fallback. Changing employee ID’s will not affect the W2 or PDF pay slips in the ESS.
SSN is the social security number of the employee. ITIN number entered (starting with 9), will show with all zeroes for the employee on the W2 Report, W2 Form, XML and submission file. If SSN needs to be changed, edit and enter correct SSN.
The Credential Id field should contain the Ohio Credential ID in the format XX9999999 (9 characters only). This is not position specific. If an employee has a valid Ohio Credential ID, it should be entered here.

The EMIS ID is the employee's State Staff ID.

Note

If changing a Non-Certificate Employee ID (ZID) to a Credential ID or changing a Credential ID to a Non-Certificate Employee ID (ZID) add the newly added ID to the EMIS ID field for accurate EMIS reporting. The EMIS ID field is an override field and will be reported over the ID that might be in the Credential ID or Non-Certificate Employee ID (ZID).

The district should check everything carefully to be sure the correct ID is going to ODE. The district will have to submit a staff override if the employee appears on the Staff Missing report found in the EMIS collection request.

If the employee shows up on the missing report in the data collector, then an override is needed. The district/ITC should not automatically submit an override since the ID changed. The override is needed when the ID changes between prior reporting in the prior year and current year. If the employee changes from ZID to credential ID within the same reporting year, no override is needed.
The employee's SSN is not reported to EMIS

Name

Last Name is the employee's last name.
- Max characters are 255.
- W2 Last Name record is 20 characters.
- SERS Per Pay - 25 characters
- STRS Per Pay - 25 characters
First Name is the employee's first name.
Middle is the employee's middle name.
Suffix is the employee's name suffix. For example, JR, SR, III, etc.

Legal Name -

The W2 and ODJFS programs uses the Legal Name fields. The system checks each name component separately. If a value is entered in the Legal Last Name, it is what is used for W2 and ODJFS purposes. If the Legal Last Name field is blank, the Last Name is what is used for W2 and ODJFS purposes. If a value is entered in the Legal First Name, it is what is used for W2 and ODJFS purposes. If the Legal First Name field is blank, the First Name is what is used for W2 and ODJFS purposes. If a value is entered in the Legal Middle Name, it is what is used for W2 and ODJFS purposes. If the Legal Middle Name field is blank, the Middle Name is what is used for W2 and ODJFS purposes.

Last Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
First Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
Middle Name if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.
Suffix if the name that needs to be printed on the employee's W2 differs from the employee name desired on the employee's check, values may be entered in the legal name fields. The regular name fields will be used if the legal name fields are left blank.

Address

Street 1 Employee's street/delivery address. This should be the actual street address or post office box.
Street 2 Employee's location address. Examples: Apt. #, Attention, Suite.
City name of the city where this employee resides.
State name of the state where the employee resides in.
Postal Code the postal code is the zip code. Example: 43545-0000 or 435450000
Does the employee have a Foreign Address? If the employee has a foreign address check the associated box Image Added if not leave the box unchecked.
Enter the Province if applicable.
If the employee has a foreign address, enter the applicable country code, in the Country field.

Contact

The Work Phone field is used to indicate the employee's in-district telephone number.
The Home Phone field is used to enter the employee's home phone number. SERS New Hire report uses this field for reporting. If no Home phone number is entered, SERS New Hire report will contain 0's)
The Home Phone Unlisted field is informational and can be used to indicate whether the employee's home telephone number is unlisted. If the employee's home phone is unlisted check the associated boxImage Added. If the home phone is not unlisted leave the box unchecked.
Enter the employee's Primary Email Address. This may be used if the district chooses to email direct deposit notices to the employee. This may be a district email address.
Enter the employee's Secondary Email Address. This may be an employee's home email address.
**REQUIRED FIELD** Other Email Address: Enter any email address that is not considered the primary or secondary email address in the Other Email Address field. SERS New Hire report uses this field for reporting.

General

An employee's Marital Status can be Single, Married or Unstated.
If the Employee Archived field is checked, the employee will not be displayed Image Added. If the Employee Archived field is unchecked, the employee will be displayed Image Added. Archiving an employee will stop everything for this employee and hide them from view on other Core selections.
Image Added-Does the employee have enough years of service and are they old enough to retire? if the employee is eligible for retirement check the associated box. If not eligible for retirement leave box unchecked. (District use field)
Image Addedcheck if employee will receive an Email of their Direct Deposit Notice
Gender refers to the employee's sex. This is a required field for STRS New Hire reporting.
- F - Female
- M - Male
- Blank - Unstated
Whether or not an employee is fluent in at least one foreign language is entered in the Multilingual field.
Indicates in the check box whether or not this employee has been reported to the Ohio Department of Human ServicesServices.
- If box is unchecked, the employee will be included on the ODFJS New Hire Report. Once reported, the box will be checked automatically.
If the employee is check the associated box. If the employee is not ODJFS reportable leave this box unchecked.
- If the ODJFS Reportable box is checked, these reports use this field:
  - Quarter Report
  - Pay Report
  - Employee Master Report
  - During posting of payroll, to calculate ODJFS amounts
The OSDI Code refers to the Ohio School District Income tax applicable to the employee. This field is used for the Soap Service and EMIS Soap Service.
For Part-time (benefits) employees who qualify for sick leave accrual per HB153. If they are eligible for benefits check the associated box If they are not eligible for benefits leave the box unchecked.
- Please note this field is specifically used to determine if the employee should have sick leave accumulated based on hours of service worked. You should not mark an employee as part time if this alternate sick leave tracking method does not apply
If this employee record is to be reported to EMIS check the associated box . If this employee record is not reportable to EMIS leave the associated box unchecked :
- **Having the 'Report to EMIS' unchecked, this will stop the employee and position/compensation from being included in the SIFF data collector**
- **If the employee is marked as reportable to EMIS, then the employee will be included in the collection, Employee (CI) information. The Positions/Compensations (CK) are collected separately, so if the Position/Compensation is marked as not reportable, then it will not be included in the Position collection**
Spouse First Name this field can be used to enter in the name of the employee's spouse (If applicable)
The Sub Days field contains the days of the week the sub prefers to be called for work.

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Birth Date enter the employee's birth date.
Hire Date enter enter the employee's hire date.This Hire date is used for the EMIS Employee reporting.
The Last Paid Date will update with each payroll run, if paid.
The ODJFS Hire Date field is the date the employee was hired by the district and is the date used for reporting to the Ohio Department of Human Services.
The date the employee is considered no longer employed is entered in the Termination Date field. This field is used to determine the length of the employment relationship when calculating service credit for STRS employees. EMIS also uses this date if no Position Termination date is entered.

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Accred District Experience enter the years of accredited experience.
For certificated employee's only, indicate the total years of authorized teaching experience in the Authorized Experience field. (Required)
For Building Experience, enter the years of experience in all buildings.
For District Experience, enter years of experience in district.
For Military Experience, enter the years of military experience.
For For Non-Ohio Private Experience enter the number of years experience in non-Ohio private schools.
For Non-Ohio Public Experience enter the number of years experience in non-Ohio public schools.
For Ohio Private Experience, enter the number of years experience in the Ohio Private schools.
For Ohio Public Experience, enter the number of years experience in the Ohio Public schools.
For Principal Experience, enter the number of years experience as a Principal. (required if applicable)
For Purchased Experience, enter the number of years purchased experience.
For Retire System Experience, enter the number of years of experience credited to SERS/STRS.
For certificated employee's only, indicate the total number of years of all certificated educational service in the Total Experience field. (Required)
For Trade Experience length of experience, enter the years of trade experience.

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Hispanic or Latino
Not Hispanic or Latino
Unknown

Standard PayrollStandard Payroll

Check Distribution is used for sorting payroll checks or reports at the employee level
Payroll Code 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Code 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires. Can be used to store Affordable Care Act report coding.
Payroll Code 3 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Code 4 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Date 1 is a field which a district can use for their own information. Original Hire date can be entered here if a rehireerehire.
Payroll Date 2 is a field which the district can use to enter in a rehire date for an employee.
Payroll Money 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Money 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Money 3 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Money 4 is is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Payroll Text 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires. Can be used to store Affordable Care report coding.
Payroll Text 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires. Can Can be used to store Affordable Care report coding.
Check Distribution is used for sorting payroll checks or reports at the employee level.

Standard Personnel

Personnel Code 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Code 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Code 3 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Code 4 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Date 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Date 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Money 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Money 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Money 3 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Money 4 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Text 1 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires.
Personnel Text Text 2 is utilized to store unique information for the district which is not tracked elsewhere. This may contain any value the user desires

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ECE Qualification
- Enter the Early Childhood Education Qualification for persons hired for the Early Childhood programs who do not have a certificate , but have a degree in the ECE Qualification field. Indicate their degree major.
  - * - Not applicable
  - 1 - Associated in Early Childhood Education or Child Development
  - 2 - Bachelor in Early Childhood Education or Childhood Development
  - 3 - Enrolled in an Associate Degree program in Early Childhood Ed
  - 4 - Enrolled in Bachelor's Degree program in Early Child Ed, Child Devel
  - 5 - Enrolled in Masters or higher Degree program in Early Childhood Ed
  - 6 - Masters or higher in Early Child Ed, Child Develop or Approved Relate
Degree Type enter in the education level of this employee.
- 0- Non Degree
- 1- Associates
- 2- Bachelors
- 3- Masters
- 4- Education Specialist
- 5- Doctorate
- 6- Other
- 7- Less Than High School Diploma
- 8- High School Diploma
- 9- GED Diploma
The Handicap status indicates whether the employee is handicapped
Indicate the number of school days missed because of a long term illness of an employee in the Long term Illness field. This field is used if the number of days missed is greater than three weeks for one continuous absence. Use the program called CLRATD report called Reporting Entity Count Summary Report at the end of fiscal year after the June EMIS staff data has been reported to clear this field for the next reporting year.
The Non-Certificate Employee ID for EMIS reportable non-certified staff; Enter ZID Number (9 characters only) if available or if not, leave blank and field will be populated when SIF data collection is processed.
Enter the Other Credentials for persons hired for Early Childhood programs who do not have a certificate or a degree. Indicate their credential status.
- * - Not applicable
- 1 - Working toward a CDA (Child Development Associate)
- 2 - CDA completed
- 3 - No CDA AND not working toward a CDA
- 4 - Working toward an Associate Degree
For certificated employees only, the total number of semester hours of recognized college training they have received is entered in the Semester Hours field.

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FYTD Gross
FYTD Applicable Gross
FYTD Net
MTD Gross
MTD Applicable Gross
MTD Net
QTD Gross
QTD Applicable Gross
QTD Net
YTD Gross
YTD Applicable Gross
YTD Net

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Tip

Dark Gray fields can not be added or updated by the user.

Light Gray fields can be selected for other options

4. Click Image Removed to post the new employee to the system, click on Image Removed to not post the new employee and to return to the Employee grid.
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Tip

Dark Gray fields can not be added or updated by the user.

Light Gray fields can be selected for other options

4. Click Image Added to post the new employee to the system, click on Image Added to not post the new employee and to return to the Employee grid.

Audit Report Employee record option

After creating and saving an Employee record, or to see any changes that were made to an Employee record there is a option to run an Audit Report directly

from the Employee record.

Note
User must be in VIEW mode in order to see the Audit Report button. On the Employee record--Click on the Image Added button.

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Click on the Image Addedbutton.

Enter a Start Date and Stop Date and click on the Image Addedbutton.

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The report heading on this single object audit report will include the start/stop date on the Title Page and the title on the report will be USPS Audit Report - (Employee)

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