EMIS Checklist
- ___ Import this EMIS Demographic Data Report to Reports/Report Manager or create a report from the Employee grid Report option to verify Employee Demographic EMIS (CI) elements will be included from the Employee records when the SIF data collection is processed. EMIS Guide Section 3.3 Staff-Demographic (CI) Record
Verify Identification- Number, SSN, Credential ID
Name-Last Name, First Name, Middle Name, Suffix
Dates- Birth Date, Last Paid Date, Termination Date
General- Gender, Report to EMIS
Experience- Authorized Experience, Principal Experience, Total Experience
Race- Primary Race, American Indian Alaska Native, Asian, Black, Hispanic Latino Option, Native Hawaiian
Pacific Islander, White
State Reporting- ECE Qualification, Degree Type, Non-Certificate Employer ID, Semester Hours
2.___ Enter in any Long Term Illness data on the Employee record (Long Term Illness is 15 or more consecutive absence days.)
3.___ Verify that all Years of Experience (Authorized, Total and Principal) have been previously incremented for Initial Report Period L for the fiscal year on the Employee record.
4 ___ Import the following Position and Compensation Reports to Reports/Report Manager or create Reports from the Position and Compensation grid to verify Staff Employment EMIS (CK) elements will be included from the Position or Compensation records when the SIF data collection is processed-EMIS Guide Section 3.4 Staff Employment (CK) Record
Verify Position #, Position Description, Job Status
Employee/Identification-Number,
Employee/Name- Last Name, First Name,
Employee-Extended Service, FTE,
EMIS Related Information-Reportable to EMIS, Position Code, State Reporting Appointment Type, Position Type, Position Status, Special Education FTE, Low Grade, Separation Reason, Paraprofessional, High Quality Professional Development, High Grade, Separation Date, Paraprofessional Hire Date, Building IRN
Funding Source- Assignment Area, Funding Source Code 1, Percent 1, Funding Source Code 2, Percent 2, Funding Source 3, Percent 3,
EMIS Inactive Position Report (After creating csv can filter to remove any Termination date before current fiscal year. )
Verify Position #, Position Description, Job Status
Identification-Number
Name- Last Name, First Name
Dates- Termination Date
Employee-Extended Service, FTE
EMIS Related Information-Reportable to EMIS, Position Code, State Reporting Appointment Type, Position Type, Position Status, Special Education FTE, Low Grade, Separation Reason, Paraprofessional, High Quality Professional Development,High Grade, Separation Date, Paraprofessional Hire Date, Building IRN
Funding Source- Assignment Area, Funding Source Code 1, Percent 1, Funding Source Code 2, Percent 2, Funding Source 3, Percent 3,
Position Date- Stop Date
EMIS Active Contract Compensation Report
Compensation- Type, Unit Amount, Contract Work Days, Hours in Day
Date Range- Compensation Start Date, Compensation Stop Date
State Reporting- Reportable to EMIS
Position- Position #, Position Description, Job Status
Identification- Number
Name- Last Name, First Name
Contract- Contact Amount, Pays in Contract
EMIS Inactive Contract Compensation Report
Compensation- Type, Unit Amount, Contract Work Days, Hours in Day
Date Range-Compensation Start Date, Compensation Stop Date
State Reporting- Reportable to EMIS
Position- Position #, Position Description, Job Status
Identification-Number
Name- Last Name, First Name
Contract-Contact Amount, Pays in Contract
EMIS Active Non Contract Compensation Report
Compensation-Type, Pay Unit, Unit Amount, Hours in Day
Date Range- Compensation Start Date, Compensation Stop Date
State Reporting- Reportable to EMIS
Position- Position #, Position Description, Job Status
Identification-Number
Name- Last Name, First Name
EMIS Inactive Non Contract Compensation Report
Compensation-Type, Pay Unit, Unit Amount, Hours in Day
Date Range- Compensation Start Date, Compensation Stop Date
State Reporting- Reportable to EMIS
Position- Position #, Position Description, Job Status
Identification-Number
Name- Last Name, First Name
5. ___ Verify that all Supplemental (8XX) Compensations (contract and non contract) records have been created and the Reportable to EMIS flag is set checked.
6. ___ If applicable-verify that any CC (Contact Only Staff Records) are created under Core/EMIS Entry/EMIS Contracted Service (CC). See- EMIS Guide Section 3.6 Contract-Only Staff (CC) Record for reporting data requirements for CC records.
7. ___ Create an EMIS Contacted Service (CC) Extract file for uploading to the SIF data collector.
8.___ If applicable-verify that any CJ (EMIS Contractor Records) are created under Core/EMIS Entry/EMIS Contractor CJ. – See- ODE EMIS Guide Section 3.5 Contractor Staff Employment (CJ) Record for reporting data requirements for CJ records.
9. ___ Create an EMIS Contractor Staff Employment (CJ) Extract file for uploading to the SIF data collector.
10.___ Verify all attendance and absence for employee
11.___ Populate any value needed in EMIS override fields (Go to Positions under EMIS Related Information - Contract Amount/Contract Work Days/EMIS Override Hours In the Day or you can use Mass Load creating a spreadsheet using the format 'Excel-FieldNames' from the Position grid, including Number, Pos#, Contract Amount, Contract Work Days, Hours In the Day.
12.___ Import the EMIS List report from the Public Shared USPS-R Reports Library. (Note- This report lists employees with their compensation and position flags. Also lists employee's position information.)
OR run the EMIS Reports for Employee and Position.
13.___ For any employee that will be leaving the district enter a Separation Date and Separation Reason on the Position record. This will then be reported for the EMIS Fiscal Year that is closing.