PEIMS Submission 3

• Extracting Student & Staff• Importing Staff or 305 Records

• 305 Comparison Utility• Merging Student & Staff

1. Extract Student Records (in Student – WS\SR\TX\PE\PE\XD)

2. Export Student Records (in Student – WS\SR\TX\PE\PE\EX)

3. Extract Staff Records (in HR – WH\SR\TX\PE\PE\XD)

4. Import 305 Staff Records (in HR – WH\SR\TX\PE\PE\UT\IR)

5. Run 305 Comparison (in HR – WH\SR\TX\PE\PE\UT\RC)

6. Export Staff Records and Merge Student Records (in HR-WH\SR\TX\PE\PE\EX))

Overview – Skyward Student & HR

1. Create file of staff records from non Skyward software

2. Extract Student Records (in Student – WS\SR\TX\PE\PE\XD)

3. Import Staff Records (in Student – WS\SR\TX\PE\PE\IS)

4. Export Student & Staff Records (in Student – WS\SR\TX\PE\PE\EX)

Overview – Skyward Student Only

1. Create file of student records from non Skyward software

2. Extract Staff Records (in HR – WH\SR\TX\PE\PE\XD)

3. Import 305 Staff Records (in HR – WH\SR\TX\PE\PE\UT\IR)

4. Run 305 Comparison (in HR – WH\SR\TX\PE\PE\UT\RC)

5. Export Staff Records and Merge Student Records (in HR – WH\SR\TX\PE\PE\EX)

Overview – Skyward Human Resources Only

Daily Register – builds 400, 405, 410, 500, 505, and 510 records◦ (WS\SR\TX\RE\AT\DR – WS\SR\TX\RE\AT\FA)◦ Can be run from Entity 000 or By Entity◦ Select Entities (Will receive error if funding periods not setup)◦ Be sure to check Build For PEIMS◦ Select Local ID – use same selection as PEIMS Extract◦ Select all 6 six weeks – do not enter cut off dates

PEIMS Extract – builds 010, 020, 100, 101, 105, 300, 305, 415, 425, 435 and 461 records◦ (WS\SR\TX\PE\PE\XD)◦ Should be run from Entity 000 ◦ Select School year and Submission 3◦ Select Entities◦ Select Campus of Disciplinary Assignment◦ Can select all or specific records◦ Can run for specific entity (possibly for re-extract if changes made)

Extracting Student Records

Maintain Extracted PEIMS Data◦ (WS\SR\TX\PE\PE\MD)◦ Select School Year and Submission 3◦ For all records – Select Entity = All◦ Select Record to View – All Student Records available◦ Student Lookup by Last Name, Student/PEIMS ID or Local ID◦ Ability to Add, Edit or Delete Records ◦ Can not Edit or Delete Imported Records

PEIMS Edit Reports◦ (WS\SR\TX\PE\RE\OT\PE)◦ Select School Year and Submission 3◦ Enter PEIMS As-Of-Date – use last date of school◦ Can print for any or all records◦ Can print all data – with or without edits or edits only

Reviewing Student Records

Export Extracted PEIMS Data◦ (WS\SR\TX\PE\PE\EX)

◦ Run from Entity 000◦ Two format options – text or XML

Final file must still be text this year

◦ Select School Year and Submission 3◦ Select Entities◦ Select All records or just 305 records (if needed)

View Exported File/Save Locally for Submission◦ (WS\SR\TX\PE\PE\VS)

◦ Highlight file and click View◦ Save to your desktop or local folder

Exporting Student Records

PEIMS Extract◦ (WH\SR\TX\PE\PE\XD)

◦ Select School Year and Submission 3◦ Select Copy 010, 011, 020 records from previous submission and

select Submission 1 for 2011.◦ Select 040/043 and 050 records◦ Selection Parameters – create new template

Select by Employee Type and select Teacher Type◦ Select Include Profiles with a Termination Date

Enter on/after Termination Date

Extracting Staff Records (from HR)

Import 305 Records(WH\SR\TX\PE\PE\UT\IR)

◦ Select School Year and Submission 3◦ Select File to Import – Click Browse to locate file – Then Upload File

File can contain 305 records only or all student records◦ If importing 2nd time – select options if needed:◦ Overwrite Duplicate 305 Records (if records could have changed)◦ Remove Existing 305 Records Before Import (if records exist that need to be

deleted/removed)

Staff and 305 Record Comparison Removal Utility(WH\SR\TX\PE\PE\UT\RC)

◦ Select School Year and Submission 3◦ Select Correct Comparison Option

First Option – remove 40,43,45,50 records without matching 305 record Second Option – remove 305 records without matching 40,43, 45,50 records

◦ Process will run in Processing Window Should review records that do not match – could be SSN issues, KG/PK teachers Can print report of non matching records Should not finish process and remove records until non matches verified

Import 305 Staff Records & Run Comparison (HR)

Export Extracted PEIMS Data◦ (WH\SR\TX\PE\PE\EX)

◦ Two format options – text or XML Final file must still be text this year

◦ Select School Year and Submission 3◦ Select Records (010, 020, 040, 043, 045, 050 and 305)◦ Merge Option – Browse for file and Upload◦ Select Course Section Records (300) and Student Records (All)

Do NOT select 305 records

View Exported File/Save Locally for Submission◦ (WH\SR\TX\PE\PE\VS)

◦ Highlight file and click View◦ Save to your desktop or local folder

Exporting Staff & Merging Student Records (HR)

Import Staff Records◦ (WS\SR\TX\PE\PE\IS)

◦ Option for districts not using Skyward Finance/HR◦ Browse for file and Upload◦ Select School Year and Submission 3◦ Select 040, 043, 045, and 050 records

◦ Allows records to be imported and viewed in the Maintain area ◦ Allows for a complete Submission 3 file from student◦ No option to run 305 Comparison utility

Importing Staff Records (in Student)