GA CPI User Guide

Overview

Certified/Classified Personnel Info (CPI) Report

The Certified/Classified Personnel Info (CPI) report is submitted at three different times throughout the year. These reporting periods are referred to as Cycles, and the terms "reporting period" and "cycle" can be considered synonymous.

Reporting Cycles

Cycle 1 (Fall Submission): October
Cycle 2 (Spring Submission): March
Cycle 3 (Fiscal Year End Submission): July

Each cycle has specific date ranges associated with it, which are published annually by the Georgia Department of Education (GA DOE).

Record Types

The Georgia CPI report consists of four different record types, labeled A through D. These record types are submitted based on the cycles:

Cycles 1 & 2: These cycles are identical and are intended to report salary and wage data for the specified date ranges. They include only record types A, B, and C.
Cycle 3: This cycle is unique and focuses solely on Accumulated Leave data for the entire fiscal year. It includes record types A, B, C, and D.

Due to the fact that BusinessPLUS does not track the data that is required for the C Record there will be no default support for creating the intermediate data. The client will be responsible for populating the intermediate table and ensuring that the data is correct.

Selection Criteria

The Georgia CPI report includes data on the following types of employees only: Regular Certified (CE), Regular Classified (CL), Rehired Retirees, Long Term Subs, Terminated Employees, and Third Party Contractors. For reporting purposes the employees are categorized as Certified, Classified, Active, and Terminated. The record types are included for the various employee types as follows:

	Regular (CE & CL)	Rehired	Long Term Sub	Terminated
A Record	Yes	Yes	Yes	Yes
B Record	Yes	Yes	No	Yes
C Record	Yes	Yes	No	No
D Record	Yes	Yes	No	Yes
GA Employee Type Code	<blank>	B	L	<blank>

BusinesPlus Setup

BusinessPlus Setup All wages and required classifications of employees must be entered and completed before processing the GACPI Report.

Setup

Before you can generate reports, you must access the reporting interface to set up the data required to create these reports. This configuration information is also used by the extract load & submission. The following options need to be configured under the ‘Setup’ menu:

Site Profile
Crosswalk
Code Value
Mapping
Additional Setup

Site Profile

Click Site Profile to define the entities and their details. This information is used by the Load and Submission options for the defined entities. To add details about a ‘Site’, enter data in the fields of this window as described below.

Field	Description
Entity*	ID of the entity/employer. The entity should be a valid entry as defined in BusinessPLUS. Once saved, the value cannot be changed.
Employer Name*	Name of the employer for whom the entity is defined.
Employer Address*	First line of the employer’s address.
Employer Address(2)	Second line of the employer’s address.
Employer City	City in which the employer is located
Employer State	State in which the employer is located. Click the down arrow for the list of states.
Employer Zip Code*	Numeric zip code of the employer’s location. This field accepts only five numeric characters and does not accept if all the five characters are zeroes.
Employer Zip Code Extension	Numeric zip code extension of the employer’s location. This field accepts only numeric characters of 4 digits or less.
School System Code	A number that identifies an active school system code. This field accepts only numeric characters.

Columns marked with * are required fields in edit mode.

Crosswalk

The Crosswalk tab can be used to map the setup values. The predefined Code Items appear as a list when the ‘Crosswalk’ screen is loaded.

Code Value

Click Code Value to define valid codes.

Mapping

Map BusinessPlus to State codes for Pay Step Mapping and Racecode Mapping.

Additional Setup

Click Additional Setup to define the entity’s ‘Setup’ details. This information is used by the Load and Submission processes.

Instance

Click Instance to configure a ‘Report Instance’ for each report to be created. Report instances need to be configured for the extract process.

Field	Description
Name*	User defined name of the report instance
Fiscal Year*	Reporting period current Fiscal Year
Start Date*	Start Date from which submission will happen. Ex: 01/01/2017 Once the report instance is created, the ‘Start Date’ cannot be edited
End Date*	End Date to which submission will happen. The End Date should be valid (it should be later than Start Date) Once the report instance is created, the ‘End Date’ cannot be edited
Cycle*	Desired Cycle: 1 = Oct Cycle 2 = March Cycle 3 = July Cycle
Status*	Indicates the status of the report instance. Valid choices are: Active, Locked, and Submitted.
Date Submitted*	Date time stamp when changing to the ‘Submitted’ status.
Update	Used to update the selected status.

Load

Click the Load option to extract and load the new hire employee records into the maintenance table. See the ‘Submission File Layout’ section for the source of the reported data. Note that recently hired employees are selected for the report based on their hire date. When setting up report instances, you may find it necessary to overlap hire date ranges to ensure that all recently hired employees are reported. When loading an employee, the system will check all previous report instances with submission dates to avoid reporting the same employee, based on social security number and hire date, multiple times.

To load data for an instance of a report, enter data in the fields as described below.

Field	Description
Report Instance*	Click for the list of report instances. Select the desired report instance.
Notes	Enter a note related to report instance or load that is to be performed.
Entity ID	Click to select a specific entity for which the load will be performed. Select ‘ALL’ to extract records of all entities
Employee ID’s	If specific IDs are to be refreshed or reported on, enter in this line, separated by commas.
Purge Existing Data	If all the existing data for the selected ‘Report Instance’ in the maintenance table needs to be deleted, this checkbox should be checked. This action will also remove new (recent) maintenance records added previously using the maintenance screen for the ‘Report Instance’.
Load	Click to load maintenance records into maintenance table.

Columns marked with * are required fields to Load.

Maintenance

The Maintenance option is used to make necessary changes to the extracted employee data and to view the errors generated during the load or submission. The table below describes the fields in the Maintenance view when selecting report instances.

Field	Description
Report Instance	Click down to select a specific instance.
Filter By Criteria	Filter the maintenance records based on Employee ID or Employee Last Name. Clear fields to view all the results.
Employee ID	ID of the employee.
Employee Last Name	Last name of the employee.
Apply	Select the ‘Apply’ button to filter on values entered in either the Employee ID or Employee Last Name.
Total Record Count	Indicates the total number of maintenance records in the grid.

Insert

The button is used to add new employee records to the maintenance table. A new window is displayed for the user to add employee details. An example of the new employee screen is shown below.

Submission

After confirming the maintenance data, click on ‘Submission’ option to create the file to be submitted to the state. To create a report file for submission, data is entered in the fields as described below.

Field	Description
	Click for the list of report instances. Choose the report instance which is to be submitted.
	Any notes applicable to the submission job.
	File name depending on state filename may require a specific layout, If file does not meet layout program will notify user of correct layout but allow user the freedom to name the file.
	Click for the list of entities. If the maintenance records for all the entities are to be submitted, then ‘ALL’ should be selected.
	Details for the selected ‘Report Instance’.
	The date (Last Submission) and user (Created By) who performed the last submission and the note that was entered for submitting the selected ‘Report Instance’.
	Create report file with data from maintenance table.
	View the submission file report.

Columns marked with * are required fields to ‘Generate Report’. If required fields are empty or have an invalid value, an error is logged which can be corrected from the ‘Maintenance’ screen.

Submission File Layout

The following tables show the field numbers, field names, and source within BusinessPLUS.

A – Record Format Cycles 1,2 and 3

Pos	Element	Len	Type	Source	Edits
1	Fiscal Year	4	N	Regulatory.rr_run_def_mstr.fiscal_yr	E010 ‐ FISCAL YEAR must be all four digits of the current valid fiscal year
5	Report Period	1	A	Regulatoryreporting.rr_run_def_mstr.cycle	E020 ‐ REPORT PERIOD must be the current valid CPI period: "1" = October "2" = March "3" = July
6	System Code	3	A	Common Codes Category = “CPI”CD_Code = “SYSCODE”	E040 ‐ SYSTEM CODE must be an active system code
9	Employee Code	9	A	hr_empmstr.ssn	E064 – EMPLOYEE CODE must be employee's 9‐ digit Social Security Number, right justified with expressed leading zeros. E805 –EMPLOYEE CODE must be unique for every RECORD TYPE = "A01" in file for one SYSTEM. E2016 ‐ All personnel reported as active in CPI 2017‐2 must be reported A01 as either active or terminated in CPI 2018‐1. E8050‐ EMPLOYEE CODE must be unique for every RECORD TYPE = "A01" in entire state where TERMINATION CODE = zeros. (Previously W805.) E292 ‐ All race indicators for employee cannot equal “N”.
18	Record Type	3	A	Hard coded	E802 ‐ RECORD TYPE must = "A01". E803 ‐ Every active employee where TERMINATION CODE = zero or blank must have RECORD TYPE = "C01". E3033 ‐ Every employee with a RECORD TYPE = B01 must have a record with RECORD TYPE = ‘A01’ E3034 ‐ Every employee with a RECORD TYPE = ‘C01’ must have a record with RECORD TYPE = ‘A01’ E3035 ‐ Every employee with a RECORD TYPE = ‘A01’ must have a record with RECORD TYPE = ‘B01’
21	Gender	1	A	hr_empmstr.gender	E200 ‐ GENDER must be one of the following valid values: "F" = Female "M" = Male
22	Filler	31	A	NA	No Edits
53	Birth Date	8	D	Hr_empmstr.bdt	E541 ‐ DATE OF BIRTH must be in format yyyymmdd; must not be blank. E542 ‐ DATE OF BIRTH must not be in current calendar year. E540 ‐ DATE OF BIRTH must reflect age from 15 to 90 years old, based on September 1 of current fiscal year.
61	Filler	18	A	NA	No Edits
79	Employee Type	1	A	Crosswalked from hr_empmstr.emp_type Setup/Additional Setup/Personnel Setup	E1013 ‐ EMPLOYEE TYPE must be one of the following valid values: “P” = 3rd‐Party Contract “L” – Long‐Term Substitute “B” = SB 327 Retiree Blank/null = regular employee. E3082 ‐ No C layout records reported for third‐ party employee (EMPLOYEE TYPE = “P”) W2081 ‐ Long‐term substitute (EMPLOYEE TYPE = “L”) reported with B and/or C records, which were ignored at upload. Only A‐record layout data is loaded for this EMPLOYEE TYPE. W2082 ‐ Third‐party contract employee (EMPLOYEE TYPE = “P”) reported with B‐layout record(s), which were ignored at upload. Only A‐ record and C‐record data are loaded for this EMPLOYEE TYPE. E3075 ‐ CPI Cycle 3/Leave: Invalid EMPLOYEE TYPE for regular employee. Long‐term subs and third‐ party contracts should not be reported this cycle. Valid Codes for Cycle 3: “B” = SB 327 Retiree Blank/null = regular employee. E647 ‐ For active employee with EMPLOYEE TYPE = blank or ‘B’, the ANNUAL CONTRACT SALARY for CLASSIFIED and CERTIFIED cannot both be zero.
80	Ethnic Hispanic	1	A	Hr_empmstr.ethnic_cd Setup/Mapping/Race Code Mapping	E284 –ETHNIC HISPANIC must be ‘H’ or ‘N’.
81	Race Indian	1	A	Crosswalked from hr_emp_race.race_cd Setup/Mapping/Race Code Mapping	E285 – “I” or “N”
82	Race Asian	1	A	Crosswalked from hr_emp_race.race_cd Setup/Mapping/Race Code Mapping	E286 – “S” or “N”
83	Race Black	1	A	Crosswalked from hr_emp_race.race_cd Setup/Mapping/Race Code Mapping	E287 – “B” or “N”
84	Race Pacific	1	A	Crosswalked from hr_emp_race.race_cd Setup/Mapping/Race Code Mapping	E288 – “P” or “N”
85	Race White	1	A	Crosswalked from hr_emp_race.race_cd Setup/Mapping/Race Code Mapping	E289 – “W” or “N”
86	Last Name	30	A	hr_empmstr.lname	E3153 ‐ LAST NAME and/or FIRST NAME cannot be null. E3154 ‐ LAST NAME must be at least two characters
116	First Name	30	A	hr_empmstr.fname	E3153 ‐ LAST NAME and/or FIRST NAME cannot be null. W3107 ‐ FIRST NAME must be at least two characters
146	Mid Initial	1	A	Hr_empmstr.mname	E3102 ‐ MIDDLE INITIAL must be either alpha characters (A‐Z) or blank.
147	Filler	4	A	NA	No Edits

B– Record Format Cycles 1 and 2 Only

Pos	Element	Len	Type	Source	Edits
1	Fiscal Year	4	N	Regulatory.rr_run_def_mstr.fiscal_yr	See Fiscal Year A record
5	Report Period	1	A	Regulatory.rr_run_def_mstr.cycle	See Report Period code A record
6	System Code	3	A	Common Codes Category = “CPI” CD_Code = “SYSCODE”	See System Code code A record
9	Employee Code	9	A	hr_empmstr.ssn	See Employee code A record
18	Record Type	3	A	Hard Coded	EB02 – Record Type must = “B01”
21	Certified Employment Basis	4	N	Highest Basis for employee in hr_cntycred table	E622 – Indicates full time, part time, overtime status
25	Classified Employment Basis	4	N	Highest Basis for employee in hr_cntycred table	E626 – format as with implied decimal 1000 = 1.000, greater than zero and less than 2
29	Payroll Years of Experience for Certified Employee	2	N	Calculated from highest step in hr_slrytble for each employee’s PM Assignment	E630 – if Years > 0 C record is required. If AssignType = “N” then years exp = 0 pad with leading zeros
31	Certificate Level	1	A	Highest hr_cntycred_agency_res with highest hr_cntycred.cred_end	W630 - required if C record exists Valid values = “1” Vocational “5” Masters “2” Vocational “7” Doctorate “6” Education Specialist “4” Bachelor
32	State Pay Step	2	A	hr_slrytble.state_step	E643 – If C Record valid value = “E” “1” “2” “3” “4” “5” “6” “7” “L1” “L2” “L3” “L4” “L5” “L6” pay step level must correspond to GDOE Annual Salary Schedule
34	Filler	1	A	NA	No Edits
35	Annual Contract Salary For Certified Employee	9	N	hr_emppay.actl_ann	W403 ‐ ANNUAL CONTRACT SALARY FOR CERTIFIED EMPLOYEE divided by EMPLOYMENT BASIS must be equal to or greater than State Minimum Salary for the employee's CERTIFICATE LEVEL and STATE PAY STEP, except where ASSIGNMENT JOB CODE = 80, 115, 155, 157, 403, 413, 415, 417‐419, 421‐424, 426, 427, 434‐437, 439, 442, 445, 447, 455, 460, 465, 466, 470, 471, 473, 480, 482‐485, or 495 or where CERTIFICATE LEVEL = '2' and ASSIGNMENT CERTIFICATE TYPE = 'BT'. W404 ‐ Full Time Equivalent Salary, (ANNUAL CONTRACT SALARY FOR CERTIFIED EMPLOYEE + TOTAL ANNUAL SALARY FOR CLASSIFIED EMPLOYEE) / (CERTIFIED EMPLOYMENT BASIS + (CLASSIFIED EMPLOYMENT BASIS) must be equal to or greater than State Minimum Salary for the employee's CERTIFICATE LEVEL and STATE PAY STEP except where ASSIGNMENT JOB CODE = 80, 115, 154, 155, 157, 403, 413, 415, 417‐419, 421‐424, 426, 427, 434‐437, 439, 442, 445, 447, 455, 460, 461, 465, 466, 470, 471, 473, 480, 482‐485, or 494 ‐ 499 or where CERTIFICATE LEVEL = '2' and ASSIGNMENT CERTIFICATE TYPE = 'BT'. E656 ‐ Full Time Equivalent Salary must be less than $300,000.00. E657 ‐ ANNUAL CONTRACT SALARY FOR CERTIFIED EMPLOYEE must have at least one ASSIGNMENT TYPE = "C". W646 ‐ Full Time Equivalent Salary for certified employee must be less than $100,000.00. W1108 ‐ For Years of Experience, Certificate Level and Professional/Provisional status, the Full Time Equivalent Salary, based on the reported Contract Salary and Employment Basis, exceeds the State Salary Schedule's minimum salary by $20,000 or more. Please check salary accuracy
44	Total Annual Salary for Classified Employee	9	N	hr_emppay.actl_ann	E1004 ‐ TOTAL ANNUAL SALARY FOR CLASSIFIED EMPLOYEE must be greater than zero if CLASSIFIED EMPLOYMENT BASIS is greater than zero. E648 ‐ Must have at least one ASSIGNMENT TYPE = "N" and CLASSIFIED EMPLOYMENT BASIS must be greater than zero. E658 ‐ Employee reported with a classified salary, TOTAL ANNUAL SALARY FOR CLASSIFIED EMPLOYEE, but all C‐record assignments are reported as certified (ASSIGNMENT TYPE CODE = “C”). E1011 ‐ TOTAL ANNUAL SALARY FOR CLASSIFIED EMPLOYEE divided by CLASSIFIED EMPLOYMENT BASIS exceeds the reasonable maximum of $200,000.00.
53	Contract Days for Certified Emloyee	3	N	hr_emppay.actl_days	E660 ‐ CONTRACT DAYS FOR CERTIFIED EMPLOYEES must be greater than zero and less than or equal to 260. E661 ‐ If CONTRACT DAYS FOR CERTIFIED EMPLOYEES exists, there must be at least one ASSIGNMENT TYPE = "C".
56	Annual Work Days For Classified Employee	3	N	hr_emppay.actl_days	E663 ‐ If ANNUAL WORK DAYS FOR CLASSIFIED PERSONNEL exists, there must be at least one ASSIGNMENT TYPE = "N". W692 ‐ ANNUAL WORK DAYS FOR CLASSIFIED PERSONNEL must be greater than zero and less than 262
59	Temination Code	1	A	Hr_empmstr.enddt	E670 ‐ TERMINATION CODE must be one of the following valid values: "1" = Retirement "2" = Death "3" = Family "4" = Advanced Study "5" = Nonrenewal of Contract "6" = Acceptance of Position in other Georgia School System "7" = Reduction in Force "8" = Failure to Meet Certification Requirements "9" = Resignation "0" = Active employees only. E671 ‐ If TERMINATION CODE is valid for termination, then there must be a TERMINATION DATE. E672 ‐ TERMINATION CODE was reported for employee with active assignment. If employee should be reported as terminated, remove E629 ‐ If TERMINATION CODE is valid for termination, and a TERMINATION DATE exists, all other non‐key data elements should be blank/null. ASSIGNMENTS; if active, remove TERMINATION CODE.
68	Filler	2	A	NA	No Edits
70	State Health Plan	1	A	If employee has a cdh that has col py_cdh_misc_cd04 = “HLTH” then we mark record “Y”	E634 ‐ Must be one of the following: Y = Employee is participating in the State Health Plan N = Employee is NOT participating in the STATE HEALTH PLAN O=Other plan provided by the district ‘O’ pertains to ANY health insurance “provided by the district” that is taken by the employee and is not State Health (See Data Elements for more details). E191 ‐ No employees have been reported with the STATE HEALTH PLAN of 'Y'. E192 ‐ STATE HEALTH PLAN of 'Y' is not valid for EMPLOYEE TYPE 'L' and 'P'. (Long‐term Substitute and 3rd Party Contract) E627 ‐ STATE HEALTH PLAN cannot be both "Y" and "O" within the district. Only one of these can be reported for all employees offered health insurance. E628 ‐ STATE HEALTH PLAN of "Y" or "O" has been reported for greater than or equal to 95% of all reported employees with B‐level records

C– Record Format Cycles 1 and 2 only

Pos	Element	Len	Type	Source	Edits
1	Fiscal Year	4	N	Regulatory Run def mstr Instance Screen	See Fiscal Year A record
5	Report Period	1	A	Regulatory run_def_mstr Instance Screen	See Report Period code A record
6	System Code	3	A	Common Codes Category = “CPI” CD_Code = “SYSCODE”	See System Code code A record
9	Employee Code	9	A	hr_empmstr.ssn	See Employee code A record
18	Record Type	3	A	Hard Coded	EB02 – Record Type must = “C01”
21	Assignment School Code	4	A	hr_mstrschd.sitecd	E680 ‐ ASSIGNMENT SCHOOL CODE must be a valid CPI school/location code in the Facilities Database. E1106 ‐ ASSIGNMENT SCHOOL CODE cannot be between 8000 and 8999 for JOB CODES ‘080’ ‐‐ 142’, ’146’ ‐ ‘199’. E1107 ‐ ASSIGNMENT SCHOOL CODE cannot be > 8000 for JOB CODE = 610 & 615. E1019 – District is reporting less than 40% of all employees per school as teachers (Job Codes less than 200). Please verify. E1014 ‐ ASSIGNMENT SCHOOL CODE must be a school, not a facility, for teachers (JOB CODE greater than ‘080’ to less than ‘200’), Principal, Vice‐Principal, and Graduation Coach (JOB CODE ‘610’, ‘615’, ‘398’). (Exempt: RESAs and Virtual School teachers when reported School Code = 8010 or 8014.) E667 ‐ ASSIGNMENT SCHOOL CODE must have at least one of grades 06‐12 when ASSIGNMENT JOB CODE = ‘398’, Graduation Coach. E3032 ‐ ASSIGNMENT SCHOOL CODE is reported with zero employees. W1106 ‐ If SYSTEM CODE > 800, ASSIGNMENT SCHOOL CODE cannot = ‘8010’ for JOB CODES ‘080’ – ‘199 W691 ‐ If ASSIGNMENT SCHOOL CODE is less than 6000 and LIFE STAGE = '4' or '7' in the Facilities Database, then ASSIGNMENT JOB CODE = "610" must exist at ASSIGNMENT SCHOOL CODE.
25	Assignment Percentage of Time	4	N	Ratio calc based on hr_crsetble.core_area And hr_mstrschd.class_prd	E681 ‐ ASSIGNMENT PERCENTAGE OF TIME must be equal to or less than 100.0. E682 ‐ The sum of all (up to 6) ASSIGNMENT PERCENTAGES OF TIME must be greater than 099.0 and less than or equal to 100.0 E705 ‐ ASSIGNMENT PERCENTAGE OF TIME must be greater than zero.
29	Assignment Type Code	1	A	Setup/	E683 ‐ ASSIGNMENT TYPE CODE must be one of the following valid values: "C" = Certified or "N" = Classified E685 ‐ If ASSIGNMENT TYPE CODE = "C", ASSIGNMENT FIELD CODE must not equal blanks or spaces. E645 ‐ If ASSIGNMENT TYPE CODE = "C" and ASSIGNMENT FIELD CODE does not equal "998" (Pending), “101”, “102”, “103”, or “104” (Charter Waivers), the SOCIAL SECURITY NUMBER must exist in PSC Database. E646 ‐ If ASSIGNMENT FIELD CODE = “998”, Certificate Pending Flag must = “T” in PSC Database. E6461‐ If ASSIGNMENT FIELD CODE = “101”, “102”, “103”, or “104” (Charter Wavier) the EMPLOYEE CODE must exist in the PSC’s Clearance Table. Contact PSC. E686 ‐ If ASSIGNMENT TYPE CODE = "C", CERTIFIED EMPLOYMENT BASIS must be greater than zero. E689 ‐ If ASSIGNMENT TYPE CODE = "N", CLASSIFIED EMPLOYMENT BASIS must be greater than zero. E687 ‐ ASSIGNMENT TYPE CODE must equal "C" if CERTIFICATE LEVEL is valid and "Report Certification on CPI" = "Y" in Job Code Table. E677 ‐ ASSIGNMENT TYPE CODE must equal "N" if "Certification Required" = 'N' and "Report Certification on CPI" = 'N' in Job Code Table. E665 ‐ If ASSIGNMENT TYPE CODE = "N", ASSIGNMENT FIELD STATUS, CERTIFICATE TYPE, and ASSIGNMENT FIELD CODE must be blank. W628 ‐ Charter School reported with no certified employees. (All ASSIGNMENT TYPE CODE = "N"). Please verify data.
30	Assignment Field Status	1	A	If employee certified then value = “I” otherwise Highest hr_cntycred.county_res with highest cred_end	E688 ‐ ASSIGNMENT FIELD STATUS must be one of the following valid values: "I” = In‐Field "O" = Out‐of‐Field E679 ‐ If ASSIGNMENT FIELD STATUS = "O", ASSIGNMENT JOB CODE must = 085‐ 199, 400‐499, 600, 610, 615, 621, or 641
31	Assignment Certificate Type	3	A	hr_cntycred.cred_type	E690 ‐ ASSIGNMENT CERTIFICATE TYPE must have "Currently Issued" = "Y" in the Certificate Type Table. E691 ‐ ASSIGNMENT CERTIFICATE TYPE must be a valid CERTIFICATE TYPE for employee in PSC Database unless CERTIFICATE FIELD CODE = ‘998’ (Pending), “101”, “102”, “103”, or “104” (Charter Waivers). (Note: "Condition" in PSC Database must be translated to "Type".) E636 ‐ ASSIGNMENT CERTIFICATE TYPE CODE is exclusively for charter waiver, but the ASSIGNMENT SCHOOL CODE does not have a charter waiver. E637 ‐ ASSIGNMENT CERTIFICATE FIELD CODE is exclusively for charter waivers, but the ASSIGNMENT CERTIFICATE TYPE CODE is not for charter waivers. E615 ‐ Where leadership under new rules, ASSIGNMENT CERTIFICATE TYPE CODE = ‘L’ and Effective Date > 20100701, an employee assignment cannot be reported with ‘L’ for a JOB CODE that is not classified as leadership. E616 ‐ Where leadership under new rules, ASSIGNMENT CERTIFICATE TYPE CODE = ‘L’ and Effective Date > 20100701, an employee reported with ‘L’ ASSIGNMENT CERTIFICATE TYPE CODE for a non‐leadership JOB CODE, and has no other certification, must be reported as classified. E617 ‐ Where leadership under new rules, ASSIGNMENT CERTIFICATE TYPE CODE = ‘L’ and Effective Date > 20100701, the reported CERTIFICATE FIELD CODE must be 704, 705, 706, or 707. E618 ‐ Where leadership under new rules, ASSIGNMENT CERTIFICATE TYPE CODE = ‘L’ and Effective Date > 20100701, the ASSIGNMENT CERTIFICATE TYPE CODE must be DL, NL, NNL, NPL, PRL, SRL, WL. (Formerly PL, NPL, L, NL, WL or WPL). E619 ‐ The ASSIGNMENT CERTIFICATE TYPE CODE is not valid for the ASSIGNMENT CERTIFICATE FIELD CODE. Valid combinations are: PRL, NPL, WL for 706 & 707; PRL, DL, NL, SRL, WL, P, NP, WP for 704; NL, WL for 705; SRL, NL, WL for 700; SRL, PRL, NPL, D L, NL, WL for 710; WL, DL, NL, SRL for 772 & 773; DL, SRL for 901
34	Assignment Job Code	3	A	hr_pcntble.asmt_job_code	E692 ‐ ASSIGNMENT JOB CODE missing or not valid: · ASSIGNMENT JOB CODE must exist in every RECORD TYPE = "C0N". · and ASSIGNMENT JOB CODE must exist in the Job Code Table. E696 ‐ If ASSIGNMENT JOB CODE = 141, 142, 149, 153, or 158‐171, then third character of ASSIGNMENT SUBJECT MATTER CODE must = "8" or ‘1’. (Special Ed. teachers with special education or remedial subjects) E1008 ‐ A principal (Job Code 610) must be reported from all FTE reporting schools < 6000. E684 ‐ ASSIGNMENT JOB CODE = '600' must exist for each SYSTEM CODE where SYSTEM CODE is less than "800". E693 ‐ If ASSIGNMENT JOB CODE has "Certificate Required" = 'Y' in the Job Code Table, and if employee has a valid CERTIFICATE FIELD CODE in PSC Database then ASSIGNMENT TYPE CODE must = 'C'. E1003 ‐ If ASSIGNMENT JOB CODE = 153, 404, 412, 432, 439, 469 or 650 ASSIGNMENT SCHOOL CODE must be > 6300 but < 6500 (GNETS Program) or a GNETS School Code. W693 ‐ Only one ASSIGNMENT JOB CODE = '600' is allowed for each SYSTEM CODE. W2596 ‐ There was more than one principal (Job Code = ‘610’) reported from this school.
37	Assignment Subject Matter Code	3	A		E694 ‐ ASSIGNMENT SUBJECT MATTER CODE must be in Subject Matter Code Table. E695 ‐ ASSIGNMENT SUBJECT MATTER CODE must not = "930" ‐ "958" if ASSIGNMENT JOB CODE < “200” E668 ‐ ASSIGNMENT SUBJECT MATTER CODE must not = '999' if ASSIGNMENT JOB CODE = '080', '121', or '130'‐'199'. E700 ‐ ASSIGNMENT SUBJECT MATTER CODE must not = “808” (Spec Ed Consultative Role Only) if ASSIGNMENT JOB CODE not = ‘141’ – ‘142’, ‘149’, ‘152’, ‘153’, ‘158’ – ‘171’. E664 ‐ ASSIGNMENT SUBJECT MATTER CODE must be in the ‘950’ series (High School) when the ASSIGNMENT JOB CODE = ‘398’, Graduation Coach, and the ASSIGNMENT SCHOOL CODE is a high school. E669 ‐ ASSIGNMENT SUBJECT MATTER CODE must be in the ‘930’ series (Middle School) when the ASSIGNMENT JOB CODE = ‘398’, Graduation Coach, and the ASSIGNMENT SCHOOL CODE is a middle school. E662 ‐ When ASSIGNMENT JOB CODE is '398', Graduation Coach, the SUBJECT MATTER CODE must be in the '930' series (Middle School) or '950' series (High School). E1009 ‐ When ASSIGNMENT JOB CODE = ‘445’, Technology Specialist, the SUBJECT MATTER CODE must = blank/null or ‘999’. E1073 ‐ A valid SUBJECT MATTER CODE must be reported for Job Codes ‘116’, ‘117’, and ‘119’. (SUBJECT MATTER CODE ‘999’ and ‘28n’ are not valid.) E1074 ‐ A SUBJECT MATTER CODE of ‘999’ is required for Job Code ‘673’ Youth Apprenticeship Coordinator.
40	Assignment Field Code	3	A	cred_ma_mi_code	E697 ‐ ASSIGNMENT FIELD CODE must be in Certificate Field Code Table. E698 ‐ ASSIGNMENT FIELD CODE must be a valid CERTIFICATE FIELD CODE for employee in PSC Database, except where ASSIGNMENT FIELD CODE = "998" (Pending), “101”, “102”, “103”, or “104” (Charter Waivers). E639 ‐ "Expiration Date" field in PSC Database must be later than current date. E638 ‐ The ASSIGNMENT CERTIFICATE TYPE CODE is for charter waiver, but the ASSIGNMENT CERTIFICATE FIELD CODE is not for charter waiver
43	Assignment Fund Code	2	A	glk_key_mstr.glk_sec_part07	E699 ‐ ASSIGNMENT FUND CODE must be in Secondary Fund Code Table. E6990‐ Classified personnel must report an ASSIGNMENT FUND CODE. E2580 ‐ ASSIGNMENT JOB CODE '116', '117', and '119' (teachers, extended day/year) should only be used with a SECONDARY FUND CODE = '76' (Voc Ed ‐ Extended Day/Year). E2581 ‐ ASSIGNMENT JOB CODE 195' (20 day Extended Day/Year QBE Funded) should only be used with a SECONDARY FUND CODE = '00' (State/Local Funds). W994 ‐ The sum of each ASSIGNMENT FUND CODES = 50, 51, 53, 54, 55, 56, 58, 59, or 71 must not = ‘0’. W995 ‐ The sum of ASSIGNMENT FUND CODE = 81 must not = ‘0’. W632 ‐ ASSIGNMENT JOB CODE of 080, 434, 612, 613, 646, 648, and 649 reported with Secondary Fund Code of ‘00’. (These are Pre‐K, Federal and Title 1 Job Codes). E1017 ‐ ASSIGNMENT FUND CODE is not valid for reported Special Ed/GNETS ASSIGNMENT JOB CODE. Valid combinations: Job Codes 152 and 158 require Fund Code 50 or 00. Job Code 153 requires Fund Code 56 or 74. Job Code 141 requires Fund Code 50, 55, or 00. Job Code 650 requires Fund Code 74. Job Codes 306, 404, 412, 469 require Fund Code 00, 74, 50, 55, or 56. W991 ‐ The combination of ASSIGNMENT FUND CODE and Special Ed/GNETS ASSIGNMENT JOB CODE will not be eligible for T&E Funding. E1115 ‐ ASSIGNMENT FUND CODE 56 (IDEA – GNETS Federal Grant) is not valid for teacher Job Codes (Job Codes less than 200). W992 ‐ ASSIGNMENT JOB CODE = " 153" (GNETS Teacher Grant funded) or " 306" (GNETS Counselor) or " 404" (GNETS School Psychologist) or " 412" (GNETS Social Worker) or " 439" (GNETS Paraprofessional) or “469" (GNETS Specialist) or " 650" (GNETS Director) has corresponding SECONDARY FUND CODE that does not equal “74” (GNETS STATE GRANT). E649 ‐ When ASSIGNMENT FUND CODE = ‘55’ (IDEA Preschool Grant), the ASSIGNMENT JOB CODE must be ‘141’ (Preschool Special Education Teacher) or '453' (Special Education Paraprofessional ‐ Ages 3 to 5). E6991 ‐ ASSIGNMENT CONSOLIDATED FUND FLAG = “N” ASSIGNMENT FUND CODE cannot be 01 or 02. FY2018: New Codes added for Consolidated Funding: 01‐For APPROVED CONSOLIDATED FUNDING SITES ONLY: Use this ASSIGNMENT FUND CODE for all certified and classified staff accounted for within the Resource Allocation Plan. Certified staff with this fund WILL earn T&E 02‐ For APPROVED CONSOLIDATED FUNDING SITES ONLY: Use this ASSIGNMENT FUND CODE for all certified and classified staff NOT accounted for within the Resource Allocation Plan. Certified staff with this fund WILL NOT earn T&E
45	Assignment Consolidated Fund Flag	1	A	No Consolidated Funding so always “N”	E1022‐ ASSIGNMENT JOB CODE not valid for Consolidated Funding. E1023‐ ASSIGNMENT SCHOOL CODE not listed on approved Consolidated Funding List. E1024 – District total for Consolidated Funding is greater than the Resource Allocation. See report CP050 for more information. E1025‐ IF ASSIGNMENT CONSOLIDATED FUND FLAG = “Y” ASSIGNMENT FUND CODE must = 01 or 02. Indicates if employee should be counted in the Consolidated Funding. Valid Values: “Y” = Yes “N” = No
46	Filler	40	A		No Edits

D– Record Format Leave Information Cycles 3 only

Pos	Element	Len	Type	Source	Edits
1	Fiscal Year	4	N		See Fiscal Year A record
5	Report Period	1	A		See Report Period code A record
6	System Code	3	A		See System Code code A record
9	Employee Code	9	A		See Employee code A record
18	Record Type	3	A	Hard Coded	EB02 – Record Type must = “D01”
21	Filler	9	A		No Edits
30	Primary Assignment Job Code	3	A	hr_pcntble.asmt_job_code	E692 ‐ PRIMARY ASSIGNMENT JOB CODE must exist in the Job Code Table.
33	Sick Leave	3	N	Accumulators in pyx_xtd_dtl based on CDH for sick leave. CDH’s are identified thru crosswalk.	E602 ‐ SICK LEAVE must be less than "240". Note: SICK LEAVE will be reported in whole numbers. If it is accumulated in fractions of days at the local district, the local district will round it to the nearest whole number
36	Staff Development	3	N	Accumulators in pyx_xtd_dtl based on CDH for dev leave. CDH’s are identified thru crosswalk.	E603 ‐ STAFF DEVELOPMENT LEAVE must be less than "120". Note: STAFF DEVELOPMENT LEAVE will be reported in whole numbers. If it is accumulated in fractions of days at the local district, the local district will round it to the nearest whole number.
39	Vacation	3	N	Accumulators in pyx_xtd_dtl based on CDH for vacation eave. CDH’s are identified thru crosswalk.	E604 ‐ VACATION LEAVE must be less than "120". Note: VACATION LEAVE will be reported in whole numbers. If it is accumulated in fractions of days at the local district, the local district will round it to the nearest whole number
42	Other Leave	3	N	Accumulators in pyx_xtd_dtl based on CDH for Other leave. CDH’s are identified thru crosswalk.	E605 ‐ OTHER LEAVE must be less than or equal to "240". Note: OTHER LEAVE will be reported in whole numbers. If it is accumulated in fractions of days at the local district, the local district will round it to the nearest whole number.

About

The About screen displays system level information about the report such as the version, report name and database details.

Appendix A: BusinessPLUS Configuration

CPI Data Element	Record Type	Required Business PLUS Configuration
EMPLOYEE TYPE	A Record	CPI Report requires employee grouped into 3 categories (Powerschool is not processing 3rd party contractors). In order to accomplish this, we require the sites in GA to use Bargaining Type and/or Employee Type to specify the following CPI employee types: Long Term Sub Rehired Retiree All Other Certified/Classified personnel
CERITIFIED/CLASSIFIED EMPLOYEE BASIS	B Record	Employee basis as defined by the GA DOE is calculated based on Pay Assignment type. Full Time hours are defined as being the sum of the default hours for all non-supplemental pay assignments. The Additional hours are defined as being the sum of all default hours for all supplemental pay assignments. See the RR Profile tab for details about specifying supplemental record types.
PAYROLL YEARS OF EXPERIENCE FOR CERTIFIED EMPLOYEE	B Record	Payroll Years of Experience is calculated using a sum of the hr_exprinfo.PREEMP_YRS info for the given employee.
CERTIFICATE LEVEL:	B Record	Certificate Level is taken from the hr_cntycred_mstr.spec_grade field for the given employee.
NATIONAL TEACHER CERTIFICATION (NBPTS)	B Record	NBPTS is taken from the hr_cntycred.cred_type. Credential Types are set up in HR and the value for cred_type must be NBCT.
ANNUAL CONTRACT SALARY FOR CERTIFIED EMPLOYEE	B Record	Annualized salary information for a given pay assignment as required by the state of Georgia is stored in the Misc tab, Num Code 2 (hr_emppay.num_02) field on the HRPYPA screen.
TOTAL ANNUAL SALARY FOR CLASSIFIED EMPLOYEE	B Record	Same as ANNUAL CONTRACT SALARY FOR CERTIFIED EMPLOYEE.
CONTRACT DAYS FOR CERTIFIED EMPLOYEE	B Record	Contract Days is read directly from the Pay Assignment default days field.
ANNUAL WORK DAYS FOR CLASSIFIED EMPLOYEE	B Record	Same as CONTRACT DAYS FOR CERTIFIED EMPLOYEE.
TERMINATION CODE	B Record	Georgia state term codes are defined as being 1 thru 9 inclusive. The BusinessPLUS setup requires that this value be padded with a '0' (zero). Thus, Business PLUS, a term code of '01' must be defined as being the equivalent of the Georgia State Code of '1'. etc.
LOCAL YEARS OF SERVICE	B Record	Local years of service is calculated as a sum of the hr_exprinfo.INHOUSE_YR info for the given employee.
PRIMARY ASSIGNMENT JOB CODE	D record	Primary job assignment code is stored in the PCN table data in hr_pcntble.cbeds. Only the first three characters of this field are used.
Additional Setup
Pay Assignments	Pay Assignments are designated are broken in to two categories: Primary Assignments and Job Assignments Supplemental Assignments (extra pay, hourly, etc) For group #1 above we use Pay Assignment Record Types PM - Z0 For group #2 above we use Pay Assignment Record Types A0 - N0 job code-1 PM rec (c rec) other fields- all rec