TSDS PEIMS HR Extract

Overview

The data generated by this report is extracted from BusinessPlus and stored inside separate TSDS Peims BusinessPlus tables.

Selection Criteria: Employee demographic data and payroll data is selected based on entered extract date and valid pay assignments.

BusinessPlus Setup

Employees must have valid pay assignments entered for any report data to be pulled. Setup may vary between customers.

Setup

Before data can be generated, the reporting interface must be configured.

Note: For detailed information about the report screens/tabs, see the ‘Overview of Regulatory Reporting’ document. This document explains the items in common for all reports.

The following options need to be configured under ‘Setup’ menu:

Site Profile, Crosswalk, Ledger Profile, and Additional Setup

Site Profile

Select SETUP/Site Profile to define the entities and their details. At least one Site Profile record is required.
To add details about a ‘Site’, enter data in the fields 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 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 allow all five characters to be 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.
Employer Federal Identification Number*	Employer’s Federal Identification Number. This field can have only numeric characters of length 9 and does not allow all 9 characters to be zeroes. Example: ‘000000000’ is an invalid number
Employer State Identification Number*	Employer’s State Identification Number. This field is alphanumeric and a max length of 12 characters.
Employer Code	Employer’s Code
School System code	Employers State System code – i.e. District ID.

Crosswalk

Select SETUP/Crosswalk to configure any configured crosswalks to map data from local configuration to the State’s configuration.

Field	Description
Code Item*	ID of the current crosswalk
Source Value*	The local configuration.
Source Description	Description of local configuration.
Reporting Value*	The State’s configuration.
Reporting Description	Description of State’s configuration.

Ledger Profile

Click SETUP/Ledger Profile to configure the local ledger setup.

Field	Description
Ledger*	ID of the current ledger.
Description	Description of the current ledger.
External Id	An External Id or Reference (Optional)
Segment Name	Corresponds to segments in the ledger.
External Name	Ledger location tied to segment.
Description	Description of the value.

Additional Setup

Click SETUP/Additional Setup to access additional setup. These are additional configurations needed for the report to run with local configurations.

Field	Description
Entity*	ID of the current Entity.
Setup Description	Describes what the setup is for.
Setup Value*	The value(s) to be used.
Comments	Additional comments to describe setup item or rules.

Instance

Select Instance to configure report instances. Report instances need to be configured for the Load Process and define what Selection Criteria to use while extracting data.

Enter data in the fields as described below.

Field	Description
Name *	User defined name of the report instance.
Fiscal Year *	The current Fiscal Year, i.e. 2017 for 2016-17
Extract Date *	The as-of date. Used to select any pay assignment that was ACTIVE: ON or AFTER the snapshot date. ‘MM/DD/YYYY’ format.
Submission No *	A 2-character Id to define which report is being run.

Load

Select Load to select the Report Instance for which to extract and load the eligible records into TSDS Peims tables in the BusinessPlus database.