PSD & CSD REPORTING FY16. Session 12A 2015 KASBO Spring Conference Sheila Miller, Munis Business Analyst KY Department of Education

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1 PSD & CSD REPORTING FY16 Session 12A 2015 KASBO Spring Conference Sheila Miller, Munis Business Analyst KY Department of Education

2 Overview This session will review the following information: ochanges to PSD & CSD Program for FY16 ojob Class Codes & Summary Class Codes ohybrid Employees ousing FTE and allocation codes on employee job/salary records.

3 Modifications to PSD Report Process School Year field has been added to the PSD record screen. Fund field expanded to four characters Gender field will no longer permit manual updates.

4 Modifications to PSD Report Process Error tests have been changed to more closely align with the KDE submission errors. Note: Errors in bold font are currently part of the Munis program but the error # has been changed to be the same as the KDE submission error #.

5 Modifications to PSD Report Process Salary Table information will be integrated with the PSD records when they are generated. Inactive employees will no longer pull into the PSD report. The following error tests have been the most time consuming when submitting the PSD file to KDE. These will now be included in the process which will enable users to make the corrections prior to submitting the file.

6 Modifications to PSD Report Process Warnings have been revamped: A reminder will print at the end of the error/warning report: Note: Check the setup of hybrid employees.

7 Modifications to PSD Report Process Example Error/Warning Report:

8 Modifications to CSD Report Process School Year field has been added to the CSD record screen. Fund field has been expanded to four characters. Gender field no longer permits manual updates. All information will now be located on one screen.

9 Modifications to CSD Report Process Error tests have been changed to more closely align with the KDE submission errors. Note: Errors in bold font are currently part of the Munis program but the error # has been changed to be the same as the KDE submission error #.

10 Modifications to CSD Report Process Example of modified error/warning report:

11 Modifications to CSD Report Process Will no longer pull records with 0140 and 0170 object codes. Will no longer pull inactive employees or pay records. Minimum Wage field has been added to the Generate screen that will be used to perform error test #30.50-Pay Rate is Less than Minimum Wage.

12 PSD/CSD Pointers for a Clean Submission Make sure certified salary tables have been set up using the KDE standard naming scheme. (11,12,13, 21, 22, 23, 31, 32, 33, 41, 42, 43, 51, 52, 53) Verify that all salary tables go to at least step 40. If they go above 40 they must all have the same number of steps. (If you have one table with 44 steps, all tables must have 44 steps.) Benefit Codes 029* are not included on either report. Subs are not reported on either the CSD or PSD report. Use appropriate object codes when setting up Job/Salary records. Certified 0110, 0111, 0112, 0113, 0114 Classified , 0131, 0160, 0170

13 PSD/CSD Pointers for a Clean Submission Use appropriate Summary Class/Job Class Codes Summary Class Codes cannot be added by districts. Job Class Master in Munis must have a valid Summary Class Code assigned to each Job Class Code. Summary Class Codes Controlled by EPSB Use only with expenditure object codes (Base & Extended Days) Job Class Codes Can be added at the district level Must be mapped to a Summary Class Code in the range Use only with expenditure object codes (Base & Extended Days)

14 PSD/CSD Pointers for a Clean Submission Summary Class Codes Controlled by EPSB Use with expenditure object codes 0112, 0113 and 0114 (Extra Service, both contract and non-contract) Job Class Codes Can be added at the district level Must be mapped to a Summary Class Code in the range Use only with expenditure object codes 0112, 0113 and 0114 (Extra Service-both contract and non-contract) Example of Certified Job Class Code:

15 PSD/CSD Pointers for a Clean Submission Summary Class Codes Controlled by KDE Use with classified expenditure object codes 0130, 0131, 0160, 0170 Job Class Codes Can be added at the district level Must be mapped to a valid KDE Summary Class Code in the range Use with classified expenditure object codes 0130, 0131, 0160 and 0170

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17 PSD/CSD Pointers for a Clean Submission Teachers cannot be set up with a district wide or central office expenditure code. When teachers serve more than one location, the expenditure code must be broken down by location using an allocation code. Example Full-time homebound instructor that serves all age levels. FTE needs to be used when a certified employee is serving in more than one position. Use appropriate Job Class/Summary Class Code along with FTE percentage. Example 30% Guidance Counselor/70% High School Teacher Guidance Counselor Job Class Code 1050 FTE.3 High School Classroom Instructor Job Class Code 2060 FTE.7 (Note: Allocation codes are not used to differentiate employees who serve in different positions.)

18 PSD/CSD Pointers for a Clean Submission Allocation codes are used to split employees being paid from different sources of funds or to break down an employee serving more than one location in the same position. Example #1 Special Needs Teacher whose salary is funded 50% General Fund and 50% IDEA-B. Example #2 An elementary school teacher who serves two different elementary schools.

19 PSD/CSD Pointers for a Clean Submission Annual Salary vs. Reference Salary Mid-year hires. Annual Pay = The amount of pay the employee will receive during that particular school year. Reference = The amount from the salary table for a full year of employment.

20 PSD/CSD Pointers for a Clean Submission Use appropriate Group/BU codes(cert, CLAS, SUBS, RCER, etc.) Use valid location codes (KDE sets location codes for schools). Use appropriate personnel status codes Examples:

21 KDE Munis Blog Check out the KDE Munis Blog! l/kdemunis_education_ky_g ov/blog/_layouts/15/start.as px#/

22 Questions? Munis Questions Sheila Miller Office of KIDS x-2259 KDE Submission Questions Office of District/School Support