Load From Human Resources
You can load substitutes, student teachers, and non-instructional staff data from Human Resources.
Choose Substitutes, Student Teachers and Non-Instructional.
Choose Load from Human Resources.
Refer to Field Descriptions and enter valid information.
Click Load, then Yes.
Save the file, then click OK.
Navigate to the folder containing the summary report file.
Inspect the file and update data, if needed.
Repeat these steps until all the data is loaded.
Field Descriptions
Field Name | Description |
|---|---|
Submission Date | Enter the official REP submission date (Date of Count) for the reporting period assigned by CEPI. |
Hire Date | Enter the latest hire date for employees who should be reported. Any employee hired on or before the hire date entered is included. |
Termination Date | Enter the cutoff termination date for terminated employees. Terminated employees are omitted unless their termination date is after the specified date. |
Purge Records With This Submission Date | Use this option to purge all records that match the submission date from the loaded REP maintenance file before the data is selected and loaded. |
Status | This field displays the list of personnel status codes from the Status field on the Employee Information page. You can use query symbols. |
Employee Type | This field displays the list of employee type codes from the Employee Type field on the Personnel tab of the Employee Information page. You can use query symbols. |
Department | This field displays the list of department codes from the Department field on the Employment tab of the Employee Information page. You can use query symbols. |
Load Process
The system checks to see if substitute records with employee numbers exist for the submission date. If Purge Records With This Submission Date is selected, the system searches for records in Human Resources with that submission date. If not selected, the system looks for substitute records with that submission date and an employee number matching the Employee Criteria. This allows the loading of specific departments without deleting the previously loaded substitute records for other departments.
If any records are found, you can delete the existing records or abort the load process.
If Purge Records With This Submission Date is selected, and you click Yes to continue, the system deletes all MEIS REP substitute records with that submission date that have an employee number. If this box is not selected, the system only deletes the substitute records with a submission date and an employee number that match the Employee Criteria.
The Load from Human Resources option loads all employees from Human Resources matching the selection criteria entered by the user with an assignment code of 00SUB, 00PAR, or an assignment code between 81500 and 99900 that have a total FTE (full-time equivalency) of less than 0.5.