Load EMIS Staff Report Data

Use the EMIS Staff Report - Load page to load Ohio EMIS staff demographic (CI records) and employment (CK records) data from HR/Payroll tables into the EMIS reporting tables. This automated process eliminates manual data entry by fetching employee information directly from the district's HR system.

On the EMIS Staff Report page, select Load.
Refer to the Field descriptions and enter or select the required load criteria.
Select Load, and then Yes.
If data for the selected criteria is loaded, select Yes to delete and reload the data.
Save the Load Summary report file and select OK.
If errors are encountered, save the Load Error log and select OK.
Navigate to the file location.
Inspect the files. Update data if necessary.
Repeat these steps until no errors are encountered and all required data is loaded.

Field descriptions

The following table describes the fields on the EMIS Staff Report - Load page.

Field	Description
Reporting Period	The current EMIS Staff reporting period. Determines which reporting period the loaded records will be associated with. The field value is retrieved from the Staff Reporting Period field on the EMIS Profile page. This field is view-only.
Start Date	The start date of the current reporting period. Used as a reference for the date range during which employee data is evaluated for loading. The field value is retrieved from the Staff Start Date field on the EMIS Profile page. This field is view-only.
End Date	The end date of the current reporting period. Used as a reference for the date range during which employee data is evaluated for loading. The field value is retrieved from the Staff End Date field on the EMIS Profile page. This field is view-only.
Fiscal Year	The current EMIS Staff fiscal year. All loaded records will be created for this fiscal year. The field value is retrieved from the Staff Fiscal Year field on the EMIS Profile page. This field is view-only.
Clear All Reporting Period Records for Fiscal Year	Indicates whether to delete all existing EMIS staff demographic and/or employment records for the specified fiscal year and reporting period before loading new data, regardless of employee selection criteria.
Clear Only Reporting Period Records for Start/End Dates of Fiscal Year	Indicates whether to only delete existing records that match the specific load criteria (such as selected employees or date ranges) before loading new data, preserving other records.
Staff Demographics Records	Indicates whether to load only CI (Staff Demographic) records containing personal information such as name, SSN, birth date, education level, ethnicity, and experience years.
Staff Employment Records	Indicates whether to load only CK (Staff Employment) records containing position-related information such as position code, building IRN, FTE, salary, and fund sources.
Both Demographic and Employment Records	Indicates whether to load both CI (Staff Demographic) and CK (Staff Employment) records in a single load process. This is the default selection.
Calculate Attendance	Calculates and populates attendance-related fields (Attendance Days, Absence Days, Long Term Illness) during the load process. When unchecked, these fields are left blank.
Sick Leave Bank Date	This option excludes sick leave bank contributions made on a specific date from the absence days calculation. This prevents banked leave from inflating absence totals.
Attendance Start Date	This option specifies the start date of a date range used to identify attendance records marked as "NON-EMIS" that should be excluded from the absence days calculation. Used for custom attendance processing.
Attendance End Date	This option specifies the end of a date range used to identify attendance records marked "NON-EMIS" that should be excluded from the absence days calculation. Used for custom attendance processing.