Fall PEIMS Staff and Finance Data Review/Audit

1.Getting Started #

The Fall PEIMS Staff and Finance Session will highlight information from the PEIMS FALL data submission.


System Log In Screen
•Login Name
•Click “Login”

Browser Support
•Chrome version 44 or higher – (Preferred Browser)






Forgotten Username / Password
If you have forgotten your username or password please contact your local system administrator for a reset.

2.File Center #

Located on the black menu bar at the top of the screen.


  • Data Sources
    • District Fall PEIMS TSDS Interchange files -preliminary or final file accepted

File Review – Scroll toward the bottom of the screen to verify PEIMS FALL file for desired year(s) has been loaded

  •  Keeping data current is key to accurate reports so please contact your OnDataSuite Administrator if a “fresh” file needs to be loaded.
  • Every time a new file is loaded it is a complete overwrite of the previous file loaded for that year and submission.

Note: A “Preliminary” file means that the data is NOT the “Final” file that will be sent to TEA therefore expect data to change.


User will need access to see SSN (Social Security Numbers) to view edits.

  • File Record Count Summary – Report
  • Excel Workbook – contains each edit/details on separate tabs
  • Campus – filter for specific campus
  • Click on the count of Fatals, Warnings or Specials for ALL or by interchange file.

Use “Campus” drop down to view by campus.

  • Click on the Business Rule Number to see the what/who has triggered the error.
  • Export the list to excel.

Best Practice – make corrections in the HR System and re extract/export PEIMS interchange files. Then upload new files into OnDataSuite.

3.Dashboards #

  • Fall Dashboard:
    • Student Total -View Snapshot totals and trends. Info can assist with adjusting budget areas as needed.
    • Special Services- Verify Instructional Settings (SPED)
    • Student by Program and Other Student Information- Ensure students are identified correctly for weighted funding

NEW – Staff section – bottom right corner.


  • Campus Dashboard -Campus Teachers


  • Academic Dashboard
    • Set the Attendance “Goal” for the budgeted amount and keep an eye for potential budget shortfalls that would require an amendment.

4.Student #

5.Staff #

Validation Reports – Fall PEIMS


Custom Reports – Fall PEIMS



Report Center

  • Payroll Accounting-(Employment/Payroll)

Criteria 1 = “Payroll Activity”

Criteria 2 = “Organization/Campus”

  • Responsibilities – count of records)

Criteria 1 = “Role ID” Criteria 2 = “Highest Degree Level” filter = “(0) No Bachelor’s degree or higher”

Criteria 1 = “Role ID” Criteria 2 = “Number Days Employed”

Criteria 1 = “Role ID” filter= “087” (teacher) Criteria 2 = “Population Served”

  • Staff-(count of staff reported with employment, payroll, responsibility, or classroom link)Criteria 1 = “Campus”Criteria 1 = “Ethnicity/Race”

Criteria 1 = “Function”

Criteria 1 = “Fund”

Criteria 1 = “Gender”

Criteria 1 = “Highest Degree Level”

Criteria 1 = “Percent Days Employed”

Criteria 1 = “Total Years Prof Experience”

Criteria 1 = “Years’ Experience in District”

Criteria 1 = “Program Intent” Criteria 2 = “Role ID” filter = “087” (teacher)

Criteria 1 = “Role ID” filter = “087” (teacher) Criteria 2 = “Program Intent” = “22” (CTE)

Criteria 1 = “Role ID” filter = “087” (teacher) Criteria 2 = “Total Years Prof Experience” range = “0-0”

5.1.Staff Profile #

  • View staff profile by:
    • Locate staff from a staff list or by using “Search”

    • Clicking on the staff id or “View Profile” located on a Staff List.

Payroll History

6.Finance #

PEIMS Finance Custom Reports: (right side)


Report Center: Creating Ad Hoc Reports

Budget – Fall (PEIMS data file contains current year budget financial data as of snap shot day)

Criteria 1 = “Fund” + filter “199, 211”, etc

            Criteria 2 = “Function” + filter “11”

            Criteria 3 =  “Object” + filter “Expenditures”-6100 (payroll)

Criteria 4 = “Program Intent” or “Campus”

  • Throughout the year this will always provide a “static” picture of the budget approved at the beginning of the year.
  • Upper right change to previous years for a quick historical comparison.

7.Bonus - HB 3 #

Fall PEIMS Snapshot Counts of Student populations to review for funding:

Dyslexia –  Fall snapshot count (.10) – ( $616)

  • Fall Dashboard

Compensatory Ed – students must first be Economically Disadvantaged to qualify for a funding tier. Tiers will be determined by census blocks (geo codes) and funded from least severe to most severe as follows:

  • Student/Fall Enrollment/Eco Dis
  • Student/Fall Enrollment/ Census Tiers (GEO ID)


Early Education – ADA for KG-3rd grade Eco Dis and Bil (0.10)

  • Student/Fall PEIMS/Grade ( filter K-3)/Eco Dis 
  • Student/Fall PEIMS/Grade (filter K-3)/Bil
    • NOTE: Create focus list and  append KG-3/Bil Focus List w/ Eco Dis to eliminate duplication of students
    • Bonus: Populate the ADA report with K-3 Focus List ( Eco Dis/Bil)
      • Summer PEIMS file needed to see Attendance/ADA


CTE – Includes 7th and 8th grade (1.35)

 – NOTE: Also includes Technology Applications

  • Fall Enrollment/Grade/CTE Service ID


PTECH/New Tech ( $50 per student)

  • Student/Fall Enrollment/P-Tech
  • Career and Technical Education Advanced Courses FTE Report ( FTE Folder)


Bilingual  –

  • LEP Bilingual / ESL Program – regular or alternate increased to ( $616)
  • Fall Enrollment/LEP


  •  Dual Immersion (0.15) – both 1 way and 2 way ($924)
  • Fall Enrollment/Bilingual


  • Not in Dual immersion (0.05)
  •  NOTE:  An allotment at a weight of 0.05 is now also available for non-LEP students participating in a dual language immersion two-way program ($308)


CCMR Bonus– Funds for each graduate subgroup below after applying thresholds ( * tbd spring 2020)


  • non Eco Dis($3000) – per Grad above Threshold (*20%)
    • Student/Fall Leavers/ Leaver ( code 01)/ Eco Dis  (filter 01)
    •  Student Report Center -Summer Enrollment/Eco Dis ( filter for 0)


  • SPED($2000) – *All
    • Student/Fall Leavers/ Leaver ( code 01)/ Sped ( filter 01)
    • Fall Dashboard/Summer Dashboard

*Subject to change



  • Basic Allotment  ($6,160-up from $5,140)
    • Summer Dashboard – Membership ( Absences/Present)
  • Mainstream (increased to 1.15)
    • Fall Dashboard/Summer Dashboard
  • Dropout Recovery and Residential Facility Placement Allotment
    • Student Custom Report/Misc folder/Student Attribution/ADA Report
      ★ $275 per student per day
      ★ New Data Elements
      ○ Total Elig Residential Facility Days Present (E1652)
      ○ Flex Attend Total Residential Facility Days Eligible (E1653)
      ★ Attribution Code – waiting on additional guidance from TEA

8.OnPar #

Financial Data comes from reports released by TEA and is auto loaded into OnPar as it become available.

  • Select – Budget to view Fall data trends from PEIMS information.
  • See various criteria on “Reports” drop down tab”
  • Switch to “Per Pupil”, as desired.
  • Select “My Reports”. The default is “TAPR”
    • Choose – Profile “Staff Demographics”



Select Criteria for Report using Drop down options.

  •  Peer List

9.Support/Training #

    • Tickets – Submit/track
    • Pre Release – reports in Beta
    • Release History – What’s new in the update(s)
    • Training ( Changed to Webinars) – Register/View previous recorded sessions/Access Handouts
    • Training Videos – NEW! – Short clips on featured topics


    NOTE:  Please describe specific details including the URL and/or a screen shot to enable the support team to respond efficiently.


    Webinars – title and layout changes


     – provides user with searchable resource

  • Manual Icon – Located in top right screen on black menu bar.

Use to locate “how to” steps and system/functionality instructions.

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