Updates for 2.0 Version Release

5.5.1 Billing

Updates for 2.0 version release

Updated EntityId element to SIFRefId (as used in the LibraryPatronStatus and Authentication objects) and added Meta data

This object contains an amount to be billed to an outside entity. SIF_Events are reported.

Element / Attribute / Char / Description /
Billing / M
RefId / R / GUID for this transaction. The application that owns this object is responsible for generating this unique ID.
SIFRefId / M / ID of the entity being billed for this billing activity (e.g., student, employee, organization).
SIFRefIdType / R / SIF entity type.
Values
StudentPersonalRefId, StaffPersonalRefId, or other SIF Ref ID
BillingDate / M / Date of the transaction.
TransactionDescription / M / Description of the transaction.
BilledAmount / M / Amount to be billed.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 0–1: Billing Object

SIFRefId SIFRefIdType="StaffPersonalRefId"

BA497254965FDA48965ABCE4589EA421

</SIFRefId

<TransactionDescription>Activity Fees</TransactionDescription>

</Billing>

Example 0–1: Billing

5.5.2 Payment

Updates for 2.0 version release

Added BillingRefId element to reference the Billing object, removed the EntityId and TransactionDescription elements because they are in the referenced Billing object, and added Meta data

This object complements the Billing object, and contains information about the payment of a Billing object. SIF_Events are reported.

Element / Attribute / Char / Description /
Payment / M
RefId / R / GUID for this transaction. The application that owns this object is responsible for generating this unique ID.
BillingRefId / R / A pointer back to the billing object.
ReceivedDate / M / Date payment was received.
ReceivedAmount / M / Amount received.
ReceivedTransactionId / M / Memo transaction ID from other vendor software.
TransactionDescription / M / Description of the transaction.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 0–1: Payment Object

<Payment RefId="EDF4985ABC3458FEDA75493AB3812345"

BillingRefID="CA12345847DEA97463FEB238759FD123"

<TransactionDescription>Activity Fees</TransactionDescription>

</Payment>

Example 0–1: Payment

5.5.3 ActivityProvider

Updates for 2.0 version release - Moved to Professional Development Working Group.

5.5.4 EmployeeAssignment

Updates for 2.0 version release

Updated object description, change LocationID element to LocationInfoRefId and removed attribute, removed SISId element, and added Meta data. Took out code attributes in JobClassification, ProgramType and FundingSource.

This object defines information related to a employee assignment as it pertains to the human resource needed to track employee assignment for employee reporting and financial funding tracking. The staff assignment record will hold more detail of the actual assignment. Multiple records for each assignment and/or location. SIF_Events are reported.

Element / Attribute / Char / Description /
EmployeeAssignment / M
RefId / R / The GUID that uniquely identifies a particular HR staff assignment.
Employee
PersonalRefId / R / This GUID relates to the parent EmployeePersonal object.
Description / M / Short assignment description.
LocationInfoRefId / O / This is an optional element so the placement of the employee within the agency can be tracked as needed. The GUID would reference the LocationInfo object.
JobStartDate / O / This is the date from which the staff assignment is valid (inclusive).
JobEndDate / C / This is the date through which the staff assignment is valid (inclusive). If the JobStartDate is entered and a JobEndDate is available.
JobFTE / O / Full-time job equivalent ratio for this assignment. (Format is x.xx; an employee who is full-time and who is 50% of their time on this assignment would be represented as 0.50).
JobClassification / O / The specific group of duties or responsibilities of position .
Values
Source: 0557 (Job Classification) [NCES Handbooks]
ProgramType / O / The type of instructional or non-instructional program.
Values
Source: 0229 (Program Type) [NCES Handbooks]
FundingSource / O / Provider of funds for the program or service.
Values
Source: 0222 (Program Funding Source) [NCES Handbooks]
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.4–1: EmployeeAssignment

<EmployeeAssignment RefId="FE1078BA3261545A31905937B265CE01"

EmployeePersonalRefId="BE1078BA3261545A31905937B265CE02">

<Description>First grade elementary teacher</Description>

<FundingSource0617</FundingSource>

</EmployeeAssignment>

Example 5.5.4–1: EmployeeAssignment

5.5.5 EmployeeContract

Updates for 2.0 version release

Change ContractStart and ContractEnd to ContractStartDate and ContractEndDate and added Meta data

This object contains HR contract information related to employees. SIF_Events are reported.

Element / Attribute / Char / Description
EmployeeContract / M
RefId / R / The GUID of the employee contract information.
Employee
PersonalRefId / R / The GUID that refers to the EmployeePersonal object.
BaseSalary / M / Base salary of employee for this contact in whole dollars.
ContractStartDate / M / Contractual start date.
ContractEndDate / M / Contractual ending date.
ContractTerm / O / Contractual Term in school years.
Values
Source: 0468 (Contractual Term) [NCES Handbooks]
ContractDays / O / Number of days in service for contract total.
AssignmentDays / O / Number of days per year employee is expected to work in this assignment.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.5–1: EmployeeContract

<EmployeeContract RefId="AA1078BA3261545A31905937B265CE01"

EmployeePersonalRefId="AB1078BA3261545A31905937B265CE01">

</EmployeeContract>

Example 5.5.5–1: EmployeeContract

5.5.6 EmployeeCredit

Updates for 2.0 version release - Moved to Professional Development Working Group.

5.5.7 EmployeeHR

Updates for 2.0 version release – DEPRECATED: Replace with new object EmploymentRecord

5.5.7 EmploymentRecord

New for 2.0 version release

This object contains a snapshot (view) of employment information for an employee. SIF_Events are reported.

Element / Attribute / Char / Description
EmploymentRecord / M
RefId / R / The GUID of the employment related information.
For purposes of querying can use EmployeePersonalId or StaffPersonalRefId.
SIFRefId / O / The GUID can either refer to the EmployeePersonal or StaffPersonal object.
Type / R / Values
EmployeePersonalRefId, StaffPersonalId
Active / O / Staff is currently active and/or employed
Values
Yes, No
FullTimeStatus / O / Full time status of employee
Values
Source: 0476 (Full-time Status) [NCES Handbooks]
HireDate / O / Date the employee was hired.
TerminationDate / OC / Date the employee resigned. If a HireDate is entered and a TerminationDate is available.
TotalYearsExperience / O / Total number of years of prior experience.
PositionTitle / O / Employee’s current position title
PositionNumber / O / Employee’s level or category assigned by employer
SeniorityDate / O / Date employee has seniority
TenureDate / O / Date employee is tenured
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.7–1: EmployeeHR

<PositionTitle>Elementary Teacher Grade 3</PositionTitle>

</EmployeeHR>

Example 5.5.7–1: EmployeeHR

5.5.8 EmployeePersonal

Updates for 2.0 version release

Change HRId to Other Id and added Meta data. Added list containers.

This object contains basic HR information for employees. SIF_Events are reported.

Element / Attribute / Char / Description
EmployeePersonal / M
RefId / R / The GUID that uniquely identifies this employee.
OtherId / OR / This field can hold SSN, state and locally assigned ids.
Type has to been unique.
Type / R / List all "other" IDs associated with employee.
See 5.1.21 OtherId
Values
SSN, State, Local, Other
Name / M / Name of employee.
See 5.1.18 Name.
EmailList / O
EmailList/Email / OR / The employee’s email.
See 5.1.8 Email.
Demographics / O / This element contains information related to employee demographics.
See 5.1.4 Demographics.
AddressList / O
AddressList/Address / OR / This element contains information related to employee’s address information.
See 5.1.1 Address.
PhoneNumberList / O
PhoneNumberList/PhoneNumber / OR / This element contains the employee’s phone number.
See 5.1.22 PhoneNumber.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.8–1: EmployeePersonal

See the Name specification for details

</Name>

See the Email specification for details

</Email>

</EmailList>

See the Demographics specification for details

</Demographics>

See the Address specification for details

</Address>

</AddressList>

See the PhoneNumber specification for details

</PhoneNumber>

</PhoneNumberList>

</EmployeePersonal>

Example 5.5.8–1: EmployeePersonal

5.5.9 EmployeePicture

Updates for 2.0 version release

Added Meta data

This object contains information about an employee’s picture. SIF_Events are reported.

Element / Attribute / Char / Description /
EmployeePicture / M
Employee
PersonalRefId / R / This is the GUID of the Employee whose picture this is.
PictureSource / M / This element defines the picture. JPEG format only. If the Type attribute is URL, this is the location of the JPEG formatted picture; if Type is JPEG, this is the actual JPEG image data encoded using the Base64 Content-Transfer-Encoding defined in Section 6.8 of [RFC 2045].
Type / R / The way the picture is specified.
Values
URL, JPEG
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.9–1: EmployeePicture Object

http://www.schoolsite.com/pictures/1999/1234.jpg

</PictureSource>

</EmployeePicture>

Example 5.5.9–1: EmployeePicture

5.5.10 EmployeeRecertification

Updates for 2.0 version release - Moved to Professional Development Working Group.

5.5.11 FinAnnual

Updates for 2.0 version release

Added Type attribute to AnnualItem/ExpArea and added Meta data

This object contains information about account code annual financial totals, summarized by major and/or minor account code breaks. SIF_Events are not reported.

Element / Attribute / Char / Description
FinAnnual / M
ReportDate / M / Date on which snapshot was generated.
StatePrId / M / State assigned reporting ID for district or agency.
See 5.1.29 StatePrId.
FiscalYr / M / Fiscal year of summary account.
(e.g. the 2003-2004 fiscal year will be denoted as 2004)
AnnualItem / MR / Contains information about the item being summarized.
AnnualItem/
AcctType / M / Classification of budgetary account code summary.
Values
Revenue, Expenditure, Other
AnnualItem/
FundType / M / Is the account a general or special account code designation?
Values
General, Special
AnnualItem/
StatePrId / O / State assigned ID for the relative area in which the expenditure/revenue was used.
See 5.1.29 StatePrId.
ExpArea / Values
Elementary, Secondary, Federal, or Other
AnnualItem/
Function / M / Function break in account code for summarization.
AnnualItem/
Object / O / Object break in account code for summarization.
AnnualItem/
InstProgram / O / Instructional program break in account code for summarization.
AnnualItem/
Amount / M / Summarized amount.
AnnualItem/
SpecAmtType / O / With regard to regional/local education service agencies report of "special" account code information, the account code summarization can be classified as:
Values
"1" – Special Education
"2" – Transportation
"3" – Early Intervention
"4" – Institutionalized Children
"5" – Other
AnnualItem/
GLAmtType / O / With regard to an account code grouping classified as a General Ledger account:
Values
"1" – Administration
"2" – Curriculum Development and
Improvement
"3" – Education Planning
"4" – Instructional Materials
"5" – Management
"6" – Continuing Education
"7" – Pupil Personnel
"8" – State and Federal Liaison
"9" – Federal
"10" – Medical Assistance
"11" – Auxiliary services of non-profit private
and parochial schools
"12" – Other
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.11–1: FinAnnual.

<AcctType>Expenditure</AcctType>

<FundType>Special</FundType>

<StatePrId ExpArea="Elementary">1234567</StatePrId

</AnnualItem>

<AcctType>Expenditure</AcctType>

<FundType>Special</FundType>

</AnnualItem>

</FinAnnual>

Example 5.5.11–1: FinAnnual

5.5.12 EmployeeCredential

Updates for 2.0 version release - Moved to Professional Development Working Group.

5.5.13 FinBudget

Updates for 2.0 version release

Added Meta data

This object contains information about account code budget totals, summarized by major and/or minor account code breaks. It is a snapshot object used to allow a district to report summarized financial budgetary information to their state as required. SIF_Events are not reported.

Element / Attribute / Char / Description
FinBudget / M
ReportDate / M / Date on which snapshot was generated.
StatePrId / M / The state-assigned identifier for this location.
See 5.1.29 StatePrId.
FiscalYr / M / Fiscal Year of summary account.
(e.g. the 2003-2004 fiscal year will be denoted as 2004)
BudgetAccount / MR / Information about budget accounts being submitted.
BudgetAccount/
AccountClass / M / Classification of budgetary account code summary.
Values
Revenue, Expenditure, Other
BudgetAccount/
FundBreak / O / Fund breakdown of account code for summarization.
BudgetAccount/
FuncBreak / M / Function breakdown of account code for summarization.
BudgetAccount/
ObjBreak / O / Object breakdown of account code for summarization.
BudgetAccount/
BudgetAmount / M / Summarized, positive amount without cents for breakdowns.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.13–1: FinBudget

<AccountClass>Expenditure</AccountClass>

</BudgetAccount>

<AccountClass>Expenditure</AccountClass>

</BudgetAccount>

</FinBudget>

Example 5.5.13–1: FinBudget

5.5.14 ProfDevActivities

Updates for 2.0 version release - Moved to Professional Development Working Group.

5.5.15 StaffAssignment

Updates for 2.0 version release - Move to SIS Working Group.

5.5.16 TimeWorked

Updates for 2.0 version release

Change EmployeeId to EmployeePersonalRefId, change EmployeeSiteId to LocationInfoRefId, and added Meta data. Updated RegularHours and OvertimeHours to M from O. Took out code attribute in JobFunction.

This object contains information about the time worked by an employee on a specific job. SIF_Events are reported.

Element / Attribute / Char / Description
TimeWorked / M
RefId / R / GUID for this object. The application that owns this object is responsible for generating this unique ID.
EmployeePersonalRefId / M / References EmployeePersonal object.
LocationInfoRefId / M / References LocationInfo object.
JobFunction / O / The purpose of the activities as related to students.
Values
Source: 0568 (Function Type) [NCES Handbooks]
RegularHours / M / Regular hours worked. Enter 0 if no hours worked.
OvertimeHours / M / Overtime hours worked. Enter 0 if no overtime hours worked.
PayPeriod / M / Pay period hours were worked in.
SIF_ExtendedElements / O / See 5.1.28 SIF_ExtendedElements.
SIF_MetaData / O

Table 5.5.16–1: Time worked.