Use to: Run throughout the year to find any issues in your personnel records which will cause an error or query in the report which you will need to correct Run the report in November in order to upload the data to the DfE’s COLLECT website SWF census data entry Use to correct any issues in your personnel records which cause an error or query in the SWF annual census report Schools SWF SWF census data entry Attendance & Absence Use to view percentage of time lost due to different absence types in a chosen period Will also show hours claimed on a timesheet Schools Reports HR Attendance & absence Used most often for sickness reporting You can restrict the report to show only sickness absence CRB/DBS report Use to show any missing CRB/DBS data for employees in your school Schools Reports HR CRB/DBS report Runs on today’s date unless changed Employee statement Use to view payroll details for employees coded to your school Schools Reports HR Employee statement This report should be run on a monthly basis to ensure staff are being coded to the school accurately Shows: Payscale Actual salary NI Superannuation FTE salary Weekly hours Paid weeks Position number
GL code Extra hours payments Employee statement by cost centre Schools Reports HR Employee statement by cost centre Use to view staff payments made through payroll by cost centre Shows: GL code Cumulative pay to period (dependant on selection) Basic monthly pay NI Superannuation Extra hours payments Organisational structure Use to view your school structure. ie Schools Reports HR structure Runs on today’s date unless changed Expand the report to show all positions with holders attached Request employee record change Use to: Create or change a payment or deduction Change of working hours/pattern Extension of contract Cost centre distribution Change of pay and/or position Move a member of staff from the transfer in position into the correct position (Transfer in) HR ORGANISATION Request employee record change This is the only tile which you should use in the HR folder – the other tiles will sometimes have data but it is not for schools. Remember it is the only icon with a tick Finance Function Folder Tile Icon Sub-tile Icon Sub-tile Further information
Budget entry cost centre Use to enter cost centre plans for your school Schools Budgets Budget entry cost centre EFS recommend exporting the cost centre plan from FPS Guidance is on the EFS website Budget entry SIO Use to enter SIO plans for your school Schools Budgets Budget entry SIO There are two layouts HCC2 & HCC3: If you are entering an SIO budget against a number of GL/Cost Element codes use layout HCC2 If you are entering your SIO budget against one GL/Cost Element code eg 4540 use layout HCC3 Revenue monitoring by cost centre Use to monitor your cost centre budget Schools Reports Finance Revenue monitoring by cost centre This is a mandatory report and should be run on a monthly basis and is the recommended budget monitoring report supported by EFS Your plan version will always be 300 and your cost element group ALTED-BC11
be showing on your budget monitoring report GR/IR balances Use to list purchase orders where there is a difference between the quantities posted at the receipt and invoice stages Schools Reports Revenue Monitoring GR/IR balances Customer invoices outstanding Use to list customer invoices with outstanding balances Finance Reports Customer invoices Customer invoices Customer invoices outstanding Purchasing Function Folder Tile Icon Sub-tile Icon Sub-tile Tips eStore catalogue Use to purchase goods and services from County Supplies and other catalogued suppliers eStore eStore shop Search by material code, description or part number – then filter by vendor Can use wildcard search eg *window* Simple Shop eStore Simple shop Remember to press enter after each default code entered in the top right of the screen. Service Shop eStore Service shop Remember to press enter after each default code entered in the top right of the screen.