TxEIS Employee Data Verification Checklist
This checklist is to assist you with verifying your employees’ data for the school year.
1. Go to the Reports > User Created Reports > HR Report page to review employees’
Contract information.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Job Code
 Job Description
 Nbr Mon Contr
 Contract Begin Date
 Contract End Date
 Payoff Date
 Nbr Days Employed
b. Filter on the following field(s) to verify the following information:
Column Filter
Contract Begin Date
Verified
Do all employees have the correct Contract End Date?
Do all employees have the correct Payoff Date?
Is the # of Days Employed correct?
Is the # of Months in Contract correct?
c. Go to the Maintenance > Staff Job/Pay Data > Job Info page to make corrections
as needed.
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2. Go to the Reports > User Created Reports > HR Report page to review employees’
Statutory Minimum Salary information.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Job Code
 Job Description
 Nbr Days Employed
 Nbr Days in Contract
 State Step
 TRS Position Code
 State Minimum Salary
b. Filter on the following field(s) to verify the following information:
Column Filter
Job Code/Description
TRS Position Code
State Step
Verified
Do all your teachers, full-time librarians, counselors and
nurses have their State Minimum Salary data populated?
Do your employees who are subject to the State Minimum
Salary (Table 2) have their State Minimum Salary data
populated?
Do your employees with a TRS Position Code of ‘02’ have
187 in their Nbr Days in Contract field?
Is your employees’ State Minimum Salary correct?
c. Go to the Maintenance > Staff Job/Pay Data > Job Info page to make corrections
as needed.
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3. Go to the Reports > User Created Reports > HR Report page to review employees’ Years
of Experience.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Yrs Professional Experience
 Pay Type
 Pay Step (If your district uses salary tables in TxEIS)
 State Step (If your district uses the State Min salary table in TxEIS)
b. Filter on the following field(s) to verify the following information:
Column Filter
Pay Type
Verified
Do your employees Yrs Professional Experience match
their Pay Step and State Step? NOTE: Depending on when
you verify this information, these fields may need to match or
have a difference of one year.
c. Go to the Maintenance > Staff Job/Pay Data > Employment Info AND Job Info
pages to make corrections as needed.
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4. Go to the Reports > User Created Reports > HR Report page to review employees’
Payroll Account Distributions.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Job Code
 Job Descr
 State Minimum Salary
 Expense 373
 Fund, Function, Object, Sub Object, Organization, Fiscal Year, Program Intent,
Ed Span, and Project Detail
b. Filter on the following field(s) to verify the following information:
Column Filter
State Minimum
Salary
Verified
Do your employees’ payroll account distribution records
have the Expense 373 selected accordingly?
c. Go to the Maintenance > Staff Job/Pay Data > Distributions page to make
corrections as needed.
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5. Go to the Reports > User Created Reports > HR Report page to review employees’ TRS
information.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Employee Status Code
 TRS Status
 TRS Begin Date
 End 90 Day Period
b. Filter on the following field(s) to verify the following information:
Column Filter
Employee Status
Code
TRS Begin Date
Verified
Do your employees’ have their TRS Status field populated
accordingly?
Is the End 90 Day Period field updated accordingly?
c. Go to the Maintenance > Staff Job/Pay Data > Pay Info page to make corrections
as needed.
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6. Go to the Reports > User Created Reports > HR Report page to review employees’
FICA/Medicare information.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Employee Status Code
 FICA Eligible
b. Filter on the following field(s) to verify the following information:
Column Filter
Employee Status
Code
Verified
Do your employees’ have their FICA Eligibility field
populated accordingly?
c. Go to the Maintenance > Staff Job/Pay Data > Pay Info page to make corrections
as needed.
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7. Go to the Reports > User Created Reports > HR Report page to review Retirees
information.
a. Select the following fields:
 Active Employees Only
 Employee Nbr
 First Name
 Last Name
 Employee Status Code
 Percent Day Employed
 Retirement Date
 Take Retiree Surcharge
 TRS Status
b. Filter on the following field(s) to verify the following information:
Column Filter
Employee Status
Code
Retirement Date
Verified
Do your retired employees have a Retirement Date?
Do your retired employees have their TRS Status = 5?
Do your retired employees, who retired AFTER January 1,
2011, have their Take Retiree Surcharge updated
accordingly?
c. Go to the Maintenance > Staff Job/Pay Data > Employment Info AND Pay Info
pages to make corrections as needed.
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8. Go to the Reports > HR Reports > Payroll Information Reports page and run the
HRS6050 – Contract Balance Variance Report to review employees’ Pay information.
a. Input the following fields:
 Sort by Alpha = A
 Maximum Acceptable Difference = .11
 Pay Status = A
 Pay Type = 1 (Run a 2nd time for Pay Type = 2)
b. Review the employees with variances.
c. Go to the Maintenance > Staff Job/Pay Data > Job Info page to make corrections
as needed.
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