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This checklist is to be used at the start of the fiscal year.

  1.  Once you are ready to begin submitting for the new fiscal year, update the EMIS reporting year.

    • Go to System/Configuration/EMIS Reporting Configuration.  Update the fiscal year.
  2. Update/add any CC or CJ records.
    • Go to the Core/EMIS Entry option and add or update the respective records.
    • Once all data has been updated, click the Extract CJ Data and/or Extract CC Data to create the extract file.
      • EMIS Entry/EMIS Contract (CJ) tab/Extract CJ Data.
      • EMIS Entry/EMIS Contracted Service (CC) tab/Extract CC Data.
    • Save the CC and/or CJ file to your desktop (or a folder of your choosing).
    • Upload the file(s) to the data collector.
  3. Clear long term illness data from last fiscal year.
    •  Core/Employee
      • Go to Core/Employee.
        • Filter for any long term illness employees on the grid.
          • If the Long Term Illness column is not displayed on the grid, click More. Under Staff Demographics, click the box in front of Long Term Illness. Enter >0.00 in the Long Term Illness filter field.
        • Using the Report option, generate a list of those employees that need to be cleared.
      • Go to Core/Employee.
        • Filter by Last Name to find the first name on the report.
        • Clear the Long Term Illness value.
        • Select the icon.
        • Under the Staff Demographic section, clear the Long Term Illness field.     

      OR

    •  Core/EMIS Entry Screen/EMIS Position tab.
      • Go to Core/EMIS Entry Screen/EMIS Position tab.

        • If the Long Term Illness column is not displayed on the grid, click More. Under Employee, click the box in front of Long Term Illness. Enter >0.00 in the Long Term Illness filter field.
        • Using the Report option, generate a list of those employees that need to be cleared.
      • Go to Core/Employee.
        • Filter by Last Name to find the first name on the report.
        • Clear the Long Term Illness value.
        • Select the  icon.
        • Under the Staff Demographic section, clear the Long Term Illness field.
  4. Increment years of experience for employees.
    •  Core/Employee
      • Go to Core/Employee.
        • From the grid, select the More option.
          • Check the box in front of Number, Last Name, First Name, Authorized Experience, Total Experience, Principal Experience, Report to EMIS, and Terminated Date.
        • Select the (Advance Query) option. Choose the termination date and Operation=IS_NULL . Click Apply Query.
        • Filter the grid selecting Report to EMIS = true
        • Generate a report from the grid.
          • Click on Report option.
          • Format = Excel-FieldNames.
          • Report name is Employee Report by default. Can be changed if desired.
          • Click Generate Report.
          • Save report to your desktop or a folder of your choosing.
        • Using Excel, update the years of experience values. The Termination date column can be deleted.
        • Save the file in .CSV format.
        • Upload the file.
      • Go to Utilities/Mass Load.
        • Locate the file.
        • Choose Employee as the Importable Entity.
        • Click Load.

      OR

    •  Core/EMIS Entry/EMIS Position Entry
      • Go to Core/EMIS Entry/EMIS Position Entry.
        • From the grid, select the More option.
          • Check the box in front of Number, Last Name, First Name, Authorized Experience, Total Experience, Principal Experience, and Separation Date.
        • Generate a report from the grid.
          • Click on Report option.
          • Format = Excel-FieldNames.
          • Report name is Employee Report by default. Can be changed if desired.
          • Click Generate Report.
        • Save report to your desktop or a folder of your choosing.
        • Using Excel, update the years of experience values. The Separation date column can be deleted.
        • Save the file in .CSV format.
        • Upload the file.
      • Go to Utilities/Mass Load.
        • Locate the file.
        • Choose Employee as the Importable Entity.
        • Click Load.
  • 5.  Clear any values in EMIS override fields (Position/Contract Amount/Contract Work Days/EMIS Override Hours In the Day).

    Once Final EMIS submission is closed, please contact NWOCA to run a procedure to clear .


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