6.8 Human Resources & Financials Working Group

The Human Resources & Financials Working Group defines the SIF specifications for human resources and financial application software, focusing solely on defining specifications for the information required by the other SIF application groups from the human resource and financial applications in order to prevent duplicate input of the same data, or to keep applications in sync with data that is primarily maintained in human resource and financial applications.

6.8.1 AccountingPeriod

This object defines an accounting period within a fiscal year.

SIF_Events are reported for this object.

AccountingPeriod
Figure 6.8.1-1: AccountingPeriod AccountingPeriod RefId Name Description FiscalYearRefId StartDate EndDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 AccountingPeriod 

This object defines an accounting period within a fiscal year.

 
 
@
key
RefIdM

GUID that identifies this accounting period.

 
RefIdType
 NameM

Name of the accounting period.

 
xs:normalizedString
 DescriptionO xs:string
 FiscalYearRefIdM

Fiscal year to which this accounting period belongs.

 
IdRefType
 StartDateM

Start date of the accounting period.

 
xs:date
 EndDateM

End date of the accounting period.

 
xs:date
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.1-1: AccountingPeriod
<AccountingPeriod RefId="A08CC23B059C400CAA9F9BBD3DFF94F1"> <Name>Quarter 1</Name> <Description>First Qtr</Description> <FiscalYearRefId>AE109F1AC2DE41E49DF5C418F3DF18A3</FiscalYearRefId> <StartDate>2003-01-01</StartDate> <EndDate>2003-03-31</EndDate> </AccountingPeriod>
Example 6.8.1-1: AccountingPeriod

6.8.2 Billing

This object contains an amount to be billed to an outside entity.

SIF_Events are reported for this object.

Billing
Figure 6.8.2-1: Billing Billing RefId BilledEntity SIF_RefObject BillingDate TransactionDescription BilledAmount SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 Billing 

This object contains an amount to be billed to an outside entity.

 
 
@
key
RefIdM

GUID for this transaction. The application that owns this object is responsible for generating this unique ID.

 
RefIdType
 BilledEntityM

ID of the entity being billed for this billing activity (e.g., student, employee, organization).

 
IdRefType
@SIF_RefObjectM

SIF object referenced by BilledEntity.

 
values:
StudentPersonal
StaffPersonal
VendorInfo
Purchasing
 BillingDateM

Date of the transaction.

 
xs:date
 TransactionDescriptionM

Description of the transaction.

 
xs:string
 BilledAmountM

Amount to be billed.

 
MonetaryAmountType
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.2-1: Billing
<Billing RefId="CA12345847DEA97463FEB238759FD123"> <BilledEntity SIF_RefObject="StaffPersonal">BA497254965FDA48965ABCE4589EA421</BilledEntity> <BillingDate>1999-10-12</BillingDate> <TransactionDescription>Activity Fees</TransactionDescription> <BilledAmount Currency="USD">50.00</BilledAmount> </Billing>
Example 6.8.2-1: Billing

6.8.3 EmployeeAssignment

This object defines information related to an 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. There are multiple records for each assignment and/or location.

SIF_Events are reported for this object.

EmployeeAssignment
Figure 6.8.3-1: EmployeeAssignment EmployeeAssignment RefId EmployeePersonalRefId Description PrimaryAssignment LocationInfoRefId JobStartDate JobEndDate JobFTE JobClassification Code OtherCodeList ProgramType Code OtherCodeList FundingSource Code OtherCodeList SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmployeeAssignment 

This object defines information related to an 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. There are multiple records for each assignment and/or location.

 
 
@
key
RefIdM

The GUID that uniquely identifies a particular HR staff assignment.

 
RefIdType
@EmployeePersonalRefIdM

This GUID referencing the parent EmployeePersonal object

 
IdRefType
 DescriptionM

Short assignment description

 
xs:string
 PrimaryAssignmentM

Is this the staff member's primary assignment? There must be one and only one instance of the object with Yes in this value per school year.

 
values:
Yes
No
 LocationInfoRefIdO

This is an optional element so the placement of the employee within the agency can be tracked as needed. The GUID references the LocationInfo object.

 
IdRefType
 JobStartDateO

This is the date from which the staff assignment is valid (inclusive).

 
xs:date
 JobEndDateC

This is the date through which the staff assignment is valid (inclusive). Present if the JobStartDate is entered and a JobEndDate is available.

 
xs:date
 JobFTEO

Full-time job equivalent ratio for this assignment. (Format is x.xx; an employee who is full-time and who spends 50% of their time on this assignment would be represented as 0.50)

 
xs:decimal
xs:minInclusive0
xs:maxInclusive1
xs:fractionDigits2
 JobClassificationO

The specific group of duties or responsibilities of position.

 
 
 JobClassification/CodeM

The specific group of duties or responsibilities of position.

 
NCES0557JobClassificationType
 JobClassification/OtherCodeList
     
O OtherCodeList
 ProgramTypeO

The type of instructional or non-instructional program.

 
 
 ProgramType/CodeM

The type of instructional or non-instructional program.

 
NCES0229ProgramTypeType
 ProgramType/OtherCodeList
     
O OtherCodeList
 FundingSourceO

Provider of funds for the program or service.

 
 
 FundingSource/CodeM

Provider of funds for the program or service.

 
NCES0222ProgramFundingSourceType
 FundingSource/OtherCodeList
     
O OtherCodeList
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.3-1: EmployeeAssignment
<EmployeeAssignment RefId="FE1078BA3261545A31905937B265CE01" EmployeePersonalRefId="BE1078BA3261545A31905937B265CE02"> <Description>First grade elementary teacher</Description> <PrimaryAssignment>Yes</PrimaryAssignment> <LocationInfoRefId>FD1078BA3261545A31905937B265CE01</LocationInfoRefId> <JobStartDate>2000-09-05</JobStartDate> <JobEndDate>2001-06-25</JobEndDate> <JobFTE>1.00</JobFTE> <JobClassification> <Code>1000</Code> </JobClassification> <ProgramType> <Code>0100</Code> </ProgramType> <FundingSource> <Code>0617</Code> </FundingSource> </EmployeeAssignment>
Example 6.8.3-1: EmployeeAssignment

6.8.4 EmployeeContract

This object contains HR contract information related to employees.

SIF_Events are reported for this object.

EmployeeContract
Figure 6.8.4-1: EmployeeContract EmployeeContract RefId EmployeePersonalRefId BaseSalary ContractStartDate ContractEndDate ContractTerm ContractDays AssignmentDays SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmployeeContract 

This object contains HR contract information related to employees.

 
 
@
key
RefIdM

The GUID of the employee contract information.

 
RefIdType
@EmployeePersonalRefIdM

The GUID that refers to the EmployeePersonal object.

 
IdRefType
 BaseSalaryM

Base salary of employee for this contact

 
MonetaryAmountType
 ContractStartDateM

Contractual start date.

 
xs:date
 ContractEndDateM

Contractual ending date.

 
xs:date
 ContractTermO

Contractual Term in school years

 
NCES0468ContractualTermType
 ContractDaysO

Number of days in service for contract total

 
xs:decimal
 AssignmentDaysO

Number of days per year employee is expected to work in this assignment

 
xs:decimal
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.4-1: EmployeeContract
<EmployeeContract RefId="AA1078BA3261545A31905937B265CE01" EmployeePersonalRefId="AB1078BA3261545A31905937B265CE01"> <BaseSalary Currency="USD">25000</BaseSalary> <ContractStartDate>2003-07-01</ContractStartDate> <ContractEndDate>2004-06-30</ContractEndDate> <ContractTerm>0410</ContractTerm> <ContractDays>190</ContractDays> <AssignmentDays>180</AssignmentDays> </EmployeeContract>
Example 6.8.4-1: EmployeeContract

6.8.5 EmployeePersonal

This object contains basic HR information for employees.

SIF_Events are reported for this object.

EmployeePersonal
Figure 6.8.5-1: EmployeePersonal EmployeePersonal RefId StateProvinceId OtherIdList OtherId Type Name Demographics AddressList PhoneNumberList EmailList SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmployeePersonal 

This object contains basic HR information for employees.

 
 
@
key
RefIdM

The GUID that uniquely identifies this employee.

 
RefIdType
 StateProvinceIdO

The state-assigned identifier for this staff member.

 
StateProvinceId
 OtherIdListO

List all "other" IDs associated with the employee.

 
List
 OtherIdList/OtherIdOR

This field can hold a SSN, state or locally assigned ID.

 
xs:normalizedString
@TypeM values:
SSN
State
Local
Other
 NameM

Name of employee.

 
Name
 DemographicsO

This element contains information related to employee demographics.

 
Demographics
 AddressListO

The employee's address(es).

 
AddressList
 PhoneNumberListO

The employee's phone number(s).

 
PhoneNumberList
 EmailListO

The employee's e-mail address(es).

 
EmailList
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.5-1: EmployeePersonal
<EmployeePersonal RefId="CD590651225DAC3859DEA3458BC39583"> <OtherIdList> <OtherId Type="SSN">590651225</OtherId> <OtherId Type="Other">3333</OtherId> </OtherIdList> <Name Type="04"> <LastName>Stone</LastName> <FirstName>Alicia</FirstName> </Name> <Demographics> <Gender>F</Gender> </Demographics> <AddressList> <Address Type="0123"> <Street> <Line1>600 Royal Oak</Line1> </Street> <City>Chicago</City> <StateProvince>IL</StateProvince> <Country>US</Country> <PostalCode>60601</PostalCode> </Address> </AddressList> <PhoneNumberList> <PhoneNumber Type="0096"> <Number>(312) 555-1234</Number> </PhoneNumber> </PhoneNumberList> <EmailList> <Email Type="Primary">stone@royaloak.org</Email> </EmailList> </EmployeePersonal>
Example 6.8.5-1: EmployeePersonal

6.8.6 EmployeePicture

This object contains information about an employee's picture.

SIF_Events are reported for this object.

EmployeePicture
Figure 6.8.6-1: EmployeePicture EmployeePicture EmployeePersonalRefId PictureSource Type SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmployeePicture 

This object contains information about an employee's picture.

 
 
@
key
EmployeePersonalRefIdM

This is the GUID of the Employee whose picture this is.

 
IdRefType
 PictureSourceM

This element defines the picture. If the Type attribute is URL, this is the location of the picture in [JPEG] format; if Type is JPEG, this is the [JPEG] image data encoded using the Base64 Content-Transfer-Encoding defined in Section 6.8 of [RFC 2045].

 
URIOrBinaryType
@TypeM

The way the picture is specified.

 
values:
URL
JPEG
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.6-1: EmployeePicture
<EmployeePicture EmployeePersonalRefId="D3E34B359D75101A8C3D00AA001A1652"> <PictureSource Type="URL">http://www.schoolsite.com/pictures/1999/1234.jpg</PictureSource> </EmployeePicture>
Example 6.8.6-1: EmployeePicture

6.8.7 EmployeeWage

This object contains HR/payroll employee information used to define how to pay an employee per pay cycle.

SIF_Events are reported for this object.

EmployeeWage
Figure 6.8.7-1: EmployeeWage EmployeeWage RefId EmployeePersonalRefId PayRates PayRate Type Amount Percentage SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmployeeWage 

This object contains HR/payroll employee information used to define how to pay an employee per pay cycle.

 
 
@
key
RefIdM

The GUID of the employee's pay information.

 
RefIdType
@EmployeePersonalRefIdM

The GUID that refers to the EmployeePersonal object.

 
IdRefType
 PayRatesM List
 PayRates/PayRateMR

Per pay distributions

 
 
@TypeM

Type of pay

 
values:
P
Per pay
H
Hourly
D
Per diem
X
Extra pay
 PayRates/PayRate/AmountM

Pay amount.

 
MonetaryAmountType
 PayRates/PayRate/Percentage
     
M

Percentage of pay this represents.

 
xs:decimal
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.7-1: EmployeeWage
<EmployeeWage RefId="CDF90651225DAC3859D2A3458BC39583" EmployeePersonalRefId="CD490651225DAC3859DEA3458BC39522"> <PayRates> <PayRate Type="P"> <Amount Currency="USD">355.45</Amount> <Percentage>100</Percentage> </PayRate> </PayRates> </EmployeeWage>
Example 6.8.7-1: EmployeeWage

6.8.8 EmploymentRecord

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

SIF_Events are reported for this object.

EmploymentRecord
Figure 6.8.8-1: EmploymentRecord EmploymentRecord SIF_RefId SIF_RefObject LEAInfoRefId Active FullTimeStatus HireDate TerminationDate TotalYearsExperience PositionTitle PositionNumber SeniorityDate TenureDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 EmploymentRecord 

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

 
 
@
key
SIF_RefIdO

The GUID can either refer to the EmployeePersonal or StaffPersonal object.

 
IdRefType
@
key
SIF_RefObjectM values:
EmployeePersonal
StaffPersonal
 LEAInfoRefIdM

The GUID reference to the LEAInfo object representing the LEA that employs the staff member.

 
IdRefType
 ActiveO

Staff is currently active and/or employed.

 
xs:boolean
 FullTimeStatusO

Full-time status of employee.

 
NCES0476FullTimeStatusType
 HireDateO

Date the employee was hired.

 
xs:date
 TerminationDateC

Date the employee resigned. Present if a HireDate is entered and a TerminationDate is available.

 
xs:date
 TotalYearsExperienceO

Total number of years of prior experience.

 
xs:unsignedInt
 PositionTitleO

Employee's current position title.

 
xs:normalizedString
 PositionNumberO

Employee's level or category assigned by employer.

 
xs:normalizedString
 SeniorityDateO

Date employee has seniority.

 
xs:date
 TenureDateO

Date employee is tenured.

 
xs:date
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.8-1: EmploymentRecord
<EmploymentRecord SIF_RefObject="EmployeePersonal" SIF_RefId="CDF90651225DAC3859DEA3458BC39522"> <LEAInfoRefId>8545A0A6E5CC40CB9B5C07C9E0696725</LEAInfoRefId> <Active>true</Active> <FullTimeStatus>0843</FullTimeStatus> <HireDate>2003-03-20</HireDate> <TotalYearsExperience>20</TotalYearsExperience> <PositionTitle>Elementary Teacher Grade 3</PositionTitle> <PositionNumber>12</PositionNumber> <SeniorityDate>2003-07-01</SeniorityDate> <TenureDate>2003-07-01</TenureDate> </EmploymentRecord>
Example 6.8.8-1: EmploymentRecord

6.8.9 FinancialAccount

This object communicates information about a financial account.

SIF_Events are reported for this object.

FinancialAccount
Figure 6.8.9-1: FinancialAccount FinancialAccount RefId AccountNumber Name Description FinancialClassRefId CreationDate CreationTime SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialAccount 

This object communicates information about a financial account.

 
 
@
key
RefIdM

GUID that identifies this financial account.

 
RefIdType
 AccountNumberM

Account number used for ledger.

 
xs:normalizedString
 NameM

Name of the account.

 
xs:normalizedString
 DescriptionO

Description.

 
xs:string
 FinancialClassRefIdM

Financial class of the account.

 
IdRefType
 CreationDateM

Account creation date.

 
xs:date
 CreationTimeM

Account creation time.

 
xs:time
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.9-1: FinancialAccount
<FinancialAccount RefId="EEC8FC128D2C4EE394A86C5395024EDE"> <AccountNumber>9990001</AccountNumber> <Name>Purchased Foods</Name> <Description>Purchased Foods</Description> <FinancialClassRefId>C6576B6AF13F49E09F0B6B0A92BF5D3B</FinancialClassRefId> <CreationDate>2003-01-01</CreationDate> <CreationTime>04:32:23-08:00</CreationTime> </FinancialAccount>
Example 6.8.9-1: FinancialAccount

6.8.10 FinancialAccountAccountingPeriodLocationInfo

This object relates financial account to an accounting period and a location.

SIF_Events are reported for this object.

FinancialAccountAccountingPeriodLocationInfo
Figure 6.8.10-1: FinancialAccountAccountingPeriodLocationInfo FinancialAccountAccountingPeriodLocationInfo RefId FinancialAccountRefId AccountingPeriodRefId LocationInfoRefId SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialAccountAccountingPeriodLocationInfo 

This object relates financial account to an accounting period and a location.

 
 
@
key
RefIdM

GUID that identifies this object.

 
RefIdType
 FinancialAccountRefIdM

Financial account reference.

 
IdRefType
 AccountingPeriodRefIdM

Accounting period reference.

 
IdRefType
 LocationInfoRefIdM

LocationInfo reference.

 
IdRefType
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.10-1: FinancialAccountAccountingPeriodLocationInfo
<FinancialAccountAccountingPeriodLocationInfo RefId="B595A5959A8FE43448DF0EF5C635CD0E"> <FinancialAccountRefId>C6576B6AF13F49E09F0B6B0A92BF5D3B</FinancialAccountRefId> <AccountingPeriodRefId>BA03EDF66F2848D7BE32586D98170F29</AccountingPeriodRefId> <LocationInfoRefId>E72C08BD41894187BA07B00C1401BE3F</LocationInfoRefId> </FinancialAccountAccountingPeriodLocationInfo>
Example 6.8.10-1: FinancialAccountAccountingPeriodLocationInfo

6.8.11 FinancialAnnual

This object contains information about account code annual financial totals, summarized by major and/or minor account code breaks.

SIF_Events are not reported for this object.

FinancialAnnual
Figure 6.8.11-1: FinancialAnnual FinancialAnnual ReportDate StateProvinceId FiscalYear AnnualItems AnnualItem AccountType FundType StateProvinceId ExpenditureArea Function Object InstructionalProgram Amount SpecialAmountType GLAmountType SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialAnnual 

This object contains information about account code annual financial totals, summarized by major and/or minor account code breaks.

 
 
 ReportDateM

Date on which snapshot was generated.

 
xs:date
 StateProvinceIdM

State assigned reporting ID for district or agency

 
StateProvinceId
 FiscalYearM

Fiscal year of summary account

(e.g. the 2003-2004 fiscal year will be denoted as 2004)

 
xs:gYear
 AnnualItemsM List
 AnnualItems/AnnualItemMR

Contains information about the item being summarized.

 
 
 AnnualItems/AnnualItem/AccountType
     
M

Classification of budgetary account code summary

 
values:
Revenue
Expenditure
Other
 AnnualItems/AnnualItem/FundType
     
M

Is the account a general or special account code designation?

 
values:
General
Special
 AnnualItems/AnnualItem/StateProvinceId
     
O

State-assigned ID for the relative area in which the expenditure/revenue was used.

 
StateProvinceId
 AnnualItems/AnnualItem/ExpenditureArea
     
O

Relative area in which the expenditure was used.

 
values:
Elementary
Secondary
Federal
Other
 AnnualItems/AnnualItem/Function
     
M

Function break in account code for summarization.

 
xs:normalizedString
 AnnualItems/AnnualItem/Object
     
O

Object break in account code for summarization.

 
xs:normalizedString
 AnnualItems/AnnualItem/InstructionalProgram
     
O

Instructional program break in account code for summarization

 
xs:normalizedString
 AnnualItems/AnnualItem/Amount
     
M

Summarized amount.

 
xs:decimal
 AnnualItems/AnnualItem/SpecialAmountType
     
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
 AnnualItems/AnnualItem/GLAmountType
     
O

General Ledger Amount Type. 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_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.11-1: FinancialAnnual
<FinancialAnnual> <ReportDate>2003-07-31</ReportDate> <StateProvinceId>123232323</StateProvinceId> <FiscalYear>2004</FiscalYear> <AnnualItems> <AnnualItem> <AccountType>Expenditure</AccountType> <FundType>Special</FundType> <ExpenditureArea>Elementary</ExpenditureArea> <Function>1100</Function> <Object>610</Object> <InstructionalProgram>4000</InstructionalProgram> <Amount>732</Amount> <SpecialAmountType>1</SpecialAmountType> <GLAmountType>1</GLAmountType> </AnnualItem> </AnnualItems> </FinancialAnnual>
Example 6.8.11-1: FinancialAnnual

6.8.12 FinancialBudget

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 for this object.

FinancialBudget
Figure 6.8.12-1: FinancialBudget FinancialBudget ReportDate StateProvinceId FiscalYear BudgetAccounts BudgetAccount AccountClass FundBreakdown FunctionBreakdown ObjectBreakdown BudgetAmount SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialBudget 

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.

 
 
 ReportDateM

Date on which snapshot was generated.

 
xs:date
 StateProvinceIdM

State-assigned identifier for this location

 
StateProvinceId
 FiscalYearM

Fiscal Year of summary account

(e.g. the 2003-2004 fiscal year will be denoted as 2004)

 
xs:gYear
 BudgetAccountsM List
 BudgetAccounts/BudgetAccount
     
MR

Information about budget accounts being submitted.

 
 
 BudgetAccounts/BudgetAccount/
     AccountClass
M

Classification of budgetary account code summary

 
values:
Revenue
Expenditure
Other
 BudgetAccounts/BudgetAccount/
     FundBreakdown
O

Fund breakdown of account code for summarization.

 
xs:normalizedString
 BudgetAccounts/BudgetAccount/
     FunctionBreakdown
M

Function breakdown of account code for summarization.

 
xs:normalizedString
 BudgetAccounts/BudgetAccount/
     ObjectBreakdown
O

Object breakdown of account code for summarization.

 
xs:normalizedString
 BudgetAccounts/BudgetAccount/
     BudgetAmount
M

Summarized, positive amount without cents for breakdowns

 
xs:unsignedInt
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.12-1: FinancialBudget
<FinancialBudget> <ReportDate>2003-07-02</ReportDate> <StateProvinceId>123456789</StateProvinceId> <FiscalYear>2004</FiscalYear> <BudgetAccounts> <BudgetAccount> <AccountClass>Expenditure</AccountClass> <FundBreakdown>10</FundBreakdown> <FunctionBreakdown>1100</FunctionBreakdown> <ObjectBreakdown>610</ObjectBreakdown> <BudgetAmount>402234</BudgetAmount> </BudgetAccount> <BudgetAccount> <AccountClass>Expenditure</AccountClass> <FundBreakdown>10</FundBreakdown> <FunctionBreakdown>1200</FunctionBreakdown> <ObjectBreakdown>610</ObjectBreakdown> <BudgetAmount>56000</BudgetAmount> </BudgetAccount> </BudgetAccounts> </FinancialBudget>
Example 6.8.12-1: FinancialBudget

6.8.13 FinancialClass

This object communicates financial class information. Financial classes are used to categorize financial accounts.

SIF_Events are reported for this object.

FinancialClass
Figure 6.8.13-1: FinancialClass FinancialClass RefId Name Description ClassType SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialClass 

This object communicates financial class information. Financial classes are used to categorize financial accounts.

 
 
@
key
RefIdM

GUID that identifies this financial class.

 
RefIdType
 NameM

Name of the financial class.

 
xs:normalizedString
 DescriptionO

Description.

 
xs:string
 ClassTypeM values:
Asset
Liability
Revenue
Expense
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.13-1: FinancialClass
<FinancialClass RefId="EEC8FC128D2C4EE394A86C5395024EDE"> <Name>Asset</Name> <Description>Assets</Description> <ClassType>Asset</ClassType> </FinancialClass>
Example 6.8.13-1: FinancialClass

6.8.14 FinancialIncomeStatement

This object communicates the income statement details for a location and an accounting period.

SIF_Events are reported for this object.

FinancialIncomeStatement
Figure 6.8.14-1: FinancialIncomeStatement FinancialIncomeStatement RefId GenerationDate GenerationTime LocationInfoRefId Period StartDate EndDate Amounts Amount FinancialAccountAccountingPeriodLocationInfoRefId FinancialClassRefId Program SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialIncomeStatement 

This object communicates the income statement details for a location and an accounting period.

 
 
@
key
RefIdM

GUID that identifies this income statement.

 
RefIdType
 GenerationDateM

Generation date.

 
xs:date
 GenerationTimeM

Generation time.

 
xs:time
 LocationInfoRefIdM

LocationInfo reference.

 
IdRefType
 PeriodM

Period of the income statement.

 
 
 Period/StartDateM

Start date.

 
xs:date
 Period/EndDateM

End date.

 
xs:date
 AmountsM List
 Amounts/AmountMR

Amount in the account.

 
MonetaryAmountType
@FinancialAccountAccountingPeriodLocationInfoRefIdM

FinancialAccountAccountingPeriodLocationInfo reference.

 
IdRefType
@FinancialClassRefIdM

Class of the financial account.

 
IdRefType
 ProgramO Program
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.14-1: FinancialIncomeStatement
<FinancialIncomeStatement RefId="E72C08BD41894187BA07B00C1401BE3F"> <GenerationDate>2003-12-31</GenerationDate> <GenerationTime>04:32:23-08:00</GenerationTime> <LocationInfoRefId>FAE352080CC74A3DA815E82FB96F5E15</LocationInfoRefId> <Period> <StartDate>2003-01-01</StartDate> <EndDate>2003-03-31</EndDate> </Period> <Amounts> <Amount FinancialAccountAccountingPeriodLocationInfoRefId="B595A5959A8F43448DF0F5C635CD0E1D" FinancialClassRefId="7582E711FDEE468686CBE623A7C31743" Currency="USD">99999999.99</Amount> <Amount FinancialAccountAccountingPeriodLocationInfoRefId="DE0E6B3C73F6413AA9C1EFCCA57B356B" FinancialClassRefId="7582E711FDEE468686CBE623A7C31743" Currency="USD">99999999.99</Amount> </Amounts> <Program Type="Foodservice">NSLP</Program> </FinancialIncomeStatement>
Example 6.8.14-1: FinancialIncomeStatement

6.8.15 FinancialTransaction

This object communicates a financial transaction. A transaction can be for the daily food sales revenue account.

SIF_Events are reported for this object.

FinancialTransaction
Figure 6.8.15-1: FinancialTransaction FinancialTransaction RefId TransactionDate TransactionTime Amounts Amount FinancialAccountAccountingPeriodLocationInfoRefId Type Program Description SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FinancialTransaction 

This object communicates a financial transaction. A transaction can be for the daily food sales revenue account.

 
 
@
key
RefIdM

GUID that identifies this financial transaction.

 
RefIdType
 TransactionDateM

Transaction date.

 
xs:date
 TransactionTimeM

Transaction time.

 
xs:time
 AmountsM List
 Amounts/AmountMR

Monetary amount of the transaction.

 
MonetaryAmountType
@FinancialAccountAccountingPeriodLocationInfoRefIdM

Account.

 
IdRefType
@TypeM values:
Debit
Credit
 ProgramO Program
 DescriptionO xs:string
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.15-1: FinancialTransaction
<FinancialTransaction RefId="E72C08BD41894187BA07B00C1401BE3F"> <TransactionDate>2003-01-01</TransactionDate> <TransactionTime>04:32:23-08:00</TransactionTime> <Amounts> <Amount FinancialAccountAccountingPeriodLocationInfoRefId="B595A5959A8F43448DF0F5C635CD0E1D" Type="Debit" Currency="USD">99999.99</Amount> <Amount FinancialAccountAccountingPeriodLocationInfoRefId="AFC675959A8F43448DF036C5F5CD0DE1" Type="Credit" Currency="USD">99999.99</Amount> </Amounts> <Program Type="Foodservice">NSLP</Program> </FinancialTransaction>
Example 6.8.15-1: FinancialTransaction

6.8.16 FiscalYear

This object defines a fiscal year.

SIF_Events are reported for this object.

FiscalYear
Figure 6.8.16-1: FiscalYear FiscalYear RefId Description StartDate EndDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 FiscalYear 

This object defines a fiscal year.

 
 
@
key
RefIdM

GUID that identifies this object.

 
RefIdType
 DescriptionO

A description of the fiscal year.

 
xs:string
 StartDateM

Start date of the fiscal year.

 
xs:date
 EndDateM

End date of the fiscal year.

 
xs:date
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.16-1: FiscalYear
<FiscalYear RefId="C0C65853B3B4440AED4E575C7BF9DCD2"> <Description>Fiscal Year 2003</Description> <StartDate>2003-01-01</StartDate> <EndDate>2003-12-31</EndDate> </FiscalYear>
Example 6.8.16-1: FiscalYear

6.8.17 LocationInfo

LocationInfo represents a location in a district.

SIF_Events are reported for this object.

LocationInfo
Figure 6.8.17-1: LocationInfo LocationInfo RefId LocationType SiteCategory Name Description LocalId IdentificationInfoList StateProvinceId NCESId LEAInfoRefId OtherLEAs LEAInfoRefId ParentLocationInfo SIF_RefObject SchoolInfoRefId AddressList PhoneNumberList SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 LocationInfo 

LocationInfo represents a location in a district.

 
 
@
key
RefIdM

The SIF unique identifier for the location.

 
RefIdType
@LocationTypeM

Defines whether the location is a school or a non-school location.

 
values:
School
NonSchool
 SiteCategoryM

Specific site category.

Examples
Prep Site
Satellite
Central Kitchen
Warehouse
Storage
Central Office
Other

xs:normalizedString
 NameM

Text name of the location

 
xs:normalizedString
 DescriptionO

Description about the location.

 
xs:string
 LocalIdM

The locally-assigned identifier for this location.

 
LocalId
 IdentificationInfoListO IdentificationInfoList
 StateProvinceIdO

The state-assigned identifier for this location.

 
StateProvinceId
 NCESIdO

The NCES-assigned identifier for this location.

 
NCESId
 LEAInfoRefIdO

The ID (GUID) that identifies the district.

 
IdRefType
 OtherLEAsO List
 OtherLEAs/LEAInfoRefIdOR

The ID (GUID) of an other related education agency, such as a regional service agency.

 
IdRefType
 ParentLocationInfoO

A LocationInfo instance could be related to another LocationInfo. This element will help create that relation.

 
IdRefType
@SIF_RefObjectM

The name of the object referenced.

 
values:
LocationInfo
 SchoolInfoRefIdO

The RefId of a corresponding SchoolInfo object.

 
IdRefType
 AddressListO

This element has the LocationInfo address information.

 
AddressList
 PhoneNumberListO

The location's phone numbers.

 
PhoneNumberList
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.17-1: LocationInfo
<LocationInfo RefId="D3E34B359D75101A8C3D00AA001A1652" LocationType="School"> <SiteCategory>Other</SiteCategory> <Name>Lincoln High School</Name> <LocalId>2343LHS</LocalId> <LEAInfoRefId>73648462888624AA5294BC6380173276</LEAInfoRefId> <OtherLEAs> <LEAInfoRefId>AA648462888624AA5294BC638017320B</LEAInfoRefId> </OtherLEAs> </LocationInfo>
Example 6.8.17-1: LocationInfo

6.8.18 Payment

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

SIF_Events are reported for this object.

Payment
Figure 6.8.18-1: Payment Payment RefId BillingRefId ReceivedDate ReceivedAmount ReceivedTransactionId TransactionDescription SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 Payment 

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

 
 
@
key
RefIdM

GUID for this transaction. The application that owns this object is responsible for generating this unique ID.

 
RefIdType
@BillingRefIdM

A pointer back to the Billing object.

 
IdRefType
 ReceivedDateM

Date payment was received.

 
xs:date
 ReceivedAmountM

Amount received.

 
MonetaryAmountType
 ReceivedTransactionIdM

Memo transaction ID from other vendor software.

 
xs:normalizedString
 TransactionDescriptionO

Description of the transaction.

 
xs:string
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.18-1: Payment
<Payment RefId="EDF4985ABC3458FEDA75493AB3812345" BillingRefId="CA12345847DEA97463FEB238759FD123"> <ReceivedDate>1999-10-20</ReceivedDate> <ReceivedAmount Currency="USD">50.00</ReceivedAmount> <ReceivedTransactionId>010523</ReceivedTransactionId> </Payment>
Example 6.8.18-1: Payment

6.8.19 Purchasing

This object provides information down to the line item level for requisitions and purchase orders.

SIF_Events are reported for this object.

Purchasing
Figure 6.8.19-1: Purchasing Purchasing RefId FormType FormNumber FiscalYearRefId VendorInfoRefId LocationInfoRefId EmployeePersonalRefId PurchasingItems PurchasingItem ItemNumber ItemDescription Quantity UnitCost ExpenseAccounts ExpenseAccount AccountCode Amount SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 Purchasing 

This object provides information down to the line item level for requisitions and purchase orders.

 
 
@
key
RefIdM

Transaction GUID for this purchasing activity. The application that owns this object and is responsible for generating this unique ID.

 
RefIdType
 FormTypeM

Type of purchasing document.

 
values:
PO
Purchase order
REQ
Requisition
 FormNumberM

Requisition or PO number.

 
xs:normalizedString
 FiscalYearRefIdO

Reference to fiscal year for the transaction.

 
IdRefType
 VendorInfoRefIdC

This object references the VendorInfo object and should be considered mandatory when FormType="PO"

 
IdRefType
 LocationInfoRefIdO

The building ID for this purchasing activity.

 
IdRefType
 EmployeePersonalRefIdO

The employee ID for the originator of this purchasing activity.

 
IdRefType
 PurchasingItemsM List
 PurchasingItems/PurchasingItem
     
MR

Contains information about the item being purchased.

 
 
 PurchasingItems/PurchasingItem/
     ItemNumber
O

Vendor item number.

 
xs:normalizedString
 PurchasingItems/PurchasingItem/
     ItemDescription
M

Description of the item.

 
xs:string
 PurchasingItems/PurchasingItem/
     Quantity
O

Quantity ordered.

 
xs:normalizedString
 PurchasingItems/PurchasingItem/
     UnitCost
O

Unit cost of the item.

 
MonetaryAmountType
 PurchasingItems/PurchasingItem/
     ExpenseAccounts
O List
 PurchasingItems/PurchasingItem/
     ExpenseAccounts/ExpenseAccount
     
OR

Account that is to be charged for the item.

 
 
 PurchasingItems/PurchasingItem/
     ExpenseAccounts/ExpenseAccount/
     AccountCode
M

Account code charged to this item.

 
xs:token
 PurchasingItems/PurchasingItem/
     ExpenseAccounts/ExpenseAccount/
     Amount
M

Amount charged to this account.

 
MonetaryAmountType
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.19-1: Purchasing
<Purchasing RefId="ED12345FDA8497275BC28AA349DD3721"> <FormType>PO</FormType> <FormNumber>00342</FormNumber> <FiscalYearRefId>7A892874BC2389749876AE29873498A8</FiscalYearRefId> <VendorInfoRefId>BD12345FDA8497275BC28AA349DD3723</VendorInfoRefId> <LocationInfoRefId>ED12345FDA8497275BC28AA349DD3722</LocationInfoRefId> <EmployeePersonalRefId>AD12345FDA8497275BC28AA349DD3721</EmployeePersonalRefId> <PurchasingItems> <PurchasingItem> <ItemNumber>154486</ItemNumber> <ItemDescription>Floor Wax</ItemDescription> <Quantity>10</Quantity> <UnitCost Currency="USD">7.00</UnitCost> <ExpenseAccounts> <ExpenseAccount> <AccountCode>10-1100-610</AccountCode> <Amount Currency="USD">70.00</Amount> </ExpenseAccount> </ExpenseAccounts> </PurchasingItem> </PurchasingItems> </Purchasing>
Example 6.8.19-1: Purchasing

6.8.20 TimeWorked

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

SIF_Events are reported for this object.

TimeWorked
Figure 6.8.20-1: TimeWorked TimeWorked RefId EmployeePersonalRefId LocationInfoRefId JobFunction Code OtherCodeList RegularHours OvertimeHours PayPeriod SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 TimeWorked 

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

 
 
@
key
RefIdM

GUID for this object. The application that owns this object is responsible for generating this unique ID.

 
RefIdType
 EmployeePersonalRefIdM

References associated EmployeePersonal object.

 
IdRefType
 LocationInfoRefIdM

Site where employee actually worked. References LocationInfo object.

 
IdRefType
 JobFunctionO

The purpose of the activities as related to students.

 
 
 JobFunction/CodeM

Code representing the type of job function.

 
NCES0568FunctionTypeType
 JobFunction/OtherCodeList
     
O OtherCodeList
 RegularHoursM

Regular hours worked. Enter 0 if no hours worked.

 
xs:decimal
 OvertimeHoursM

Overtime hours worked. Enter 0 if no overtime hours worked.

 
xs:decimal
 PayPeriodM

Pay period hours were worked in.

 
xs:normalizedString
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.20-1: TimeWorked
<TimeWorked RefId="CCD1254884EE54687FF4567DACD34653"> <EmployeePersonalRefId>FACD1254884EE54687FF4567DACD3465</EmployeePersonalRefId> <LocationInfoRefId>FFD1254884EE54687FF4567DACD34653</LocationInfoRefId> <JobFunction> <Code>1000</Code> </JobFunction> <RegularHours>8</RegularHours> <OvertimeHours>2</OvertimeHours> <PayPeriod>20</PayPeriod> </TimeWorked>
Example 6.8.20-1: TimeWorked

6.8.21 VendorInfo

This object contains basic vendor information.

SIF_Events are reported for this object.

VendorInfo
Figure 6.8.21-1: VendorInfo VendorInfo RefId Name ContactInfo CustomerId EmployeePersonalRefId Send1099 FederalTaxId Code SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 VendorInfo 

This object contains basic vendor information.

 
 
@
key
RefIdM

Vendor ID.

 
RefIdType
 NameM

Name of the vendor.

 
xs:normalizedString
 ContactInfoO

Contact information.

 
ContactInfo
 CustomerIdO

Account number or other ID.

 
xs:normalizedString
 EmployeePersonalRefIdO

When the vendor and employee are the same, it may be appropriate to link the EmployeePersonal records to the VendorInfo when tracking expense and tuition reimbursement. This is the GUID of the associated EmployeePersonal object.

 
IdRefType
 Send1099O

Send 1099 to this vendor.

 
xs:boolean
 FederalTaxIdO

Taxpayer identification number/Federal tax ID for this vendor.

 
xs:normalizedString
@CodeM

The type tax ID that this is. TIN based on IRS Publication 1915 [IRSTIN].

 
values:
EIN
SSNO
ITIN
ATIN
OTHER
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.21-1: VendorInfo
<VendorInfo RefId="AB3647C568654CF45678DD34EF564E22"> <Name>ABC School Supply</Name> <ContactInfo> <Name Type="04"> <LastName>Brown</LastName> <FirstName>James</FirstName> </Name> <Address Type="0123"> <Street> <Line1>23 E. 43rd St.</Line1> </Street> <City>Chicago</City> <County>Cook</County> <StateProvince>IL</StateProvince> <Country>US</Country> <PostalCode>60611</PostalCode> </Address> <EmailList> <Email Type="Primary">jdr@ABC.com</Email> </EmailList> <PhoneNumberList> <PhoneNumber Type="0096"> <Number>(312) 555-1234</Number> </PhoneNumber> </PhoneNumberList> </ContactInfo> <CustomerId>0023556</CustomerId> <Send1099>true</Send1099> <FederalTaxId Code="EIN">5640232536</FederalTaxId> </VendorInfo>
Example 6.8.21-1: VendorInfo

6.8.22 W4

This object contains the information completed on a W4 tax form. (Please note that this object is defined to represent the current deductions allowances for the employee; this is not intended to circumvent or replace IRS reporting standards but to faciliatate movement of W4 data from system to system within the LEA.)

SIF_Events are reported for this object.

W4
Figure 6.8.22-1: W4 W4 EmployeePersonalRefId W4Date MaritalStatusRate FederalAllowancesNumber StateAllowancesNumber StateProvince Exempt SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharDescriptionType
 W4 

This object contains the information completed on a W4 tax form. (Please note that this object is defined to represent the current deductions allowances for the employee; this is not intended to circumvent or replace IRS reporting standards but to faciliatate movement of W4 data from system to system within the LEA.)

 
 
@
key
EmployeePersonalRefIdM

This is the GUID that points to the employee represented in the EmployeePersonal object.

 
IdRefType
 W4DateM

Date W4 was completed.

 
xs:date
 MaritalStatusRateM

This denotes the current martial status of the employee

 
values:
Married
Single
MarriedSingleRate
 FederalAllowancesNumberM

Number of federal allowances.

 
xs:unsignedInt
 StateAllowancesNumberO

Number of state allowances.

 
xs:unsignedInt
 StateProvinceM

State of residence.

 
StateProvince
 ExemptM

Is this employee exempt from federal and state exemptions?

 
xs:boolean
 SIF_MetadataO SIF_Metadata
 SIF_ExtendedElementsO SIF_ExtendedElements
Table 6.8.22-1: W4
<W4 EmployeePersonalRefId="DD5906EFD512EFDA253764EDA5897321"> <W4Date>1998-12-01</W4Date> <MaritalStatusRate>Married</MaritalStatusRate> <FederalAllowancesNumber>5</FederalAllowancesNumber> <StateAllowancesNumber>3</StateAllowancesNumber> <StateProvince>NY</StateProvince> <Exempt>true</Exempt> </W4>
Example 6.8.22-1: W4

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