3.8 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.

3.8.1 AccountingPeriod

This object defines an accounting period within a fiscal year.

SIF_Events are reported for this object.

AccountingPeriod
Figure 3.8.1-1: AccountingPeriod AccountingPeriod RefId Name Description FiscalYearRefId StartDate EndDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.1-1: AccountingPeriod
{ "AccountingPeriod": { "RefId": "A08CC23B059C400CAA9F9BBD3DFF94F1", "Name": "Quarter 1", "Description": "First Qtr", "FiscalYearRefId": "AE109F1AC2DE41E49DF5C418F3DF18A3", "StartDate": "2003-01-01", "EndDate": "2003-03-31" } }
<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 3.8.1-1: AccountingPeriod

3.8.2 Billing

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

SIF_Events are reported for this object.

Billing
Figure 3.8.2-1: Billing Billing RefId BilledEntity SIF_RefObject BillingDate TransactionDescription BilledAmount SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.2-1: Billing
{ "Billing": { "RefId": "CA12345847DEA97463FEB238759FD123", "BilledEntity": { "SIF_RefObject": "StaffPersonal", "value": "BA497254965FDA48965ABCE4589EA421" }, "BillingDate": "1999-10-12", "TransactionDescription": "Activity Fees", "BilledAmount": { "Currency": "USD", "value": 50.0 } } }
<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 3.8.2-1: Billing

3.8.3 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 3.8.3-1: EmployeeAssignment EmployeeAssignment RefId EmployeePersonalRefId Description PrimaryAssignment Codeset LocationInfoRefId JobStartDate JobEndDate JobFTE JobClassification ProgramType FundingSource SpecialEducation TeacherInexperiencedStatus TeacherOutOfFieldStatus SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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
 PrimaryAssignmentM000525
https://ceds.ed.gov/element/000525

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.

 
xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 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
 JobStartDateO000526
https://ceds.ed.gov/element/000526

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

 
xs:date
 JobEndDateC000527
https://ceds.ed.gov/element/000527

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
 JobFTEO000118
https://ceds.ed.gov/element/000118

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.

 
JobClassificationType
 ProgramTypeO

The type of instructional or non-instructional program.

 
EmployeeAssignmentProgramType
 FundingSourceO

Provider of funds for the program or service.

 
OldFundingSourceType
 SpecialEducationO

For tracking common special eduction effort.

 
SpecialEductionType
 TeacherInexperiencedStatusO001961
https://ceds.ed.gov/element/001961
 TeacherInexperiencedStatusType
 TeacherOutOfFieldStatusO001962
https://ceds.ed.gov/element/001962
 TeacherOutOfFieldStatusType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.3-1: EmployeeAssignment
{ "EmployeeAssignment": { "RefId": "FE1078BA3261545A31905937B265CE01", "EmployeePersonalRefId": "BE1078BA3261545A31905937B265CE02", "Description": "First grade elementary teacher", "PrimaryAssignment": { "value": "Yes" }, "LocationInfoRefId": "FD1078BA3261545A31905937B265CE01", "JobStartDate": "2000-09-05", "JobEndDate": "2001-06-25", "JobFTE": 1.0, "JobClassification": { "Code": { "value": "1000" } }, "ProgramType": { "Code": { "value": "0100" } }, "FundingSource": { "Code": { "value": "0617" } } } }
<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 3.8.3-1: EmployeeAssignment

3.8.4 EmployeeContract

This object contains HR contract information related to employees.

SIF_Events are reported for this object.

EmployeeContract
Figure 3.8.4-1: EmployeeContract EmployeeContract RefId EmployeePersonalRefId BaseSalary ContractStartDate ContractEndDate ContractTerm Codeset ContractDays AssignmentDays SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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
 BaseSalaryM000032
https://ceds.ed.gov/element/000032

Base salary of employee for this contract

 
MonetaryAmountType
 ContractStartDateM

Contractual start date.

 
xs:date
 ContractEndDateM

Contractual ending date.

 
xs:date
 ContractTermO

Contractual Term in school years

 
xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 ContractDaysO

Number of days in service for contract total

 
xs:decimal
 AssignmentDaysO000047
https://ceds.ed.gov/element/000047

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

 
xs:decimal
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.4-1: EmployeeContract
{ "EmployeeContract": { "RefId": "AA1078BA3261545A31905937B265CE01", "EmployeePersonalRefId": "AB1078BA3261545A31905937B265CE01", "BaseSalary": { "Currency": "USD", "value": 25000 }, "ContractStartDate": "2003-07-01", "ContractEndDate": "2004-06-30", "ContractTerm": { "value": "0410" }, "ContractDays": 190, "AssignmentDays": 180 } }
<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 3.8.4-1: EmployeeContract

3.8.5 EmployeePersonal

This object contains basic HR information for employees.

SIF_Events are reported for this object.

EmployeePersonal
Figure 3.8.5-1: EmployeePersonal EmployeePersonal RefId StateProvinceId OtherIdList Name Demographics AddressList PhoneNumberList EmailList BenefitEligible ReemployedRetiree SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
StateProvinceIdType
 OtherIdListO

List all "other" Ids associated with the employee.

 
EmployeePersonalOtherIdListType
 NameM

Name of employee.

 
NameOfRecordType
 DemographicsO

This element contains information related to employee demographics.

 
DemographicsType
 AddressListO

The employee's address(es).

 
AddressListType
 PhoneNumberListO

The employee's phone number(s).

 
PhoneNumberListType
 EmailListO

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

 
EmailListType
 BenefitEligibleO

Indicator if this employee qualifies for benefits.

 
GenericYesNoType
values:
Y
Yes
N
No
U
Unknown
 ReemployedRetireeO

Indicates this employee is also retired.

 
GenericYesNoType
values:
Y
Yes
N
No
U
Unknown
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.5-1: EmployeePersonal
{ "EmployeePersonal": { "RefId": "CD590651225DAC3859DEA3458BC39583", "OtherIdList": { "OtherId": [ { "Type": "SSN", "value": "590651225" }, { "Type": "Other", "value": "3333" } ] }, "Name": { "Type": "04", "LastName": "Stone", "FirstName": "Alicia" }, "Demographics": { "Gender": { "value": "F" } }, "AddressList": { "Address": [ { "Type": "0123", "Street": { "Line1": "600 Royal Oak" }, "City": "Chicago", "StateProvince": { "value": "IL" }, "Country": { "value": "US" }, "PostalCode": "60601" } ] }, "PhoneNumberList": { "PhoneNumber": [ { "Type": "0096", "Number": "(312) 555-1234" } ] }, "EmailList": { "Email": [ { "Type": "Primary", "value": "stone@royaloak.org" } ] } } }
<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 3.8.5-1: EmployeePersonal

3.8.6 EmployeePicture

This object contains information about an employee's picture.

SIF_Events are reported for this object.

EmployeePicture
Figure 3.8.6-1: EmployeePicture EmployeePicture RefId EmployeePersonalRefId PictureSource SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 EmployeePicture 

This object contains information about an employee's picture.

 
 
@
key
RefIdM

A GUID that identifies an instance of this object. This RefId is new for 2.7M and MUST be supported like other objects that have a RefId (i.e. it is the key for the object). The alternate keys MUST continue to be supported.

 
RefIdType
@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].

 
PictureSourceType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.6-1: EmployeePicture
{ "EmployeePicture": { "RefId": "359D75101AD0A9D7A8C3DAD0A85103A2", "EmployeePersonalRefId": "D3E34B359D75101A8C3D00AA001A1652", "PictureSource": { "Type": "URL", "value": "http://www.schoolsite.com/pictures/1999/1234.jpg" } } }
<EmployeePicture RefId="359D75101AD0A9D7A8C3DAD0A85103A2" EmployeePersonalRefId="D3E34B359D75101A8C3D00AA001A1652"> <PictureSource Type="URL">http://www.schoolsite.com/pictures/1999/1234.jpg</PictureSource> </EmployeePicture>
Example 3.8.6-1: EmployeePicture

3.8.7 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 3.8.7-1: EmployeeWage EmployeeWage RefId EmployeePersonalRefId PayRates SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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
 PayRateListType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.7-1: EmployeeWage
{ "EmployeeWage": { "RefId": "CDF90651225DAC3859D2A3458BC39583", "EmployeePersonalRefId": "CD490651225DAC3859DEA3458BC39522", "PayRates": { "PayRate": [ { "Type": "P", "Amount": { "Currency": "USD", "value": 355.45 }, "Percentage": 100 } ] } } }
<EmployeeWage RefId="CDF90651225DAC3859D2A3458BC39583" EmployeePersonalRefId="CD490651225DAC3859DEA3458BC39522"> <PayRates> <PayRate Type="P"> <Amount Currency="USD">355.45</Amount> <Percentage>100</Percentage> </PayRate> </PayRates> </EmployeeWage>
Example 3.8.7-1: EmployeeWage

3.8.8 EmploymentRecord

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

SIF_Events are reported for this object.

EmploymentRecord
Figure 3.8.8-1: EmploymentRecord EmploymentRecord RefId SIF_RefId SIF_RefObject SIF_RefObjectCodeset LEAInfoRefId Active FullTimeStatus Codeset HireDate TerminationDate TotalYearsExperience PositionTitle PositionNumber SeniorityDate TenureDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 EmploymentRecord 

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

 
 
@RefIdM

A GUID that identifies an instance of this object. This RefId is new for 2.7M and MUST be supported like other objects that have a RefId (i.e. it is the key for the object). The alternate keys MUST continue to be supported.

 
RefIdType
@
key
SIF_RefIdO

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

 
IdRefType
@
key
SIF_RefObjectM
 xs:token
@SIF_RefObjectCodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 LEAInfoRefIdM

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

 
IdRefType
 ActiveO000347
https://ceds.ed.gov/element/000347

Staff is currently active and/or employed.

 
xs:boolean
 FullTimeStatusO

Full-time status of employee.

 
xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 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
 TotalYearsExperienceO000302
https://ceds.ed.gov/element/000302

Total number of years of prior experience.

 
xs:unsignedInt
 PositionTitleO000213
https://ceds.ed.gov/element/000213

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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.8-1: EmploymentRecord
{ "EmploymentRecord": { "RefId": "359D75101AD0A9D7A8C3DAD0A85103A2", "SIF_RefObject": "EmployeePersonal", "SIF_RefId": "CDF90651225DAC3859DEA3458BC39522", "LEAInfoRefId": "8545A0A6E5CC40CB9B5C07C9E0696725", "Active": true, "FullTimeStatus": { "value": "0843" }, "HireDate": "2003-03-20", "TotalYearsExperience": 20, "PositionTitle": "Elementary Teacher Grade 3", "PositionNumber": "12", "SeniorityDate": "2003-07-01", "TenureDate": "2003-07-01" } }
<EmploymentRecord RefId="359D75101AD0A9D7A8C3DAD0A85103A2" 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 3.8.8-1: EmploymentRecord

3.8.9 FinancialAccount

This object communicates information about a financial account.

SIF_Events are reported for this object.

FinancialAccount
Figure 3.8.9-1: FinancialAccount FinancialAccount RefId AccountNumber Name Description FinancialClassRefId CreationDate CreationTime SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.9-1: FinancialAccount
{ "FinancialAccount": { "RefId": "EEC8FC128D2C4EE394A86C5395024EDE", "AccountNumber": "9990001", "Name": "Purchased Foods", "Description": "Purchased Foods", "FinancialClassRefId": "C6576B6AF13F49E09F0B6B0A92BF5D3B", "CreationDate": "2003-01-01", "CreationTime": "04:32:23-08:00" } }
<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 3.8.9-1: FinancialAccount

3.8.10 FinancialAccountAccountingPeriodLocationInfo

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

SIF_Events are reported for this object.

FinancialAccountAccountingPeriodLocationInfo
Figure 3.8.10-1: FinancialAccountAccountingPeriodLocationInfo FinancialAccountAccountingPeriodLocationInfo RefId FinancialAccountRefId AccountingPeriodRefId LocationInfoRefId SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.10-1: FinancialAccountAccountingPeriodLocationInfo
{ "FinancialAccountAccountingPeriodLocationInfo": { "RefId": "B595A5959A8FE43448DF0EF5C635CD0E", "FinancialAccountRefId": "C6576B6AF13F49E09F0B6B0A92BF5D3B", "AccountingPeriodRefId": "BA03EDF66F2848D7BE32586D98170F29", "LocationInfoRefId": "E72C08BD41894187BA07B00C1401BE3F" } }
<FinancialAccountAccountingPeriodLocationInfo RefId="B595A5959A8FE43448DF0EF5C635CD0E"> <FinancialAccountRefId>C6576B6AF13F49E09F0B6B0A92BF5D3B</FinancialAccountRefId> <AccountingPeriodRefId>BA03EDF66F2848D7BE32586D98170F29</AccountingPeriodRefId> <LocationInfoRefId>E72C08BD41894187BA07B00C1401BE3F</LocationInfoRefId> </FinancialAccountAccountingPeriodLocationInfo>
Example 3.8.10-1: FinancialAccountAccountingPeriodLocationInfo

3.8.11 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 3.8.11-1: FinancialAnnual FinancialAnnual RefId ReportDate StateProvinceId FiscalYear AnnualItems SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 FinancialAnnual 

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

 
 
@RefIdM

A GUID that identifies an instance of this object. This RefId is a “transient” value; that is, it SHOULD be generated by the provider at the time the object is provided in a Response message. This value MUST NOT be used in a later Request for the object.

 
RefIdType
 ReportDateM

Date on which snapshot was generated.

 
xs:date
 StateProvinceIdM

State assigned reporting Id for district or agency

 
StateProvinceIdType
 FiscalYearM

Fiscal year of summary account

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

 
xs:gYear
 AnnualItemsM
 AnnualItemListType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.11-1: FinancialAnnual
{ "FinancialAnnual": { "RefId": "359D75101AD0A9D7A8C3DAD0A85103A2", "ReportDate": "2011-07-31", "StateProvinceId": "1234", "FiscalYear": "2012", "AnnualItems": { "AnnualItem": [ { "AccountType": { "value": "Expenditure" }, "FundType": { "value": "General" }, "FundClassificationCode": "10 ", "StateProvinceId": "0018", "Function": "1100", "Object": "610", "InstructionalProgram": "210", "Amount": 732.56, "InstructionalLevel": "1000 ", "OperationalUnit": "102", "ProjectCode": "3204", "SubjectMatter": "234 ", "JobClassification": "1234" }, { "AccountType": { "value": "Revenue" }, "FundType": { "value": "General" }, "FundClassificationCode": "10 ", "StateProvinceId": "7110", "Function": "1100", "InstructionalProgram": "100", "Amount": 732.56, "InstructionalLevel": "1200 ", "OperationalUnit": "500", "ProjectCode": "4501", "Source": "4501" }, { "AccountType": { "value": "Other" }, "AccountTypeDetail": { "value": "Current Asset" }, "FundType": { "value": "General" }, "FundClassificationCode": "10", "StateProvinceId": "1917 ", "Function": "1100", "InstructionalProgram": "100", "Amount": 732.56, "InstructionalLevel": " 1100", "OperationalUnit": "", "ProjectCode": "4501", "Source": "4501", "ChartOfAccountCode": "101 " }, { "AccountType": { "value": "Expenditure" }, "FundType": { "value": "General" }, "FundClassificationCode": "26", "StateProvinceId": "9201 ", "ExpenditureArea": { "value": "Elementary" }, "Function": "1100", "Object": "610", "InstructionalProgram": "100", "Amount": 732.56, "InstructionalLevel": "1100", "OperationalUnit": "126", "ProjectCode": "4501", "Source": "4501", "SpecialAmountType": { "value": "1" }, "GLAmountType": { "value": "1" } } ] } } }
<FinancialAnnual RefId="359D75101AD0A9D7A8C3DAD0A85103A2"> <ReportDate>2011-07-31</ReportDate> <StateProvinceId>1234</StateProvinceId> <FiscalYear>2012</FiscalYear> <AnnualItems> <AnnualItem> <!-- item 1 --> <AccountType>Expenditure</AccountType> <FundType>General</FundType> <FundClassificationCode>10 </FundClassificationCode> <StateProvinceId>0018</StateProvinceId> <Function>1100</Function> <Object>610</Object> <InstructionalProgram>210</InstructionalProgram> <Amount>732.56</Amount> <InstructionalLevel>1000 </InstructionalLevel> <OperationalUnit>102</OperationalUnit> <ProjectCode>3204</ProjectCode> <SubjectMatter>234 </SubjectMatter> <JobClassification>1234</JobClassification> </AnnualItem> <AnnualItem> <!-- item 2 --> <AccountType>Revenue</AccountType> <FundType>General</FundType> <FundClassificationCode>10 </FundClassificationCode> <StateProvinceId>7110</StateProvinceId> <Function>1100</Function> <InstructionalProgram>100</InstructionalProgram> <Amount>732.56</Amount> <InstructionalLevel>1200 </InstructionalLevel> <OperationalUnit>500</OperationalUnit> <ProjectCode>4501</ProjectCode> <Source>4501</Source> </AnnualItem> <AnnualItem> <!-- item 3 --> <AccountType>Other</AccountType> <AccountTypeDetail>Current Asset</AccountTypeDetail> <FundType>General</FundType> <FundClassificationCode>10</FundClassificationCode> <StateProvinceId>1917 </StateProvinceId> <Function>1100</Function> <InstructionalProgram>100</InstructionalProgram> <Amount>732.56</Amount> <InstructionalLevel> 1100</InstructionalLevel> <OperationalUnit /> <ProjectCode>4501</ProjectCode> <Source>4501</Source> <ChartOfAccountCode>101 </ChartOfAccountCode> </AnnualItem> <AnnualItem> <!-- item 4 --> <AccountType>Expenditure</AccountType> <FundType>General</FundType> <FundClassificationCode>26</FundClassificationCode> <StateProvinceId>9201 </StateProvinceId> <ExpenditureArea>Elementary</ExpenditureArea> <Function>1100</Function> <Object>610</Object> <InstructionalProgram>100</InstructionalProgram> <Amount>732.56</Amount> <InstructionalLevel>1100</InstructionalLevel> <OperationalUnit>126</OperationalUnit> <ProjectCode>4501</ProjectCode> <Source>4501</Source> <SpecialAmountType>1</SpecialAmountType> <GLAmountType>1</GLAmountType> </AnnualItem> </AnnualItems> </FinancialAnnual>
Example 3.8.11-1: FinancialAnnual

3.8.12 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 3.8.12-1: FinancialBudget FinancialBudget RefId ReportDate StateProvinceId FiscalYear BudgetAccounts SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
 
@RefIdM

A GUID that identifies an instance of this object. This RefId is a “transient” value; that is, it SHOULD be generated by the provider at the time the object is provided in a Response message. This value MUST NOT be used in a later Request for the object.

 
RefIdType
 ReportDateM

Date on which snapshot was generated.

 
xs:date
 StateProvinceIdM

State-assigned identifier for this location

 
StateProvinceIdType
 FiscalYearM

Fiscal Year of summary account

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

 
xs:gYear
 BudgetAccountsM

Information about budget accounts being submitted.

 
BudgetAccountListType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.12-1: FinancialBudget
{ "FinancialBudget": { "RefId": "359D75101AD0A9D7A8C3DAD0A85103A2", "ReportDate": "2003-07-02", "StateProvinceId": "123456789", "FiscalYear": "2004", "BudgetAccounts": { "BudgetAccount": [ { "AccountClass": { "value": "Expenditure" }, "FundBreakdown": "10", "FunctionBreakdown": "1100", "ObjectBreakdown": "610", "BudgetAmount": 402234 }, { "AccountClass": { "value": "Expenditure" }, "FundBreakdown": "10", "FunctionBreakdown": "1200", "ObjectBreakdown": "610", "BudgetAmount": 56000 } ] } } }
<FinancialBudget RefId="359D75101AD0A9D7A8C3DAD0A85103A2"> <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 3.8.12-1: FinancialBudget

3.8.13 FinancialClass

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

SIF_Events are reported for this object.

FinancialClass
Figure 3.8.13-1: FinancialClass FinancialClass RefId Name Description ClassType Codeset SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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
 xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.13-1: FinancialClass
{ "FinancialClass": { "RefId": "EEC8FC128D2C4EE394A86C5395024EDE", "Name": "Asset", "Description": "Assets", "ClassType": { "value": "Asset" } } }
<FinancialClass RefId="EEC8FC128D2C4EE394A86C5395024EDE"> <Name>Asset</Name> <Description>Assets</Description> <ClassType>Asset</ClassType> </FinancialClass>
Example 3.8.13-1: FinancialClass

3.8.14 FinancialIncomeStatement

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

SIF_Events are reported for this object.

FinancialIncomeStatement
Figure 3.8.14-1: FinancialIncomeStatement FinancialIncomeStatement RefId GenerationDate GenerationTime LocationInfoRefId Period Amounts Program SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
PeriodType
 AmountsM

Amount in the account.

 
FinancialIncomeStatementMonetaryAmountListType
 ProgramO
 FundedProgramType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.14-1: FinancialIncomeStatement
{ "FinancialIncomeStatement": { "RefId": "E72C08BD41894187BA07B00C1401BE3F", "GenerationDate": "2003-12-31", "GenerationTime": "04:32:23-08:00", "LocationInfoRefId": "FAE352080CC74A3DA815E82FB96F5E15", "Period": { "StartDate": "2003-01-01", "EndDate": "2003-03-31" }, "Amounts": { "Amount": [ { "FinancialAccountAccountingPeriodLocationInfoRefId": "B595A5959A8F43448DF0F5C635CD0E1D", "FinancialClassRefId": "7582E711FDEE468686CBE623A7C31743", "Currency": "USD", "value": 99999999.99 }, { "FinancialAccountAccountingPeriodLocationInfoRefId": "DE0E6B3C73F6413AA9C1EFCCA57B356B", "FinancialClassRefId": "7582E711FDEE468686CBE623A7C31743", "Currency": "USD", "value": 99999999.99 } ] }, "Program": { "Type": "Foodservice", "value": "NSLP" } } }
<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 3.8.14-1: FinancialIncomeStatement

3.8.15 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 3.8.15-1: FinancialTransaction FinancialTransaction RefId TransactionDate TransactionTime Amounts Program Description SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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

Monetary amount of the transaction.

 
DebitCreditMonetaryAmountListType
 ProgramO
 FundedProgramType
 DescriptionO
 xs:string
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.15-1: FinancialTransaction
{ "FinancialTransaction": { "RefId": "E72C08BD41894187BA07B00C1401BE3F", "TransactionDate": "2003-01-01", "TransactionTime": "04:32:23-08:00", "Amounts": { "Amount": [ { "FinancialAccountAccountingPeriodLocationInfoRefId": "B595A5959A8F43448DF0F5C635CD0E1D", "Type": "Debit", "Currency": "USD", "value": 99999.99 }, { "FinancialAccountAccountingPeriodLocationInfoRefId": "AFC675959A8F43448DF036C5F5CD0DE1", "Type": "Credit", "Currency": "USD", "value": 99999.99 } ] }, "Program": { "Type": "Foodservice", "value": "NSLP" } } }
<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 3.8.15-1: FinancialTransaction

3.8.16 FiscalYear

This object defines a fiscal year.

SIF_Events are reported for this object.

FiscalYear
Figure 3.8.16-1: FiscalYear FiscalYear RefId Description StartDate EndDate SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.16-1: FiscalYear
{ "FiscalYear": { "RefId": "C0C65853B3B4440AED4E575C7BF9DCD2", "Description": "Fiscal Year 2003", "StartDate": "2003-01-01", "EndDate": "2003-12-31" } }
<FiscalYear RefId="C0C65853B3B4440AED4E575C7BF9DCD2"> <Description>Fiscal Year 2003</Description> <StartDate>2003-01-01</StartDate> <EndDate>2003-12-31</EndDate> </FiscalYear>
Example 3.8.16-1: FiscalYear

3.8.17 LocationInfo

LocationInfo represents a location in a district.

SIF_Events are reported for this object.

LocationInfo
Figure 3.8.17-1: LocationInfo LocationInfo RefId LocationType LocationTypeCodeset SiteCategory Name Description LocalId IdentificationInfoList StateProvinceId NCESId LEAInfoRefId OtherLEAs ParentLocationInfo SIF_RefObject SchoolInfoRefId AddressList PhoneNumberList SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
xs:token
@LocationTypeCodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 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.

 
LocalIdType
 IdentificationInfoListO
 IdentificationInfoListType
 StateProvinceIdO

The state-assigned identifier for this location.

 
StateProvinceIdType
 NCESIdO

The NCES-assigned identifier for this location.

 
NCESIdType
 LEAInfoRefIdO

The Id (GUID) that identifies the district.

 
IdRefType
 OtherLEAsO

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

 
OtherLEAListType
 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.

 
AddressListType
 PhoneNumberListO

The location's phone numbers.

 
PhoneNumberListType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.17-1: LocationInfo
{ "LocationInfo": { "RefId": "D3E34B359D75101A8C3D00AA001A1652", "LocationType": "School", "SiteCategory": "Other", "Name": "Lincoln High School", "LocalId": "2343LHS", "LEAInfoRefId": "73648462888624AA5294BC6380173276", "OtherLEAs": { "LEAInfoRefId": [ "AA648462888624AA5294BC638017320B" ] } } }
<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 3.8.17-1: LocationInfo

3.8.18 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 3.8.18-1: Payment Payment RefId BillingRefId ReceivedDate ReceivedAmount ReceivedTransactionId TransactionDescription SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.18-1: Payment
{ "Payment": { "RefId": "EDF4985ABC3458FEDA75493AB3812345", "BillingRefId": "CA12345847DEA97463FEB238759FD123", "ReceivedDate": "1999-10-20", "ReceivedAmount": { "Currency": "USD", "value": 50.0 }, "ReceivedTransactionId": "010523" } }
<Payment RefId="EDF4985ABC3458FEDA75493AB3812345" BillingRefId="CA12345847DEA97463FEB238759FD123"> <ReceivedDate>1999-10-20</ReceivedDate> <ReceivedAmount Currency="USD">50.00</ReceivedAmount> <ReceivedTransactionId>010523</ReceivedTransactionId> </Payment>
Example 3.8.18-1: Payment

3.8.19 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 3.8.19-1: Purchasing Purchasing RefId FormType Codeset FormNumber FiscalYearRefId VendorInfoRefId LocationInfoRefId EmployeePersonalRefId PurchasingItems SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 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

Contains information about the item being purchased.

 
PurchasingItemListType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.19-1: Purchasing
{ "Purchasing": { "RefId": "ED12345FDA8497275BC28AA349DD3721", "FormType": { "value": "PO" }, "FormNumber": "00342", "FiscalYearRefId": "7A892874BC2389749876AE29873498A8", "VendorInfoRefId": "BD12345FDA8497275BC28AA349DD3723", "LocationInfoRefId": "ED12345FDA8497275BC28AA349DD3722", "EmployeePersonalRefId": "AD12345FDA8497275BC28AA349DD3721", "PurchasingItems": { "PurchasingItem": [ { "ItemNumber": "154486", "ItemDescription": "Floor Wax", "Quantity": "10", "UnitCost": { "Currency": "USD", "value": 7.0 }, "ExpenseAccounts": { "ExpenseAccount": [ { "AccountCode": "10-1100-610", "Amount": { "Currency": "USD", "value": 70.0 } } ] } } ] } } }
<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 3.8.19-1: Purchasing

3.8.20 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 3.8.20-1: TimeWorked TimeWorked RefId EmployeePersonalRefId LocationInfoRefId JobFunction RegularHours OvertimeHours PayPeriod SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.

 
JobFunctionType
 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_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.20-1: TimeWorked
{ "TimeWorked": { "RefId": "CCD1254884EE54687FF4567DACD34653", "EmployeePersonalRefId": "FACD1254884EE54687FF4567DACD3465", "LocationInfoRefId": "FFD1254884EE54687FF4567DACD34653", "JobFunction": { "Code": { "value": "1000" } }, "RegularHours": 8, "OvertimeHours": 2, "PayPeriod": "20" } }
<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 3.8.20-1: TimeWorked

3.8.21 VendorInfo

This object contains basic vendor information.

SIF_Events are reported for this object.

VendorInfo
Figure 3.8.21-1: VendorInfo VendorInfo RefId Name ContactInfo CustomerId EmployeePersonalRefId Send1099 FederalTaxId SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 VendorInfo 

This object contains basic vendor information.

 
 
@
key
RefIdM

Vendor Id.

 
RefIdType
 NameM

Name of the vendor.

 
xs:normalizedString
 ContactInfoO

Contact information.

 
ContactInfoType
 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.

 
FederalTaxIdType
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.21-1: VendorInfo
{ "VendorInfo": { "RefId": "AB3647C568654CF45678DD34EF564E22", "Name": "ABC School Supply", "ContactInfo": { "Name": { "Type": "04", "LastName": "Brown", "FirstName": "James" }, "Address": { "Type": "0123", "Street": { "Line1": "23 E. 43rd St." }, "City": "Chicago", "County": "Cook", "StateProvince": { "value": "IL" }, "Country": { "value": "US" }, "PostalCode": "60611" }, "EmailList": { "Email": [ { "Type": "Primary", "value": "jdr@ABC.com" } ] }, "PhoneNumberList": { "PhoneNumber": [ { "Type": "0096", "Number": "(312) 555-1234" } ] } }, "CustomerId": "0023556", "Send1099": true, "FederalTaxId": { "Code": "EIN", "value": "5640232536" } } }
<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 3.8.21-1: VendorInfo

3.8.22 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 3.8.22-1: W4 W4 RefId EmployeePersonalRefId W4Date MaritalStatusRate Codeset FederalAllowancesNumber StateAllowancesNumber StateProvince Exempt SIF_Metadata SIF_ExtendedElements
 Element/@AttributeCharCEDS Id/URLDescriptionType
 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.)

 
 
@RefIdM

A GUID that identifies an instance of this object. This RefId is new for 2.7M and MUST be supported like other objects that have a RefId (i.e. it is the key for the object). The alternate keys MUST continue to be supported.

 
RefIdType
@
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

 
xs:token
@CodesetO

A unique indicator (usually a URL) that points to the codeset used.

 
xs:token
 FederalAllowancesNumberM

Number of federal allowances.

 
xs:unsignedInt
 StateAllowancesNumberO

Number of state allowances.

 
xs:unsignedInt
 StateProvinceM

State of residence.

 
StateProvinceType
 ExemptM

Is this employee exempt from federal and state exemptions?

 
xs:boolean
 SIF_MetadataO
 SIF_MetadataType
 SIF_ExtendedElementsO
 SIF_ExtendedElementsType
Table 3.8.22-1: W4
{ "W4": { "RefId": "359D75101AD0A9D7A8C3DAD0A85103A2", "EmployeePersonalRefId": "DD5906EFD512EFDA253764EDA5897321", "W4Date": "1998-12-01", "MaritalStatusRate": { "value": "Married" }, "FederalAllowancesNumber": 5, "StateAllowancesNumber": 3, "StateProvince": { "value": "NY" }, "Exempt": true } }
<W4 RefId="359D75101AD0A9D7A8C3DAD0A85103A2" EmployeePersonalRefId="DD5906EFD512EFDA253764EDA5897321"> <W4Date>1998-12-01</W4Date> <MaritalStatusRate>Married</MaritalStatusRate> <FederalAllowancesNumber>5</FederalAllowancesNumber> <StateAllowancesNumber>3</StateAllowancesNumber> <StateProvince>NY</StateProvince> <Exempt>true</Exempt> </W4>
Example 3.8.22-1: W4

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