The Establishment report for school finance (NAME TBC) captures granular details on both vacant and filled positions as well as their occupants in school based roles. It contains information such as occupant name, start dates, FTE amount, position description and school name.
This version of the establishment report is designed to support schools planning and management of their SBAR. It includes additional supporting financial information including identifying an employee with multiple positions, but the same assignment (MPSA), against a single primary assignment in a cost centre.
Noting that there are differences between the purpose of a SELSCR report and the establishment report and position assignment of MPSA may not be perfect in all cases. Please ensure that the “Is SELC” filter shows “True” values only as it may show different results to the SELSCR report otherwise.
If you have questions on the inclusion or exclusion of MPSA positions please check first with the SAP Employee Level Salary Cost Report (SELSCR) prior to contacting SCOUT support.
How will this report benefit me?
The Establishment report provides school leaders with an overview of position & occupancy data for their school and supports them to make decisions about staffing and budgeting as well as the management of their SBAR. The report will provide the correct SAP data (SAP Employee ID and SAP Position ID) to enable schools to accurately complete their staff planning.
What does the Establishment report provide?
This report enables users to filter by:
- School Name
- Organisation Name
- Vacancy Status
This page displays one table with the following columns:
- School Name
- Position Type
- SAP Position ID
- OMSEE Position ID
- Position Description
- Substantive Position Holder
- Employee ID
- Employee Person Assignment Number
- Employee Name
- Position FTE
- Occupancy Start Date
- Occupancy End Date
How can I use the Scout Establishment report to support my school staff planning?
When planning for staff in the eFPT (Enterprise Financial Planning Tool), each permanent and temporary staff member and position must be planned with the correct SAP Employee ID and SAP Position ID. The Scout Establishment report can be utilised during the planning process to confirm the Employee and Position IDs for all staff, and provide the SAP Position IDs for new positions created.
For MPSA staff (Multiple Positions Single Assignment) this report will provide only the “main” SAP Position ID. This is the position ID required to be entered into the eFPT staff plan.
The SAP Employee ID and SAP Position ID fields are then used to compare the schools planned data with their payroll (actual) data. This helps the schools to ensure that they are paying for the right people in the right positions, and ensure that each position is being funded appropriately (entitlement FTE or flexible funding).
Noting that there are differences between the purpose of a SELSCR report and the establishment report the position assignment of MPSA may not be perfect in all cases. Where a MPSA positions is attributed to an incorrect role, before contacting SCOUT support please confirm this against you SELSCR report.
What should I look for?
Schools will use the Scout Establishment Report to identify the appropriate SAP Employee ID and SAP Position ID for each staff member in their plan in the following scenarios:
* Where the SAP Employee ID or SAP Position ID in the staff planning page of the eFPT is blank (e.g. where a new position has been created)
* Where a variance between SAP Employee ID or SAP Position ID is identified in the FTE Entitlement Report (a mis-match between what has been entered in the plan and what has been entered into SAP HR/Payroll)
Where does this data come from?
The data in the establishment report comes from SAP
It includes additional supporting financial information including identifying an employee with multiple positions mimicking the logic from the SELSCR.
How frequently is data updated?
Daily (overnight). Any changes made within the data in SAP will be visible in the Establishment report the next day.