## 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.

Click here for non-normative background/supplementary documentation from this group.

### 6.8.1 AccountingPeriod

This object defines an accounting period within a fiscal year.

SIF_Events are reported for this object.

Figure 6.8.1-1: AccountingPeriod

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| AccountingPeriod |  | This object defines an accounting period within a fiscal year. |
@ | RefId | M | GUID that identifies this accounting period. | RefIdType
| Name | M | Name of the accounting period. | xs:normalizedString
| Description | O |  | xs:string
| FiscalYearRefId | M | Fiscal year to which this accounting period belongs. | IdRefType
| StartDate | M | Start date of the accounting period. | xs:date
| EndDate | M | End date of the accounting period. | xs:date
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.2-1: Billing

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| Billing |  | This object contains an amount to be billed to an outside entity. |
@ | RefId | M | GUID for this transaction. The application that owns this object is responsible for generating this unique ID. | RefIdType
| BilledEntity | M | ID of the entity being billed for this billing activity (e.g., student, employee, organization). | IdRefType
@ | SIF_RefObject | M | SIF object referenced by `SIF_RefId`. | values: StudentPersonal StaffPersonal VendorInfo Purchasing
| BillingDate | M | Date of the transaction. | xs:date
| TransactionDescription | M | Description of the transaction. | xs:string
| BilledAmount | M | Amount to be billed. | MonetaryAmountType
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.3-1: EmployeeAssignment

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| 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. |
@ | RefId | M | The GUID that uniquely identifies a particular HR staff assignment. | RefIdType
@ | EmployeePersonalRefId | M | This GUID referencing the parent EmployeePersonal object | IdRefType
| Description | M | Short assignment description | xs:string
| PrimaryAssignment | M | 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
| LocationInfoRefId | O | 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
| JobStartDate | O | This is the date from which the staff assignment is valid (inclusive). | xs:date
| JobEndDate | C | 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
| JobFTE | O | 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:minInclusive | 0
xs:maxInclusive | 1
xs:fractionDigits | 2
| JobClassification | O | The specific group of duties or responsibilities of position. |
| JobClassification/Code | M | The specific group of duties or responsibilities of position. | NCES0557JobClassificationType
| JobClassification/OtherCodeList | O |  | OtherCodeList
| ProgramType | O | The type of instructional or non-instructional program. |
| ProgramType/Code | M | The type of instructional or non-instructional program. | NCES0229ProgramTypeType
| ProgramType/OtherCodeList | O |  | OtherCodeList
| FundingSource | O | Provider of funds for the program or service. |
| FundingSource/Code | M | Provider of funds for the program or service. | NCES0222ProgramFundingSourceType
| FundingSource/OtherCodeList | O |  | OtherCodeList
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.4-1: EmployeeContract

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| EmployeeContract |  | This object contains HR contract information related to employees. |
@ | RefId | M | The GUID of the employee contract information. | RefIdType
@ | EmployeePersonalRefId | M | The GUID that refers to the EmployeePersonal object. | IdRefType
| BaseSalary | M | Base salary of employee for this contact | MonetaryAmountType
| ContractStartDate | M | Contractual start date. | xs:date
| ContractEndDate | M | Contractual ending date. | xs:date
| ContractTerm | O | Contractual Term in school years | NCES0468ContractualTermType
| ContractDays | O | Number of days in service for contract total | xs:decimal
| AssignmentDays | O | Number of days per year employee is expected to work in this assignment | xs:decimal
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.5-1: EmployeePersonal

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| EmployeePersonal |  | This object contains basic HR information for employees. |
@ | RefId | M | The GUID that uniquely identifies this employee. | RefIdType
| StateProvinceId | O | The state-assigned identifier for this staff member. | StateProvinceId
| OtherIdList | O | List all "other" IDs associated with the employee. | List
| OtherIdList/OtherId | OR | This field can hold a SSN, state or locally assigned ID. | xs:normalizedString
@ | Type | M |  | values: SSN State Local Other
| Name | M | Name of employee. | Name
| Demographics | O | This element contains information related to employee demographics. | Demographics
| AddressList | O | The employee's address(es). | AddressList
| PhoneNumberList | O | The employee's phone number(s). | PhoneNumberList
| EmailList | O | The employee's e-mail address(es). | EmailList
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.6-1: EmployeePicture

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| EmployeePicture |  | This object contains information about an employee's picture. |
@ | EmployeePersonalRefId | M | This is the GUID of the Employee whose picture this is. | IdRefType
| PictureSource | M | 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
@ | Type | M | The way the picture is specified. | values: URL JPEG
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.7-1: EmployeeWage

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| EmployeeWage |  | This object contains HR/payroll employee information used to define how to pay an employee per pay cycle. |
@ | RefId | M | The GUID of the employee's pay information. | RefIdType
@ | EmployeePersonalRefId | M | The GUID that refers to the EmployeePersonal object. | IdRefType
| PayRates | M |  | List
| PayRates/PayRate | MR | Per pay distributions |
@ | Type | M | Type of pay | values: P Per pay H Hourly D Per diem X Extra pay
| PayRates/PayRate/Amount | M | Pay amount. | MonetaryAmountType
| PayRates/PayRate/Percentage | M | Percentage of pay this represents. | xs:decimal
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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

SIF_Events are reported for this object.

Figure 6.8.8-1: EmploymentRecord

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| EmploymentRecord |  |  |
@ | SIF_RefId | O | The GUID can either refer to the EmployeePersonal or StaffPersonal object. | IdRefType
@ | SIF_RefObject | M |  | values: EmployeePersonal StaffPersonal
| LEAInfoRefId | M | The GUID reference to the LEAInfo object representing the LEA that employs the staff member. | IdRefType
| Active | O | Staff is currently active and/or employed. | xs:boolean
| FullTimeStatus | O | Full-time status of employee. | NCES0476FullTimeStatusType
| HireDate | O | Date the employee was hired. | xs:date
| TerminationDate | C | Date the employee resigned. Present if a HireDate is entered and a TerminationDate is available. | xs:date
| TotalYearsExperience | O | Total number of years of prior experience. | xs:unsignedInt
| PositionTitle | O | Employee's current position title. | xs:normalizedString
| PositionNumber | O | Employee's level or category assigned by employer. | xs:normalizedString
| SeniorityDate | O | Date employee has seniority. | xs:date
| TenureDate | O | Date employee is tenured. | xs:date
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.9-1: FinancialAccount

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialAccount |  | This object communicates information about a financial account. |
@ | RefId | M | GUID that identifies this financial account. | RefIdType
| AccountNumber | M | Account number used for ledger. | xs:normalizedString
| Name | M | Name of the account. | xs:normalizedString
| Description | O | Description. | xs:string
| FinancialClassRefId | M | Financial class of the account. | IdRefType
| CreationDate | M | Account creation date. | xs:date
| CreationTime | M | Account creation time. | xs:time
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.10-1: FinancialAccountAccountingPeriodLocationInfo

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialAccountAccountingPeriodLocationInfo |  | This object relates financial account to an accounting period and a location. |
@ | RefId | M | GUID that identifies this object. | RefIdType
| FinancialAccountRefId | M | Financial account reference. | IdRefType
| AccountingPeriodRefId | M | Accounting period reference. | IdRefType
| LocationInfoRefId | M | LocationInfo reference. | IdRefType
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.11-1: FinancialAnnual

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialAnnual |  | This object contains information about account code annual financial totals, summarized by major and/or minor account code breaks. |
| ReportDate | M | Date on which snapshot was generated. | xs:date
| StateProvinceId | M | State assigned reporting ID for district or agency | StateProvinceId
| FiscalYear | M | Fiscal year of summary account (e.g. the 2003-2004 fiscal year will be denoted as 2004) | xs:gYear
| AnnualItems | M |  | List
| AnnualItems/AnnualItem | MR | 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_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.12-1: FinancialBudget

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| 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. |
| ReportDate | M | Date on which snapshot was generated. | xs:date
| StateProvinceId | M | State-assigned identifier for this location | StateProvinceId
| FiscalYear | M | Fiscal Year of summary account (e.g. the 2003-2004 fiscal year will be denoted as 2004) | xs:gYear
| BudgetAccounts | M |  | 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_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.13-1: FinancialClass

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialClass |  | This object communicates financial class information. Financial classes are used to categorize financial accounts. |
@ | RefId | M | GUID that identifies this financial class. | RefIdType
| Name | M | Name of the financial class. | xs:normalizedString
| Description | O | Description. | xs:string
| ClassType | M |  | values: Asset Liability Revenue Expense
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.14-1: FinancialIncomeStatement

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialIncomeStatement |  | This object communicates the income statement details for a location and an accounting period. |
@ | RefId | M | GUID that identifies this income statement. | RefIdType
| GenerationDate | M | Generation date. | xs:date
| GenerationTime | M | Generation time. | xs:time
| LocationInfoRefId | M | LocationInfo reference. | IdRefType
| Period | M | Period of the income statement. |
| Period/StartDate | M | Start date. | xs:date
| Period/EndDate | M | End date. | xs:date
| Amounts | M |  | List
| Amounts/Amount | MR | Amount in the account. | MonetaryAmountType
@ | FinancialAccountAccountingPeriodLocationInfoRefId | M | FinancialAccountAccountingPeriodLocationInfo reference. | IdRefType
@ | FinancialClassRefId | M | Class of the financial account. | IdRefType
| Program | O |  | Program
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.15-1: FinancialTransaction

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FinancialTransaction |  | This object communicates a financial transaction. A transaction can be for the daily food sales revenue account. |
@ | RefId | M | GUID that identifies this financial transaction. | RefIdType
| TransactionDate | M | Transaction date. | xs:date
| TransactionTime | M | Transaction time. | xs:time
| Amounts | M |  | List
| Amounts/Amount | MR | Monetary amount of the transaction. | MonetaryAmountType
@ | FinancialAccountAccountingPeriodLocationInfoRefId | M | Account. | IdRefType
@ | Type | M |  | values: Debit Credit
| Program | O |  | Program
| Description | O |  | xs:string
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.16-1: FiscalYear

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| FiscalYear |  | This object defines a fiscal year. |
@ | RefId | M | GUID that identifies this object. | RefIdType
| Description | O | A description of the fiscal year. | xs:string
| StartDate | M | Start date of the fiscal year. | xs:date
| EndDate | M | End date of the fiscal year. | xs:date
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.17-1: LocationInfo

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| LocationInfo |  | LocationInfo represents a location in a district. |
@ | RefId | M | The SIF unique identifier for the location. | RefIdType
@ | LocationType | M | Defines whether the location is a school or a non-school location. | values: School NonSchool
| SiteCategory | M | Specific site category. Examples Prep Site Satellite Central Kitchen Warehouse Storage Central Office Other | xs:normalizedString
| Name | M | Text name of the location | xs:normalizedString
| Description | O | Description about the location. | xs:string
| LocalId | M | The locally-assigned identifier for this location. | LocalId
| IdentificationInfoList | O |  | IdentificationInfoList
| StateProvinceId | O | The state-assigned identifier for this location. | StateProvinceId
| NCESId | O | The NCES-assigned identifier for this location. | NCESId
| LEAInfoRefId | O | The ID (GUID) that identifies the district. | IdRefType
| OtherLEAs | O |  | List
| OtherLEAs/LEAInfoRefId | OR | The ID (GUID) of an other related education agency, such as a regional service agency. | IdRefType
| ParentLocationInfo | O | A LocationInfo instance could be related to another LocationInfo. This element will help create that relation. | IdRefType
@ | SIF_RefObject | M | The name of the object referenced. | values: LocationInfo
| SchoolInfoRefId | O | The RefId of a corresponding SchoolInfo object. | IdRefType
| AddressList | O | This element has the LocationInfo address information. | AddressList
| PhoneNumberList | O | The location's phone numbers. | PhoneNumberList
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.18-1: Payment

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| Payment |  | This object complements the Billing object, and contains information about the payment of a Billing object. |
@ | RefId | M | GUID for this transaction. The application that owns this object is responsible for generating this unique ID. | RefIdType
@ | BillingRefId | M | A pointer back to the Billing object. | IdRefType
| ReceivedDate | M | Date payment was received. | xs:date
| ReceivedAmount | M | Amount received. | MonetaryAmountType
| ReceivedTransactionId | M | Memo transaction ID from other vendor software. | xs:normalizedString
| TransactionDescription | O | Description of the transaction. | xs:string
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.19-1: Purchasing

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| Purchasing |  | This object provides information down to the line item level for requisitions and purchase orders. |
@ | RefId | M | Transaction GUID for this purchasing activity. The application that owns this object and is responsible for generating this unique ID. | RefIdType
| FormType | M | Type of purchasing document. | values: PO Purchase order REQ Requisition
| FormNumber | M | Requisition or PO number. | xs:normalizedString
| FiscalYearRefId | O | Reference to fiscal year for the transaction. | IdRefType
| VendorInfoRefId | C | This object references the VendorInfo object and should be considered mandatory when FormType="PO" | IdRefType
| LocationInfoRefId | O | The building ID for this purchasing activity. | IdRefType
| EmployeePersonalRefId | O | The employee ID for the originator of this purchasing activity. | IdRefType
| PurchasingItems | M |  | 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_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.20-1: TimeWorked

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| TimeWorked |  | This object contains information about the time worked by an employee on a specific job. |
@ | RefId | M | GUID for this object. The application that owns this object is responsible for generating this unique ID. | RefIdType
| EmployeePersonalRefId | M | References associated EmployeePersonal object. | IdRefType
| LocationInfoRefId | M | Site where employee actually worked. References LocationInfo object. | IdRefType
| JobFunction | O | The purpose of the activities as related to students. |
| JobFunction/Code | M | Code representing the type of job function. | NCES0568FunctionTypeType
| JobFunction/OtherCodeList | O |  | OtherCodeList
| RegularHours | M | Regular hours worked. Enter 0 if no hours worked. | xs:decimal
| OvertimeHours | M | Overtime hours worked. Enter 0 if no overtime hours worked. | xs:decimal
| PayPeriod | M | Pay period hours were worked in. | xs:normalizedString
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.21-1: VendorInfo

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| VendorInfo |  | This object contains basic vendor information. |
@ | RefId | M | Vendor ID. | RefIdType
| Name | M | Name of the vendor. | xs:normalizedString
| ContactInfo | O | Contact information. | ContactInfo
| CustomerId | O | Account number or other ID. | xs:normalizedString
| EmployeePersonalRefId | O | 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
| Send1099 | O | Send 1099 to this vendor. | xs:boolean
| FederalTaxId | O | Taxpayer identification number/Federal tax ID for this vendor. | xs:normalizedString
@ | Code | M | The type tax ID that this is. TIN based on IRS Publication 1915 [IRSTIN]. | values: EIN SSNO ITIN ATIN OTHER
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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.

Figure 6.8.22-1: W4

| Element/@Attribute | Char | Description | Type
--- | --- | --- | --- | ---
| 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.) |
@ | EmployeePersonalRefId | M | This is the GUID that points to the employee represented in the EmployeePersonal object. | IdRefType
| W4Date | M | Date W4 was completed. | xs:date
| MaritalStatusRate | M | This denotes the current martial status of the employee | values: Married Single MarriedSingleRate
| FederalAllowancesNumber | M | Number of federal allowances. | xs:unsignedInt
| StateAllowancesNumber | O | Number of state allowances. | xs:unsignedInt
| StateProvince | M | State of residence. | StateProvince
| Exempt | M | Is this employee exempt from federal and state exemptions? | xs:boolean
| SIF_Metadata | O |  | SIF_Metadata
| SIF_ExtendedElements | O |  | 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