sims software update seminar

Jim Haywood (Product Manager for Statutory Returns)

SIMS Software Update Seminar

Version 1.01

Contents

School Census Summer 2014 • Resources• Overview

• Resources• Calculation Spreadsheet• Maintain• Import DfE file

• Resources & Workshops• Overview• Preparation

• Resources & Workshop• Overview

School Census Autumn 2014

School Workforce Census 2014

Pupil Premium 2014-15

Content

School Census Summer 2014

Content

School Census Summer 2014 - Resources

School Census Summer 2014 Resources

Resources available from SupportNet via keyword CENSUS14

• News Feed: 21690• PowerPoint Presentations:-

• School Census Summer 2014 Overview: 22125• Hours for Early Years (Spring Release 2014):

22176• Adopted from Care (Spring Release 2014): 22158• Top Up Funding (Spring Release 2014): 22157

Content

School Census Summer 2014 - Overview

School Census Summer 2014 Overview

Main Changes Compared to Summer 2013• Phases included

• Pupil Referral Unit• All-Through

• Items included• Top Up Funding Indicator• Adopted from Care included for School Census

Summer for the first time


Main Changes Compared to Summer 2013• Attendance Code F (Extended Family Holiday -

Agreed)• Should not be have been used for Spring Term -

we will check for this and warn as necessary• No longer included in Return


Coverage• Maintained Nursery Schools • Primary Schools • Middle Deemed Primary Schools • Middle Deemed Secondary Schools • Secondary Schools • All-Through Schools (including All-Through

Academies)


Coverage• Special Schools (including Non-Maintained Special

Schools) • Pupil Referral Units • City Technology Colleges • Academies (including Alternative Provision

Academies, Free Schools and Alternative Provision Free Schools)

• Service Children Education Schools, both primary and secondary, may participate on a voluntary basis


DatesAll ranges are inclusive

• Census Day• 15/05/2014

• Attendance• Age: 4 to 15 at 31/08/2013• 01/01/2014 to 20/04/2014 (Spring Term)

• Exclusions• Coverage: Not collected from Nursery Schools • Period: 01/09/2013 to 31/12/2013 (Autumn Term)



• Eligibility for FSM • Now the same for PRUs and Non-PRUs• Period: 17/01/2014 to 15/05/2014 (since Spring

Census)• Learner Support

• Age: 16 to 19 at 31/08/2013• Period: 01/08/2013 to 15/05/2014 (since start of

Academic Year)



• Hours at Setting and Funded Hours (DOB 01/09/2008 to 31/03/2012)• DOB 01/09/2008 to 31/08/2009

• 4 years old at 31/08/2013DOB • Maximum Entitlement to Funded Hours: 25

• DOB 01/09/2009 to 31/03/2012• 3 years old at 31/08/2013 to 2 years old at

31/03/2014 • Maximum Entitlement to Funded Hours: 15


SEN Provision• Collected, as for Spring Census

SEN Type• Not Collected

SEN Type Ranking• Not collected

Member of SEN Unit Indicator• Not collected


Member of Resource Provision Indicator (SEN)• Not collected

Class Type for Primary and All Through Phases• Collected, as for Spring Census

Attendance for Nursery and Special Phases• Not Collected, as for Spring Census

Ethnicity• Not collected for Summer Census


Service Children in Education• Not collected for Summer Census

Unit Contact Time for PRU Phase• Not collected for Summer Census

Teenage Mothers Places for PRU Phase• Not collected for Summer Census

Childcare Facilities for PRU Phase• Not collected for Summer Census

Content

School Census Autumn 2014

Content

School Census Autumn 2014 – Resources & Workshops

School Census Autumn 2014 Resources

Resources available from SupportNet via keyword CENSUS14

• News Feed: 22009• PowerPoint Presentations:-

• School Census Autumn 2014 Preparation: 22125• Programme of Study in Spring Release: 22206• Programme of Study in Summer Release: 22195

School Census Autumn 2014 UAT

UAT Workshops• Bedford: 26th March• Minsthorpe: 8th May

Content

School Census Autumn 2014 - Overview

School Census Autumn 2014 Overview

DfE Changes to the Pupil Characteristics Module• School Lunch Taken on Reference Date• Post 16 Planned learning hours • Post 16 Planned learning hours previous • Post 16 Planned employability, enrichment and

pastoral hours • Post 16 Planned employability, enrichment and

pastoral hours previous • Post 16 Full-time employment indicator (on roll pupils

only) on Reference Date


DfE Changes to the Learning Aims Module• Post 16 Core Aim(s)


School Lunch Taken on Reference Date• We will provide a list of all Year R, 1 and 2 pupils for

schools to tick to indicate that they are taking a school lunch

• We will not check any form of eligibility to free meals• The meal only has to be presented to the pupils; it

doesn’t have to be eaten• We will give the user the choice of defaulting the ticks

from information available in the Dinner Money application or in the Attendance application or no default


Post 16 QAN Plus Discount Code• The DfE expects to receive QWS QAN plus Discount

Code combinations in all cases.• QWS QAN plus Discount Code combinations can no

longer be guaranteed to be in line with AO QAN plus Discount Code combinations.

• The DfE has provided a document that purports to map between QWS QAN plus Discount Code combinations and the various AO QAN plus Discount Code. We intend to use this document for mapping between the two.


Alternative Curriculum• Schools are now using this in a number of different

ways• We are looking at allow schools to add alternative

curriculum classes to courses, which can then be picked up by Census - I can’t promise this as we have other higher priorities

Content

School Census Autumn 2014 - Preparation

Content

School Census Autumn 2014 - Prep using the Spring Release

School Census Autumn 2014Preparation Using the Spring Release

Additional Information panel of Focus | Student | Student Details

• New table provided with a row for each period of Post-16 Employment and columns for:• Start Date, • End Date,• Hours and • Notes


Basic panel of Tools | Academic Management | Course Manager | Maintain Course

• Fields introduced allow schools to record Planned Qualification and Planned Non-Qualification hours per year

• These can be used for calculation in Maintain Programme of Study


Membership and Results panel of Tools | Academic Management | Course Manager | Maintain Course

• Core Aim column added to allows schools to view and edit the aim from a particular course.

• However, the column only appears when a single year is being viewed.

• When anything other than a single year is view a message is display to alert the user to the hidden column


Membership and Results panel of Tools | Academic Management | Course Manager | Maintain Course

• When a single year is viewed the column will include a tick if this course has been selected as the Core Aim for the student

• On saving the user is warned where existing Core Aim would be replaced if they proceed

• Where only one Core Aim is changed the warning message will also specify the current Core Aim that would be replaced.


Tools | Academic Management | Course Manager | Course Manager Settings

• Default Qualification and Non-Qualification Hours can be entered for each level

• On save these default are added for courses at those levels that do not already have hours specified

• When a course is created it will inherit default hours as specified for its level.


Tools | Academic Management | Course Manager | Maintain Programme of Study

• New functionality that provides a table with • rows for each student taught in year 12 and above at any

point in the chosen Academic, • a column that include all the pupils courses on the relevant

Autumn Census date and • editable columns for Planned Qualification and Non-

Qualification Hours• Bulk entry facilities are provided including a tick for controlling

overwriting of existing hour values• A button is also provided to calculate the hours from entries made

in Maintain Course for the courses displayed.


Focus | Student | Courses and Course link from Focus | Student | Student Details

• View of Planned Qualification and Non-Qualification Hours added

Content

School Census Autumn 2014 – Prep Using Summer Release

School Census Autumn 2014Preparation Using the Summer Release

Tools | Academic Management | Course Manager | Course Manager Settings

• Planned Hours Threshold can be set so hours below that threshold can be highlighted in Programme of Study

School Census Autumn 2014Preparation Using the Summer Release


Content

School Workforce Census 2014

Content

School Workforce Census 2014 - Resources

SWC 2014 Resources & Workshop

Resources available from SupportNet via keyword SWC14

• News Feed: 22132

Workshop• Bedford: 29th April

Content

School Workforce Census 2014 - Overview

School Workforce Census 2014 Overview

DfE changes compared to SWC 2013• Census Reference Date 6th November 2014• Collection of information for PRUs is now the same

as for other schools, as the period when the staff in PRUs were centrally employed is now irrelevant.

• QTS route now to be included for all staff who, since the previous school workforce census, have taken up their first position since qualifying as a teacher, regardless of when they qualified

• School Direct and School Direct (salaried) now included in the range of QTS routes.


DfE changes compared to SWC 2013• Base pay now has to be included even if Scales and

Points are included . Validation rule 4540 has been adjusted to take account of this.

• The DfE expects there to be less instances when Scale and Points are included (only senior leadership?).

• ‘Advanced Skills Teacher’ and ‘Excellent Teacher’ pay scales have been superseded by 'Leading Practitioner'. Validation rules 4500 and 4505 have been removed to take account of this.


DfE changes compared to SWC 2013• New validation queries added.

• Check that birth dates are not defaulting to 1 January

• Check that salaries are above the minimum wage and below the local government maximum

• Check that staff are not recorded as working more than 48 hours per week

• New validation error added• Check that Weeks Per Year is not greater than 53


Base Pay and Additional Payments• Schools are NOT being forced to move to the new

style of pay structures in Personnel 7, so it is going to be difficult for the Census to obtain reliable base pay and additional payment information.

• We intend to continue to allow school to adjust base pay manually as necessary.

Scale Information• The DfE still wants this to be included where

available and relevant, e.g. Senior leadership

Content

Pupil Premium 2014 - 2015

Content

Pupil Premium 2014-2015 - Resource

Pupil Premium 2014-15 Resources

Resources available from SupportNet via keyword PP14

• News Feed: 22079• Report Definition: DfE Ever 6 @ Spring Census 2014

(22236)• PowerPoint Presentations:-

• Excel spreadsheet for checking and understanding Pupil Premium 2014-15: Will be published when rules are ratified by ministers

• PowerPoint presentation for use with the Pupil Premium 2014-15 spreadsheet: Will be published when rules are ratified by ministers

Content

Pupil Premium 2014-2015 – Calculation Spreadsheet

Pupil Premium Calculation Spreadsheet

DfE CSV file for Financial Year 2014/15• Once the DfE has finalised the structure of the CSV

file, I will provide a presentation and spreadsheet to explain how the information can be used to check and understand the funding.


DfE CSV file for Financial Year 2014/15• We expect the CSV file to include the following

information for each pupil where a school based Premium has been identified• UPN, Surname, Forename, Gender, DOB, NC Year • Deprivation Premium (Y/N), Service Child Premium (Y/N),

Adopted from Care Premium (Y/N), Proxy Looked After Child Premium (Y/N)

• FTE (e.g. 1 or .5) • Pupil Premium Financial Year Start Date (01/04/2014) • Pupil Premium Financial Year End Date (31/03/2015) • Cash Amount (takes account of FTE and Proxy Looked After

Child Premium deduction)


Calculation Spreadsheet for Financial Year 2014/15

• The spreadsheet will allow the information in the DfE CSV file to be copied to the CSV_Data worksheet



• A Rates worksheet has been populated



• A Calculation worksheet has been populated with suitable formulas to calculate from the CSV_Data and Rates



• A Summary worksheet has been provided to summaries the information from the Calculation worksheet

Content

Pupil Premium 2014-2015 - Maintain

Maintain Pupil Premium for Spring Release

Tools | Pupil Premium | Maintain• The DfE will be providing Adopted from Care Premium funding

to schools for financial year 2014/15• This Premium attracts funding at the Pupil Premium Plus rate• The DfE will be providing information about the 2014/15

Premiums in a new CSV format that includes Adopted from Care Premium

• The DfE is planning to make the first version of the new CSV file for each school available for download in May or June, which means that it May be available before school update to the Summer Release, which will have full support for the new file

• We have added Adopted from Care to our maintain functionality, so schools can enter the information manually if they wish.

Maintain Pupil Premium for Spring Release

Tools | Pupil Premium | Maintain• In the Spring Release we will modify the maintain functionality

to add Adopted from Care Premium to the list of choices for Premium Type. This will make it possible for schools to enter this information manually where they are unable to wait for the Summer Release of the revised CSV file Import functionality.

Content

Pupil Premium 2014-2015 – Import DfE File

Import Pupil Premium for the Summer Release

Tools | Pupil Premium | Import• The DfE will be providing Adopted from Care

Premium funding to schools for financial year 2014/15

• This Premium attracts funding at the Pupil Premium Plus rate

• The DfE will be providing information about the 2014/15 Premiums in a new CSV format that includes Adopted from Care Premium.

Import Pupil Premium for the Summer Release

Tools | Pupil Premium | Import• The file also includes a column for LAC Premium, but

we will ignore this as it the information is very likely to be out of date and incomplete

• The DfE is planning to make the new CSV file for each school available for download in May or June, which means that it may be available before customers have moved to the Summer Release where the import functionality will be available; hence the extension of Maintain in the Spring Release 2015

Content

Thank you for your time

sims software update seminar

Documents

mayschool census autumn

summer release

school lunchwe

default school cens

funded hours dob

funding spring release

care spring release

spring censusethnicitynot