Elaine Smith – Pennine Education Jonathan Howells – Pennine Education Introductions Elaine Smith – Pennine Education Jonathan Howells – Pennine Education

Housekeeping Toilets Fire Alarm Non Smoking Building

AGENDA Statutory Returns - Jonathan Howells School Census School Workforce Census Pupil Premium – Jonathan Howells Attendance Reports/Dashboards – Jonathan Howells CTF Issue – Elaine Smith SIMS Software Update – Elaine Smith Team News – Elaine Smith Performance Summary – Elaine Smith Accreditation/Support Renewal – Elaine Smith

Statutory Returns 2019 Jonathan Howells

SIMS Version Before you can start the Autumn Census\School Workforce Census you will need to have upgraded to the SIMS Summer release Version 7.188 If you are not sure if SIMS has been upgraded - in SIMS Select Help\About SIMS. Net

2019 School Census Changed Data items Termly Exclusions – Collection period Termly exclusions will now be collected one term behind instead of two terms behind. *You’ll need to submit 2 terms worth of data in the Autumn 2019 Census

2019 School Census New Data items Exclusions Exclusion review date Exclusion review result Exclusion reinstatement date Exclusion review SEN expert

2019 School Census Removed Data Items Exclusions Termly Exclusion – Type LNCH Lunchtime Exclusion Data – ‘LNCH’ will no longer be collected

2019 School Census Removed Data Items Proficiency in English The collection of Proficiency in English is no longer required and is therefore removed from the school census with immediate effect. Schools are therefore no longer required to assess a child’s proficiency in English for purpose of transmitting to the department via the school census

2019 School Census Removed Data Items Country of Birth The collection of Country of Birth is no longer required and is therefore removed from the school census with immediate effect. Schools must no longer request this information from parents, or retain the data within their system, for purpose of transmitting to the department via the school census.

2019 School Census Removed Data Items Pupil Nationality The collection of Pupil Nationality is no longer required and is therefore removed from the school census with immediate effect. Schools must no longer request this information from parents, or retain the data within their system, for purpose of transmitting to the department via the school census.

Collection Dates Autumn 2019 School Census Collection Dates Autumn 2019

Collection Dates The Census Reference Date is set to 03/10/2019

Attendance Data Attendance is collected for the period 22/04/2019 to 31/07/2019

Exclusions Data Exclusions are collected for two Terms previous for the period 01/01/2019 to 31/08/2019. From January 2020 Exclusions will be collected one term behind

Free School Meal Data Eligibility for FSM is collected for the day after the previous Census up to and including the day of the current Census

DfE Validation Files The XLST file, used for validation and the creation of the Census Summary files, was not provided in time for inclusion in the Summer 2019 release. A file has now been provided, in order to carry out these procedures, but will need to be imported manually into SIMS.

DfE Validation Files If you run Create and Validate or try and produce the Census Summary report, before importing the Fileset, you will receive the following messages respectively: We will provide the DfE Validation as soon as possible after the point where the DfE provide the XSLT file to us We will provide the DfE Summary Report as soon as possible after the point where the DfE provide the XSLT file to us

DfE Validation Files The current Fileset is 1303 this is now available on the Website to download www.pennineeducation.co.uk under the Documentation\Files tab & On FirstClass on the Pennine Education Portal

Dry Run We would like to encourage all schools to complete a Dry Run as soon as possible, so that any Issues or Errors can be resolved in advance of the Census. The Fileset 1303 is available to download from our website with instructions on how to import into SIMS. Census Notes will be available to download from our website tomorrow. Password to download files from the website is: Autumn2019

School Workforce Census (SWC) Jonathan Howells

2019 School Workforce Census New Data Items Three New Posts have been created:- Apprentice Teacher Leadership – Non teaching Other Support Staff

2019 School Workforce Census New Data Items Apprentice Teacher The role has been created to cover those teachers on the new Teaching Apprenticeship Programme and has all the same data requirements of existing teacher posts

2019 School Workforce Census New Data Items Leadership – Non Teaching Other Support Staff These two new “Posts” have been created to replace the previously existing post of “Support Staff”

2019 School Workforce Census New Data Items The “Support Staff” code has been made inactive in SIMS, but will still be collected and then converted to “Other Support Staff” in the return. We recommend schools remap the codes rather than let the software convert the codes. Instructions will be provided

2019 School Workforce Census New Data Items Schools will need to manually edit the Service Term to update the record for any staff with the new Post of “Leadership Non – Teaching” Instructions will be provided

2019 School Workforce Census Contact Details of the user that submitted the School Workforce return will be displayed in COLLECT Notes against queries can only be entered at Return level, not against individual queries

School Workforce Census (SWC) Collection Dates Autumn 2019

Collection Dates The Census Reference Date is set to 07/11/2019

Absence Data Absence Data is collected for the period 01/09/2018 to 31/08/2019

Absence Data Contract Data is collected for the period 01/09/2018 to 07/11/2019

School Workforce Census The SWC is made up of two types of data:- Snapshot Data – Information relating to staff on Census Day Historical Contract \ Staff Data – Information from 01.09.2018 – 07/11/2019 Historical Absence Data – 01/09/2018 – 31/08/2019

School Workforce Census It is vital that the data is checked carefully before submission, to ensure that all required data is included and to ensure ALL current staff have a Contract and are on the correct Pay Scales We would highly recommend the Workforce Member Area Details Report as a good checking report to ensure all the correct staff are included in the Census return

Pupil Premium Update Jonathan Howells

Pupil Premium Reminder In mid July, as the many schools were finishing for Summer, the DfE made available the 2019/20 Pupil Premium data download file In order for the file to be imported, SIMS has to be on the Summer Release V7.188

Pupil Premium Reminder Notes on how to import the file are available on the Pennine Education website and on First Class in The Pennine Education portal All schools should import this file to ensure that SIMS is up to date for the 2019/20 Academic year and matches the DfE Pupil Premium allocation

DFE Ever 6 Report 2019 The Ever 6 Report based on the 2019 January Census is available to download from the website under the documentation and files tab.

POWER BI Power BI is Microsoft product that enables raw data to be displayed graphically. Pennine Education will be providing a sample “dashboard” free of charge to introduce schools to the software

Power BI - Dashboard Currently available for Primary Schools. Intro to Power BI training scheduled for 22nd October 2019 Interactive Web Link

CTF Contact Issue

CTF Contact Matching Issue You will have received information from Pennine Education regarding the potential issues with mismatched contact data in SIMS, where CTF’s have been imported to the SIMS database.

CTF Issue The following process must be followed as a matter of urgency by ALL SCHOOLS:- Apply a SIMS Workstation Patch 25130 Run the SIMS Diagnostics Script Check 100 Check & Correct any data in SIMS - if required

CTF Issue Due to the issues we have had over the last 2 years with contacts in ctf’s we are strongly recommending that the tick is removed from contacts when importing ctf’s. This is done by Tools\ Setups\CTF

Exclusions Changes have been made within the Exclusions area of SIMS to account for the changes in the recoding of Exclusion and any subsequent Reviews The following slides are showing you the changes to the exclusion screens in Sims.

SIMS 7 Summer Release 2019 Changes to Exclusions Elaine Smith Version 1.00

Exclusions Input Screen SIMS 7 Summer Release 2019 Changes to Exclusions Exclusions Input Screen Return to Content Slide 47

Spring Release 2019 Summer Release 2019 Slide 48

Spring Release 2019 Summer Release 2019 No Change Slide 49

Spring Release 2019 Summer Release 2019 Change of heading Slide 50

Spring Release 2019 Summer Release 2019 Change of label Slide 51

Spring Release 2019 Summer Release 2019 Change of label Slide 52

Spring Release 2019 Summer Release 2019 No change Slide 53

Spring Release 2019 Summer Release 2019 No change Slide 54

Spring Release 2019 Summer Release 2019 Change of heading Slide 55

Spring Release 2019 Summer Release 2019 Change of label Slide 56

Spring Release 2019 Summer Release 2019 New field Slide 57

Spring Release 2019 Summer Release 2019 Change of label Slide 58

Spring Release 2019 Summer Release 2019 Change of label Slide 59

Spring Release 2019 Summer Release 2019 No change Slide 60

Spring Release 2019 Summer Release 2019 No change Slide 61

Spring Release 2019 Summer Release 2019 New section Slide 62

Spring Release 2019 Summer Release 2019 No change Slide 63

SIMS 7 Summer Release 2019 Changes to Exclusions Return to Content Slide 64

Changes to Exclusions Fixed Term Exclusions The input fields for this type of exclusion have not changed. Slide 65

Changes to Exclusions Lunchtime Exclusions The input fields for this type of exclusion have not changed. However, we will see below that details of lunchtime exclusions will no longer be collected for School Census from School Census Autumn 2019 onwards. Slide 66

Changes to Exclusions Permanent Exclusions The need to fully record any Reviews and their outcomes for Permanent Exclusions, as this data will be collect from January 2020 This information needs to be recorded from Sept 2019 onwards Slide 67

Detail included for School Census SIMS 7 Summer Release 2019 Changes to Exclusions Detail included for School Census Return to Content Slide 68

Data included for School Census Autumn 2019 Changes to Exclusions Data included for School Census Autumn 2019 The details to be collected have not changed except in that:- Lunchtime exclusions data will no longer be collected. Fixed term and permanent Exclusions Details will be collected for one term previous from January 2020 Slide 69

Data included for School Census Autumn 2019 Changes to Exclusions Data included for School Census Autumn 2019 Although it is important for schools to record exclusion review data from September 2019 onwards, this data will not be reported in School Census until the Spring Census 2020. Slide 70

Software Update Assessment It is now possible to display Medical Conditions as an additional student information column and when applying a group filter to a marksheet. Reporting The Report browser now displays the number of times a report has been run (Times Accessed) and the date on which the report was Last Accessed. These columns remain blank until the report is run.

Software Update Continued Sims Core Across the Special Educational Needs area in SIMS, and other pupil related areas, some of the Gifted & Talented, Gifted and G&T screen labels have been changed to reflect More Able (and Talented).

Software Update Continued Enrolment Status When changing a pupil's enrolment status from On-Roll to Guest, the warning message now informs you that to retain the pupil’s attendance marks, you must make them a leaver before re-admitting them as a Guest. If you proceed, all stored session attendance marks will be deleted from SIMS. This process cannot be reversed.

Software Update Continued Enrolment Status Additionally, when changing a pupil's enrolment status from Guest to On-Roll, the warning message now advises you to update registers because session attendance marks are required from the date of the pupil's admission as a Guest.

Software Update Continued The Additional persons at this address table has been added to the Addresses panel on the pupil record. Any parents, applicants, staff or other contacts who share the same address as the pupil are displayed. A warning message is now displayed when changing the pupil's current address, indicating that all other people registered at this address will be affected by the change.

Software Update Continued The Last FSM column has been added to the file import, the Maintain Pupil Premium page and the Pupil Premium report. This column provides information regarding the last Census in which a pupil was identified as being eligible for free school meals.

Software Update Continued In line with current governance, the SEN Need Type lookup value description of Visual Impairment has changed to Vision Impairment.

FMS Software update New VAT Full Report for Making Tax Digital (MTD) To enable schools, LAs and Academy Trusts to meet the new government requirements in relation to Making Tax Digital, the VAT Full Report (MTD) report has been provided in the revised reporting engine. This does not replace the current VAT Full report, which can still be used.

FMS Software Update New VAT Submittal Report for Making Tax Digital (MTD) To enable schools, LAs and Academy Trusts to meet the new government requirements in relation to Making Tax Digital, the VAT Submittal Report (MTD) report has been provided in the revised reporting engine and can be output multiple times, if required. This does not replace the current VAT Submittal report, which can still be used. Once you click the Submit button, the VAT period will be closed and no further transactions can be posted to this VAT period.

FMS Software Update New Making Tax Digital (MTD) Application An FMS Making Tax Digital application is being further developed to receive VAT data digitally from FMS. We intend to release the updated MTD application in early Autumn 2019 for VAT-registered customers.

FMS Software Update Mapping VAT Ledger Codes to the Appropriate HMRC VAT Return 9 Box Grid Tools | General Ledger Setup – the VAT Consolidation Code field has been added to the VAT ledger code setup. This field enables users to map their VAT ledger codes to the appropriate HMRC VAT Return 9 Box Grid. Guidance on how to populate this field will be provided when the FMS6 MTD application is available

SIMS Finance Academies are now able to purchase SIMS Finance. Capita recommend that this is purchased at financial year end as there is no migration process.

Training Schedule The Autumn Training Schedule is now available on the website. To book a place please submit a form on the training page Please email us with any specific requests for training

Team News Rebecca will be leaving on Maternity leave at the end of September. We have a new member of staff who started with us on the 1st September 2019. Troy Daly. Troy previously worked as the Data Manager at Oasis Academy Oldham and has a wealth of experience working with Sims. He will be an excellent addition to the Team.

Accreditation Capita Accreditation has been extended for a further year and therefore the team will be Accredited next year instead of this year.

PENNINE EDUCATION AUTUMN TERM BRIEFING 2019 Performance Summary Helpdesk Statistics from 1.9.2018 to 31.07.2019 No. of Calls Logged = 3262 No. of Calls Logged Resolved within SLA Agreement = 100% No. of Calls Resolved on First Contact = 98.5% We hope you are happy with the service you are receiving. If you have any comments, or you think we can do something better please email: info@pennineeducation.co.uk. or complete the Have your say page on www.pennineeducation.co.uk

Support Renewal Renewals for April 2020 An email will be sent in October to request up to date pupil numbers. If you wish to cancel your Agreement this must be received by 31.12.2019 The Renewal Agreement must be signed and returned by 31.1.2020 If schools sign up for 3 years a discount will be offered Invoices will be raised at the beginning of March 2020 for payment before 1st April 2020 Please can we ask you to share your experience with schools you know are with other Service Providers.

CONTACT INFORMATION Telephone Office\ General Enquires : 0161 684 2320 Helpdesk: 0333 999 7185 Email Addresses support@pennineeducation.co.uk info@pennineeducation.co.uk

Thank you for your time Any Questions?