1. Jim Haywood - Product Manager for Statutory Returns SWC 2015 - Changes Compared to 2014

2. SWC 2015 - DfE Specification Changes 1.Dates adjust for 2015 2.‘Traveller of Irish Heritage’ and ‘Gypsy/Roma’ allowed as ethnicities 3.Only English and Welsh Teacher Number allowed 4.Pay Review Date added for all teachers with contracts or service agreements 5.Additional Payment Start Date and End Date required for TL3 allowance only 6.Pay Range Minimum and Maximum added for leadership teachers only 7.Choice of “Pre 2014 framework” and “2014 pay framework” added for leadership teachers only

3. SWC 2015 - DfE Specification Changes 8.Validation Modified 4105 has changed from an error to a query 4155 has changed from a query to an error 4180 has been slightly rephrased 4310 has been slightly rephrased 4376 has had its error message rephrased 4410 has been slightly rephrased 4490 has been rephrased 4505 has been rephrased 4515 has been rephrased 4540 has been slightly rephrased 4545 has been substantially rewritten 4565 has had the triggering value changed 4555 has had the error message updated 4710 has been slightly rephrased 4780 has been rephrased 6540 has been altered to look for executive headteachers as well as headteachers

4. SWC 2015 - DfE Specification Changes 9.Validation Added 4516Q checks for Pay Review Date, 4517Q checks that at least one Pay Review date is present in the return for a school, 4521Q checks that Pay Framework is present 4522Q checks that Pay Framework date is 2014 for recent contracts 4523Q checks for pay range minimum 4524Q checks for pay range maximum 4746Q checks hours per week 4832 checks that Pay End Date is not before Pay Start Date 4833 checks for presence of Pay Start and Pay End dates 4834 checks that Pay Start date is after start of 2014/15 academic year

5. SWC 2015 - DfE Specification Changes 10.Validation Removed 4520 4995

6. SWC Settings Tools | Statutory Returns Tools | School Workforce Census Settings If schools need to adjust the Pay Framework for leadership staff, “Allow editing of Base Pay” will need to be ticked

7. Personnel - Pay Related Tools | Staff | Pay Related The DfE is collecting different information for the Leadership group than for other member of the workforce, so it is a good idea to check your settings for the Leadership Service Term

8. Personnel - Pay Related Tools | Staff | Pay Related We should check that we have included all the relevant SWC Posts for our leadership Service Term

9. Personnel - Contract Details Panel We need to provide a date for the latest pay review for teachers’ Contracts

10. Personnel - Service Agreement Details Panel We also need to provide a date for the latest pay review for teachers’ Service Agreements

11. Lookups - Service Term-Allowance Category We should check which Service Term- Allowance Category we have attached to Service Term-Allowance Codes, as Start and End Dates are required for TL3 Category only

12. Personnel - Service Terms

13. Lookups - Service Term - SWR Post Schools can now go back to using the SWC Post of Classroom Teacher, or they can stay with the more differentiated SWC Posts for Classroom Teacher

14. Lookups - Ethnicity Category Lookup Two additional Ethnicities available

15. SWC 2015 - Collection Dates Collection dates are as expected

16. SWC 2015 - Pay Details Panel More information is required for Leadership group

17. SWC 2015 - Pay Details Panel Pay Framework may need to be adjusted as it is not stored in Personnel

18. SWC 2015 - Contract/Service Agreement Report We have added Latest Pay Review Date

19. SWC 2015 - Pay Details Report Separate table are no provided for Leadership and Non-Leadership Posts

20. SWC 2015 - Pay Details Report Additional columns are provided for the Leadership Posts

21. SWC 2015 - Allowance Information In most cased the following formula is used to calculate payments from allowances ((annual allowance x pay factor)/12) x applicable months e.g. For an allowance of £1200, with a pay factor of 1 and start and end dates indicating three months Payment = ((£1200 x 1)/12) x 3 Payment = £100 x 3 Payment = £300

22. SWC 2015 - Spot Allowances Most schools have £100 and £26 have what they consider to spot allowances for their support staff FMS want this expressed as 12 times the amount for 1 month Personnel wants this expressed as the amount over a month SWC asks if it should divide the amount by 12 or use the actual amount

23. SWC 2015 - ~ (Tilde) Allowances We have re-instated the functionality that allows schools to treat allowances as Base Pay if they use a code beginning with ~ and the allowance is open on Census Day

25. Thank you for your time