This user guide explains the step by step process on how to run the Monthly Per Capita Report. If you are having difficulties running the Per Capita report, please send a detailed email to support@unitehere.org to create a support ticket. Find a downloadable version of this guide here.
TABLE OF CONTENTS
Video Walk-Through
Best Practices
The best practice is to run the Suspension Report first before running the Per Capita Report. Per Capita Reports are due at the end of the month for the previous month. For example, the report for April is due at the end of May. It is vital that Per Capita Reports are run and submitted in a timely manner as defined in the Constitution (Article 17, Section 3(b)).
Running the Per Capita Report
Navigate to the Se Puede menu on the left. Then open Monthly Processes and select Per Capita.
When selected, the Per Capita landing page will display. Several areas to note:
- Confirm Date – Displayed date will reflect the month that will be run or re-run when clicking the Run Preliminary Per Capita button
- Validate & Correct Information: Run Preliminary Per Capita. This blue button will run or re-run the Per Capita report for the month listed under the Confirm Date header.
*Please note the grid of previously processed and submitted per capita runs in SePuede. - To view the Preliminary Per Capita Report, click the Per Capita Report button under the Last Run date.
Note: The Per Capita Report button will not be clickable until the Preliminary report has been run.
Note: The Per Capita Preliminary Report may need to be rerun if there were substantial corrections after the initial submission. You can tell if you already ran the Preliminary Per Capita report when you click submit, the date will be in the upper left corner of the report you are attaching and submitting.
Once the Run Preliminary Per Capita report button is clicked, the progress message to the right will appear in the notifications.
When completed, the Last Run date and time will be updated. The Per Capita Report can now be printed and reviewed. To do this, click the button and the report will display on the screen.
To export the report, click the PDF icon or Excel icon. Save to an easily accessible location.
Note: When reviewing the Excel version, please note that some rows may require resizing to make them easier to read.
Once leadership has reviewed, signed, and dated the Per Capita report, upload the Excel scanned copy by selecting the blue Attach Sign Off button.
Note: The uploaded report must contain all pages (typically 4).
Select the file that has been signed and upload it. Once uploaded, the Per Capita Report with the month will be populated under Attach Sign Off. By clicking the X next to the file name, it can be removed and re-uploaded if needed. The grid below will be populated with the Per Capita month, Run Date, Duration, Created By. The eye icon under Details will provide access to View the Per Capita Report.
Once the signed Per Capita report is attached, click the Submit to the IU button.
A confirmation to submit to IU will appear. Select OK or Cancel if not ready to submit.
The signed copy of the Per Capita report should be mailed along with the check to the IU.