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William Penn SD advances records digitization and offers onsite retirement counseling
Summary
The personnel office described a files-to-PDF digitization project underway with payroll data import and planned July vendor support for bulk scanning, and reported 27 employees attended an onsite retirement counseling session with a vendor; a follow-up session is scheduled for late February.
Speaker 1 described an employee records digitization effort and retirement counseling sessions arranged for staff. On digitization, Speaker 1 said the district moved from paper to digital and converted 31 boxes of employee files to PDF in August, installed software in September, organized categories in October, and in January began importing payroll identifiers to link electronic records to personnel files. Training for staff on the new system is planned and district staff aims to identify temporary help or a scanning service by July to complete bulk uploads.
"We've started that process... In August, we had 31 boxes of employee files converted to PDF documents," Speaker 1 said, adding that by July the district will decide whether to hire temporary help or contract a service to finish bulk scanning.
On retirement support, Speaker 1 said the district reminded employees to notify HR by Feb. 15 if they plan to retire at the end of the school year and reported that 27 employees attended an onsite counseling session provided by a pension/vendor representative from Harrisburg. Speaker 1 said the vendor met one-on-one with employees to review individualized retirement statements and that another session is scheduled in late February and may be offered via Zoom.
Transcript spellings for the vendor name vary; the transcript used several variants ("Peasers," "Peazers," "PISA's"). The article uses the district’s quoted spelling when attributing the outreach and notes the vendor name as presented in the meeting. No formal decisions or votes were taken during this presentation.
