Task Lists

The 2025-26 Estimates will be completed in EFIS 2.0, which is based on Oracle Hyperion Planning.

Submission Input and Query

This task list contains the EFIS forms for the application, divided into separate folders as described below:

• OnSIS Data (visible in Financial Statements only) - forms that show enrolment data by school loaded from OnSIS, and any ministry adjustments (if applicable).

• Forms - combined input and results forms, divided into subfolders for Compliance, Enrolment, Sections (Core Education Funding), Schedules, Data Forms, Appendices, and Errors and Warnings. Because system limitations prevent EFIS from displaying row / column numbers or calculation descriptions on web forms, it is recommended that users refer to the reports when reviewing calculation results and reading the EFIS instructions.

• Reports - links to generate PDF reports which show inputs, results, and a description of calculations. For full reports, the Report Book subfolder has two separate items:

  • 2025-26 School Board Submission - Estimates: a file that includes all board-level reports
  • 2025-26 Estimates - School Level Reports: a file that includes all school-level reports

• Reference Data - forms that show the reference data applicable to each school board. These include benchmarks, teacher and ECE qualification and experience factors, principal and vice-principal salary grid factors, table amounts, ministry approved amounts, and notional shares. Mid-cycle change forms and reports are also accessed here.

• Validation Formats - forms that show the format requirements for the web forms.

Data Refresh

The “Data Refresh - DSB” task list allows users to view updated data from ECIS as well as all prior year data (both adjustable and non-adjustable). Users can review the data and choose whether to push any updated data to their Board Working Version. The first task, “Data Refresh Status”, has four tabs, and displays the dates of the most recent data loads and/or data pushes related to the following processes:

• ECIS
• Prior Year Data
• OnSIS (Financial Statements only)
• VFA (Financial Statements only)

The form can be used by school boards to determine the most recent data load from each external system that is being populated in the Board Working version.

Because OnSIS and VFA data is automatically pushed to a board’s submission when it is loaded to an EFIS application, the related tabs display only one date column. However, because school boards have a choice to push the latest ECIS and prior year non-adjustable data, their tabs display two date columns:

• The date that the most recent data available was loaded to the Landing version (for an active doc set, this would always be today or yesterday).

• The date that a school board user has pushed the data to the Board Working version.

Validation checks have been implemented on the ECIS and Prior Year Data tabs to highlight to users when the Board Working version does not currently have the latest data. To view and/or push the updated data to your submission, please click on the ECIS or Prior Year Non-Adjustable tasks on the task list.

Other Task Lists

There are separate task lists in the application for other types of tasks:

• Submission Management - tasks for school boards to manage versions, validations, and the approval process for submission to the ministry.

• User Feedback - a form for users to communicate technical suggestions or feedback to ministry staff related to the EFIS system. Please do not include policy-related feedback; this form is for technical issues only.

For detailed instructions on using the EFIS 2.0 application, please refer to the EFIS 2.0 User Guide.