This IRM provides procedures for inputting documents for the Performance Evaluation System on the ISRP System. The returns must be converted to an electronic data record for use by the Service. Input of data present and validation of the data records during conversion of these paper forms to electronic data records is required.

The following provide authority for the instructions in this IRM to be performed in support of completing compliance functions to make credits or refunds of any internal revenue tax, processing of non-revenue forms, and administrative support forms

The Operations manager is responsible for securing, assigning and providing training for the staff needed to perform the task required throughout this instruction.

The Planning and Analysis Staff is responsible for providing feedback and support to local management to achieve and effectively monitor scheduled goals.

The team manager/lead is responsible for and assigning, monitoring and controlling the work flow to accomplish timely completion of the tasks required throughout this IRM.

The team employee is responsible for applying the instruction present to the assigned task on the ISRP system to accurately convert paper data to electronic data record for proper posting for use by the Service.

Program Reports: Below are a list of reports to use to show receipts, production and inventory for the paper return to electronic data conversion process. These reports will be utilized to report and monitor daily and weekly status of the program to completeness.

Program Effectiveness: Goals will be measured utilizing standard managerial reports by documents processed per hour and completion of each function compared to the established schedule for completion each week. Each functionality is expected to retain or exceed schedule prior to the program completion date stated in IRM 3.30.123, Work Planning and Control Processing Timeliness: Cycles, Criteria, and Critical Dates.

Annual Review: Review the processes included in this manual annually to ensure accuracy and promote consistent tax administration. This may be included under responsibilities for a manager.

Local reports may be utilized to establish additional information for maintaining daily program control. Local reports do not replace the established official reports and required production reports.

The following is a list of the acronyms that are used in this IRM section, this IRM uses prompts for data entry and are defined in the charts.

The following chart contains the forms, program numbers and format codes input through this system.

Data will be transcribed in accordance with the enclosed instructions.

All entered data is to be 100% verified.

Source documents from which data is to be transcribed may be in the form of pre-printed (published) forms, or computer output reporting listings.

The first two digits of the organization code can be alpha/numeric. The embedded keypad is not automatically activated in that field. To activate the embedded key pad the entry operators must hold down the <SHIFT> key.

Employee Time Report

Salary Update Record—used to enter the 150 unique GS (General Schedule) Codes' new salary data, normally once annually for across-the-board pay changes.

Employee Master Adjustments Record—used to effect a modification to the Employee Master File, in the form of an add, change, or delete action.

Organization Function Program—used to effect a modification to the Work Plan and Control (WP&C), Organization Function Program (OFP) Consistency File, in the form of an add, change, or delete action.

Correction Employee Time Record—used to enter correction data for previously incorrect Form 3081, Employee Time Reports, transcribed data.

Cum File Adjustment Record—used to enter adjustment data to historical files.

Some fields require entry of data. These fields are referred to as MUST ENTER fields. They are indicated in the Transcription Operation Sheets by the presence of stars (★★★★★★). See IRM 3.24.37, General Instructions, for procedures related to MUST ENTER fields.