Difference between revisions of "Employee List"

From EDgearWiki
Jump to navigationJump to search
Line 1: Line 1:
−
'''This program will provide users a list of employees from Human Resource records.'''
+
__FORCETOC__
 +
__NOEDITSECTION__
  
 +
===<u>'''Overview'''</u>===
 +
This program will provide users with a list of employees from Human Resource records.  Numerous filters are provided to refine the list to meet the needs of the user.
  
−
On the left, click on '''Human Resources'''. Under '''List''', select '''Employee List'''.
+
===<u>'''Accessing the Employee List Program'''</u>===
 +
The '''Employee List''' can be accessed at JCampus > Human Resources > Lists > Employee List.
  
 +
[[File:EL_Access.png|frame|none|''Employee List Access'']]
  
−
'''Setup Box Options'''
 
  
−
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
===<u>'''Employee List Setup Options'''</u>===
  
−
For other set up values not listed in the standard set up list:
+
[[File:EL_Setup_Main.png|left|alt=''Employee List Main Setup Options'']]
  
−
:*'''Home Base''' - choose All, Yes or No - school where employee is based
+
:'''Year''':  Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
 +
:'''District''': Default value is based on your security settings. You will be limited to your district only.
 +
:'''School''':  Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
 +
:'''Home Base''':  Clicking the in the ''Home Base'' field will give the user the following three choices:
 +
:*'''All''':  This option will give the user all the records whether they have a ''Home Base'' or not.
 +
:*'''Yes''':  This option will give the user the employees who have an assigned ''Home Base''.
 +
:*'''No''':  This option will give the user the employes who do not have an assigned ''Home Base''.
 +
:'''Gender''':  The user can filter the list by gender.  Select ''Female'', ''Male'', or both.  Leaving the field empty will select both Female and Male.
 +
:'''Ethnic''':  The user can filter the employee list by ''Ethnicity'' by the appropriate choice from the pick list.  Leaving the field blank or selecting ''All'' will select all ethnic groups.
 +
:'''Status''':  The user can filter the employee list by the employee's status:  ''Active'', ''Separated'', or ''All'' (both the active and separated employees).  NOTE:  If Status is All or Yes, then the From and To Separation dates will become grayed out.
 +
:'''Sep Date From''':  The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
 +
:'''Sep Date To''':  The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
 +
:'''Hire Date From''':  The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range.
 +
:'''Hire Date To''':  The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range.
 +
:'''Active As Of Hire Date''':  If this option is selected, Hire Dates To and From will be grayed out and the list will be all of the employees who are active on the Hire Date value.
 +
:'''Hire Date''': The Hire Date is used in conjunction with the Active As of Hire Date to generate a list of employees who were active on the Hire Date.
 +
:'''Column''':  This field is used to determine which columns are displayed or printed. (See he Columns section below)
  
−
:*'''Cert Type''' - choose type of certificate
 
  
−
:*'''Cert Expire by''' - choose expiration date of the certificate
+
===='''Filters'''====
 +
Clicking on the '''Filters''' button in the 'Setup Box'' section will bring up additional filter choices for the Employee List setup.
  
−
:*'''Cert Area''' - choose area of certification.
+
[[File:EL_Setup_Filters.png|left|alt=''Employee List Filters Setup Options'']]
  
−
:*'''HQ Area''' - choose All, Middle or High School area of the Highly Qualified
+
:'''Cert Type''':  Select the ''Certificate Type'' (A, B, C, etc.).  Leave blank to select all.
 +
:'''Cert Expire By''':  Enter the date the certificate expires.
 +
:'''Cert Area''':  Select the certification area.  Leave blank to select all.
 +
:'''HQ Area''': Select the HQ Area & Methods.  Leave blank to select all.
 +
:'''Degree''':  Select the highest degree earned.
 +
:'''Object Code''':  Select the object code from the list.  Leave blank to select all.
 +
:'''Function Code''':  Select the function code from the list.  Leave blank to select all.
 +
:'''Job Class''':  Select the Job Class form the list.  Leave blank to select all.
  
−
:*'''Degree''' - choose level of education
 
  
−
:*'''Object Code''' - choose Job Title
 
  
−
:*'''Function Code''' - choose Job Function/Responsibilities
 
  
−
:*'''Status''' - choose All, Active or Separated
 
  
−
:*'''Job Class''' - choose job classification
 
  
−
:*'''Active as of Hire Date''' & '''Hire Date''' - enter date to show active employment
 
  
−
:*'''Display Fields''' - Select the column(s) to appear on the report
 
  
−
Click '''OK''' to move to the next screen.
 
  
  
−
'''Column Headers'''
 
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
 
  
−
For other columns not listed in the common column list:
+
Click the '''Ok''' button when satisfied to store the preferences.
  
−
:*'''Object Function''' - seven digit number showing Job Title and Job Function/Responsibilities
+
Click the '''Cancel''' button to discard all changes made to the preferences.
  
−
:*'''Job Class''' - single alpha character to show job classification
 
  
−
:*'''Emp Type''' - employee Status Type, All, Active or Separated
 
  
−
:*'''Hire Date''' - lists the first day of the employee's hire date
 
  
−
:*'''Separation Date''' - lists the first day of the employee's leave date
 
  
−
:*'''Separation Code''' - double digit number to signify separation code
 
  
−
:*'''Cert Type''' - type of Certificate the employee has earned
 
  
−
:*'''Cert No''' - Certificate Number 
 
  
−
:*'''Cert Suf''' - Certificate Suffix
 
  
−
:*'''Cert Area''' - Certificate Area
 
  
−
:*'''Cert Issue''' - Certificate issue date
 
  
−
:*'''Cert Exp''' - Certificate Expiration Date
 
  
−
:*'''HQ Areas and Methods''' - codes to  signify All, Middle or High School area of the Highly Qualified
 
  
−
:*'''Years Experience''' - indicates the year(s) of experience of the employee
 
  
−
:*'''Home Based Flag''' - shows All, Yes or No -  school where employee is based
 
  
 +
Click the '''Ok''' button when satisfied to store the preferences.
  
−
'''To Print this Report'''
+
Click the '''Cancel''' button to discard all changes made to the preferences.
  
−
Click the '''Print''' button at the bottom of the screen.
 
  
−
A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.  
+
Click the '''Ok''' button beneath the ''More Options'' section of the '''<u>MAIN</u>''' setup box to open the Employee List program with the preferences selected.
  
−
The default print option will be '''PDF'''.
+
[[#top|Top of Page]]
  
−
Click the print button on this popup and a print preview window will appear.
+
===<u>'''Displayed Column Headers'''</u>===
  
−
'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
+
[[File:EL_Columns.png|frame|none|''Employee List Displayed Columns'']]
  
−
Click the print icon at the right end of this rectangle. Another print preview will appear.
+
:*'''Last Name''':  Employee's last name.
 +
:*'''First Name''':  Employee's first name.
 +
:*'''Middle Name''':  Employee's middle name.
 +
:*'''SSN''':  Employee's social security number
 +
:*'''SIDNO''':  Staff ID Number.
 +
:*'''School''':  Employee's site code.
 +
:*'''Object Function''':  Employee's Object/Function code.  The first 3 digits are the object code and the last 4 digits are the function code.
 +
:*'''Job Class''':  Emp;oyee's Job Class (Teacher, Administrator, Nurse, etc.).
 +
:*'''Emp Type''':  Employee's type (Status: Active or Separated)
 +
:*'''Hire Date''':  The date for the Employee's first day of employment.
 +
:*'''Sep Date''':  The first work day after the employee's last day of employment.
 +
:*'''Address''':  The employee's street address.
 +
:*'''Apt''':  The employee's appartment number, if applicable.
 +
:*'''City''':  The city associated with the employee's address.
 +
:*'''State''':  The state associated with the employee's address.
 +
:*'''Zip''':  The zip code associated with the employee's address.
 +
:*'''Country''':  The country associated with the employee's address.
 +
:*'''Phone Number''':  The employee's phone number.
 +
:*'''Email''':  The employee's email address.
 +
:*'''Birth Date''':  The employee's date of birth.
 +
:*'''Gen''':  The employee's gender.
 +
:*'''Eth''':  The employee's ethnicity group.
 +
:*'''Degree''':  The employee's level of education.
 +
:*'''Cert Type''':  The employee's certificate type, if applicable.
 +
:*'''Cert No''':  The number of the employee;s certificate.
 +
:*'''Cert Suf''':  The suffix of the employee's certicate number.
 +
:*'''Cert Area''':  The employee's area of certification.
 +
:*'''Cert Issue''':  The date the emloyee's certificate was issued.
 +
:*'''Cert Exp''':  The expiration date of the employee's certificate.
 +
:*'''HQ Areas & Methods''':  The employee's highly qualified area.
 +
:*'''Years Exp''':  The employee's years of experience.
 +
:*'''Home Base''':  The site code for the employee's home base.
  
−
Click the print button at the top left to print the report. Close the print preview.
+
NOTE:  The '''Column''' field on the setup box will allow the user to select the specific columns to be diplayed/printed.
  
  
−
'''Communicate Button'''
 
  
−
<u>Selecting Employees from the Employee List</u>
 
  
−
The user can select the employees from the Employee List by using one of the following methods:
 
  
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Left click on a name to select a single employee.
 
  
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Use the Shift-Click method to select (highlight) a contiguous list of employees.&nbsp; Left click on the first employee and then Shift-Click on the last employee.&nbsp; This will highlight the first, last, and all employees in between.
 
  
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Use the Ctrl-Click method to select (highlight) a non-contiguous list of employees.&nbsp; Left click on the one of the employees and then while holding down the Ctrl key, left click on any other employees you wish to select.&nbsp; All of those clicked ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; will be highlighted.
+
[[#top|Top of Page]]
  
−
&nbsp;
+
===<u>Buttons at the Bottom of the Employee List Screen</u>===
 +
:*'''Setup''':  Displays the setup box with the current preferences.
 +
:*'''Print''':  Prints the student's current schedule using the Print Options selected.
 +
:*'''Communicate''':  Displays the Master Schedule selection screen
 +
:*'''Help''':  Written instructions and instructional videos
  
−
Once the employees have been selected, click on the Communicate button located at the bottom of the screen.&nbsp; See below:
 
  
−
[[File:CommunicateButton.png]]
+
:*'''Find''':  Displays a list of students for selection
  
−
Clicking on this button will allow the user to communicate with the employees using the options in the Communicate popup box shown below:
+
[[#top|Top of Page]]
  
−
&nbsp;
 
−
[[File:CommunicatePopupBox.png]]
 
  
−
&nbsp;
+
''Last Updated: 2015-12-15 (rd)''
−
 
 
−
Clicking on “<u>'''Call'''</u>” will allow the user to send messages via:
 
−
 
 
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Recorded Voice Message ([http://wiki.edgear.net/wiki/w/index.php?title=Staff_Message_-_Record_Voice Help])
 
−
 
 
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Text to Voice Message ([http://wiki.edgear.net/wiki/w/index.php?title=Staff_Message_-_Text_To_Voice Help])
 
−
 
 
−
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; SMS Text Messaging ([http://wiki.edgear.net/wiki/w/index.php?title=Staff_Message_-_SMS_Text_Messaging Help])
 
−
 
 
−
Note: The user can select the employees after clicking on “Call.”
 
−
 
 
−
&nbsp;
 
−
 
 
−
Clicking on “<u>'''Email'''</u>” will allow the user to compose and send email to the selected employees.
 
−
 
 
−
&nbsp;
 
−
 
 
−
 
 
−
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
  
  
 
----
 
----
−
:[[Human_Resources|'''Human Resources''' Main Page]]
+
:[[Scheduling|'''Scheduling''' Main Page]]
 +
::[[Employee List|'''Employee List''' Page]]

Revision as of 14:43, 15 December 2015


Overview

This program will provide users with a list of employees from Human Resource records. Numerous filters are provided to refine the list to meet the needs of the user.

Accessing the Employee List Program

The Employee List can be accessed at JCampus > Human Resources > Lists > Employee List.

Employee List Access


Employee List Setup Options

Employee List Main Setup Options
Year: Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
District: Default value is based on your security settings. You will be limited to your district only.
School: Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
Home Base: Clicking the in the Home Base field will give the user the following three choices:
  • All: This option will give the user all the records whether they have a Home Base or not.
  • Yes: This option will give the user the employees who have an assigned Home Base.
  • No: This option will give the user the employes who do not have an assigned Home Base.
Gender: The user can filter the list by gender. Select Female, Male, or both. Leaving the field empty will select both Female and Male.
Ethnic: The user can filter the employee list by Ethnicity by the appropriate choice from the pick list. Leaving the field blank or selecting All will select all ethnic groups.
Status: The user can filter the employee list by the employee's status: Active, Separated, or All (both the active and separated employees). NOTE: If Status is All or Yes, then the From and To Separation dates will become grayed out.
Sep Date From: The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
Sep Date To: The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
Hire Date From: The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range.
Hire Date To: The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range.
Active As Of Hire Date: If this option is selected, Hire Dates To and From will be grayed out and the list will be all of the employees who are active on the Hire Date value.
Hire Date: The Hire Date is used in conjunction with the Active As of Hire Date to generate a list of employees who were active on the Hire Date.
Column: This field is used to determine which columns are displayed or printed. (See he Columns section below)


Filters

Clicking on the Filters button in the 'Setup Box section will bring up additional filter choices for the Employee List setup.

Employee List Filters Setup Options
Cert Type: Select the Certificate Type (A, B, C, etc.). Leave blank to select all.
Cert Expire By: Enter the date the certificate expires.
Cert Area: Select the certification area. Leave blank to select all.
HQ Area: Select the HQ Area & Methods. Leave blank to select all.
Degree: Select the highest degree earned.
Object Code: Select the object code from the list. Leave blank to select all.
Function Code: Select the function code from the list. Leave blank to select all.
Job Class: Select the Job Class form the list. Leave blank to select all.







Click the Ok button when satisfied to store the preferences.

Click the Cancel button to discard all changes made to the preferences.








Click the Ok button when satisfied to store the preferences.

Click the Cancel button to discard all changes made to the preferences.


Click the Ok button beneath the More Options section of the MAIN setup box to open the Employee List program with the preferences selected.

Top of Page

Displayed Column Headers

Employee List Displayed Columns
  • Last Name: Employee's last name.
  • First Name: Employee's first name.
  • Middle Name: Employee's middle name.
  • SSN: Employee's social security number
  • SIDNO: Staff ID Number.
  • School: Employee's site code.
  • Object Function: Employee's Object/Function code. The first 3 digits are the object code and the last 4 digits are the function code.
  • Job Class: Emp;oyee's Job Class (Teacher, Administrator, Nurse, etc.).
  • Emp Type: Employee's type (Status: Active or Separated)
  • Hire Date: The date for the Employee's first day of employment.
  • Sep Date: The first work day after the employee's last day of employment.
  • Address: The employee's street address.
  • Apt: The employee's appartment number, if applicable.
  • City: The city associated with the employee's address.
  • State: The state associated with the employee's address.
  • Zip: The zip code associated with the employee's address.
  • Country: The country associated with the employee's address.
  • Phone Number: The employee's phone number.
  • Email: The employee's email address.
  • Birth Date: The employee's date of birth.
  • Gen: The employee's gender.
  • Eth: The employee's ethnicity group.
  • Degree: The employee's level of education.
  • Cert Type: The employee's certificate type, if applicable.
  • Cert No: The number of the employee;s certificate.
  • Cert Suf: The suffix of the employee's certicate number.
  • Cert Area: The employee's area of certification.
  • Cert Issue: The date the emloyee's certificate was issued.
  • Cert Exp: The expiration date of the employee's certificate.
  • HQ Areas & Methods: The employee's highly qualified area.
  • Years Exp: The employee's years of experience.
  • Home Base: The site code for the employee's home base.

NOTE: The Column field on the setup box will allow the user to select the specific columns to be diplayed/printed.




Top of Page

Buttons at the Bottom of the Employee List Screen

  • Setup: Displays the setup box with the current preferences.
  • Print: Prints the student's current schedule using the Print Options selected.
  • Communicate: Displays the Master Schedule selection screen
  • Help: Written instructions and instructional videos


  • Find: Displays a list of students for selection

Top of Page


Last Updated: 2015-12-15 (rd)


Scheduling Main Page
Employee List Page
Retrieved from EDgear Wiki