Difference between revisions of "Employee Birthday List"

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__NOTOC__
 
'''This program allows the user to view a list of employee birthdays.'''
 
'''This program allows the user to view a list of employee birthdays.'''
  
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==Menu Location==
  
Select '''Human Resources''' on the panel on the left side of the screen. Under '''List''', select '''Employee Birthday List'''.
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[[File:empbdaylistmenu.png]]
  
  
'''Setup Box Options'''
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On the left navigation panel, select '''Human Resources''' > '''List''' > '''Employee Birthday List'''.
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==Setup Options==
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[[File:empbdaylistsetup.png]]
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'''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.
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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''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
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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
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all schools in your district.
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'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking in the box.
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'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''Sort By''' - sort by either '''Year''' or '''Month''' to sort birthdays by a certain year or certain month.  You will see the sort change in the birth date column.
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'''Option''' - '''Specific Month and/or Day Range''' box to allow for a month to be chosen, regardless of year, to search within.  Check the  '''Use Day''' box to further search for certain days within the month chosen.
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'''OK''' - Click to continue
  
 
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
  
For other set up values not listed in the standard set up list:
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==Main==
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[[File:empbdaylistmain.png]]
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===Column Headers===
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'''Dist''' - District of employment
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'''Sch''' - School of employment
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'''Last Name''' - Staff member's last name
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'''First Name''' - Staff member's first name
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'''M Init''' - Staff member's middle initial
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'''Job Class''' - Staff member's job class
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'''Obj/Func''' - Staff member's object function code
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'''Phone''' - Staff member's home phone number
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'''Address 1''' - Staff member's home address
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'''City''' - Staff member's city
  
:*'''Sort By''' - sort by either '''Year''' or '''Month''' to sort birthdays by a certain year or certain month.  You will see the sort change in the birth date column.
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'''State''' - Staff member's state
  
:*'''Specific Month and/or Day Range''' - Check the '''Option''' box to allow for a month to be chosen, regardless of year, to search within.  Check the  '''Use Day''' box to further search for certain days within the month chosen.
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'''Zip''' - Staff member's zip code
  
Click '''OK''' to get your report after all values are set.
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'''Birth Date''' - Staff member's date of birth
  
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'''Staff ID''' - Staff member's identification number
  
'''Column Headers'''
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'''Gender''' - Staff member's gender
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'''Ethnic''' - Staff member's race/ethnicity
  
 
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
 
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:
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==Bottom==
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[[File:empbdaylistbottom.png]]
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:*'''Job Cl''' - Employee's job classification code
 
  
:*'''Obj/Func''' - employees's object function code
 
  
  
  
'''Print Options'''
 
  
 
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.

Revision as of 08:26, 4 June 2018

This program allows the user to view a list of employee birthdays.

Menu Location

Empbdaylistmenu.png


On the left navigation panel, select Human Resources > List > Employee Birthday List.

Setup Options

Empbdaylistsetup.png

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.

Order To List - Allows for the list to be sorted in the desired way upon clicking in the box.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Sort By - sort by either Year or Month to sort birthdays by a certain year or certain month. You will see the sort change in the birth date column.

Option - Specific Month and/or Day Range box to allow for a month to be chosen, regardless of year, to search within. Check the Use Day box to further search for certain days within the month chosen.

OK - Click to continue

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Empbdaylistmain.png

Column Headers

Dist - District of employment

Sch - School of employment

Last Name - Staff member's last name

First Name - Staff member's first name

M Init - Staff member's middle initial

Job Class - Staff member's job class

Obj/Func - Staff member's object function code

Phone - Staff member's home phone number

Address 1 - Staff member's home address

City - Staff member's city

State - Staff member's state

Zip - Staff member's zip code

Birth Date - Staff member's date of birth

Staff ID - Staff member's identification number

Gender - Staff member's gender

Ethnic - Staff member's race/ethnicity

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Empbdaylistbottom.png







To find the print instructions, follow this link: Standard Print Options.



Human Resources Main Page


JCampus Main Page

Retrieved from EDgear Wiki