Difference between revisions of "Add Employee"
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'''Highly Qualified''' - Enter up to 14 areas in which a certified employee is highly qualified. Each area requires a Method by which HQ was determined. | '''Highly Qualified''' - Enter up to 14 areas in which a certified employee is highly qualified. Each area requires a Method by which HQ was determined. | ||
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'''Payroll ID''' - You may type in this information if you have the security in User Management. | '''Payroll ID''' - You may type in this information if you have the security in User Management. |
Revision as of 15:14, 11 February 2022
Security Actions in User Management
- A user must have a category of Staff-Program Human Resource Master-Action Delete A Perm (Program Level Permission) to allow the Delete button to show - Delete a No Access it will not allow the Delete button to display.
- With the Staff→ Human Resource RW→ SSN → Insert permission, you can hide the SSN in the Human Resource Master after the first input of a new person. When you are making a "New" person and you save it, the SSN will gray out and then when you do Prev/Next, the SSN area will disappear.
- A user must have the action of Update Contact Information set to blank in order to access the tabs at the bottom of the Human Resource Master. If the action is set to Update, the user will only have access to the Demographic tab.
Video
Menu Location
On the left navigation panel, select Human Resources > Human Resource Master.
Setup Options
Select School Year - For school year 19/20, 2019 would be displayed. The default value is ALL because when you are entering a new employee, you may want to see returning personnel to update instead of requiring a new employee record.
Enter District Code - Default value will be your district.
Enter School Code - Default value is ALL. This is recommended so that changing of or adding new contracts can be done without changing setup values.
Home Base - Default value is ALL.
Include Substitutes - Default value is YES.
OK - Click to continue.
Cancel - Click to cancel box.
To find definitions for standard setup values, follow this link: Standard Setup Options.
Demographics Tab
The Resource Master screen will have the following title fields with RED letters *Name, Staff ID, SSN, Gender, Date of Birth. These are critical fields that are required for a new employee record to be created. Additional information will be required for data submission to the DOE for PEP.
*Name - Click in the field and a new popup will appear. Enter First Name, Middle Name, Last Name and suffix (if applicable).
Contact Information - Add addresses, phone numbers and types, emails, etc.
*Staff ID will be automatically generated at this time.
*SSN - Click the field for the data entry popup to appear. Add the Social Security number, Interface ID information, etc. The generate temporary SSN popup will also appear. Click Yes to generate one. Click No then enter the SSN for the employee. In place of a SSN, the staff members State ID can be entered instead.
*Gender - Click in the box using the drop down list.
*Date of Birth - Click this field and use the calendar selection process to select the employee's date of birth.
Driver License - Click this field to enter the information for License Type, License State, License Number, and Expiration Date.
Citizenship - Click this field to enter the information for Citizenship Status, Country of Citizenship Code, Nationality, First Entry Date into the US, and Country of Citizenship Name.
Languages - Click this field to enter the information for Correspondence Language Code, Dominant Language Code, Home Language Code, Correspondence Language Name, Dominant Language Name, and Home Language Name.
Elgibility - Click inside the box for a list to choose from.
Substitute Info - Click this box to enter the information for Sub Area, Sub Location, and Approval Date.
Obsolete - Click this box for a list of Type, and Codes to choose from.
NPI NO -
Department - Hover over this to see the description for the department code.
Position - Hover over this to see the description for the position code.
General Ethnic/Religion - Select whether employee is Hispanic/Latino or Non-Hispanic/Latino
Applicable Ethnic - Select either 01 American Indian or Alaskan Native, 02 Asian, 03 Black (Not Hispanic), 04 Hispanic (not required if employee is Hispanic), 05 White (Not Hispanic) or 06 Native Hawaiian or Pacific Islander. Multiple ethnic indicators can be selected.
Married Status - Click inside the box for a list to choose from.
Military Status - Click this field to enter the information Military Service Type, Military Duty Status, Military Enter Date, Military Discharge Date, Military Discharge Type, and Military Res. Oblig. Ending Date.
Emergency Contact - Click inside the box to enter emergency contact information.
Health Information - Click inside the box to enter health information such as Medical Examinations, Health Insurance, etc.
Immunization Info - Click inside the box to enter Immunization information.
Highest Education - Information required for all employees.
Cert Info - Certification Information. Enter information in the Active Certification section--Type, Number, Suffix, and/or Exception. Also, you can import a teacher`s certificates by clicking on the TeachLA button.
NTE/Praxis Info - Click inside the box to see information.
Highly Qualified - Enter up to 14 areas in which a certified employee is highly qualified. Each area requires a Method by which HQ was determined.
Payroll ID - You may type in this information if you have the security in User Management.
Do Not Overwrite with Import - Check this box to not change employee record during automatic employee imports.
Save - or continue entering the information in the other remaining fields. Refer to the PEP data requirements below to determine what additional information will be needed for DOE submissions.
No security assigned: When an employee is given a separation date, and if there is no username and password in User Management assigned to the employee, you will get the statement, "No Security Records Found for this Employee."
Security record: When a separation date is assigned, you will then be get the question, "This will immediately inactivate any access the user has to the JCampus system. Do you wish to inactivate this user in security?" You will need to answer Yes or No.
- Then, choose the separation reason and add a comment if necessary; close the box and save the record.
Additional Demographic Data Elements Required for PEP Submissions
Obsolete - Enter the type and code. Use the CTRL key to select multiple values of each category. Note: This is an older way of identifying the function of an employee (object/function) and some payroll vendors still use this field.
Employee Picture - To upload the picture to the appropriate staff member, click on the picture and this box will appear, and will give you the option to download the new picture.
Status Code - Select code from list.
Hire Date - Date employee was hired.
Staff Info - Click to see confidential info.
Site - Contract/Site information.
Contracts - Contract/Site information.
Special Codes - Click inside the box for staff special codes information.
Separation - Click inside the box for separation information. Add a date that the staff member is terminating employment. This is similar to a leave date for students in Student Master except that PEP defines the end date as the last day an employee is assigned work. Student leave dates are the day after their last day of attendance at the school.
Retirement Code - Click inside for a list of retirement codes.
Retiree CD - Indication of whether a return-to-work retiree salary is with/without salary limits or caps
Change Data - Date and time employee made change(s).
Comments - Other comments.
Education Tab
Delete - Delete information in this row
Title - Title of degree
Type - Type of certification
Conferring Date - Conferring date
Degree/Cert No - Degree/Certification number
Funding Source - Funding source
Institution - Institution name
Instr Type - Instructional type
Specialization - Special certification
Postsecondary - Secondary certification
Course Work - Course work taken
GPA - Grade point average
Non Course Ed Program/Staff Dev. Act - List Non-Course Educational programs and Staff Developments attended.
Outcomes - Outcomes of these programs
Distinctions - Distinction awards
Honors and Awards - Names of honors and awards
ID System - ID system of institution
Address/Contact - Address of institution and contact information
Ed Program/Staff Development
Program Support
Rid -
Save -
Key -
Qualification Tab
Delete - Click to delete information in this row
Credential Type
Non Educator Credential Type
Non Teaching Credential Type
Teaching Credential Type
Teaching Credential Basis
Credential Authorized Function
Authorized Instruction Level
Teaching Field or Area Authorized
Fee Amount
Fee Payment Status
Fee Payment Date
Program Sponsor
Credential Description
Date Credential Requirement Met
Credential Issuance Date
Credential Expiration Date
Initial Credential Issuance Requirements
Induction Program Mentor
Credential Renewal Requirements
Number of Units Required for Credential Renewal
Credential Renewal Units Attempted
Staff Advisor for Credential Renewal
Credential Renewal Date
Background Check Type
Background Check Completion Date
Assessment Information
ID System
Institution Information
Save
Rid
Key
Prior Experience
Public Service
Related Traveling Experience
Other Interests
Publications
Internship/Apprentice
Membership
Employment Tab
Delete - Click to delete information in this row.
Institution
Business Type
Start Date
Teaching Assessment & Level
Employment Nature
Status
Seperation Reason
Contact Information
Supervisor and Mentor
Entry Information
Salary Compensation
Benefit Compensation
Benefit Contributions
Beneficiary
Payroll Info
Tax Withholding Info
Attendance Status
Grievances
Save
Record No
Key
Confidential Tab
Additional PEP 100 Staff Demographic Info
Contracts/Site Position Information
- Note: The user may click on the paperclip next to the employee's name at the top shaded area to show "Employee" Doc Archive Records.
Bottom
Bottom Tabs
Demographics
Education
Qualification
Employment
Confidential
Bottom Buttons
Delete - Click to delete information.
New - Click to add new employee/information.
Save - Click to save information.
Prev - Click to see previous employee.
Next - Click to see next employee.
Setup - Click to go back to the Setup box.
Print - This will allow the user to print the report.
Help - Click to view written instructions and/or videos.
Human Resource Master Main Page