Difference between revisions of "Separation List"

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__NOTOC__
 
'''This program will provide users a list of employees that are no longer employed in your district/school with their separation date.'''
 
'''This program will provide users a list of employees that are no longer employed in your district/school with their separation date.'''
  
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==Menu Location==
  
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On the left, click on '''Human Resources'''. Under '''List''', select '''Separation List'''.
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'''Human Resources > Reports > Separation List'''
  
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==Setup Options==
  
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'''Setup Box Options'''
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[[File:separationlistsetup.png]]
  
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# To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
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# For other set up values not listed in the standard set up list:
 
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#: '''Sep From Date'''--the start date of the date range for which you want employees who are no longer employed in your district/school.
 
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#: '''Sep to Date'''--the end date of the date range for which you want employees who are no longer employed in your district/school.
 
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#: '''Sep Reason'''--click in this field to select the separation reason(s) that you want on the report.
 
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#: '''Show Type'''--select either Emp ID (the employee's local ID number) or Emp SSN (the employee's social security number).
 
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#: '''Object'''--code associated with the general group of employees such as supervisor, administrator, teacher, etc.
 
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#: '''Function'''--code associated with the specific group such as teacher, secretary, principal, etc.
 
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# Click '''OK''' to move to the report screen.
 
  
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'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
  
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'''Column Headers'''
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'''Sep From Date''' - the start date of the date range for which you want employees who are no longer employed in your district/school.
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::'''Emp ID'''--either the local ID or the social security number based on the Setup box selections.
 
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::'''Last Name'''--Employee's last name.
 
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::'''First Name'''--Employee's first name.
 
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::'''Hire Date'''--Date that the employee was hired. This is a recent piece of information that the state requires; therefore, some employees that have been employed for several years may not have this information in the Human Resources database.
 
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::'''Sep Date'''--the last date that the former employees were employed by your district/school.
 
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::'''Contract Type'''--the general area in which the employee was working such as supervisor, administrator, teacher, etc.
 
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::'''Sep Code'''--The reason why the employee left the district/school.
 
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::'''Sep Description'''--The description associated with the Separation Code.
 
  
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'''Sep to Date''' - the end date of the date range for which you want employees who are no longer employed in your district/school.
  
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'''Sep Reason''' - click in this field to select the separation reason(s) that you want on the report.
  
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'''Buttons at the bottom of the screen'''
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'''Show Type''' - select either Emp ID (the employee's local ID number) or Emp SSN (the employee's social security number).
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::'''Setup'''--returns to the setup box so you can review the setup options. Setup options can be changed via this button without closing the program.
 
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::'''Print'''--refer to the instructions below to print the report.
 
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::'''Help'''--connects to the documentation that provides step-by-step instructions for how to run this program.
 
  
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'''Object''' - code associated with the general group of employees such as supervisor, administrator, teacher, etc.
  
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'''Function''' - code associated with the specific group such as teacher, secretary, principal, etc.
  
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'''To Print this report'''
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'''OK''' - Click to continue
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#Click the '''Print''' button at the bottom of the screen.
 
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# A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
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#Click the print button on this popup and a print preview window will appear.
 
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#'''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. Click the print icon at the right end of this rectangle. Another print preview will appear; click the print button at the top left to print the report. Close the print preview.
 
  
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
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==Main==
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[[File:separationlistmain.png]]
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===Column Headers===
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'''Emp ID'''--either the local ID or the social security number based on the Setup box selections
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'''Last Name'''--Employee's last name.
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'''First Name'''--Employee's first name.
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'''Hire Date'''--Date that the employee was hired. This is a recent piece of information that the state requires; therefore, some employees that have been employed for several years may not have this information in the Human Resources database.
 +
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'''Sep Date'''--the last date that the former employees were employed by your district/school.
 +
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'''Contract Type'''--the general area in which the employee was working such as supervisor, administrator, teacher, etc.
 +
 +
'''Sep Code'''--The reason why the employee left the district/school.
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'''Sep Description'''--The description associated with the Separation Code.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
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==Bottom==
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[[File:separationbottom.png]]
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'''Setup''' - Click to go back to the Setup box.
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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'''Help''' - Click to view written instructions and/or videos.
  
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
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----
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[[Human Resources|'''Human Resources''' Main Page]]
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 13:09, 31 July 2023

This program will provide users a list of employees that are no longer employed in your district/school with their separation date.

Menu Location

Human Resources > Reports > Separation List

Setup Options

Separationlistsetup.png

District - Default value is based on the user's security settings. It will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Sep From Date - the start date of the date range for which you want employees who are no longer employed in your district/school.

Sep to Date - the end date of the date range for which you want employees who are no longer employed in your district/school.

Sep Reason - click in this field to select the separation reason(s) that you want on the report.

Show Type - select either Emp ID (the employee's local ID number) or Emp SSN (the employee's social security number).

Object - code associated with the general group of employees such as supervisor, administrator, teacher, etc.

Function - code associated with the specific group such as teacher, secretary, principal, etc.

OK - Click to continue

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

Main

Separationlistmain.png

Column Headers

Emp ID--either the local ID or the social security number based on the Setup box selections

Last Name--Employee's last name.

First Name--Employee's first name.

Hire Date--Date that the employee was hired. This is a recent piece of information that the state requires; therefore, some employees that have been employed for several years may not have this information in the Human Resources database.

Sep Date--the last date that the former employees were employed by your district/school.

Contract Type--the general area in which the employee was working such as supervisor, administrator, teacher, etc.

Sep Code--The reason why the employee left the district/school.

Sep Description--The description associated with the Separation Code.

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

Bottom

Separationbottom.png

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.

Sorting and other data manipulations are explained in the following link: List Programs Instructions/Video


Human Resources Main Page

JCampus Main Page

Retrieved from EDgear Wiki