Difference between revisions of "Staff Form"

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UNDER CONSTRUCTION!!!
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__NOTOC__
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'''This report will show the listing of staff and their absences along with the ability to print the forms.'''
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==Menu Location==
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'''Human Resources > Reports > Staff Form'''
  
'''This report will show the listing of staff and their absences along with the ability to print the forms.'''
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==Setup Options==
  
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[[File:staffform.png]]
  
On the left, click on '''Human Resources'''
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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.
  
Under '''Lists''', select '''Staff Form'''
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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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'''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.
  
:If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''Staff''' - Click in the box for a list of staff to choose from.
  
:*In addition to the standard set up options, there are:
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'''From Date and To Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
  
:[[File:StaffForm.PNG]]
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'''Print SSN on Report'''- Check to include social security numbers.
  
:'''Print SSN on Report'''- check to include social security numbers
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'''Print Subfund Source on Staff Form''' - Check to include subfund sources.
:'''Print Subfund Source on Staff Form''' - check to include subfund sources  
 
  
Click the '''OK''' button.
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'''Include Staff with Perfect Attendance''' - Check to include staff with perfect attendance.
  
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'''OK''' - Click to continue
  
'''Definitions of Column Headers'''
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If you need instructions for setup values to be used, follow the link for: [[Standard Setup Options]].
  
To find definitions of commonly used columns follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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==Main==
  
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[[File:staffformmain.png]]
  
[[File:StaffForm1.PNG]]
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===Column Headers===
  
In addition to the common column headers, there are:
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'''Staff SID''' - Staff identification number
  
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'''Staff Name''' - Staff name
  
 
'''Code''' - Code of absence
 
'''Code''' - Code of absence
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'''Reason''' - reason for absence
 
'''Reason''' - reason for absence
  
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'''Sub SID''' - ID of the substitute who worked for the staff member
  
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'''Sub Name''' - Name of substitute
  
'''To Print the List'''
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'''School''' - School site number
  
#Click the '''Print''' button at the bottom of the detail page.
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NOTE: A District Policy comment can be added to the Sub Form from the Employee Attendance Posting program.  
#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
#The default print option will be '''PDF'''.
 
#Click the print button on this popup and a print preview window will appear.
 
#'''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.
 
  
'''To Print the Form'''
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
#Click the '''Print Forms''' button at the bottom of the detail page.
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==Bottom==
#A print preview window will appear.
 
#'''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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[[File:staffformbottom.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.
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'''Print Forms'''
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*Click the '''Print Forms''' button at the bottom of the page.
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*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.
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*Click the print icon at the right end of this rectangle. Another print preview will appear.
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*Click the print button at the top left to print the report. Close the print preview.
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'''Print List'''
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*Click the '''Print''' button at the bottom of the page.
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*A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 +
*The default print option will be '''PDF'''.
 +
*Click the print button on this popup and a print preview window will appear.
 +
*'''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.
  
 
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 14:12, 31 July 2023

This report will show the listing of staff and their absences along with the ability to print the forms.

Menu Location

Human Resources > Reports > Staff Form

Setup Options

Staffform.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 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.

Staff - Click in the box for a list of staff to choose from.

From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.

Print SSN on Report- Check to include social security numbers.

Print Subfund Source on Staff Form - Check to include subfund sources.

Include Staff with Perfect Attendance - Check to include staff with perfect attendance.

OK - Click to continue

If you need instructions for setup values to be used, follow the link for: Standard Setup Options.

Main

Staffformmain.png

Column Headers

Staff SID - Staff identification number

Staff Name - Staff name

Code - Code of absence

Start Date - start date of the absence

End Date - end date of the absence

Days - number of days absent

Hours - total hours absent

Reason - reason for absence

Sub SID - ID of the substitute who worked for the staff member

Sub Name - Name of substitute

School - School site number

NOTE: A District Policy comment can be added to the Sub Form from the Employee Attendance Posting program.

To find definitions of commonly used columns follow this link: Common Column Headers.

Bottom

Staffformbottom.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.

Print Forms

  • Click the Print Forms button at the bottom of the page.
  • A print preview window will appear.
  • 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.

Print List

  • Click the Print button at the bottom of the page.
  • A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
  • The default print option will be PDF.
  • Click the print button on this popup and a print preview window will appear.
  • 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.

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