Difference between revisions of "Staff Form"

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__NOTOC__
 
'''This report will show the listing of staff and their absences along with the ability to print the forms.'''  
 
'''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==
  
On the left, click on '''Human Resources'''
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'''Human Resources > Reports > Staff Form'''
  
Under '''Lists''', select '''Staff Form'''
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==Setup Options==
  
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[[File:staffform.png]]
  
: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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'''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.
  
:*In addition to the standard set up options, there are:
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'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
:[[File:StaffForm.PNG]]
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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.  
  
:'''Print SSN on Report'''- check to include social security numbers
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'''Staff''' - Click in the box for a list of staff to choose from.
:'''Print Subfund Source on Staff Form''' - check to include subfund sources
 
  
Click the '''OK''' button.
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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.
  
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'''Print SSN on Report'''- Check to include social security numbers.
  
'''Definitions of Column Headers'''
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'''Print Subfund Source on Staff Form''' - Check to include subfund sources.
  
To find definitions of commonly used columns follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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'''Include Staff with Perfect Attendance''' - Check to include staff with perfect attendance.
  
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'''OK''' - Click to continue
  
[[File:StaffForm1.PNG]]
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If you need instructions for setup values to be used, follow the link for: [[Standard Setup Options]].
  
In addition to the common column headers, there are:
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==Main==
  
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[[File:staffformmain.png]]
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===Column Headers===
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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
Line 41: Line 52:
 
'''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
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'''School''' - School site number
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NOTE: A District Policy comment can be added to the Sub Form from the Employee Attendance Posting program.
  
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
'''To Print the List'''
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==Bottom==
  
#Click the '''Print''' button at the bottom of the detail page.
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[[File:staffformbottom.png]]
#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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'''Setup''' - Click to go back to the Setup box.
  
#Click the '''Print Forms''' button at the bottom of the detail page.
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
#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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'''Help''' - Click to view written instructions and/or videos.
#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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'''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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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 13:12, 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