Difference between revisions of "Staff Form"

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==Menu Location==
 
==Menu Location==
  
[[File:stafformmenu.png]]
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'''Human Resources > Reports > Staff Form'''
 
 
 
 
On the left navigation panel, select '''Human Resources''' > '''Lists''' > '''Staff Form'''.
 
  
 
==Setup Options==
 
==Setup Options==
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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.
 
'''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.
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'''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 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.
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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.  
  
 
'''Staff''' - Click in the box for a list of staff to choose from.
 
'''Staff''' - Click in the box for a list of staff to choose from.
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NOTE: A District Policy comment can be added to the Sub Form from the Employee Attendance Posting program.  
 
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: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
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'''Setup''' - Click to go back to the Setup box.
 
'''Setup''' - Click to go back to the Setup box.
  
'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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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'''
  
'''HELP''' - Click the '''Help''' button on the bottom of the page to view written instructions and/or videos.
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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.
  
'''To Print the List'''
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'''Print List'''
  
 
*Click the '''Print''' button at the bottom of the page.
 
*Click the '''Print''' button at the bottom of the page.
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*Click the print button at the top left to print the report. Close the print preview.
 
*Click the print button at the top left to print the report. Close the print preview.
  
'''To Print the Form'''
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Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
 
*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.
 
  
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
  
 
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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



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