Difference between revisions of "Mail Room"
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==Menu Location== | ==Menu Location== | ||
| − | + | '''Human Resources > Reports > Mail Room''' | |
| + | ==Setup Options== | ||
| + | |||
| + | [[File:mailroomsetup4.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. | ||
| + | |||
| + | '''Home Base''' - Choose All, Yes or No - school where employee is based. | ||
| − | + | '''Include Subs''' - Choose, yes or no to include subs. | |
| − | + | '''Ignore Job Class''' - This option keeps the program from using the Obsolete Job Class field to determine if a staff member is a substitute. | |
| + | |||
| + | '''Function Code''' - Choose Job Function/Responsibilities. | ||
| − | + | '''Column''' - Leave blank to include all columns. Click to obtain a pick list of columns that can be selected to view on the report. | |
| − | + | ===Print Options=== | |
| − | ''' | + | '''Type''' - Mail (mailing labels) or Folder (folder labels) |
| − | ''' | + | '''Addresses''' - This option is enabled for the folder option only. |
| − | ''' | + | '''Staff ID''' - This option will print the staff ID on the label. |
| − | ''' | + | ''' Staff First Name Last Name Format''' - This option will set the format of the staff's name being printed to be first name first then last name. Please note this option is enabled for the mailing option only. |
| − | ''' | + | '''Barcode''' - This option will print the name and the barcode on the label. This option is only available if using the "Folder" option. |
| − | + | ===Filters=== | |
| − | + | [[File:mailroomfilters.png]] | |
| − | ''' | + | '''Employee Status''' - Choose All, Active or Separated. |
| − | ''' | + | '''Gender''' - Click inside the box to choose gender. |
| − | ''' | + | '''Ethnic''' - Click inside the box to choose ethnicity. |
| − | ''' | + | '''Marital Status''' - Choose from married, Divorced, Widowed, etc. |
| − | + | '''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. | |
| − | ''' | + | '''HR Custom Codes''' - Click inside the box to choose Custom Codes. District defined HR Codes for employee classification. |
| − | ''' | + | '''DL Type''' - Choose driver's license type, All, Commercial, Automobile, Bus, etc. |
| − | ''' | + | '''DL Expiration''' - Choose driver's license expiration date using drop down boxes or the calendar |
| − | ''' | + | '''Object Code''' - Choose Job Title |
'''OK''' - Click to continue | '''OK''' - Click to continue | ||
| − | To find definitions for standard setup values, follow this link: | + | To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. |
==Main== | ==Main== | ||
| − | [[File: | + | [[File:mailroommain3.png]] |
===Column Header=== | ===Column Header=== | ||
| Line 59: | Line 72: | ||
'''SSN''' - Employee's social security number | '''SSN''' - Employee's social security number | ||
| − | ''' | + | '''Staff ID''' - Staff ID number |
| + | |||
| + | '''SASID''' - Employee's state identification number | ||
'''Last Name''' - Last name of staff | '''Last Name''' - Last name of staff | ||
| Line 129: | Line 144: | ||
'''Retiree CD''' - Retiree return to work code | '''Retiree CD''' - Retiree return to work code | ||
| − | To find definitions of commonly used column headers, follow this link: | + | To find definitions of commonly used column headers, follow this link: [[Common Column Headers]]. |
==Bottom== | ==Bottom== | ||
| Line 137: | Line 152: | ||
'''Setup''' - Click to go back to the Setup box. | '''Setup''' - Click to go back to the Setup box. | ||
| − | '''Print''' - | + | [[Standard Print Options | '''Print''']] - This will allow the user to print the report. |
| + | |||
| + | '''Help''' - Click to view written instructions and/or videos. | ||
| − | |||
'''Print Labels''' | '''Print Labels''' | ||
| Line 156: | Line 172: | ||
On the set up box: | On the set up box: | ||
| − | + | [[File:noticeofintent.png]] | |
| − | + | ||
| − | + | ||
| − | + | '''Year''' - This will add the year chosen to three place on the letter. School Year at the top and twice in the body of the letter. | |
| − | + | ||
| − | + | '''School Name''' - This will add the name of the school to the heading of the letter. | |
| − | + | ||
| + | '''Months of Employment''' - This will allow you to choose the months of employment to show in the letter. | ||
| + | |||
| + | '''Position''' - This will allow you to choose the position of employment to the letter. | ||
| + | |||
| + | '''Work or Letter Return''' - This will allow you to choose a date, to be printed on the letter, for this letter to be returned to the office of Human Resources at the School Board Office. It also adds a '''Date''' or '''School Session Year''' to show on the line of '''Report to Work Date''' on the letter. | ||
| + | |||
| + | ''' Sch Session Year''' will read as 1516 SCHOOL YEAR. | ||
| + | |||
| + | '''Date''' will read as YYYY-MM-DD. | ||
Click '''OK'''. | Click '''OK'''. | ||
Revision as of 08:46, 1 August 2023
This report creates a list of staff members for labels printing, Notice of Intent to Employ Letters and various other forms.
Menu Location
Human Resources > Reports > Mail Room
Setup Options
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.
Home Base - Choose All, Yes or No - school where employee is based.
Include Subs - Choose, yes or no to include subs.
Ignore Job Class - This option keeps the program from using the Obsolete Job Class field to determine if a staff member is a substitute.
Function Code - Choose Job Function/Responsibilities.
Column - Leave blank to include all columns. Click to obtain a pick list of columns that can be selected to view on the report.
Print Options
Type - Mail (mailing labels) or Folder (folder labels)
Addresses - This option is enabled for the folder option only.
Staff ID - This option will print the staff ID on the label.
Staff First Name Last Name Format - This option will set the format of the staff's name being printed to be first name first then last name. Please note this option is enabled for the mailing option only.
Barcode - This option will print the name and the barcode on the label. This option is only available if using the "Folder" option.
Filters
Employee Status - Choose All, Active or Separated.
Gender - Click inside the box to choose gender.
Ethnic - Click inside the box to choose ethnicity.
Marital Status - Choose from married, Divorced, Widowed, etc.
Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
HR Custom Codes - Click inside the box to choose Custom Codes. District defined HR Codes for employee classification.
DL Type - Choose driver's license type, All, Commercial, Automobile, Bus, etc.
DL Expiration - Choose driver's license expiration date using drop down boxes or the calendar
Object Code - Choose Job Title
OK - Click to continue
To find definitions for standard setup values, follow this link: Standard Setup Options.
Main
Column Header
SSN - Employee's social security number
Staff ID - Staff ID number
SASID - Employee's state identification number
Last Name - Last name of staff
First Name - First name of staff
Middle Name - Middle name of staff
Suffic - Suffix of staff
Address - Address of staff
Address 2 - Address 2 of staff
City - City of staff
State - State of staff
Zip Code - Zip code of staff
Home Phone - Home phone number of staff
Cell Phone - Cell phone number of staff
Hire Date - Lists the first day of the employee's hire date
Separation Date - lists the first day of the employee's leave date
Separation Reason - Separation reason of the staff leaving
Separation Comment - Separation comment of the staff leaving
DL Type - Driver's license type, All, Commercial, Automobile, Bus, etc.
DL State - Driver's license state
DL Number - Driver's license number
DL Expire - Driver's license expiration date
HQ Areas and Methods - Codes to signify All, Middle or High School area of the Highly Qualified
Cert Type - Type of Certificate the employee has earned
Cert No - Certificate Number
Cert Suffix - Certificate Suffix
Cert Except - Certificate exception
Cert Area - Certificate Area
Cert Issue - Certificate issue date
Cert Exp - Certificate Expiration Date
Job Class - Single alpha character to show job classification
Status - Status code from the Demographic page: Board employee, State employee, Professional employee, etc.
Personal Phone - Personal phone number of staff
Night Phone - Night phone number of staff
Alternate Phone - Alternate phone number of staff
Other Phone - Other residential phone number of staff
Retiree CD - Retiree return to work code
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Bottom
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 Labels
A print preview window will appear.
Click the print icon at the top right 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 Notice of Intent To Employ Letters
Click the Print Letters button at the bottom of the screen.
On the set up box:
Year - This will add the year chosen to three place on the letter. School Year at the top and twice in the body of the letter.
School Name - This will add the name of the school to the heading of the letter.
Months of Employment - This will allow you to choose the months of employment to show in the letter.
Position - This will allow you to choose the position of employment to the letter.
Work or Letter Return - This will allow you to choose a date, to be printed on the letter, for this letter to be returned to the office of Human Resources at the School Board Office. It also adds a Date or School Session Year to show on the line of Report to Work Date on the letter.
Sch Session Year will read as 1516 SCHOOL YEAR.
Date will read as YYYY-MM-DD. Click OK.
A print preview window will appear.
Click the print icon at the top right 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
