Difference between revisions of "Employee Birthday List"

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(Created page with "'''This program allows the user to view alist of employee birthdays.''' Select '''Human Resources''' on the panel on the left side of the screen. Under '''List''', select '''...")
 
 
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'''This program allows the user to view alist of employee birthdays.'''
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__NOTOC__
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'''This program provides the user a way to view a list of employee birthdays.'''
  
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==Menu Location==
  
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'''Human Resources > Reports > Employee Birthday List'''
  
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Select '''Human Resources''' on the panel on the left side of the screen.
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==Setup Options==
  
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Under '''List''', select '''Employee Birthday List'''.
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[[File:empbdaylistsetup2.png]]
  
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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.
  
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'''Set Up Box'''
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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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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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'''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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The next item is not found on the standard setup options document:
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'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking in the box.
  
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'''Print SSN on report''' - check only if you want the social security numbers of the staff to show on the report
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'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
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Click '''OK''' to get your report after all values are set.
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'''Sort By''' - Sort by either '''Year''' or '''Month''' to sort birthdays by a certain year or certain month.  You will see the sort change in the birth date column.
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'''HR Position''' - Employee position.
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'''HR Department''' - Employee department.
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'''Option''' - '''Specific Month and/or Day Range''' box to allow for a month to be chosen, regardless of year, to search within.  Check the  '''Use Day''' box to further search for certain days within the month chosen.
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'''OK''' - Click to continue
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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:emplistbdaylistmain.png]]
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===Column Headers===
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'''Dist''' - District of employment
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'''Sch''' - School of employment
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'''Last Name''' - Staff member's last name
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'''First Name''' - Staff member's first name
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'''M Init''' - Staff member's middle initial
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'''Job Class''' - Staff member's job class
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'''Obj/Func''' - Staff member's object function code
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'''Phone''' - Staff member's home phone number
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'''Address 1''' - Staff member's home address
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'''City''' - Staff member's city
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'''State''' - Staff member's state
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'''Zip''' - Staff member's zip code
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'''Birth Date''' - Staff member's date of birth
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'''Staff ID''' - Staff member's identification number
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'''Gender''' - Staff member's gender
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'''Ethnic''' - Staff member's race/ethnicity
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'''HR Position''' - Employee position.
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'''HR Department''' - Employee department.
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'''Work Email''' - Staff member's email address.
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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:empbdaylistbottom.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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----
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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 08:10, 13 November 2023

This program provides the user a way to view a list of employee birthdays.

Menu Location

Human Resources > Reports > Employee Birthday List

Setup Options

Empbdaylistsetup2.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.

Order To List - Allows for the list to be sorted in the desired way upon clicking in the box.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Sort By - Sort by either Year or Month to sort birthdays by a certain year or certain month. You will see the sort change in the birth date column.

HR Position - Employee position.

HR Department - Employee department.

Option - Specific Month and/or Day Range box to allow for a month to be chosen, regardless of year, to search within. Check the Use Day box to further search for certain days within the month chosen.

OK - Click to continue

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

Main

Emplistbdaylistmain.png

Column Headers

Dist - District of employment

Sch - School of employment

Last Name - Staff member's last name

First Name - Staff member's first name

M Init - Staff member's middle initial

Job Class - Staff member's job class

Obj/Func - Staff member's object function code

Phone - Staff member's home phone number

Address 1 - Staff member's home address

City - Staff member's city

State - Staff member's state

Zip - Staff member's zip code

Birth Date - Staff member's date of birth

Staff ID - Staff member's identification number

Gender - Staff member's gender

Ethnic - Staff member's race/ethnicity

HR Position - Employee position.

HR Department - Employee department.

Work Email - Staff member's email address.

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

Bottom

Empbdaylistbottom.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.


Human Resources Main Page

JCampus Main Page

Retrieved from EDgear Wiki