Difference between revisions of "Employee Birthday List"

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'''This program allows the user to view a list 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 items are 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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:'''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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'''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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:'''Specific Month and/or Day Range''' - Check the '''Option''' 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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'''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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Click '''OK''' to get your report after all values are set.
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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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'''Definitions of Column Headers'''
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'''OK''' - Click to continue
  
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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 for standard setup values, follow this link: [[Standard Setup Options]].
  
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'''To Print this Report'''
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==Main==
  
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Click the '''Print''' button at the bottom of the screen.
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[[File:emplistbdaylistmain.png]]
  
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A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
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===Column Headers===
  
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The default print option will be '''PDF'''.
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'''Dist''' - District of employment
  
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Click the print button on this popup and a print preview window will appear.
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'''Sch''' - School of employment
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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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'''Last Name''' - Staff member's last name
  
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Click the print button at the top left to print the report. Close the print preview.
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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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:[[Human_Resources|'''Human Resources''' Main Page]]
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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