Difference between revisions of "Employee Birthday List"

From EDgearWiki
Jump to navigationJump to search
 
(28 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
'''This program allows the user to view a list of employee birthdays.'''
+
__NOTOC__
 +
'''This program provides the user a way to view a list of employee birthdays.'''
  
 +
==Menu Location==
  
 +
'''Human Resources > Reports > Employee Birthday List'''
  
−
Select '''Human Resources''' on the panel on the left side of the screen.
+
==Setup Options==
  
−
Under '''List''', select '''Employee Birthday List'''.
+
[[File: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.
  
−
'''Set Up Box'''
+
'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
−
If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
'''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.  
  
−
The next items are not found on the standard setup options document:
+
'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking in the box.
  
−
:'''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.
+
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
−
:'''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.  
+
'''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.
  
−
Click '''OK''' to get your report after all values are set.
+
'''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.
  
−
'''Definitions of Column Headers'''
+
'''OK''' - Click to continue
  
−
To find definitions of commonly used columns follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 +
==Main==
  
−
'''To Print this Report'''
+
[[File:emplistbdaylistmain.png]]
  
−
Click the '''Print''' button at the bottom of the screen.
+
===Column Headers===
  
−
A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
+
'''Dist''' - District of employment
  
−
The default print option will be '''PDF'''.
+
'''Sch''' - School of employment
  
−
Click the print button on this popup and a print preview window will appear.
+
'''Last Name''' - Staff member's last name
−
 
−
'''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.
+
'''First Name''' - Staff member's first name
  
−
Click the print button at the top left to print the report. Close the print preview.
+
'''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==
 +
 +
[[File:empbdaylistbottom.png]]
 +
 +
'''Setup''' - Click to go back to the Setup box.
 +
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 +
 +
----
 +
[[Human Resources|'''Human Resources''' Main Page]]
 
----
 
----
−
:[[Human_Resources|'''Human Resources''' Main Page]]
+
[[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