Difference between revisions of "HR Overview"
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'''Security Actions in [[User Management]]''' | '''Security Actions in [[User Management]]''' | ||
| − | *A user must have a category of '''Staff''' | + | *A user must have a category of '''Staff'''>'''Program''' Human Resource Master>'''Action''' Delete A Perm (Program Level Permission) to '''allow''' the Delete button to show - Delete a '''No Access''' it will '''not allow''' the '''Delete''' button to display. |
*With the '''Staff'''→ '''Human Resource RW'''→ '''SSN''' → '''Insert''' permission, you can hide the SSN in the [[Human Resource Master]] after the first input of a new person. When you are making a "New" person and you save it, the SSN will gray out and then when you do Prev/Next, the SSN area will disappear. | *With the '''Staff'''→ '''Human Resource RW'''→ '''SSN''' → '''Insert''' permission, you can hide the SSN in the [[Human Resource Master]] after the first input of a new person. When you are making a "New" person and you save it, the SSN will gray out and then when you do Prev/Next, the SSN area will disappear. | ||
| − | *A user must have the action of '''Update Contact Information''' set to | + | *IMPORTANT! A user must have the action of '''Update Contact Information''' set to '''No Access''' in order to access the tabs at the bottom of the [[Human Resource Master]]. If the action is set to '''Update''' or '''Blank''', the user will only have access to the Demographic and the Absences tab. |
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==Menu Location== | ==Menu Location== | ||
| − | + | '''Human Resources > Entry > Human Resource Master''' | |
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==Setup Options== | ==Setup Options== | ||
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. | To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. | ||
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| + | '''NOTE:''' When a staff member has a separation date, their name will be in red in the top black line, in the Find box and in the Search box like students are done in [[Student Master]] when they are dropped. | ||
=='''[[Demographics Tab]]'''== | =='''[[Demographics Tab]]'''== | ||
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| + | =='''[[Absences Tab]]'''== | ||
=='''[[Education Tab]]'''== | =='''[[Education Tab]]'''== | ||
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=='''[[Qualification Tab]]'''== | =='''[[Qualification Tab]]'''== | ||
| − | ==''' | + | =='''[[Employment Tab]]'''== |
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| − | + | =='''[[Confidential Tab]]'''== | |
==Bottom== | ==Bottom== | ||
| − | [[File: | + | [[File:hrmasterbottom.png]] |
===Bottom Tabs=== | ===Bottom Tabs=== | ||
| − | + | See above for details. | |
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===Bottom=== | ===Bottom=== | ||
Latest revision as of 09:25, 6 June 2024
Security Actions in User Management
- A user must have a category of Staff>Program Human Resource Master>Action Delete A Perm (Program Level Permission) to allow the Delete button to show - Delete a No Access it will not allow the Delete button to display.
- With the Staff→ Human Resource RW→ SSN → Insert permission, you can hide the SSN in the Human Resource Master after the first input of a new person. When you are making a "New" person and you save it, the SSN will gray out and then when you do Prev/Next, the SSN area will disappear.
- IMPORTANT! A user must have the action of Update Contact Information set to No Access in order to access the tabs at the bottom of the Human Resource Master. If the action is set to Update or Blank, the user will only have access to the Demographic and the Absences tab.
Menu Location
Human Resources > Entry > Human Resource Master
Setup Options
Select School Year - For school year 19/20, 2019 would be displayed. The default value is ALL because when you are entering a new employee, you may want to see returning personnel to update instead of requiring a new employee record.
Enter District Code - Default value will be your district.
Enter School Code - Default value is ALL. This is recommended so that changing of or adding new contracts can be done without changing setup values.
Home Base - Default value is ALL.
Include Substitutes - Default value is YES.
OK - Click to continue.
Cancel - Click to cancel box.
To find definitions for standard setup values, follow this link: Standard Setup Options.
NOTE: When a staff member has a separation date, their name will be in red in the top black line, in the Find box and in the Search box like students are done in Student Master when they are dropped.
Demographics Tab
Absences Tab
Education Tab
Qualification Tab
Employment Tab
Confidential Tab
Bottom
Bottom Tabs
See above for details.
Bottom
Delete - Click to delete information.
New - Click to add new employee/information.
Save - Click to save information.
Prev - Click to see previous employee.
Next - Click to see next employee.
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 Resource Master Main Page
