Difference between revisions of "HR Location Scanning"
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| − | '''This program shows the scanning of staff to report that they have passed a point.''' | + | '''This program shows the scanning of staff to report that they have passed a location point on the school campus.''' |
==Menu Location== | ==Menu Location== | ||
| − | + | '''Human Resources > Entry > HR Location Scanning''' | |
==Setup Options== | ==Setup Options== | ||
| − | [[File: | + | [[File:hrlocationscansetup3.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. | '''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. | ||
| Line 15: | Line 15: | ||
'''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. | '''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. | ||
| + | |||
| + | '''Only''' - This option will allow the program to limit the records displayed in the main table to only those at the selected site. This option is for staff only and no other functionality in the program other than the main table will be affected. | ||
'''Location''' - Click to select a previously used location. If the desired location is not listed, close the pick list and begin to type the name of the new location. This will add the new location to the pick list. To delete a location use Action > Delete Location located at the top right corner of the screen. | '''Location''' - Click to select a previously used location. If the desired location is not listed, close the pick list and begin to type the name of the new location. This will add the new location to the pick list. To delete a location use Action > Delete Location located at the top right corner of the screen. | ||
'''Time/Date''' - Time and date of when employee was scanned. | '''Time/Date''' - Time and date of when employee was scanned. | ||
| + | |||
| + | '''Use Alternate ID''' - This uses the interface ID for student and staff for scan matching. | ||
| + | |||
| + | '''Use Payroll ID''' - This option allows the system to use the staff members payroll ID as a scannable ID. | ||
'''Ok''' - Click to continue. | '''Ok''' - Click to continue. | ||
| − | == | + | ==Main== |
| − | + | ||
| − | + | [[File:hrlocscanningmain.png]] | |
| − | + | ||
| + | '''Search:''' | ||
| + | :*First name or last name | ||
| + | :*Home, cell or work phone numbers for Parent, Guardian, Emergency and Student | ||
| + | :*ID Number | ||
| + | :*Employee Birth Date | ||
| + | :*Payroll ID Number | ||
| − | + | :*State ID | |
| − | + | '''D''' - Delete | |
'''Name''' - Employee's name. | '''Name''' - Employee's name. | ||
| Line 38: | Line 50: | ||
'''Location''' - Location of employee scanning. | '''Location''' - Location of employee scanning. | ||
| + | |||
| + | '''Scan In Reason''' - Scan in reason. | ||
| + | |||
| + | '''Scan Out Reason''' - Scan out reason. | ||
| + | |||
| + | '''Absence Reason''' - Reason for absence. | ||
| + | |||
| + | '''Doc''' - Saved documents. Click the upload icon if the row currently has an attached document. | ||
| + | |||
| + | '''S''' - Save | ||
| + | |||
| + | '''Change Date''' - Date information was changed. | ||
| + | |||
| + | '''Change Who''' - Who changed information. | ||
==Top== | ==Top== | ||
| − | [[File: | + | [[File:hrscanaction3.png]] |
*[[Scan Entry Report]] | *[[Scan Entry Report]] | ||
| Line 46: | Line 72: | ||
*[[Timecard Report]] | *[[Timecard Report]] | ||
*[[Travel Time Report]] | *[[Travel Time Report]] | ||
| + | *[[Staff Without Scans]] | ||
| + | *[[Set Default Scan Times]] | ||
| − | '''Auto Out Time''' is available if the user has the proper security. This will set a time to automatically sign all staff members out at a certain time. | + | '''Set Auto Out Time''' is available if the user has the proper security. This will set a time to automatically sign all staff members out at a certain time. |
*Go to [[User Management]], add Category "Attendance", Program "Location Scanning", Action "Set Auto Out Time" to "Read Write". This will allow the menu item to show to be able to set the time. | *Go to [[User Management]], add Category "Attendance", Program "Location Scanning", Action "Set Auto Out Time" to "Read Write". This will allow the menu item to show to be able to set the time. | ||
| Line 62: | Line 90: | ||
'''Help''' - Click to view written instructions and/or videos. | '''Help''' - Click to view written instructions and/or videos. | ||
| + | |||
| + | |||
| + | ===How-to=== | ||
| + | #After clicking OK, type in the staff`s ID number and then click Enter on the keyboard. | ||
| + | #:SAVE: It will show `Saved` when the record saves and then a fading window. | ||
| + | #:NOT SAVED: It will show a `Record Did Not Save. Please try again` along with the error on why it would not save. | ||
| + | #Close that window and a chart will appear. | ||
| + | #If the staff member has a Separation Date, scanning will not work as the Separation Date overrides the Employee Begin/End Contract Dates. | ||
| + | |||
Latest revision as of 14:02, 20 November 2024
This program shows the scanning of staff to report that they have passed a location point on the school campus.
Menu Location
Human Resources > Entry > HR Location Scanning
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 the user's 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.
Only - This option will allow the program to limit the records displayed in the main table to only those at the selected site. This option is for staff only and no other functionality in the program other than the main table will be affected.
Location - Click to select a previously used location. If the desired location is not listed, close the pick list and begin to type the name of the new location. This will add the new location to the pick list. To delete a location use Action > Delete Location located at the top right corner of the screen.
Time/Date - Time and date of when employee was scanned.
Use Alternate ID - This uses the interface ID for student and staff for scan matching.
Use Payroll ID - This option allows the system to use the staff members payroll ID as a scannable ID.
Ok - Click to continue.
Main
Search:
- First name or last name
- Home, cell or work phone numbers for Parent, Guardian, Emergency and Student
- ID Number
- Employee Birth Date
- Payroll ID Number
- State ID
D - Delete
Name - Employee's name.
Staff ID - Employee's identification number.
Date/Time - Date and time of employee scanning.
Location - Location of employee scanning.
Scan In Reason - Scan in reason.
Scan Out Reason - Scan out reason.
Absence Reason - Reason for absence.
Doc - Saved documents. Click the upload icon if the row currently has an attached document.
S - Save
Change Date - Date information was changed.
Change Who - Who changed information.
Top
- Scan Entry Report
- Scan Error Report
- Timecard Report
- Travel Time Report
- Staff Without Scans
- Set Default Scan Times
Set Auto Out Time is available if the user has the proper security. This will set a time to automatically sign all staff members out at a certain time.
- Go to User Management, add Category "Attendance", Program "Location Scanning", Action "Set Auto Out Time" to "Read Write". This will allow the menu item to show to be able to set the time.
Bottom
Setup - Click to go back to the Setup box.
Print - This will allow the user to print the report.
Scan - The scanning of staff to report that they have passed a point.
Help - Click to view written instructions and/or videos.
How-to
- After clicking OK, type in the staff`s ID number and then click Enter on the keyboard.
- SAVE: It will show `Saved` when the record saves and then a fading window.
- NOT SAVED: It will show a `Record Did Not Save. Please try again` along with the error on why it would not save.
- Close that window and a chart will appear.
- If the staff member has a Separation Date, scanning will not work as the Separation Date overrides the Employee Begin/End Contract Dates.
