Difference between revisions of "Proof List"

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'''The Proof List is run to check staff absence information for issues like Start / End Dates do not match Days, missing fund source, or other types of common errors.'''
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__NOTOC__
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'''This program provides the user with a way to check staff absence information for issues like Start / End Dates that do not match Days, missing fund source, or other types of common errors.'''
  
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==Menu Location==
  
In the left navigation panel, click '''Human Resources'''. Under '''Lists''', select '''Proof List'''.
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'''Human Resources > Reports > Proof List'''
  
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==Setup Options==
  
'''Setup Box Options'''
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[[File:prooflistsetup.png]]
  
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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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.
  
For other set up values not listed in the standard set up list:
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'''District''' -Default value is based on the user's security settings. It will be limited to their district only.
  
:*'''Date From''': Set the start of the date range to check staff attendance records.
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'''Date From''' - Set the start of the date range to check staff attendance records.
  
:*'''Date To''': Set the end of the date range to check staff attendance records
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'''Date To''' - Set the end of the date range to check staff attendance records
  
:*'''Use Date Format MM/DD/YYYY''': Select this option to show this date format on the report. If unchecked, the year (YYYY) will be listed first.
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'''Use Date Format MM/DD/YYYY''' - Select this option to show this date format on the report. If unchecked, the year (YYYY) will be listed first.
  
Click the '''OK''' button to begin.
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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]].
  
'''Column Headers'''
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==Main==
  
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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[[File:hrprooflistmain.png]]
  
For other columns not listed in the common column list:
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===Column Headers===
  
:*'''Err''' (Error) - Review this column for any error codes listed.  TIP: Click the Err column title to sort the errors from low (no errors) to high (rows with errors).
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'''Sch''' - School site number
  
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'''Staff SID''' - Absent staff members staff ID or SSN
  
'''Legend''' button is provided to look up the description of the Error code. If there are errors to fix, the user would go back to the Employee Attendance Posting program to resolve, then run the Proof List again to check if the errors have been cleared out.
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'''Staff Name''' - Absent staff member's name
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'''Sub SID''' - Substitute's staff ID or SSN
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'''Sub Name''' - Substitute's name
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'''Start''' - Start date for absence date range
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'''End''' - End date for absence date range
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'''Reason''' - Absence reason code
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'''Absence Reason''' - Absence reason description for absence code
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'''Dr.''' - Was a Dr.'s excuse submitted
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'''Days''' - Number of days employee was absent
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'''T Days''' - Total days employee was absent
  
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'''Hrs''' - Number of hours the employee was absent
  
'''To Print this Report'''
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'''T Hours''' - Total number of hours the employee was absent
  
Click the '''Print''' button at the bottom of the screen.
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'''Cls''' - Employee class code for this absence record
  
A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
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'''Cd''' - Employee type code for this absence record
  
The default print option will be '''PDF'''.
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'''SFC''' - Substitute's funding source
  
Click the print button on this popup and a print preview window will appear.  
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'''Error''' - Review this column for any error codes listed.  TIP: Click the Err column title to sort the errors from low (no errors) to high (rows with errors).
  
'''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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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
Click the print icon at the right end of this rectangle. Another print preview will appear.
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==Bottom==
  
Click the print button at the top left to print the report. Close the print preview.
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[[File:prooflistbottom.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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'''Legend''' button is provided to look up the description of the Error code. If there are errors to fix, the user would go back to the Employee Attendance Posting program to resolve, then run the Proof List again to check if the errors have been cleared out.
  
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
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:[[Human_Resources|'''Human Resources''' Main Page]]
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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 08:16, 21 December 2023

This program provides the user with a way to check staff absence information for issues like Start / End Dates that do not match Days, missing fund source, or other types of common errors.

Menu Location

Human Resources > Reports > Proof List

Setup Options

Prooflistsetup.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.

Date From - Set the start of the date range to check staff attendance records.

Date To - Set the end of the date range to check staff attendance records

Use Date Format MM/DD/YYYY - Select this option to show this date format on the report. If unchecked, the year (YYYY) will be listed first.

OK - Click to continue

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

Main

Hrprooflistmain.png

Column Headers

Sch - School site number

Staff SID - Absent staff members staff ID or SSN

Staff Name - Absent staff member's name

Sub SID - Substitute's staff ID or SSN

Sub Name - Substitute's name

Start - Start date for absence date range

End - End date for absence date range

Reason - Absence reason code

Absence Reason - Absence reason description for absence code

Dr. - Was a Dr.'s excuse submitted

Days - Number of days employee was absent

T Days - Total days employee was absent

Hrs - Number of hours the employee was absent

T Hours - Total number of hours the employee was absent

Cls - Employee class code for this absence record

Cd - Employee type code for this absence record

SFC - Substitute's funding source

Error - Review this column for any error codes listed. TIP: Click the Err column title to sort the errors from low (no errors) to high (rows with errors).

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

Bottom

Prooflistbottom.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.

Legend button is provided to look up the description of the Error code. If there are errors to fix, the user would go back to the Employee Attendance Posting program to resolve, then run the Proof List again to check if the errors have been cleared out.

Sorting and other data manipulations are explained in the following link: List Programs Instructions/Video



Human Resources Main Page


JCampus Main Page

Retrieved from EDgear Wiki