Difference between revisions of "Human Resource Master"

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===Video How-to===
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:[[HR Overview]]
[[media:HR-AddEmploy.mov|Adding an Employee video]]
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:[[Action]]
 +
:[[Search Box in Human Resource Master]]
  
  
'''How to Add a New Employee'''
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----
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[[Human Resources|'''Human Resources''' Main Page]]
  
#After logging in to WebPams, select '''Human Resources''' button on the right side of the screen.
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----
#Under Entry, select '''Human Resource Master'''.
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[[WebPams|'''JCampus''' Main Page]]
#Complete the following information in the setup box.
 
#:'''School Year'''--default value is ALL. When entering a new employee you may want to leave this setup value of ALL so that returning personnel will be available to update instead of requiring a new employee record.
 
#:'''District Code'''--default value will be your district.
 
#:'''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.
 
#Click '''OK'''.
 
#Click the '''New''' button at the bottom of the screen.
 
#:'''Note:''' The Resource Master screen will have the following fields with RED letters for the label--Name, Staff ID, SSN, Gender, Date of Birth. These are critical fields that are required for a new employee record to be created. Additional information will be required for data submission to the DOE for PEP.
 
#Click in the '''Name''' field and a new popup will appear. Enter First Name, Middle Name, Last Name and suffix (if applicable).
 
#Click '''Close''' for Name field to be populated.
 
#'''Staff ID''' will be automatically generated at this time.
 
#Click the '''SSN''' field for the data entry popup to appear. Enter the employee's Social Security Number (SSN).
 
#Click '''Close''' for SSN field to be populated.
 
#Select the employee's gender using the drop down list.
 
#Click the '''Date of Birth''' field and use the calendar selection process to select the employee's date of birth.
 
#Click '''Close''' for DOB field to be populated.
 
#Click '''Save''' or continue entering the information in the other remaining fields. Refer to the PEP data requirements below to determine what additional information will be needed for DOE submissions.
 
 
 
video
 
 
 
'''Entry of Site/Contract and Confidential Information'''
 
 
 
#Click the '''Confidential''' tab at the bottom of the Human Resource Master screen.
 
#:OR
 
#Click any one of the following three fields on the right side of the screen: Confidential, Site, or Contract.
 
#The next screen will have two sections: Confidential at the top and Site/Contract at the bottom.
 
#Information in the Site/Contract area is required for the employee to appear on employee lists in other components of WebPams.
 
#It is optional to enter the Confidential information at this time but will be needed for PEP submissions.
 
#Refer to the sections below related to the data elements for each of these sections.
 
#After entering data for one of these sections on its top blank line, click the save cell at the right end of the line.
 
#Repeat using the top blank line in the other section and click the save cell at the right end of the line.
 
 
 
 
 
'''Site/Contract Information Data Elements'''
 
 
 
:'''NOTE:''' Site/Contract information is required for an employee to appear on an employee list in other components of WebPams such as Master Schedule Editor and security. It is also required for PEP submission.
 
 
 
 
 
'''Site/Contract Data Elements'''
 
:'''Year'''--four digit school session (ex. 1213, 1314, etc)
 
:'''Site Code'''--six digit site code where the employee is assigned
 
:'''Site Flag'''--home site Y or N; if assigned to multiple sites, only one site can have the Y flag
 
:'''Alt Site'''--the site that is reported to the state; if field is blank, then the value in the Site field is reported.
 
:'''Emp Begin Date'''--first day of employment for current school year
 
:'''Object Code'''--three digit code for position such as supervisor, teacher, clerical, etc
 
:'''Function Code'''--four digit code for specific position such as principal, elementary teacher, secondary teacher, secretary, etc
 
:'''Emp End Date'''--last day of employment for current school year
 
:'''Annual Minutes Worked'''--actual minutes worked; must be less than or equal to product of Contract Day Count and Workday Minute Count on the Confidential record.
 
:'''Salary Amount 1'''--amount of salary; can be total salary or can be partial salary (required additional salary amounts)
 
:'''Fund Account Code 1'''--account code for Salary Amount 1; required for each salary amount
 
:'''Salary Type Code 1'''--type code for Salary Amount 1; required for eachh salary amount
 
:'''Salary Amount 2-5'''--additional salary amounts as separated by financial office
 
:'''Fund Account Code 2-5'''--additional account codes as needed; must be a code for each salary amount
 
:'''Salary Type Code 2-5'''--additional type codes as needed; must be a code for each salary amount
 
::'''Note'''--Total salary amounts must equal the Salary on the Confidential record
 
 
 
 
 
'''Confidential Information Data Elements'''
 
 
 
:'''NOTE:''' Confidential Information is required for PEP submission.
 
 
 
:'''Year'''--four digit school session (ex. 1213, 1314, etc)
 
:'''Years Count'''--number of years experience for salary determination
 
:'''Sabbatical Status'''--portion of school year in which sabbatical is being taken
 
:'''PIP Salary Amount'''--salary source from PIP participation
 
:'''Total Salary Amount'''--amount of annual salary; total of each salary amount on Site/Contract record must equal this amount
 
:'''Salary Reduction'''--indication of why salary is not standard amount for position of this employee
 
:'''Employee Type'''--either full time or part time
 
:'''Contract Day Count'''--the number of days a full time employee would work even if this employee is part time
 
:'''Workday Minute Count'''--the number of minutes per day a full time employee would work even if this employee is part time
 
 
 
 
 
'''Additional Demographic Data Elements Required for PEP submissions'''
 
:'''Cert Info'''--Certification Information. Enter information in the Active Certification section--Type, Number, Suffix, and/or Exception.
 
:'''Obsolete'''--Enter the type and code. Use the CTRL key to select multiple values of each category.
 
:'''General Ethnic/Religion'''--Select whether employee is Hispanic/Latino or Non-Hispanic/Latino
 
:'''Applicable Ethnic'''--Select either 01 American Indian or Alaskan Native, 02 Asian, 03 Black (Not Hispanic), 04 Hispanic (not required if employee is Hispanic), 05 White (Not Hispanic) or 06 Native Hawaiian or Pacific Islander. Multiple ethnic indicators can be selected.
 
:'''Highest Education'''--information required for all employees
 
:'''Retirement Code'''--select retirement system from list
 
:'''Status Code'''--select code from list
 
:'''Highly Qualified'''--enter up to 14 areas in which a certified employee is highly qualified. Each area requires a Method by which HQ was determined.
 
:'''Retiree CD'''--indication of whether a return-to-work retiree salary is with/without salary limits or caps
 

Latest revision as of 09:50, 30 September 2022

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