Difference between revisions of "Staff Form"
| (6 intermediate revisions by the same user not shown) | |||
| Line 4: | Line 4: | ||
==Menu Location== | ==Menu Location== | ||
| − | + | '''Human Resources > Reports > Staff Form''' | |
| − | |||
| − | |||
| − | |||
==Setup Options== | ==Setup Options== | ||
| Line 15: | Line 12: | ||
'''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. | ||
| − | '''District''' - Default value is based on | + | '''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 | + | '''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. |
'''Staff''' - Click in the box for a list of staff to choose from. | '''Staff''' - Click in the box for a list of staff to choose from. | ||
| Line 71: | Line 68: | ||
'''Setup''' - Click to go back to the Setup box. | '''Setup''' - Click to go back to the Setup box. | ||
| − | '''Print''' - | + | [[Standard Print Options | '''Print''']] - This will allow the user to print the report. |
| + | |||
| + | '''Help''' - Click to view written instructions and/or videos. | ||
| + | |||
| + | '''Print Forms''' | ||
| − | ''' | + | *Click the '''Print Forms''' button at the bottom of the page. |
| + | *A print preview window will appear. | ||
| + | *'''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. | ||
| + | *Click the print button at the top left to print the report. Close the print preview. | ||
| − | ''' | + | '''Print List''' |
*Click the '''Print''' button at the bottom of the page. | *Click the '''Print''' button at the bottom of the page. | ||
| Line 85: | Line 90: | ||
*Click the print button at the top left to print the report. Close the print preview. | *Click the print button at the top left to print the report. Close the print preview. | ||
| − | + | Sorting and other data manipulations are explained in the following link: [[List Programs Instructions/Video]] | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
---- | ---- | ||
Latest revision as of 13:12, 31 July 2023
This report will show the listing of staff and their absences along with the ability to print the forms.
Menu Location
Human Resources > Reports > Staff Form
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 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.
Staff - Click in the box for a list of staff to choose from.
From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
Print SSN on Report- Check to include social security numbers.
Print Subfund Source on Staff Form - Check to include subfund sources.
Include Staff with Perfect Attendance - Check to include staff with perfect attendance.
OK - Click to continue
If you need instructions for setup values to be used, follow the link for: Standard Setup Options.
Main
Column Headers
Staff SID - Staff identification number
Staff Name - Staff name
Code - Code of absence
Start Date - start date of the absence
End Date - end date of the absence
Days - number of days absent
Hours - total hours absent
Reason - reason for absence
Sub SID - ID of the substitute who worked for the staff member
Sub Name - Name of substitute
School - School site number
NOTE: A District Policy comment can be added to the Sub Form from the Employee Attendance Posting program.
To find definitions of commonly used columns follow this link: Common Column Headers.
Bottom
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.
Print Forms
- Click the Print Forms button at the bottom of the page.
- A print preview window will appear.
- 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.
- Click the print button at the top left to print the report. Close the print preview.
Print List
- Click the Print button at the bottom of the page.
- A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
- The default print option will be PDF.
- Click the print button on this popup and a print preview window will appear.
- 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.
- Click the print button at the top left to print the report. Close the print preview.
Sorting and other data manipulations are explained in the following link: List Programs Instructions/Video
