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'''-'''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.
+
*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 blank in order to access the tabs at the bottom of the [[Human Resource Master]]. If the action is set to '''Update''', the user will only have access to the Demographic tab.
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*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.
 
 
====Video====
 
[[media:HR-AddEmploy.mov|Adding an Employee video]]
 
  
 
==Menu Location==
 
==Menu Location==
  
[[File:humanresmenu.png]]
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'''Human Resources > Entry > Human Resource Master'''
 
 
On the left navigation panel, select '''Human Resources''' > '''Human Resource Master'''.
 
  
 
==Setup Options==
 
==Setup Options==
Line 37: Line 32:
 
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]].
  
=='''[[Demographics Tab]]'''==
 
  
=='''Education Tab'''==
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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.
  
=='''Qualification Tab'''==
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=='''[[Demographics Tab]]'''==
 
 
[[File:qualificationstab.png]]
 
 
 
'''Delete''' - Click to delete information in this row
 
 
 
'''Credential Type'''
 
 
 
'''Non Educator Credential Type'''
 
 
 
'''Non Teaching Credential Type'''
 
 
 
'''Teaching Credential Type'''
 
 
 
'''Teaching Credential Basis'''
 
 
 
'''Credential Authorized Function'''
 
 
 
'''Authorized Instruction Level'''
 
 
 
'''Teaching Field or Area Authorized'''
 
 
 
'''Fee Amount'''
 
 
 
'''Fee Payment Status'''
 
  
'''Fee Payment Date'''
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=='''[[Absences Tab]]'''==
  
'''Program Sponsor'''
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=='''[[Education Tab]]'''==
  
'''Credential Description'''
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=='''[[Qualification Tab]]'''==
  
'''Date Credential Requirement Met'''
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=='''[[Employment Tab]]'''==
  
'''Credential Issuance Date'''
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=='''[[Confidential Tab]]'''==
 
 
'''Credential Expiration Date'''
 
 
 
'''Initial Credential Issuance Requirements'''
 
 
 
'''Induction Program Mentor'''
 
 
 
'''Credential Renewal Requirements'''
 
 
 
'''Number of Units Required for Credential Renewal'''
 
 
 
'''Credential Renewal Units Attempted'''
 
 
 
'''Staff Advisor for Credential Renewal'''
 
 
 
'''Credential Renewal Date'''
 
 
 
'''Background Check Type'''
 
 
 
'''Background Check Completion Date'''
 
 
 
'''Assessment Information'''
 
 
 
'''ID System'''
 
 
 
'''Institution Information'''
 
 
 
'''Save'''
 
 
 
'''Rid'''
 
 
 
'''Key'''
 
 
 
 
 
'''Other Qualifications:'''
 
 
 
'''Prior Experience'''
 
 
 
'''Public Service'''
 
 
 
'''Related Traveling Experience'''
 
 
 
'''Other Interests'''
 
 
 
'''Para Qualified'''
 
 
 
'''Publications'''
 
 
 
'''Internship/Apprentice'''
 
 
 
'''Membership'''
 
 
 
'''Resident Program Type'''
 
 
 
'''Resident Placement %''' - This refers to the % of time a Resident teacher was in the district and what Mentor teacher they were with.
 
 
 
=='''Employment Tab'''==
 
 
 
[[File:employmenttabnan.png]]
 
 
 
'''Delete''' - Click to delete information in this row.
 
 
 
'''Institution'''
 
 
 
'''Business Type'''
 
 
 
'''Start Date'''
 
 
 
'''Teaching Assessment & Level'''
 
 
 
'''Employment Nature'''
 
 
 
'''Status'''
 
 
 
'''Seperation Reason'''
 
 
 
'''Contact Information'''
 
 
 
'''Supervisor and Mentor'''
 
 
 
'''Entry Information'''
 
 
 
'''Salary Compensation'''
 
 
 
'''Benefit Compensation'''
 
 
 
'''Benefit Contributions'''
 
 
 
'''Beneficiary'''
 
 
 
'''Payroll Info'''
 
 
 
'''Tax Withholding Info'''
 
 
 
'''Attendance Status'''
 
 
 
'''Grievances'''
 
 
 
'''Save'''
 
 
 
'''Record No'''
 
 
 
'''Key'''
 
 
 
=='''Confidential Tab'''==
 
 
 
[[File:confidentialtabnan.png]]
 
 
 
===Additional PEP 100 Staff Demographic Info===
 
===Contracts/Site Position Information===
 
 
 
*Note: The user may click on the paperclip next to the employee's name at the top shaded area to show "Employee" Doc Archive Records.
 
  
 
==Bottom==
 
==Bottom==
  
[[File:humanresourcebottom.png]]
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[[File:hrmasterbottom.png]]
  
 
===Bottom Tabs===
 
===Bottom Tabs===
 
+
See above for details.
'''Demographics'''
 
 
 
'''Education'''
 
 
 
'''Qualification'''
 
 
 
'''Employment'''
 
 
 
'''Confidential'''
 
  
 
===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 StaffHuman Resource RWSSNInsert 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

Humresmastsetup.png

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

Hrmasterbottom.png

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.



Entering Confidential, Site and Contract Information




Human Resource Master Main Page


Human Resources Main Page


JCampus Main Page

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