Difference between revisions of "Employee List"

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UNDER CONSTRUCTION!!!
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__NOTOC__
 +
'''This program will provide users with a list of employees from [[Human Resources]] records.  Numerous filters are provided to refine the list to meet the needs of the user.'''
  
−
'''This program will provide users a list of employees from Human Resource records.'''
+
==Menu Location==
  
−
#On the left, click on '''Human Resources'''
+
'''Human Resources > Reports > Employee List'''
−
#Under '''List''', select '''Employee List'''
 
−
#If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
  
−
The next items are not found on the standard setup options document.
+
==Setup Options==
−
 
  
−
If you want to further narrow your search:
+
[[File:emplistsetup5.png]]
  
−
'''Home Base''' - choose All, Yes or No -  school where employee is based
+
'''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.
  
−
'''Cert Type''' - choose type of certificate
+
'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
−
'''Cert Expire by''' - choose expiration date of the certificate
+
'''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.
  
−
'''Cert Area''' - choose area of certification.
+
'''NOTE''' - Empty For All Sites - Leave this school selection box blank to see employees regardless of their district/school number. If this box is blank, then the site code listed in HR Master will be skipped.
  
−
'''HQ Area''' - choose  All, Middle or High School area of the Highly Qualified
+
'''Home Base''' - Clicking the in the Home Base field will give the user the following three choices:
  
−
'''Degree''' - choose level of education
+
*'''All''' - This option will give the user all the records whether they have a Home Base or not.
  
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'''Object Code''' - choose Job Title
+
*'''Yes''' - This option will give the user the employees who have an assigned Home Base.
  
−
'''Function Code''' - Choose Job Function/Responsibilities
+
*'''No''' - This option will give the user the employes who do not have an assigned Home Base.
  
−
'''Status''' - Choose All, Active or Separated
+
'''Sex''' - The user can filter the list by gender.  Select Female, Male, or both.  Leaving the field empty will select both Female and Male.
  
−
'''Job Class''' - Choose job classification
+
'''Ethnic''' - The user can filter the employee list by Ethnicity by the appropriate choice from the pick list.  Leaving the field blank or selecting All will select all ethnic groups.
  
−
'''Active as of Hire Date''' & '''Hire Date''' - enter date to show active employment
+
'''Status''' - The user can filter the employee list by the employee's status: 
 +
*'''All''' - Select to see all Active and Separated employees. Note that if Status is All or Active, then the Separation From and To dates will become grayed out.
 +
*'''Active''' - Select to see only Active employees. Note that if Status is Active or All, then the Separation From and To dates will become grayed out.
 +
*'''Separated''' - Select to see only Separated employees. The Separation From and To dates will now not be grayed out.
  
 +
'''Status Code''' - Employee [[Human Resource Master]] Status Code.
  
 +
'''Employee Type Code''' - Employee [[Human Resource Master]] Status code.  Click inside the box for a list to choose from.
  
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Click '''OK''' to move to the next screen.
+
'''Sep Date From''' - The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
  
 +
'''Sep Date To''': - The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.
  
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'''Definitions of Column Headers'''
+
'''Hire Date From''' (Not the Employee Begin Date) - The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range. Hire Date is displayed on the demographic page.
  
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:'''To find definitions of commonly used columns follow this link:''' '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
'''Hire Date To''' (not the Employee Begin Date) -  The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range. Hire Date is displayed on the demographic page.
  
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In addition to the common column headers on this report are:
+
'''Active As Of Hire Date''' (not the Employee Begin Date) - If this option is selected, Hire Dates To and From will be grayed out and the list will be all of the employees who are active as of the Hire Date value. Hire Date is displayed on the demographic page.
  
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Object Function - seven digit number showing Job Title and Job Function/Responsibilities
+
'''Hire Date'''  (not the Employee Begin Date) - The Hire Date is used in conjunction with the Active As of Hire Date to generate a list of employees who were active as of the Hire Date. Hire Date is displayed on the demographic page.
  
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Job Class - single alpha character to show jab classification
+
'''Column''' - This field is used to determine which columns are displayed or printed.  (See the Columns section below)
  
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Emp Type - Employee Status Type, All, Active or Separated
+
'''Show Salary''' - Check the box to see employee salaries based on the criteria set above. '''NOTE''' - The user MUST have a profile of '''AD''' to view employee salaries.
  
−
Hire Date - lists the first day of the employee's hire date
+
'''[[Report]]''' - The user can click in this box to select a report that they have previously created.
  
−
Separation Date -
+
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
−
Separation Code -
+
[[File:emplistfilters3.png]]
  
−
Cert Type - type of Certificate the employee has earned
+
'''Cert Type''' - Select the Certificate Type (A, B, C, etc.).  Leave blank to select all.
  
−
Cert No - Certificate Number 
+
'''Cert Expire By''' - Enter the date the certificate expires.
  
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Cert Suf - Certificate Suffix
+
'''Cert Area''' - Select the certification area.  Leave blank to select all.
  
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Cert Area - Certificate Area  
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'''HQ Area''' - Select the HQ Area & Methods.  Leave blank to select all.
  
−
Cert Issue - Certificate issue date
+
'''Degree''' - Select the highest degree earned.
  
−
Cert Exp - Certificate Expiration Date
+
'''Object Code''' - Select the object code from the list.  Leave blank to select all.
  
−
HQ Areas and Methods -  
+
'''Function Code''' - Select the function code from the list.  Leave blank to select all.
  
−
Years Experience -  
+
'''Special Codes''' - These are the Staff special codes as chosen in a field from the [[Human Resource Master]]> Demographic tab. Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
  
−
Home Based Flag -  
+
'''Exclude Special Codes''' - Select Special Codes to exclude on report.
  
 +
'''Job Class''' - Select the Job Class from the list.  Leave blank to select all.
  
 +
'''HR Position''' - Select the [[Human Resources]] position from the list.  Leave blank to select all.
  
 +
'''HR Department''' - Select the [[Human Resources]] department from the list. Leave blank to select all.
  
−
'''To Print this Report'''
+
'''HR Custom Codes''' - District defined [[Human Resources]] Codes for employee classification.
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#Click the '''Print''' button at the bottom of the screen.
 
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#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
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#The default print option will be '''PDF'''.
 
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#Click the print button on this popup and a print preview window will appear.
 
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#'''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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#Click the print icon at the right end of this rectangle. Another print preview will appear.
 
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#Click the print button at the top left to print the report. Close the print preview.
 
  
 +
'''Exclude Custom Codes''' - Select Custom Codes to exclude on report.
  
−
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
+
'''OK''' - Click to continue.
 +
 
 +
==Main==
 +
 
 +
[[File:emplistmain5.png]]
 +
 
 +
'''Checkbox Selection''' - Select employee.
 +
 
 +
'''Last Name''' - Employee's last name.
 +
 
 +
'''First Name''' - Employee's first name.
 +
 
 +
'''Middle Name''' - Employee's middle name.
 +
 
 +
'''SSN''' - Employee's social security number.
 +
 
 +
'''Staff ID#''' - Staff member's identification number.
 +
 
 +
'''State Security ID''' - Staff member's state security identification number.
 +
 
 +
'''Payroll ID''' -Employee's payroll ID
 +
 
 +
'''School''' - Employee's site code.
 +
 
 +
'''Alt Site''' - Alternative site.
 +
 
 +
'''Object Function''' - Employee's Object/Function code.  The first 3 digits are the object code and the last 4 digits are the function code.
 +
 
 +
'''Emp Begin Date''' - Contract's begin date - This date is pulled from the [[Human Resource Master]] > Confidential tab for an employee.  It is programmed to pull the first date for the given setup year in the setup box.
 +
 
 +
'''Job Class''' - Employee's Job Class (Teacher, Administrator, Nurse, etc.).
 +
 
 +
'''Emp Type''' - Employee's type (Status: Active or Separated)
 +
 
 +
'''Employee Status''' - Employee [[Human Resource Master]] status code.
 +
 
 +
'''Hire Date'''  (not the Employee Begin Date) - The date for the Employee's first day of employment as displayed on the demographic page.
 +
 
 +
'''Sep Date''' - The first work day after the employee's last day of employment.
 +
 
 +
'''Sep Code''' - The reason the employee has left.
 +
 
 +
'''Address''' - The employee's street address.
 +
 
 +
'''Apt''' - The employee's department number, if applicable.
 +
 
 +
'''City''' - The city associated with the employee's address.
 +
 
 +
'''State''' - The state associated with the employee's address.
 +
 
 +
'''Zip''' - The zip code associated with the employee's address.
 +
 
 +
'''Country''' - The country associated with the employee's address.
 +
 
 +
'''Home Phone''' - The employee's home phone number.
 +
 
 +
'''Cell Phone''' - The employee's cellular phone number.
 +
 
 +
'''Email''' - The employee's work email address.
 +
 
 +
'''Birth Date''' - The employee's date of birth.
 +
 
 +
'''Sex''' - The employee's gender.
 +
 
 +
'''Eth''' - The employee's ethnicity group.
 +
 
 +
'''Degree''' - The employee's level of education.
 +
 
 +
'''Para Qualified''' - Para qualified check.
 +
 
 +
'''Cert Type''' - The employee's certificate type, if applicable.
 +
 
 +
'''Cert No''' - The identification number on the employee's certificate.
 +
 
 +
'''Cert Suf''' - The suffix of the employee's certificate number.
 +
 
 +
'''Cert Area''' - The employee's area of certification.
 +
 
 +
'''Cert Issue''' - The date the employee's certificate was issued.
 +
 
 +
'''Cert Exp''' - The expiration date of the employee's certificate.
 +
 
 +
'''HQ Areas & Methods''' - The employee's highly qualified area.
 +
 
 +
'''Years Exp''' - The employee's years of experience.
 +
 
 +
'''Home Base''' - The site code for the employee's home base.
 +
 
 +
'''Tenure Status''' - Four options are available.
 +
*'''00 Not applicable'''
 +
*'''01 Has tenure'''
 +
*'''02 Does not have tenure'''
 +
*'''03 Had tenure but lost it'''
 +
 
 +
'''Tenure Reason''' - Two options are available.
 +
*'''01 Lost due to effectiveness'''
 +
*'''02 Lost due to felony/other reason'''
 +
 
 +
'''Tenure Added''':  Date tenure was added.
 +
 
 +
'''Tenure Lost''':  Date tenure was lost.
 +
 
 +
'''Interface ID''' - Interface identification number.
 +
 
 +
'''Supervisor's Name''' - Employee's supervisor.
 +
 
 +
'''State ID''' - Staff's state identification number. (EScholar ID)
 +
 
 +
'''HR Position''' - Employee's position.
 +
 
 +
'''HR Position Description''' - Employees position description.
 +
 
 +
'''HR Department''' - Employee's department.
 +
 
 +
'''HR Department Description''' - Employee's department description.
 +
 
 +
'''HR Custom Codes''' - District defined [[Human Resource Master]] Codes for employee classification.
 +
 
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code. These are 'staff' special codes and come from the [[Human Resource Master]]> Demographics tab> Special Codes field.
 +
 
 +
'''Retirement''' - Employee retirement code.
 +
 
 +
'''Resident Program Type''' - Resident Program Type pulled from the Resident Program Type field in the [[Human Resource Master]] > Qualification tab.
 +
 
 +
'''Resident Placement %''' - Resident Placement % pulled from the Resident Placement % field in the [[Human Resource Master]] > Qualification tab.
 +
 
 +
'''Mentor''' - Mentor pulled from the Mentor field in the [[Human Resource Master]] > Qualification tab.
 +
 
 +
'''Contract Day Count''' - Contract Day Count pulled from the Contract Day Count field in the PEP100 record in the [[Human Resource Master]] > Confidential tab.
 +
 
 +
'''Workday Minute count''' - Workday Minute Count pulled from the Workday Minute Count field in the PEP100 record in the [[Human Resource Master]] > Confidential tab.
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
==Bottom==
 +
 
 +
[[File:mb640.png]]
 +
 
 +
'''Setup''' - Click to go back to the Setup box.
 +
 
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Communicate''' - This will allow a user to email or call  selected students.  There is a security requirement to use the Communicate button that needs to be set up in User Management by your district's administrator. To set up the security, you need a category of Telephony and a program of Communicate Button.
 +
 
 +
[[File:mb500.PNG]]
 +
 
 +
All students on the list will be called.  If you want to call selected students, highlight the student(s) that you want to call. Then choose '''Call''', and you will be transferred to the Student Event message set up box. The chosen students will already be listed in the '''Select Individual Students''' area. Follow the instructions for [[Student Event Messages]].
 +
 
 +
All students on the list will be emailed.  If you want to email selected students, highlight the student(s) that you want to email. Then choose '''Email'''. Enter the Subject and message to your email.  You can change your font type, font size, font color, etc.  Choose to send to student only or Parent/Guardian and then click Send or Cancel.
 +
 
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 
 +
'''Save''' - Click after all areas have been entered or updated.
 +
 
 +
'''[[Report]]''' - The user can click in this box to select a report that was previously created.
 +
 
 +
 
 +
 
 +
 
 +
 
 +
----
 +
[[Human Resources|'''Human Resources''' Main Page]]
 +
 
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 06:57, 6 June 2024

This program will provide users with a list of employees from Human Resources records. Numerous filters are provided to refine the list to meet the needs of the user.

Menu Location

Human Resources > Reports > Employee List

Setup Options

Emplistsetup5.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.

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.

NOTE - Empty For All Sites - Leave this school selection box blank to see employees regardless of their district/school number. If this box is blank, then the site code listed in HR Master will be skipped.

Home Base - Clicking the in the Home Base field will give the user the following three choices:

  • All - This option will give the user all the records whether they have a Home Base or not.
  • Yes - This option will give the user the employees who have an assigned Home Base.
  • No - This option will give the user the employes who do not have an assigned Home Base.

Sex - The user can filter the list by gender. Select Female, Male, or both. Leaving the field empty will select both Female and Male.

Ethnic - The user can filter the employee list by Ethnicity by the appropriate choice from the pick list. Leaving the field blank or selecting All will select all ethnic groups.

Status - The user can filter the employee list by the employee's status:

  • All - Select to see all Active and Separated employees. Note that if Status is All or Active, then the Separation From and To dates will become grayed out.
  • Active - Select to see only Active employees. Note that if Status is Active or All, then the Separation From and To dates will become grayed out.
  • Separated - Select to see only Separated employees. The Separation From and To dates will now not be grayed out.

Status Code - Employee Human Resource Master Status Code.

Employee Type Code - Employee Human Resource Master Status code. Click inside the box for a list to choose from.

Sep Date From - The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.

Sep Date To: - The Separation Date From value paired with the Separation Date To value is used to limit the list of employees to those that have separation dates within that range.

Hire Date From (Not the Employee Begin Date) - The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range. Hire Date is displayed on the demographic page.

Hire Date To (not the Employee Begin Date) - The Hire Date From value paired with the Hire Date To value is used to limit the list of employees to those that have separation dates within that range. Hire Date is displayed on the demographic page.

Active As Of Hire Date (not the Employee Begin Date) - If this option is selected, Hire Dates To and From will be grayed out and the list will be all of the employees who are active as of the Hire Date value. Hire Date is displayed on the demographic page.

Hire Date (not the Employee Begin Date) - The Hire Date is used in conjunction with the Active As of Hire Date to generate a list of employees who were active as of the Hire Date. Hire Date is displayed on the demographic page.

Column - This field is used to determine which columns are displayed or printed. (See the Columns section below)

Show Salary - Check the box to see employee salaries based on the criteria set above. NOTE - The user MUST have a profile of AD to view employee salaries.

Report - The user can click in this box to select a report that they have previously created.

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

Emplistfilters3.png

Cert Type - Select the Certificate Type (A, B, C, etc.). Leave blank to select all.

Cert Expire By - Enter the date the certificate expires.

Cert Area - Select the certification area. Leave blank to select all.

HQ Area - Select the HQ Area & Methods. Leave blank to select all.

Degree - Select the highest degree earned.

Object Code - Select the object code from the list. Leave blank to select all.

Function Code - Select the function code from the list. Leave blank to select all.

Special Codes - These are the Staff special codes as chosen in a field from the Human Resource Master> Demographic tab. Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.

Exclude Special Codes - Select Special Codes to exclude on report.

Job Class - Select the Job Class from the list. Leave blank to select all.

HR Position - Select the Human Resources position from the list. Leave blank to select all.

HR Department - Select the Human Resources department from the list. Leave blank to select all.

HR Custom Codes - District defined Human Resources Codes for employee classification.

Exclude Custom Codes - Select Custom Codes to exclude on report.

OK - Click to continue.

Main

Emplistmain5.png

Checkbox Selection - Select employee.

Last Name - Employee's last name.

First Name - Employee's first name.

Middle Name - Employee's middle name.

SSN - Employee's social security number.

Staff ID# - Staff member's identification number.

State Security ID - Staff member's state security identification number.

Payroll ID -Employee's payroll ID

School - Employee's site code.

Alt Site - Alternative site.

Object Function - Employee's Object/Function code. The first 3 digits are the object code and the last 4 digits are the function code.

Emp Begin Date - Contract's begin date - This date is pulled from the Human Resource Master > Confidential tab for an employee. It is programmed to pull the first date for the given setup year in the setup box.

Job Class - Employee's Job Class (Teacher, Administrator, Nurse, etc.).

Emp Type - Employee's type (Status: Active or Separated)

Employee Status - Employee Human Resource Master status code.

Hire Date (not the Employee Begin Date) - The date for the Employee's first day of employment as displayed on the demographic page.

Sep Date - The first work day after the employee's last day of employment.

Sep Code - The reason the employee has left.

Address - The employee's street address.

Apt - The employee's department number, if applicable.

City - The city associated with the employee's address.

State - The state associated with the employee's address.

Zip - The zip code associated with the employee's address.

Country - The country associated with the employee's address.

Home Phone - The employee's home phone number.

Cell Phone - The employee's cellular phone number.

Email - The employee's work email address.

Birth Date - The employee's date of birth.

Sex - The employee's gender.

Eth - The employee's ethnicity group.

Degree - The employee's level of education.

Para Qualified - Para qualified check.

Cert Type - The employee's certificate type, if applicable.

Cert No - The identification number on the employee's certificate.

Cert Suf - The suffix of the employee's certificate number.

Cert Area - The employee's area of certification.

Cert Issue - The date the employee's certificate was issued.

Cert Exp - The expiration date of the employee's certificate.

HQ Areas & Methods - The employee's highly qualified area.

Years Exp - The employee's years of experience.

Home Base - The site code for the employee's home base.

Tenure Status - Four options are available.

  • 00 Not applicable
  • 01 Has tenure
  • 02 Does not have tenure
  • 03 Had tenure but lost it

Tenure Reason - Two options are available.

  • 01 Lost due to effectiveness
  • 02 Lost due to felony/other reason

Tenure Added: Date tenure was added.

Tenure Lost: Date tenure was lost.

Interface ID - Interface identification number.

Supervisor's Name - Employee's supervisor.

State ID - Staff's state identification number. (EScholar ID)

HR Position - Employee's position.

HR Position Description - Employees position description.

HR Department - Employee's department.

HR Department Description - Employee's department description.

HR Custom Codes - District defined Human Resource Master Codes for employee classification.

Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. These are 'staff' special codes and come from the Human Resource Master> Demographics tab> Special Codes field.

Retirement - Employee retirement code.

Resident Program Type - Resident Program Type pulled from the Resident Program Type field in the Human Resource Master > Qualification tab.

Resident Placement % - Resident Placement % pulled from the Resident Placement % field in the Human Resource Master > Qualification tab.

Mentor - Mentor pulled from the Mentor field in the Human Resource Master > Qualification tab.

Contract Day Count - Contract Day Count pulled from the Contract Day Count field in the PEP100 record in the Human Resource Master > Confidential tab.

Workday Minute count - Workday Minute Count pulled from the Workday Minute Count field in the PEP100 record in the Human Resource Master > Confidential tab.

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

Bottom

Mb640.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Communicate - This will allow a user to email or call selected students. There is a security requirement to use the Communicate button that needs to be set up in User Management by your district's administrator. To set up the security, you need a category of Telephony and a program of Communicate Button.

Mb500.PNG

All students on the list will be called. If you want to call selected students, highlight the student(s) that you want to call. Then choose Call, and you will be transferred to the Student Event message set up box. The chosen students will already be listed in the Select Individual Students area. Follow the instructions for Student Event Messages.

All students on the list will be emailed. If you want to email selected students, highlight the student(s) that you want to email. Then choose Email. Enter the Subject and message to your email. You can change your font type, font size, font color, etc. Choose to send to student only or Parent/Guardian and then click Send or Cancel.

Help - Click to view written instructions and/or videos.

Save - Click after all areas have been entered or updated.

Report - The user can click in this box to select a report that was previously created.



Human Resources Main Page

JCampus Main Page

Retrieved from EDgear Wiki