Difference between revisions of "Employee Attendance Posting"
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'''Search''' - Field is provided to help browse the listing. | '''Search''' - Field is provided to help browse the listing. | ||
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| + | *Use the buttons such as '''TCH''' (teacher), '''BUS''' (bus driver), or '''SCH''' (all school staff) to filter the pick list of staff. | ||
| + | Click the '''Post Attnd''' button. An attendance record detail screen will appear. Basic details are described below: | ||
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| + | '''Reason''': A default reason such as “Sick Leave” may appear here. Click the drop down to select other reasons. | ||
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| + | '''Start Date / End Date''': By default, the “As of Date” from the setup box will appear here. This will be the default day absent when a new record is created. Adjust as needed. | ||
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| + | '''Days''': By default, the amount of days will be “1.00”. Use the drop down select to match the Start Date / End Date. '''NOTE''': It is very important that the '''Start Date / End Date''' match the count of '''Days'''. | ||
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| + | '''Hrs''': By default, this is “0”. If your district allows hours posting, enter the number of hours the employee was absent here. '''NOTE''': Be sure to consult with your district coordinator if unsure whether to use “hours” or not. | ||
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| + | '''Sub Fund''': Select the fund which will be paying for the substitute. If unsure, consult with the appropriate person in your district. | ||
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| + | '''Code''': By default, the Code of the staff member absent should show here. If blank, and if required by your district, click the drop down arrow to select the code of the person absent. | ||
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| + | '''Class''': By default, the Class of the staff member absent should show here. If blank, and if required by your district, click the drop down arrow to select the class of the person absent. | ||
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| + | '''Sub''': Click to select the Substitute who is covering for the staff member. | ||
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| + | *Click '''OK''' to store the staff attendance record. | ||
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| + | ==Main== | ||
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| + | [[File:empmain.png]] | ||
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| + | ===Column Headers=== | ||
# After entering the staff attendance record, the user will see the attendance record on screen as a row of information. | # After entering the staff attendance record, the user will see the attendance record on screen as a row of information. | ||
Revision as of 05:48, 22 May 2018
Permission Configuration
If the District Coordinator needs to control District Default settings for the staff attendance program: In User Management, the District Coordinator needs RW permissions for the category of Staff.
Next, in Staff, a RW Program permission is to be assigned for Post Transactions.
Finally, for Set District Defaults choose Insert/Update/Delete.
After security is given, in the Employee Attendance Posting program click Action, then District Defaults to set items such as Payroll Vendor, default attendance codes, hour/week limitations, ignoring staff hour limitations and setting pay periods.
Hrs/Week Sub Limit - Exclude any substitutes from the pick list that has worked more than the designated number of hours.
Ignore Staff - Ignore the hour limits set in the 'Hours/Week Sub List' for the substitute(s) chosen.
If there is a need for a security action that will allow the the District Coordinator to delete from a closed pay period:
- In User Management, the District Coordinator needs RW permissions for the category of Staff.
- Next, in Staff, a RW Program permission is to be assigned for Post Transactions.
- Finally, an Action permission of Delete from Closed Pay Period.
NOTE: If the user does not have this permission in User Management but the pay period is currently still open (there is no close date or future close date in District Defaults), then the user would be able to delete from a pay period.
Menu Location
On the left navigation panel, select Human Resources, Entry and Employee Attendance Posting.
Setup Options
Year / District / School - Set to desired Year, District, and School.
Show Active Only - Select the option to limit staff selection to only those employees who are active. This will filter out staff who have left the system.
As of Date - Set for the default date absence records will be posted for.
Show All Substitutes - Select this option to show all substitutes in the district (recommended).
Show Current Pay Period Records - Select to show only attendance records for the current month when working with a staff member. Most users select this option.
OK - Click to continue
Staff Attendance Entry
Click the Find button to bring up a listing of staff. Browse, then click on the staff member’s name that was absent.
Search - Field is provided to help browse the listing.
- Use the buttons such as TCH (teacher), BUS (bus driver), or SCH (all school staff) to filter the pick list of staff.
Click the Post Attnd button. An attendance record detail screen will appear. Basic details are described below:
Reason: A default reason such as “Sick Leave” may appear here. Click the drop down to select other reasons.
Start Date / End Date: By default, the “As of Date” from the setup box will appear here. This will be the default day absent when a new record is created. Adjust as needed.
Days: By default, the amount of days will be “1.00”. Use the drop down select to match the Start Date / End Date. NOTE: It is very important that the Start Date / End Date match the count of Days.
Hrs: By default, this is “0”. If your district allows hours posting, enter the number of hours the employee was absent here. NOTE: Be sure to consult with your district coordinator if unsure whether to use “hours” or not.
Sub Fund: Select the fund which will be paying for the substitute. If unsure, consult with the appropriate person in your district.
Code: By default, the Code of the staff member absent should show here. If blank, and if required by your district, click the drop down arrow to select the code of the person absent.
Class: By default, the Class of the staff member absent should show here. If blank, and if required by your district, click the drop down arrow to select the class of the person absent.
Sub: Click to select the Substitute who is covering for the staff member.
- Click OK to store the staff attendance record.
Main
Column Headers
- After entering the staff attendance record, the user will see the attendance record on screen as a row of information.
- To edit the staff attendance record, click on the row of information to be changed. The attendance record details screen will appear. Make any needed adjustments, then click the OK button to save the change.
- Click the Find button to move to the next staff member and repeat the entry steps above.
