HR Custom Code Fast Loader

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Menu Location

Human Resources > Loaders > HR Custom Code Fast Loader

Setup Options

Hrcustfastloadsetup.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. The user 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.

Grades - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

HR Special Codes - Click inside the box to choose Special Codes.

HR Custom Codes - Click inside the box to choose Custom Codes.

Active Only - Students who are actively enrolled for the current date.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

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

Main

Hrcustomcodefastloadmain.png

Left Side Columns

Last Name - Staff member's last name.

First Name - Staff member's first name.

Staff ID # - Staff member's identification number.

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

Payroll ID - Staff member's payroll ID number.

School - Staff member's school(s).

Code - Staff member's code(s).

Value - Description of code(s).

Begin Date - Staff member's code(s) begin date.

End Date - Staff member's code(s) end date.

Add - Add new code(s).

Right Side Columns

Code - Code number.

Description - Code description.

Post Dates:

Begin Date - This date is for the values posted as begin dates.

End Date - This date is for the values posted as end dates.

Value -

Overwrite - Overwrite the existing begin and end dates with this date. (Checked = Yes and Unchecked = No.)

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

Bottom

Hrcustomcodefastloadbottom.png

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.



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