Managing Employee Data

• Need help?

• Employee Page
  • Employee page overview
  • Employee Views
  • New hire employee demographics screen
  • Employee demographics overview
  • Best Practice: What do I need to do to correct a SSN?
  • Steps to change an employee's SSN
  • Why is the UID and/or Payroll ID missing in HRMS?

• Processing New Hires and Rehiring Staff
  • Adding a new hire without PowerSchool applicant integration
  • Adding a new hires with PowerSchool applicant integration
  • When is the employee's original hire date added to HRMS?
  • Deleting a PowerSchool applicant record from new hire screen
  • Video-Entering new employees without PowerSchool applicant integration
  • Best practice: Removing someone who resigns before starting
  • Best practice: Tracking a sub who transitions to an employee in the same position

• Employee Page View Options
  • Viewing a list of all employees and substitutes
  • Overview of mass updates
  • Viewing position/employee hierarchy
  • How to update substitutes
  • How to update an employee's substitute profile
  • View/print an employee summary
  • View/edit the LEA's do not hire list
  • View/edit the dismissed teacher list
  • How to view budget code history for an employee

• Searching for Employee Information
  • Searching for employee information
  • Search historic applications
  • Searching for an applicant name with an apostrophe
  • How to view an employee's license data
  • Staff action search
  • Staffing options search
  • How to view and/or edit new hire details
  • How to view employee assignment history
  • Viewing assignment summary by location
  • How to search for substitutes
  • Staff Action Workflow Management

• Assignments
  • New employee position assignment
  • How to edit an assignment
  • How to edit assignment dates or employment status
  • Processing promotion, demotion, or salary changes
  • How to edit assignment and show change(s) for the same position
  • How do I change the pay method for someone in a current assignment?
  • Best practice: How do I remove a current assignment?
  • How do I move/transfer an employee from one assignment to another?
  • How to add assignment to existing employee when unable to process a transfer
  • How do I swap assignments between two employees?
  • Best Practice: How to automate assignment ending and separating temporary employees
  • When do assignments archive and future assignments become current?
  • Adding the position number on the payroll assignment records with LINQ/ISIS?
  • Should substitutes be given assignments?
  • Video-creating positions, adding assignments, and transfers

• Staff Action Console
  • Staff Action Console overview
  • Status and benefits summary
  • Which assignment actions are visible in Staff Action Console?
  • How to correct employee hire dates
  • New Hire staff action
  • When to use the re-employment staff action
  • Leave and disability staff action overview
  • Best practice: Leave of absence
  • How to add a separation
  • How do I remove a termination date for an active employee?
  • Why is there a rehire eligibility date on separations?
  • Best practice: How to change a future resignation date
  • What to do when editing an completed separation and receive error "Effective date...must remain in the past"
  • How to add a suspension
  • How to create a 'do not hire staff' action

• Other Actions on Employee Demographics Page
  • Adding comments to employee demographics page
  • How to correct employee dates
  • How to create or edit an employee's contract
  • How to print an envelope with employee's home address
  • How to print an envelope with employee's site address
  • Creating job actions (locally created) on an employee
  • Maintaining employee paraprofessional qualifications
  • Interface to view items in document management website
  • How to use local forms