Good Morning Everyone! Presenter: Donna Goal of Webinar: Employee Evaluations For this session, having a copy of ‘this presentation’ plus flowchart and extra notes will be helpful! *go to our website, webinars I will be calling into the session in 0 minutes! Reminders: Upcoming webinars Mon Nov 2, New Hire Tab 1:30pm Mon Dec 7, Employee Help, Forms, Documents EC Connect Help … “What’s New” AC ‘Search For” Notes for Users: Please mute yourself to avoid feedback To ask questions during the webinar, use the chat option on your GotoMeeting Afterwards, the webinar will be posted on the Take Two website under ‘Online Training’

Leaves should be the primary source for indicating you were, are, will be away. Anytime you require replacement – leave Vacation Day /hours– leave Want to bank time or use banked time – leave Sick, personal day, bereavement – leave ProD – leave Union Business, Meeting – leave Request for Mat Leave, Pat Leave, Longterm leave – leave District Ofifice run workshop.. Workshop - leave W HAT IS A L EAVE

Support from Top Down Same rules for all groups including admin and people not requiring subs Accept no other paperwork, no other forms All adjustments (date, time) once approved MEANS input a new leave – not call board office to adjust! New paperwork for employees everytime! Must be consequences for negligent EIS.564 Sub Rec has no leave instances! C RITICAL STATEMENTS

Date Range Careful with Maximums and how that is affected at yearstart New Entry Deadline Date New Message at time of Entry !!! Using entitlement document L EAVES D EFINITION K EY F IELDS

Special Leave type that requires approval Browse/attach letter **Subtype Number of Days 999 ** Critical to not build sub records L ONG T ERM – LETTER ORIENTED L EAVES

Several PD Codes One for the long ones needing expense details One for internal workshops indicating do not use One for regular other PD Ask for additional conference, url details Ask for expenses and potential to provide advance Manage budget and expenses for PD Monies Use Committee voter(s) *** Same with Union Leaves to involve Union President ! P ROFESSIONAL D EV L EAVES

Two Leave codes so separate activity Earn the leave and separately Use the leave Using a Sub Type to enforce attachment Nicely builds Sub Rec, banks time then use B ANK T IME E ARN /U SE E XTRA -C URRICULAR H OURS

Same day next working day automatically creates the Sub Record and if ‘A” auto approves … REPORTING AVAILABLE To admin using EIS.538 format!!! Urgent Leave still builds sub record but still demands your approval ‘Y’ versus ‘A’ S ICK AND U RGENTS

Goal – get all principal leaves to go to a district/supt location … So that the Supt Dept can recommend and approve. Without this all leaves that are ‘Y’ means no approval ever. Update Location1 on F6-demog At time of recommend/approve – update the location to the school location so Sub Rec is correct. System smart on urgents to build with correct location P RINCIPAL L EAVES / A PPROVAL

FOR EACH LEAVE ‘WHAT TO KNOW’ ZLV – Leaves for multiple days ZSB – sent to Sub when Sub record deleted and sub ed regarding cancellation ZDY – sent when leave is denied PAY.120 E MAIL M ESSAGE C ODES

*** SHOW FLOWCHART and EXPLAIN Confirmation Nightly Job and Report How/what does it build, how to avoid duplicates ‘ D’elete Sub Record. Cancels leave or confirms that partial delete ‘C’hange Sub Record … adds an XCHNG status … how about Leave and EIS.564 F11 lines ending and handling Leave/Sub Recs Employee Terminates = Delete all future Sub Records Employee Changes locations = Delete and ask to resubmit all Leaves ??? Status Field in SUB.002 ‘X’ = exclude from EIS.564 for those occasions where you mass build for EA’s and other situations L EAVES AND S UB R ECORDS

Getting your calendar in to start Cutting off last year entries for June 30 th by ?? Allowing next year’s entries – tough! Which ones to allow early When to allow employees to begin booking? Synronizing with Payroll in their completing yearstart and applying opening earnings (PERS, SICK) Y EAREND AND Y EARSTART C ONSIDERATIONS

We hope you found this webinar helpful. If you have any further questions, please us The webinar will be posted on our Take Two website under ‘Online Training’