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How to manage Required Documents  REQDOCS Certificate.. One for all groups or separate formats for Support,Tch,Maint …?  Indicate What items (EIS.132)

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Presentation on theme: "How to manage Required Documents  REQDOCS Certificate.. One for all groups or separate formats for Support,Tch,Maint …?  Indicate What items (EIS.132)"— Presentation transcript:

1 How to manage Required Documents  REQDOCS Certificate.. One for all groups or separate formats for Support,Tch,Maint …?  Indicate What items (EIS.132) are required and format it in EIS.180.. Consider starting all codes with REQxxx  When dealing with an individual - ‘R’ and consider putting an ‘X’ = got it, and a ‘#’ - missing for all things you need to wait for  Use EIS.491 to report on what is missing/outstanding = expire = 01/01/01 H/R Additional Topics

2 How to manage Required Documents  F20 = Same info … this screen more visual  Only go to F20 if you have to edit/check dates H/R Additional Topics

3 Second Topic: Certificates and Reporting  How to differentiate between PD (F10) and Certificate/Endorsements (F20)  PD (F10) probably just from Workshops (and only if necessary) or for very specific items like Safety Boots and Credits for Maintenance Staff.  EIS.491 - Who is missing something, has something purely based on the endorsement  PAY.494 - List all staff by F11 and confirm with X’s what they have or are missing  PAY.495 – List all staff by F11 and if they have a certain skill H/R Additional Topics

4  Each report has its own style H/R Additional Topics EIS.491 ------------------------------------------------------------------------------------------- AFINOGENOV, ADAM DISTRICT CUST 204 555-1212 TEACHSKILL CUSTODIAN CLNR 004 DISTRICT OFFICE 100.00 8.00 1/01/05 12/31/29 MATH MATHEMATICS 3/21/06 AFINOGENOV, CHERYL M. WACHOVIA TEACH 204 434-6789 204 333-2222 2 TEACHSKILL 6/30/12 *EXPRD VICE-PRINCIPAL ROVER 001 WACHOVIA SECONDA 50.00 RECALL 7/01/12 12/31/29 CUSTODIAN HCTK 003 JOE LOUIS ELEMEN 4.00 SECONDMENT 2/02/13 5/01/13 COVER MATH MATHEMATICS 11/17/08 PHYSED PHYS ED 12/01/10 PAY.494 -------------------------------------------------- Employee Hm Phone Bs Phone MATH PHYS ED ----------------------------------------------------------- AFINOGENOV, CHERYL M. 434-6789 333-2222 C. AFINOGENOV, EVANS 555-1212.. AFINOGENOV, KAREN 555-1212 444-4444.. AFINOGENOV, MICHELLE 555-1212.. PAY.495 ------------------------------------------------------------------------------------- Employee Position SubTy Location Status Endorsement Level Expiry --------------------------------------------------------------------------------------------- AFINOGENOV, CHERYL M. VICE-PRINCIPAL ROVER 001 WACHOVIA EXC MATH COVER AFINOGENOV, EVANS TEACHER CLASS 003 JOE LOUIS TERM AFINOGENOV, KAREN TEACHER 005 M.L. GARD PERM AFINOGENOV, MICHELLE TEACHER 001 WACHOVIA PERM

5 Future Thought - New Staff Orientation Tab  The Goal: Proper introduction for new staff and a place for them to find out information and complete things we need, ie: you have been hired - now what??  Browse/attach items  Read/access pertinent information  Advertise for and accept required documents ???  Thinking must offer setup per Position?? Or Record Type?? What if we have a person with both Sub Teacher and Teacher.. Would those things look different - YES H/R Additional Topics

6 What would it look/act like?  Sign into Employee Connect  New Tab ???  Pre-design in Core by Position as to  What documents to read, go over?  What documents to sign, browse, attach?  What questions to answer?  What things should we get ??? H/R Additional Topics


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