good morning everyone! presenter: donna goal of webinar: employee evaluations for this session,...
TRANSCRIPT
Good Morning Everyone!Presenter: DonnaGoal 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, webinarsI 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 Webinar
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
WHAT IS A LEAVE
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!
CRITICAL 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
LEAVES DEFINITION KEY FIELDS
Special Leave type that requires approval Browse/attach letter **Subtype Number of Days 999 ** Critical to not build
sub records
LONG TERM – LETTER ORIENTED LEAVES
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 !
PROFESSIONAL DEV LEAVES
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
BANK TIME EARN/USEEXTRA-CURRICULAR HOURS
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’
SICK AND URGENTS
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
PRINCIPAL LEAVES / APPROVAL
FOR EACH LEAVE ‘WHAT TO KNOW’
ZLV – Leaves for multiple days ZSB – sent to Sub when Sub record deleted and
sub emailed regarding cancellation ZDY – sent when leave is denied
PAY.120 EMAIL MESSAGE CODES
*** 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
LEAVES AND SUB RECORDS
Getting your calendar in to start Cutting off last year entries for June 30th
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)
YEAREND AND YEARSTART CONSIDERATIONS
We hope you found this webinar helpful. If you have
any further questions, please email us
The webinar will be posted on our Take Two website
under ‘Online Training’
Thanks