Scanning/Laserfische

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Presentation transcript:

Scanning/Laserfische Human Resources Credentials CODESP Retirement STRS/PERS Document Management Scanning/Laserfische Technology Disaster Recovery Fiber Networks- Connecting your Schools SharePoint Optimizing Your Lab Infrastructure Sub-Finder Accounting GASB45/Revenue Limit/Mandated Costs Benefits Management QSS Position Control-Payroll-Budget State of the Governors Budget School Business QCC Finance - Grant /Pupil Accounting Payroll Risk Management Preventing School Arson Purchasing- PO Routing Office 2007 Fixed Assets Absence Tracking Excel QCC Word Integrated Resources Seminar QSS QCC Absence Tracking Upload

Presenter Information Name: Allen Tang Title: Application Support Analyst Email: allen_tang@sccoe.org Phone: (408) 453-6748 (Help Desk) Talk about Help Desk Provide address if they promise to send money.

Goal of this Seminar Set your upload Sheets Upload absences Error Checking Verification Districts use many different methods: Cards, homegrown databases, spreadsheets Today: present an approach that will allow you to integrate this process with QSS. Absence Tracking is its own module Exists on its own function link in QCC (so you can set security accordingly)

Benefits Integration! Ease of Use Sychronization Putting the pieces together…. Perhaps, this is a piece of the puzzle that you were missing. Reports One central location where absences are managed Ease of Use - One screen allows you to see all the absence information for an employee.

Absence Tracking

QCC Absence Tracking Screen You can access the Absence Tracking screen by SSN, Ext. Ret. # or Name. On the main screen you have access to the balance information, the leave transactions and you can look at a summary view or detail view. You have options to look at a snapshot of balances as of a specific date. And you can gridify each area into Excel.

Absence Tracking Add Screen This screen allows you to add an individual absence transaction for a person.

Absence Tracking Import Function The Change screen allows you to make changes. This should be done for correctional purposes mainly.

Import Screen Select File to be uploaded after clicking on open folder You can import information from say a time keeping system.

Upload Sheet Sheet can be excel or CSV file Sheet headers are optional as there is an option to remove headers when uploading District number, Employee ID OR SSN, Leave Reason, Units, Start Date, End date, Remark are headers and are required to be entered in that order. You have the ability to do an advanced search to find a group of people you want to process at one time.

Example of a Sheet Double-click to bring up Absence Tracking window .

Grid Import

Verify Data

Final Upload

Summary Using Absence Tracking Uploadwill: It only takes 3 steps! Save time Keep your records up to date It only takes 3 steps! We’ve covered the basic areas of the Absence Tracking module. Implementing Absence tracking will help your district integrate their systems and allow for valuable reporting. And set only takes 3 steps!

Questions?

Let’s put the pieces together! Thank you for attending!