Employee History Entry and Viewing Processes

Adding of new history information

• Find the employee to add information via the Search Magnifying Glass icon

• Open Personnel Folder

• Click the three dots on the Employee History Sleeve

  • Click on Add New

    • If employee has a previous entry, you will get dialog below. Click Yes to archive

      • Are you sure you want to archive this document? The document will be archived and will only be accessible from the Sleeve History.

    • Form will load. Enter School Year, Date, Location, Position Information, and Rate/Salary

      • Only required field is date

    • Click Save Final to submit

Exporting/Viewing an Employee’s entire History

• You do not need to find employee first

• Click on Reports from the Left Menu

• Click Custom Reports

• Click on the down arrow to the left of the Save Button

  • Select Employee History from the list

  • Do not Edit or Remove any fields since this will alter report for all users if saved

  • Click View Report

    • Once report loads, click on Show filters

    • Click on Form Status and selected both Active Forms and Archived Forms

    • All employees' will start to display

      • To limit Enter Employee’s Last Name

        • If more than one employee displays, replace name with the Employee’s Number

    • You can view found employee’s data on screen or Export all data and open in Excel