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

taketwo@taketwoinc.com

The webinar will be posted on our Take Two website

under ‘Online Training’

Thanks