SchoolFront users with Administrator and Human Resources Roles have access to the Human Resources menu options.
Once any scanning, QR Coding/Parsing, and the 1st round of QC (Quality Check) processes for your districts personnel files has been completed, follow these steps to ensure Personnel Folder and File Placement is correct.
- Navigate to All Personnel Folders
NOTE: To make sure you are completing the 2nd round of the QC process, you will need to filter the records. For information on filtering, please see our article: Filtering Records
- At the top of the grid, go to the following columns:
- “Date Last Edited” Column- Filter from the date provided to you by your SchoolFront Solution Architect to ensure you are completing the final check of the records that have already been checked by SchoolFront’s QC1 process.
- From QR Coded Scan- Filter by “Checked”
- A new screen will populate and you will enter the dates to have the records filtered by.
- For the “Form QR Coded Scan” filter, the screen will display like this:
- Filter by Employee Name
NOTE: You can save this search so you can re-visit the employee and by-pass the prior steps if you do not have time to get through the entire file:
- Select the Binoculars next to the drop-down menu, “No Saved Searches”
- Enter the Grid View Name you wish to save it as and click Save. When you re-visit District File Management, this name will now appear as an option in the drop-down menu now named, “Saved Searches”
You will now see the employee and all of their consequential files and folders:
- Once you have an employee displayed, you can also filter by the following:
- Human Resources Folder Name
- File Name
- To verify that the file name is in the correct folder and vise vera, select the “View icon”
- This will then Download a PDF of the document
- As long as the file type and its corresponding folder are correct, you can move onto the next file.
NOTE: It is recommended that after you have completed the QC process of the file, you remove the downloaded PDF’s from your computer.
PDF Package of the Files
You can select multiple files to download as PDF’s and review them at once. This is helpful if you have more than one monitor, and want to review the PDF’s on one screen and the make the changed in SchoolFront on another.
This can be accomplished in different ways, depending on what you are in need of. You can select “PDF Package” and this will download everything on your screen into 1 PDF file.
You can select files on at a time by checking the boxes (shown in red circle), select all files at once by clicking the black checkbox, or de-select files by checking the white checkbox.
If a file needs to be moved to a different folder, select the pencil icon.
A window will display and you can now change the file destination folder. Select the appropriate folder from the drop-down menu and select Save Changes. The File Name field is editable here as well, if this is incorrect.