Below are the steps to change or end a staff member's position within SchoolFront.
*Note: Please review all employee balances before ending a position and starting a new one. Attendance entries after the end date DO NOT CARRY OVER to the new position. These can be deleted automatically and will need to be re-entered by HR.
Applicable Roles:
- Administrator
- Human Resources
- Business Office
For Administrators and Business Office users, navigate to Human Resources - Staff Positions. For Human Resources, navigate directly to Staff Positions in the left navigation menu:
Next, select the staff member from the Position Staff grid by clicking the magnifying glass, then select "End or Change Staff Position":
Select the applicable checkboxes for the change you are making:
*Note: Each selection will activate a varied workflow
End or Change Position
Select the applicable checkboxes on how the Employee Accruals should be handled. If checking "Start a New Position", enter the Position End Date, and then the system will activate a window to move the Employee to a new position:
New Position
Fill in all pertinent information for the new position, then click "Update Accruals":
Move this Position
Select a New Position from the drop-down and click Move
Click Cancel or Yes to confirm moving the position:
Change Attendance Group and Migrate Accrual Balances
Select the New Attendance Group from the drop-down, and Effective Date and Click Verify. Verifying will check for any open timecards that overlap with the Effective Starting Date.
Verify all information from the Current Position to the New Position:
After Scrolling down, you will see on the left, all of the remaining attendance balances from the ended position. The system will automatically calculate the carryover balance to the new position. On the right side will be the carryovers being moved into their new position. Here you can manually change the new accrual amounts. When completed, click "Save"
Once updated, go to the newly created staff position, click on the Work Schedules tab to add the work schedule for the staff member:
Click New Work Schedule, enter start date and select work schedule and click save.