Change Staff Position

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.

1. Login to SchoolFront as an Admin, HR or Business Office role.

2. Navigate to Staff Positions.

3. Select "End or Change position" within the Details Tab after choosing a staff member.

4. Select the applicable checkboxes. Note: Each Selection will activate a varied workflow

1. End or change Position
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     • Select the Applicable Checkboxes on how the Employee Accruals Should be Handled
     • Checking Start a New Position will activate a window to move the Employee to a new position
       •  Fill in all pertinent information for the new position.

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     • Save will become active after selecting an End Date and Clicking Refresh
2. Move this Position
   1. Select a New Position from the drop-down and click Move
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   2. Click Cancel or Yes on the Next Screen to confirm moving the position
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3. Change Attendance Group and Migrate Accrual Balances
   
   1. Select the New Attendance Group and Effective Date and Click Verify. Verifying will check for any open time cards that overlap with the Effective Starting Date.
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   2. Verify all information from the Current Position to the New Position and Click Update Accruals
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   3. 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.

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5. Select Save once satisfied. 

6. 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
• Save