Using Pay Variables with Claim Forms

Applicable Roles 

• HR Admin
• HR Team
• Forms Admin

Contents

Create Pay Variables

Create Claim Form with Pay Variables

Notification Markers for Claim Forms

Pay Codes

Adding Employee Pay Variables

Importing/Exporting Employee Pay Variables

Create Pay Variables

*Applicable Roles: Administrator or Solution Architect Only

Pay Variables need to be created first by your Solution Architect or SchoolFront Administrator before they can be used in a Claim Form

1. Navigate to Feature Administration in the left navigation menu, then in the Human Resources section click "Pay Variables":

2. Click, "New District Pay Variable"
3. Enter the Pay Variable Name, Pay Variable Identifier and Pay Variable Description
4. Click "Insert":

Create Claim Form with Pay Variables

1. Navigate to Process Forms/Form Category Management:
2. Click "New Form Category"
3. Select "Claim Form" from the Form Type dropdown menu
4. Enter the name, and description of the Form
5. Click "Save":

6. Next, select Process Forms/Form Management
7. Select "New Process Form"

8. In the Details section of the form, select the Process Category from the dropdown menu

   

9. Enter Form Name
10. Click the "Enabled" box
11. Enter the form description and select all other pertinent form options based on the form (Folders, Tasks, Display options, Introduction/Email Paragraphs etc.):
12. Scroll down the form to "Claim Form Settings" and enter the settings required for the form. 
13. Once completed, click "Insert" at the bottom of the form:

14. Next, select "Template Builder" within the form to begin customizing the form:

*For detailed instructions on using the Template Builder, please see Using the Template/Notification Builder: Forms & Notifications 

In this example, we have added tables with a logo and header and have added tables with fields to be populated along with custom fields. Notification Markers specific to Claim Forms can also be used within your form: 

Notification Markers for Claim Forms

Here are the examples of Notification Markers that can be utilized within a Claim Form:

15. Once you have completed designing your form in the template builder, click "Save". 

Pay Codes

1. To enter Pay Codes within the form, click the "Pay Codes" tab

   

2. Click "New Claim Form Pay Code":

   

3. Select the Pay Code by checking the box
4. Click "Save":

Adding Employee Pay Variables

1. Navigate to Human Resources / Employee Pay Variables in the left navigation menu

2. Click "New Pay Variable"

   

3. In the Details section of the New Pay Variable, select the staff from the dropdown and the Pay Variable from the dropdown. 
4. Enter the Effective Start Date and End Date
5. Enter the Salary Value or Hourly Value and Per Value
6. Click " Insert"

Importing/Exporting Employee Pay Variables

1. Navigate to Import/Export - Import Employee Pay Variables: 
2. From here you can choose to Export the file, and the pay variables will download to an excel spreadsheet:
3. Or Upload a Pay Variable Excel File to Import Pay Variables: