All Personnel Files: District Personnel File Management – SchoolFront

In the main navigation menu, selecting Personnel Files / All Personnel Files, displays the entire list of district employees and their personnel files in one searchable and filterable grid.

Applicable Roles

Any SchoolFront role that has been assigned access to the folder section

Contents

Grid/Column Definitions

Search and Filter

View/Download Files

Editing: File Names, File Location, Delete Files

PDF Packages, Zipped Package Files, Purge Files, Export Files

Additional Resources

Grid/Column Display and Definitions

Staff ID - The employee's ID number that is entered during district onboarding
Employee Name - As the employee's name appears in SchoolFront and throughout the district

File Name - The name of the digital file
Human Resource Folder Name - Where the file is contained in SchoolFront

Retention Period (Years) - Established with your Administrator or Solution Architect during district onboarding
File Expiration Date
Expired

Bargaining Unit - Display of the employee's associated bargaining unit, otherwise this will be left blank
Work Location - The location where the employee works
Active Status - If the employee is active, this is checked. If the employee is inactive, it will be blank

Employee Title - The employee's position title
Filed Date - When the document was filed into the personnel folder
Editor Name - Who filed the document
Date Last Edited - The last time the document was edited in the personnel folder

From QR Coded Scan - Indicates if the document originated from the district-initiated cover sheet scan
Legal Action
Assignment End Date
Hire Date - Employee's date of hire

Last Benefits Date
Longevity Date
Original Hire Date
Permanent Date

Search and Filter

To filter results, click the funnel at the top of any column you wish to find and filter your results by
Enter your criteria in the pop-up window

Note: what you enter in filtering is dependent on the type of column you are using, see Filtering Records in a Data Grid for more information on different column filter types

Click "Apply" and the grid will display your results

For more information about saving grid data and column layouts, see Creating Reusable Grid Data "Searches" (Views) and Create a Custom Layout (Column Sorts and Filters) for Records in a Data Grid.

View/Download Files

To view an individual line item, click the paper icon

The document will open in a separate PDF browser window for further actions as needed (download, print, etc.)

Note: Editing the document here does not alter the original saved document Right?

Editing: File Names, File Location, Delete Files

Click the pencil icon
"Edit Personnel File" will display
To edit the file name, click in the text bar to add/change the displayed information of the file's name
To change the location of a file to a different personnel folder, select the new destination from the drop-down
Click "Save Changes"

PDF Packages, Zipped Package Files, Purging Files, Export Files

PDF Package

Select boxes in the rows to be included in the PDF Package
Click "PDF Package"
The documents will open in a separate PDF browser window for further actions as needed (download, print, etc.)

Utilizing PDF Package is exceptionally efficient for gathering information requested by an auditor when a district is being audited. It allows the district to quickly gather the requested information without pulling huge paper files and only provides the auditor with only what was requested.

Zipped Package

Select the boxes in the rows to be included in the Zipped Package
Click "Zipped Package"
The files will download and display the following options to open or save them to your device