Staff Allocation ₮ Confirm who is using Position Management and to accomplish

what tasks₮ Tips and Tricks₮ Discuss latest enhancements and thoughts

Session Intention₮ Those who say it cannot be done, should not interrupt those

doing it – Chinese Proverb

Uses₮ To provide account reconciliation with Payroll (For finance) ..

Religiously run POS.997 so that account charges are correct₮ To provide good visual view to schools of staff allocation ₮ Use <print> to confirm staffing at their location (October)

... Grow into ...₮ To provide reporting by program consistent with your

Superintendents’ department board/spreadsheet/list₮ Input budget and use staff allocation to monitor budget₮ Change request forms printed and submitted

Manage Positions?

Posn Control

Authority Teach Programs

Support Programs

#Locns #Positions Teach

#Positions Support

Avg Posn/Locn

Budget $

POS.997

SD72 H/R Yes Teach,Support 19 20 35 162 131 8.4 No Yes

DELTA ?? New Teach,DistTeach,SpedTeach 93 0 52 659 0 12.67 No No

SD23

FMPSD ?? Yes Teach,Support,TempCas 30 36 15 153 183 22 No Yes

BSD H/R Yes Teach,Support, EA,Divisional 48 74 32 448 576 32 Yes Yes

SDML ?? Yes Teach,Support 25 30 8 76 78 19.25 No YesRETSD

SOSD Finance Yes Teach,Support,Grant,Leave,A/R 28 39 33 200 200 12.12 Yes Y-Tch

N-Sup

WSD Finance Yes Tch,Sup,EA,Clerk Admin,Grants 75 135 120 841 1,295 17.80 No Yes

TMSD

PLPSD Payroll Yes Teach,Support, EA 30 24 12 207 41 20.67 No Y-Tch

N-EA

ISD

HSD

LSSD

Tips & Tricks₮ EIS.156 Authority Codes

₮ Top one is presented as the default – careful on new adds₮ EIS.157 Program Codes

₮ Teacher = T- Support = S- EA = E-₮ Do not want to create too many of these – increase complexity₮ Sort 1 and Sort 2 views allowed on District Views and Prints

₮ POS.200M Positions₮ Position number has logic AAOOOLLL (Authority, Object,Locn)₮ A little ??? Logic in the position will help (District admin)₮ Create just required programs in locations OR All ?₮ New indexes really Help

₮ PAI.280 Format YP? For Change form request – customized by position Teacher vs. EA ...

₮ New POS200M.csv template to easily get your FTE in !!!

₮ New View1 and View2 options (eis.157)

Second View/Sort allowsFor Grouping of categories** Use Same # to group

Report Options₮ POS.701 Setup formats used in Admin Connect

₮ Test formats/print options POS.501₮ POS.505 Print option allowed for District Views and Print options

₮ POS.998 for variance report F11 Skills vs. Position#s

₮ New <View> F11 New <Edit> = Print PAI.280 Ypx format

The goal here is for schools/departments to create the Transaction form – someone needs to be added/changedOr deleted … print the form and submit!?

₮ Discuss reporting/viewing on staff where skill <> Position#, ie: Special pots of money (Voc teacher hired from Grantx money)

₮ We need to input that into the F11 under the grant position# but it is a Grade 4 teacher ??? Problem anywhere?

₮ Should there really be an <Edit> or something where schools can comment/indicate expected new teaching position for staff – ie: teacher is still regular teacher but is switching from Grade4 to 5.

… or do we give them a TOC/SUB like selection screen?

Questions/Challenges