The Board Packet allows users to print a board packet that includes employee data, such as changes in employment for review. The Board Packet also allows users to manually enter employment changes pertaining to existing staff members using the Adjustments tab.
1. From the Human Resources menu, click Board Packet.
2. The Board Packet defaults to the Report tab.
3. Enter the Date Range starting with the beginning date in the first text box and the ending date in the second text box.
4. Select the Only Unprinted changes check box to ensure that entries included on a previously printed report are not included in duplicate.
5. Select the Hide "Other" Records check box to refine results.
6. Click Search.
The Board Packet Results display.
7. Enter the Print Date in the text box.
8. Enter the Report Name in the text box.
9. Select the Store Dates check box to ensure the Printed Date is remember upon generating the next board packet.
10. Select the Show Descriptions check box to display the Description column in the printed board packet.
11. Click Print.
12. Click Print.
Manually enter any employment changes pertaining to an existing Staff Member on the Adjustments tab.
1. From the Human Resources menu, click Board Packet.
2. Click the Adjustments tab.
3. Select the applicable Year from the pull-down.
4. Click Search to view adjustments previously added for the selected year.
5. Enter the information for the adjustment using the top row.
6. Select the Staff Member from the pull-down.
7. Select the Facility from the pull-down.
8. Select the Job Title from the pull-down.
9. Select the Staff Type from the pull-down.
10. Select the Type from the pull-down, such as Employment, Promotion, Change, etc.
11. Enter the Date in the text box.
12. Enter the Description in the text box.
13. Select the Printed check box to include the adjustment in the printed board packet.
14. Press the Enter key to save the entry.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
If there are multiple pages of data, click the Prev and Next buttons to navigate through pages. You can also enter a number in the Page text box to jump to a page.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information on how to use the Filters feature, see Filters.
You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.
