The Print ID Badges screen is used to customize and print user ID badges.
1. In the Users menu, click Print ID Badges.
2. In the search screen, enter search criteria to locate the group of users and click Search.
For example, enter the user names, user IDs, or EINs in the User Search text box.
Or, to print ID badges for all users with a certain profile at the school, click More Search Options, click Name, Username & Profile, and select the appropriate profile in the Profile pull-down.
See Navigating & Searching for detailed instructions on the various ways to search for users.
The users returned in the search are listed at the bottom of the next screen. At the top of the screen are the badge settings.
Your profile must have the Edit permission for the Print ID Badges screen in order to change and save the badge settings. The settings will be grayed out if your user profile only has the View permission for this screen.
3. Select a Logo option.
Select None to have no logo.
Select District to use the district logo. This uses the logo that displays at the top-left of the Portal screen.
Select School to use the school logo. This uses the logo uploaded in the School Fields system field with the alias "school_logo." If this option is selected and there is no school logo uploaded, the district logo will be used.
When "None" is selected, the words "ID Badge" display on the badge in the place of the district or school logo.
4. Select an Orientation for the badge, Vertical or Horizontal.
5. Select a Color. The selected color will display behind the school or district name on the badge.
6. Select a Layout, One-Sided or Two-Sided.
7. If Two-Sided was selected, click Edit and enter the text that will display on the back of the badge in the pop-up window.
The text you enter will display on the back side of the badge beneath the Issue Date of the badge (the date the badge was generated). To hide the issue date, select "Suppress Issue Date on the back" in the Other Options section of the screen.
8. To include or remove the staff ID from the badge, select or deselect Include ID on Badge.
9. Select Suppress Issue Date on the back to hide the issue date on the back of the badge.
10. Select Use District Name instead of School to use the district name instead of the school name on the badge.
11. To include a user or school field on the badge, select the Custom Field.
Text, number, date, time, select one, select multiple, and computed field types are available for selection. The field will appear on the badge under the ID. There is a limit of 120 characters before it is cut off with ellipses.
In the Custom Field pull-down, click the School or User filter tag to only display School or User fields for selection.
12. Click Save Settings to save your selected settings. The next time you return to Print ID Badges, your settings will be automatically selected.
13. At the bottom of the screen, select the users to print. Select the check box in the column header to select all users in the list.
14. Click Create Badges.
A PDF of the badges is generated, which you can save to your computer or print.
15. Click the X when finished.
A badge can be printed for a single user directly from the user's record in User Info.
1. Search for and select the user. See Navigating & Searching and User Quick Search From Any Screen for more information on searching for users.
2. In User Info, click the Primary Info category.
3. Click the badge icon.
Only users with the profile permissions to Print ID Badges will be able to view and click on the badge icon.
The Print ID Badges screen is displayed, with the user automatically selected at the bottom of the screen.
4. If needed, adjust the settings at the top of the screen. If you have saved the settings previously on the Print ID Badges screen, your settings will be automatically selected.
Your profile must have the Edit permission for the Print ID Badges screen in order to change and save the badge settings. The settings will be grayed out if your user profile only has the View permission for this screen.
5. Click Create Badges.
6. After saving or printing the generated PDF, click the X.
A badge can be printed for a single user directly from the user's employee record in ERP > Human Resources > Employee.
1. Click the ERP button at the top-right of the screen if not already logged into ERP.
2. In the Human Resources menu, click Employee.
3. On the Search Screen, ensure Demographic is selected at the top of the screen. Enter search criteria to locate the user and click Search.
4. In the search results, click the user.
5. Click the Primary Info category.
6. Click the badge icon.
Only users with the profile permissions to Print ID Badges will be able to view and click on the badge icon.
The Print ID Badges screen is displayed, with the user automatically selected at the bottom of the screen.
7. If needed, adjust the settings at the top of the screen. If you have saved the settings previously on the Print ID Badges screen, your settings will be automatically selected.
Your profile must have the Edit permission for the Print ID Badges screen in order to change and save the badge settings. The settings will be grayed out if your user profile only has the View permission for this screen.
8. Click Create Badges.
9. After saving or printing the generated PDF, click the X.
