EHR - PD Status Tab (SU)
Overview
The ‘PD Status’ tab allows schools to define the PD Status that will become available when adding and editing PD Activity records.
It can be accessed by navigating to TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup.
User Security Permissions
Access to this tab is controlled by the ‘Employee/HR Setup’ and ‘--- PD Status tab’ security points in TASS.web System Admin > Users > User Maintenance or TASS.web System Admin > Users > Security Role Permissions. Contact your school’s TASS System Administrator for access.
About the PD Status Tab
Use this tab to create the PD Status that will become available when adding and editing PD Activity records in the following programs, BUT subject to the Availability Rules shown below:
Program | PD Status – Availability Rule |
|---|---|
TASS.web Payroll HRM > Payroll > Employee Information > Employees on the 'PD Activities' tab. and TASS.web Payroll HRM > Employee/HR > Employee Information > Employees on the 'PD Activities' tab. | All PD Status records will be available |
Staff Kiosk Payroll/HR > PD Activities - My (Add). | Only PD Status records flagged as 'Updateable in TK' = 'Y' will be available when adding a new PD Activity. |
Staff Kiosk Payroll/HR > PD Activities - My (Maintain). | Only PD Status records that have a status which is flagged as 'Updateable in TK' = 'Y' will be editable. |
Staff Kiosk Payroll/HR > PD Activities - My Staff (Maintain). | Only PD Status records that have a status which is flagged as 'Updateable in TK' = 'Y' or 'S' will be editable. |
The PD Status also has a flag that determines when a PD Activity is visible to Teachers in Staff Kiosk Home Page > PD Activities Upcoming.
The PD Status also has a flag that determines when a PD Activity is visible to Supervisors (Approvers) in Staff Kiosk Home Page > PD Activities Upcoming.
Include in the 'Upcoming PD Activities' homepage menu | This is a flag that you set on each PD Status to indicate if PD Activities with this Status are visible to teachers in the Staff Kiosk Homepage. It is recommended that you use the example below when creating your PD Statuses. |
Include in the 'PD Activities to Action' homepage menu | This is a flag that you set on each PD Status to indicate if PD Activities with this Status are visible to supervisors (approvers) in the Staff Kiosk Homepage. It is recommended that you use the example below when creating your PD Statuses. |
Important!
Adding a PD Status record in this tab means that the 'Status' field will be mandatory when entering PD Activity records in programs:
TASS.web Payroll HRM > Payroll > Employee Information > Employees.
TASS.web Payroll HRM > Employee/HR > Employee Information > Employees.
Adding a PD Status record that is flagged as 'Updateable in TK' in this tab means that the 'Status' field will be mandatory when entering PD Activity records in program Staff Kiosk Payroll/HR > PD Activities - My (Maintain).
It is recommended that you use the following setup for PD Statuses:
PD Status | Updateable in TK | Include in the TK 'Upcoming PD Activities' homepage menu | Include in the TK 'PD Activities to Action' homepage menu |
|---|---|---|---|
Requested | Y | N | Y |
Approved | S | Y | N |
Rejected | S | N | N |
Cancelled | Y | N | N |
How this would work:
Teachers enter their own PD activities using Staff Kiosk Payroll/HR > PD Activities – My (Add). These would be entered with the status of 'Requested'.
Teachers won't see these in their Staff Kiosk Home Page > PD Activities Upcoming.
Supervisors (approvers) will see these in Staff Kiosk Homepage > PD Activities to Action.Supervisors (approvers) are allowed to change the status for PD Activities from 'Requested' to 'Approved' or 'Rejected' using Staff Kiosk Payroll/HR > PD Activities – My Staff (Maintain).
Once the status is changed to 'Approved' by the Supervisor, Teachers will see these in their Staff Kiosk Home Page > PD Activities Upcoming.
Important!
PD Statuses cannot be deleted after they have been used on an employee record.
Care should also be taken when changing the description, as existing PD Activity records using this PD Status will be affected by the change.