How to Setup and Manage Staff PD (Professional Development) Activities

Important information

All PD Activity setup is done in TASS.web.
Staff can add PD Activities in Staff Kiosk, and/or, TASS.web users can add or upload PD Activities in TASS.web.
PD Activities are visible in both TASS.web and Staff Kiosk, regardless of which system they were entered into.
Each employee's Supervisor(s) can approve and manage PD Activities in Staff Kiosk, regardless of whether the PD activity was created in TASS.web or Staff Kiosk.
No emails are sent when PD Activities are created or approved. The employee's Supervisor(s) will see a 'PD Activities to Action' notification in Staff Kiosk.
No calendar events are created. This must be managed separately.
PD Activities have no correlation with Staff Online Leave Applications (for payroll or non-payroll purposes), nor Teacher Substitution. These must be managed separately.
PD Activity has no relationship with Timesheets.
PD Activities can have a cost stipulated but it has no correlation with general ledgers or budget information. This must be managed separately.

Schools may consider using the 'Other Leave' program for managing Staff PD Activities. This program offers advanced approver functionality, email communications and can be imported into Timesheets, but without any of the other benefits of the PD Activity program.

Administrator Setup

Step	Menu Path	Details	✅
1	TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup - on the ‘PD Types’ tab.	Add/edit the PD Types. Staff can select a PD Type when adding a PD activity.	🔲
2	TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup - on the ‘PD Providers’ tab.	Add/edit the PD Providers. Staff can select a PD Provider when adding a PD activity.	🔲
3	TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup - on the ‘PD Status’ tab.	Add/edit the PD Status. Staff must select a PD Status when adding a PD activity.	🔲
4	TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup on the ‘PD UD Fields’ tab.	Add/edit the PD UD Fields. Staff can enter PD UD information when adding a PD activity.	🔲
5	TASS.web System Admin > Users > Portal Security Permissions and TASS.web System Admin > Users > Security Role Permissions	Assign permissions to the appropriate User Roles or staff: Staff Kiosk permissions, located in the 'Payroll/HR' section: PD Activities - My (Add) PD Activities - My (Maintain) PD Activities - My (View) PD Activities - My Staff (Maintain) TASS.web permissions, located in the 'Employee/HR' section: --- PD Activities tab PD Activities Report PD Certificates --- PD UD Fields tab --- PD Types tab --- PD Status tab --- PD Providers tab	🔲
6	TASS.web Payroll HRM > Employee/HR > Employees	Add/edit each employee's 'Supervisor / Supervisor 2' on the General tab. Where an employee has both Supervisor fields populated, either Supervisor can approve and manage the PD Activity in Staff Kiosk. Click here for information on the Supervisor Hierarchy. Supervisor Hierarchy The Supervisor Hierarchy is an organizational chart that lists every employee's immediate supervisor(s) and their position within the hierarchy. The report uses the 'Supervisor' and 'Supervisor 2' fields on each employee's record to determine their position in the hierarchy. If an employee has no Supervisor entered, they will appear in the Level 1 column. Two employees cannot report to each other. This creates an infinite loop, and an error report will be produced when viewing the Supervisor Hierarchy. If an employee has both 'Supervisor' and 'Supervisor 2' fields populated, their name will appear twice on the report. The below Organisational chart (not produced from TASS) reflects the above Supervisor Hierarchy Report from TASS. The Supervisor Hierarchy report can be provided to administrators who are responsible for managing Online Leave Applications and PD Activities in Staff Kiosk, as the approval flows for these programs reference the Supervisor Hierarchy. Online Leave Applications When an employee submits an online Leave Application, the approval workflow begins, requiring each approver, in order, to approve the leave. Each Leave / Other Type can be set up to include any or all of three approver work flows: 1st) the number of approvers, including the employee's immediate Supervisor(s), and any number of people up the employee's hierarchical structure. 2nd) the employee's Supervisor at a certain level, allowing lower level supervisors to be skipped. 3rd) a final designated approver, separate to the Supervisor Hierarchy. Example approval workflow: For 'Sick Leave', each employee must have: 1st) 2 Supervisor approvals 2nd) Level 2 approval 3rd) Olive Brown is the designated final approver for all Sick Leave applications. Gavin Rogers applies for sick leave. His immediate Supervisor, Lou Warry, the first of 2 supervisor approvers, receives the application by email and he approves. David Johnstone, the second of 2 supervisor approvers, then receives the application by email and he approves. Peter Baskins, as the Level 2 approver, then receives the application by email and he approves. Olive Brown, as the designated approver, receives the application by email and she approves. Gavin Rogers receives an email as each approval occurs. PD Activities When an employee adds a PD Activity that requires approval, their immediate supervisor can approve it. Example approval workflow: Gavin Rogers adds a PD activity in Staff Kiosk. His immediate Supervisor, Lou Warry, logs into Staff Kiosk and changes the status of the activity to Approved. If an employee has both 'Supervisor' and 'Supervisor 2' fields populated, either can approve the leave application or PD Activity.	🔲

Create and Manage PD Activities in Staff Kiosk

Step

Menu Path

Details

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1

Staff Kiosk Payroll/HR > PD Activities – My (Add)

Staff create new PD Activities.

If the employee needs to edit the PD activity details or status, this is done in Staff Kiosk Payroll/HR > PD Activities – My (Maintain)

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2

Staff Kiosk Payroll/HR > PD Activities – My Staff (Maintain)

Supervisors approve PD activities by entering 'Edit' mode on the activity and changing the status to 'Approved' (depending on how the school has set up the workflow and statuses).

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3

Consider further tasks:

Do you need to add a Leave Application?

Create and Manage PD Activities in TASS.web

Step

Menu Path

Details

✅

1

TASS.web Payroll HRM > Employees/HR > Employees - PD Activities tab

Administrators create New PD activities. These can be viewed/edited/deleted as necessary.

If the PD Activity status is 'Requested' and requires approval, the supervisor can approve in Staff Kiosk Payroll/HR > PD Activities – My Staff (Maintain)

Alternatively, administrators can use the Upload PD Activities facility.

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2

TASS.web Payroll HRM > Employee/HR > PD Activities Report

View/Print/Export PD Activities Report.

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3

TASS.web Payroll HRM > Employee/HR > PD Certificate

Print PD Certificates.

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