Posting the Budget Manual in the Employee Portal for Budget Managers and Subordinate Budget Managers

You have the option to post your Budget Manual in the Employee Portal for all Budget Managers and Subordinate Budget Managers.  This will be  processed through the Employee Forms Module and all Budget Managers and Subordinate Budget Managers MUST have the Employee Forms Portal Role assigned to them to access the Budget Manual.  

Step 1 – Create the Budge Build Employee Forms folder 

• Go to the Setup >>> Employee Forms >>> Form Folders tab
  • Click the Add Employee Form Folder Button. Enter the Code and Name of the Folder. The Name of the folder will be displayed in the Employee Portal.

Step 2 – Create the Dynamic Staff List that will be utilized to distribute the Budget Manual to the Budget Managers and Subordinate Budget Managers

• Go to the Personnel >>> Edit Lists >>> List tab
  • Click the Add Staff List Button. Enter the Name of the list and ensure the Dynamic Type is selected and then click the Add button.  
  • Under the Expression Filers subsection, click on the Add Filter button and then in the Expression box enter ${staff.budgetManager or staff.subBudgetManager == true} and then click on the Save button.
    

Step 3 – Create the Employee Form that will be utilized to distribute the Budget Manual to the Budget Managers and Subordinate Budget Managers

• Go to the Setup >>> Employee Forms >>> List Forms tab
  • Click the Add Button. Enter the Name of the list and ensure the Dynamic Type is selected and then click the Add button.  In the pop up box, add the Employee Form Code & Name.  The Name of the form will be displayed in the Employee Portal.  ENSURE the Employee Form is set to One time ever and then click on the Add button. Most Districts create the Employee Form in the current year (2023-24) and title the Budget Manual with the succeeding year.
  • Select the Folder that you created in Step 1 and click on the Save button.  Then you can upload or attach your Budget Manual by clicking on the Attach PDF button (and follow the instructions on the screen).
  • Set the Doc Management Integration by selecting the Document Type and entering the Document Title and click the Save button at the bottom of the screen.  
  • Set the Form Publishing option by selecting the Staff List that you created in Step 2, ensure the Enable Auto Publishing box is checked and click the Save button at the bottom of the screen.  
  • The final procedure is to click on the Publish Now button to publish the Budget Manual to the Employee Portal.  

How a Budget Manager or a subordinate budget manager can view / access the Budget Manual

The staff member should log into their employee portal.  Then click on the Documents >>>  Employee Forms tab.  The Budget Manual will be listed and to access / view, the staff member would click on the View as PDF button.