The Attendance Summary Verification form can be utilized for the annual review and verification of an employee’s attendance record. Both the conference form and the PDF form can be installed from their respective library in SchoolFi.
The following is what an employee will see when they “complete” the employee form:
CREATING THE EMPLOYEE FORM .
Importing the Conference Form:
Go to Evaluations >>> Setup >>> Conference Forms
Click on the Import from library button
Select the “Attendance Summary Verification” conference form by checking the box
Click “Import Checked Forms” button
Importing the PDF Form:
Go to Setup >>> PDF Forms >>> List of Forms
Click on the Import from library button
Select the “Attendance Summary Verification” conference form by checking the box
Click “Import Checked Forms” button
Creating the Employee Form:
Go to Setup >>> Employee Forms >>> List of Forms
Click on the Add button
Recommended settings:
Linking the Conference Form & the PDF Form to the Employee Form:
You will be brought to the following tab
Select the Folder that the Employee Form will be listed in the Portal
Select the “Attendance Verification Summary” Evaluation Conference Form
Select the “Attendance Verification Summary” Output PDF Form
Complete the Form Email Options
If you want to send an email to the employees who are receiving the form when it is published:
Complete the Form Submission Options
Most Districts want to include a verification statement when the employee signs the form. Here are recommended settings:
Complete the Document Management Integration Options
This setting will control where the signed form is stored and accessed in both the Employee Portal and in SchoolFi:
Complete the Form Publishing Options
This setting will control when and to whom the form is published to the Employee Portal. In the example below, the form will publish on a future date (June 1, 2023) and it will be published to all staff members. Most districts will create a staff list for the distribution of the Employee Form.
“Enabling auto publish” will publish the form to the staff members on the Staff List (#2) when the Employee Forms Maintenance Task is run.
The ‘Do Not Publish Until” field will control the date the Employee Form is published to the Staff on the Staff List. You can set a future date withing the School Year of the Employee Form.
The “Staff List” will dictate which employees receive the form. Recommended Dynamic Staff List parameters for this Employee Form are all active employees who are on a Salary guide and would be as follows:
CUSTOMIZING THE PDF OUTPUT FORM .
*** REQUIRED ***
The District MUST customize the PDF Output form to include the absence codes and balances in the Absence Balance Summary section. The District has the option to include / exclude individual Absence Codes for this section of the Output Form. This section is highlighted below:
Adding Balance Codes to the Absence Balance Summary
Go to Setup >>> PDF Forms >>> List of Forms
Select the “Layout” button
Navigate to the Attendance Code table for your District and identify the Attendance Codes that you want included in the Absence Balance Summary Section. The CODE is included in the red-highlighted column below. For the sample PDF Output Form we have only included the “Sick Leave” or the “SICK_LEA” code. You can include as many of the CODES that you want to list on your PDF Output Form.
In the Document Parts section, click on the “Edit” button for the “Balances” table
Scroll Down to Row 100. Row 100 contains the expressions for displaying the “Sick Leave” attendance code. As you will see below, the CODE is highlighted by a red box.
You can replace the “SICK_LEA” with the Attendance Code that you utilize for Sick Days. REMEMBER, that Row 100 contains 6 cells and the code must be changed in each and every cell. There are a total of 11 “SICK_LEA” codes in the 6 cells that will need to be replaced with the code that your district utilizes for Sick Days.
You can add as many additional rows that you want. A row is required for each Attendance Code (from Step #3 above) that you want to include in the PDF Output Form. To add a row you will:
In Row 100, click on the “Duplicate Row” button. This will create a new row (Row 110) and the contents from Row 100 will be copied into Row 110.
In Row 110, go into each of the 6 cells and replace the Absence Code that was copied from Row 100 with the next absence code that you want to include in the PDF Output form. There are a total of 11 codes in the 6 cells that will need to be replaced with the code that your district wants to appear in Row 110.
Continue to duplicate the last row in the Balances table to add additional Absence codes. You can create as many rows as you need to be included in the form.
Helpful Tip: if you want to change the sequence of the rows, you can modify the sequence for the row.
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