Session #1: Introduction to timesheets
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
- Timesheet Processing in SchoolFi (General information about timesheets)
- Timesheet System Options (Various district wide settings for timesheets)
- Timesheets: Creation and Management (Definition of the types of timesheets & timesheet groups)
- Timesheet Setup Options (Details all of the settings for a timesheet definition)
- Limiting access to a timesheet by Position Tracking Record Code
Session #2: The Organizational Hierarchy & Approval Chains
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
- District Organizational Chart (Overview of the Organizational Chart - utilized for approval chains)
- District Organizational Chart: Adding a District Wide Relationship
- Applying a District-wide organizational relationship to an individual staff member (Blue relationship)
- Applying a School-wide Relationship to an individual staff member
- Applying a Department-wide Relationship to an individual staff member
- Creating an Approval Chain (Timesheets)
- How to Update Timesheet Approvers when an Approval Chain is modified
Session #3: How to setup, test & implement a stipend timesheet
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
- Creating a Custom Job Code
- Ghost Log-in to an Employees Portal Account
- Creating a Stipend (Extra-curricular / Co-Curricular) Salary Guide
Session #4: How to setup, test & implement an event based (missed prep period) timesheet
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
Session #5: How to setup, test & implement overtime timesheets
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
Session #6: How to setup, test & implement a BOE approved activity (curriculum writing) and Substitute timesheets without a position.
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
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