How to "run" a Search Result View in the Employee Portal

You can "run" a Search Result View on the web desk for any of the staff inn the District.  This is particularly helpful for school based administration who do not have access to SchoolFi.  The District can easily "run" or display the search result views for the staff without the security vulnerability of granting the staff embers access to SchoolFi.  

To continue our example in which we built a simple Search Result View that will display staff members attendance balances.  This will give the building principal access to the real-time absence balances for all staff in their building.  The setup is a little complicated, but, if the following steps are followed, we believe it will provide the District with flexibility with minimal setup issues going forward.  

Step 1:  Creating an Employee Portal Role for the school administration at each building.

We recommend an employee portal role for each of the buildings because in the future, the district might need different employee role settings for different buildings.  The role is a simple one with a single screen assigned as illustrated below:

Step 2:  Creating the Staff List that will control which staff members are displayed in the school administrations webdesk for each building.  Most District's will create a staff list for the Search Result Views that is contains all active staff members on a salary guide who have a current contractual position.  This staff list can be utilized for many other functions and works well with our example.  

When creating your staff list, you might want to consider utilizing a group to easily identify the staff lists that will be associated with the school based administration.  

When we created our dynamitic staff lists, we utilized the following parameters: 

• Data Table:  Position Tracking.  This was selected because all of the search parameters that we will utilize are contained on the position tracking record.
• Query Filters:
  • End Date filter ensures that the staff members has an active position tracking record as of the day the Search Result View is run.
  • Projectedsalaryguide code ensures (for this example) that all staff members on the T (teachers) guide, the S (secretary guide) and the C (custodian guide) will be included.
• Expression Filters: The expression we utilized ensures the staff members most recent contractual position utilized location code 065.  The 065 must match the school that we are creating the staff list.

For our example we utilized the same exact search parameters for each of the 10 dynamic staff lists with the exception of the location code.  We modified the location code to match the school for the respective staff list.  

Step 3:  Adding the Employee Portal roles that we created in Step 1 to the Staff Search View webdesk panel.  

In this step, we will we granting access to the building administration when the Staff Search View panel is added to their webdesk template.  To do this, navigate to the Setup >>  Webdesk tab in SchoolFi and search for the Staff Search View panel and click on the Security button:

Step 4:  Creating the webdesk panel for each of the school locations.  

For our example, we are creating a webdesk template for each of our school locations.   That will help in future-proofing the setup incase panels need to be modified / displayed differently on a school-by-school basis.  In your District, you might want an elementary, a middle school and a high school template or even a single template for all school administration.   To do this, navigate to the Setup >>  Webdesk  >>  Dashboard templates tab in SchoolFi and search for the Staff Search View panel and click on the Add Template Dashboard button.  

We created a simple dashboard that contains the main genesis-provided webdesk panels that are useful to all school level administrators. 

• Daily Attendance:  This panel will display the list of staff members in the building that are marked absent in SchoolFi.  
• Requisitions I can Approve:  Displays requisitions that are awaiting the individuals approval
• Timesheets I can Approve: Displays timesheets that are awaiting the individuals approval 
• Employee Forms I can Approve:  Displays Employee Forms that are awaiting the individuals approval 

Adding the Panel for the Search Result View

To add the panel to the dashboard, click on the green + button and in the popup box select

To customize this panel, we first clicked on the color-wheel to modify the display of the panel.  For my example, I wanted to match the display of the Daily Attendance panel.

Next, you must modify the panel settings to display the Search Result View that you created and associate the Dynamic Staff List that controls which staff members will be displayed in the panel.  to do you will click on the gear icon:

• Panel Title:  Name that will be displayed for the panel
• Staff List:  Selected the Staff List from Step 2 for the respective School (ensures that all currently employed teachers, secretaries and custodians who work at the school can be viewed by the school's administration).
• Max Rows:  Set to 500 so that all staff will be displayed.  You can set it to a lower because there will be a slide-bar for the administrator to view their staff.
• Staff Search View:  Select the Search Result View that you created and want to "run" for the school administration.

Now, when the schools web desk is accessed, all of the staff are listed and their real-time attendance balances are displayed:

Step 5:  Publishing your webdesk panel to staff who are assigned the Employee Portal Role (created in Step 1)

Navigate to the Setup >>  Webdesk  >>  Dashboard templates tab in SchoolFi and search for the Staff Search View panel and click on the Publish button.  Then, click on the Add Publish Rule button.  Select the Employee Portal role that you created in Step 1 for the School location and we recommend checking the box to add the dashboard to the School administrator the next time they log in.