Adding Personnel (Add Personnel Wizard)

PATH: Human Resources > Personnel > Add Personnel Wizard

The Add Personnel Wizard allows you to add new personnel to Campus. The wizard walks you through the process of entering general information, contact information, work assignments and qualifications. 

The wizard may display different screens for different users. The screens that display are controlled by the user's tool rights. To use this tool, users must have Social Security Number Tool Rights.


 

Add Personnel Wizard


This article includes the following topics:


Using the Add Personnel Wizard

Before you Begin

Before you can add personnel, you must first set up Campus Human Resources. Setting up Campus Human Resources includes creating Position Codes, HR CodesStatus Codes, Bargaining Groups and Salary Schedules. The Add Personnel Wizard uses these codes to expedite the entry process.

Complete the following steps to add new personnel:

Step 1. Search for Personnel

On the first screen of the wizard, search for personnel that may already be tracked in Campus SIS. When you search, personnel that exist in Campus SIS and Campus Human Resources display in the search results. Personnel that are already stored in Campus Human Resources display with an arrow next to their name on the right-hand side of the screen.

Tip

These fields are optional; however, they improve the search results.

  • Birth Date
  • Middle Initial
  • SSN # (Social Security number)

Step 1--Personnel Search

If...

Then...

the person already exists in Campus Human Resources (indicated by the arrow next to their name)

click their name to edit their personnel record in Campus Human Resources.

the person already exists in Campus SIS

click their name and continue to Step 2. Entering General and Contact Information.

the person was partially entered using the wizard previously

click their name to continue entering personnel information in Campus Human Resources.

the person is a Non-employee Resource

click their name and continue to Step 2. Entering General and Contact Information.

Completing this step ends their Non-employee Resource assignment.

the person does not display in the search results

click the Create New Personnel button and continue to Step 2. Entering General and Contact Information.

Step 2. Entering General and Contact Information

The General Information section allows you to enter confidential information, not tied to a specific work assignment, about a person employed by the district. The Contact Information editor allows you to enter personal, work, and emergency contact information. Keep the following items in mind when filling out fields on this screen:

Tip

For more detailed information about the fields on this screen, see the articles Managing General Information and Managing Contact Information.

If...

Then...

the New Qualifications screen displays

Go to Step 3. Adding Qualifications.

the New Work Assignments screen displays

Go to Step 4. Adding Work Assignments.

the HR General Information displays in the Personnel Master

you have finished using the wizard.

ICCS Code: HR.01.09.06

Step 3. Adding Qualifications

Qualifications are a staff member's education, licensure and work history. Qualification information is useful for determining which courses a staff member may teach and scheduling teachers and other personnel for subsequent school years. You can enter multiple qualifications for a staff member. For example, the staff member may be highly qualified in two subject areas or may have multiple degrees.

Entering qualifications is optional; however, for detailed accountability reporting (i.e., Federal EDEN reporting and NCLB data collection) each staff member should have the proper qualifications entered.

Qualification Categories

Tip

For more detailed information about the fields on this screen, see the article Managing Qualifications.
Click the Next button to skip this step.

Note

This screen only displays if you have access to the Qualifications screen. If you do not see this screen, continue to Step 4. Adding Work Assignments


Step 3--Qualifications

If...

Then...

the New Work Assignments screen displays

Go to Step 4. Adding Work Assignments .

the HR General Information displays in the Personnel Master

you have finished using the wizard.

Step 4. Adding Work Assignments

The Work Assignment describes the position a person holds within a district as well as the agreed-upon terms of employment. If your district uses the Campus Payroll module, fields specific to Campus Payroll will display. See the article, Work Assignments (Payroll) for more information. If you entered Qualifications (Step 3. Adding Qualifications), you can assign them to the work assignment.

Tip

For more detailed information about the fields on this screen, see the article Managing Work Assignments.

Note

This screen only displays if you have access to the Work Assignments screen.

Step 4--Work Assignments

Required Fields

Tip

See the Managing Work Assignments article for more information about these fields.

Field

Description

Position Code/Description

The options that appear in this dropdown field are set up on the Position Codes tab. The Position Code you select may automatically update other fields on this screen.

Start Date

The date on which the employee started this work assignment.

Primary

This checkbox indicates whether the position is the employee's primary position.

It is strongly recommended that each person have one position with the Primary checkbox marked. The Personnel Master tool includes this field to further identify a person when searching for employees. If your district uses the Campus Payroll module, Campus will automatically mark the first assignment you enter as the Primary work assignment. This can be changed once multiple work assignments have been entered.

To help identify the primary work assignment, a "(P)" displays next to the work assignment on the Work Assignment Editor.

Primary Location
and
Percent

The main location where this person is working and the percent of time at the location.

Tip

The locations that display in this field are set up on the HR Codes tab.

Work Locations

All location(s), including the Primary Location, where this person will be working.You may select more than one location.

EEO Category

The EEO Category for the work assignment.

GL Account Number

The General Ledger account to which you want to record the distribution of salary funds.

Percent

The percent allocated to the account.

The following required fields only display if your district uses the Campus Payroll module. See the Work Assignments (Payroll) article for more information.

Field

Description

Benefit Plan

This field determines the default benefit deductions to assign to the employee. Options in this field are set up in the Campus Payroll module.

Conversion Plan

Conversion Plans tell the Payroll system how to calculate various salary amounts for this position; e.g., daily, weekly, monthly, hourly and annual amounts. Conversion Plans are defined in the Campus Payroll module.

Earn Plan

This field determines the default earn plan to be assigned to an employee in this position. Earn Plans are defined in the Campus Payroll module.

Pay Frequency

The frequency with which this position is paid. Options include the following:

  •  BW: Biweekly
  •  M: Monthly
  •  SM: SemiMonthly
  •  W: Weekly

The following fields are required if your district uses Position Control.

FieldDescription
Position FTEThis field displays the Full-Time Equivalent the individual is working on the work assignment.
GL Account NumberThe General Ledger account to which you want to record the distribution of salary funds. The Position Code may include default information for this field; however, you can change the default information at any time.

 

 

Feedback