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Atrieve Human Resources

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HR Diagnostics and Tools

Orphan Demographic Record Report
Orphan User Defined Record Report
Orphan Assignment Record Report
Employee Status Verification Process
Missing Hire Record Report
HR Interlink Restoration from Backup
Cont Emp Or Appl Preference Verification Or Creation Process
Orphan Absence Report/Purge
Orphan Dispatch Report/Purge
Employees Active on More Than Payroll Report
Used Leave Rebuild Process
Interlink Upload/Download Procedure
Location Fix for Abs/Dis Conversion Hr 2.1- > 3.0
Leaves to Be Invoiced and Journaled Report
Absence/Dispatch Interface Marking Process
Absence/Dispatch Week Ending Date Update
Mass Authorization Process
Hire Date Fix Process
Abs/Dis Amend Interface Marking Process
Move Leave Abs Cost/GL To Rep Cost/GL
Position Update Toolkit
Automated Dispatch Name Search Index Tester
Global Employee Renumber
Auth Location Orphan Purge
Leave Cost Rule Reset With Abs Code Process
Seniority Adjustment Deletion Program
Authorization Location Index Rebuild
Leave of Absence Invoice Interface Marking Process
Absence/Dispatch Creation Undo Process
Global Location Renumber Process
Marking Pending Tasks Completed
E-Form Field ID Renumber Process
Update Location Authorizer Index File
Orphan Interlink Record Report

Absence System

Employee Entitlement Menu

Employee Entitlement Additions
Employee Entitlement Report
Entitlement Creation Process
Load Entitlement Process

Absence Reporting Menu

Absence System - Absence Report

User Defined Absence Report Menu

User Defined Absence Report Profile Additions
User Defined Absence Profile Report
User Defined Absence Report
User Defined Absence Report With Date Ranges

Outstanding Replacement Request Report
Absence Cost Centre Summary
Tentative Absence Report
Absence Report (History Report)
Absence Scattergram
Absence Report With Dispatches
Absence Report (Voice Fax)
School Absence Inquiry (EAM Only)
Absence Report With Dispatches (Dispatch Costing)
Percentage Absent Summary Report
Summary Absence/Replacement Report
Absence Report By Location, Category And Absence Reason
Storage Bank Balance Report
Absence Consecutive Day Report
Absence/Dispatch Analysis Report
Absence/Dispatch Calendar Report

Absence Interface Menu

Storage Bank Balance Change Interface

Online Timesheet Entry Interface Menu

Online Absence Pay Period Load Process
Online Absence Interface Report
Online Absence Interface Process
Online Dispatch Pay Period Load Process
Online Dispatch Interface Report
Online Dispatch Interface Process

Amendment Reports Menu

Absence Amendment Report
Dispatch Amendment Report

Detailed Storage Bank Interface Menu

Detailed Storage Bank Costing Process

Timesheet Entry Interface Menu

Absent Employee Costing Module
Absent Employee Costing Report
Absent Employee Costing Maintenance Module
Absent Employee Interface Module
Replacement Employee Costing Module
Replacement Employee Costing Report
Replacement Employee Costing Maintenance Module
Replacement Employee Interface Module
Absence/Dispatch Payroll Reconciliation Process
AMS Web Unauthorized Carry Forward Entry Utility
Employee Absence Interface Report
Costing Report Typical Errors with Solutions

Abs/Dis Authorization Menu

Authorization Additions
Authorization Report
Authorization Creation Process
Absence/Replacement Screen
Absence/Replacement Screen Inquiry
Daily Abs/Dis Review Record Creation Process
Mass Update Daily Abs/Dis Review Records

Employee Location Cross Reference Menu

Employee Location Additions
Employee Location Report By Location
Employee Location Report By Employee
Employee Location Mass Update Process

Employee Vacation Menu

Employee Vacation Additions
Employee Vacation Report
Employee Seniority Screen (1204)
Absence System - Employee Seniority Report (1204)
Absence System - Employee Vacation/Leave Reconciliation Report
Conversion Of Vacations/Leaves To Unpaid

Absence System Menu

Employee Absence Menu

Absence Deletions
Absence Creation Process
Marking a Replacement Employee as Sick
Absence Additions

Assignment Tracking

Assignment Tracking Menu

Assignment Reports Menu

Employee Assignment Report
Assignment As Of Report
Leave Assignment Report
Leave As Of Assignment Report
Payroll Assignment Report
Payroll AS Of Assignment Report
General Assignment Report
Accumulation of Months Report
Temporary Contracts Completed Report
Assignment Change Report
Last Transfer Report
Assigned Name, Address and Location Report
Continuing Hire Assignment Report
Terminated Employee Assignment Report
Ending Assignment Report
Accumulation of Months Report (FTE Included)
Assignment Tracking - Employee Experience Report
Assignment Date Range Report
Leave Assignment Date Range Report
Payroll Assignment Date Range Report
Assignment Change/Timestamp Report
Monthly FTE/Salary Personnel Report
Assignment and Certificate Report
Assignment Tracking - Employee Seniority Report (1204)
Employee Seniority Report (7101)
Certified Employee Seniority Report (7103)
Classified Employee Seniority Report (7103)
As Of Program Assignment Report
Employee Assigned Subject Report
Employees Vulnerable to Bumping Report
Support Staff Seniority Report
Teaching Seniority Report (1208)
CUPE and Sub CUPE Seniority Report (3104)
Years of Service Report (2106)
Assignment Change Report - By Profile
Most Assigned Demographics Update

Schedule Entry Menu

Employee Schedule Report
Employees Needing Schedules Report
Global Schedule Add
Schedule Discrepancy Report
Enhanced Global Schedule Add
Rotating Schedules
Merging Schedules

Schedule Entry Web - HR User Guide

Receiving A Schedule Review Task
Using Task Manager
Schedule Entry & Review
Updating A Schedule Without A task
Creating a Schedule Review Task using the Web
Creating The Schedule Review Task In Atrieve
Changing The Location Review Recipient

Schedule Entry Web - School User Guide
Assignment Additions

Assignment History Update Process

Assignment Mass Update Process

Assignment/Position Reconciliation Process
Assignment/Function Line Comparison Report
HR/Payroll Salary Grid Comparison Process
Assignment Creation Process

Automated Dispatch System (ADS)

Automated Dispatch System Menu

ADS Profile Menu

ADS System Profile

ADS Maintenance Menu

ADS Phone Log Copy to New File Process
Web Confirmation Audit Purge
Web Navigation File Purge
Dispatch Queue Record Sort Order Update
Do Not Consider If Fully Unavailable ADS Update
ADS Name Recording Status Update
ADS Employee Pin Database Report/Merge
ADS Schedule Unavailability Update Process
ADS Absence/Dispatch/Queue Inquiry
ADS Queue Order Fix Process (Requested Emps)
ADS Daily Absence Code Count Report/Rebuild
ADS Name Search Index Update
ADS Phone Log Pause Until Entry Purge
ADS Recording Studio
ADS Queue Group Clear Out Process
ADS Voice Line Maintenance
ADS Phone Log Purge and Reorganization
ADS Search Log Purge (Create New and Much Smaller File)
ADS Load Pin Database

ADS Reports Menu

Dispatch Error/Warning Listing
Outstanding Transaction Report
Manual Intervention Report
ADS - Dispatch Log Report
Dispatch Viewer
Manual Intervention Report (Voice Fax)
On Call Employee Summary Transaction Report
Call Out Summary Report
Times Absences Logged Report
Dispatch Search Log Report
ADS - Absence Report
Fax Viewer
PC Line Monitor
Duplicate Absence/Dispatch Report
OMtool Fax Report
Automated Dispatch Telephone Audit Trail Report
Automated Dispatch In-Line Usage Report
Web Navigation Report
Automated Dispatch Recovery Menu
Automated Dispatch Queue 'In Process' Reset Process
Automated Dispatch Replacement Employee Reset Process

ADS Handbook

ADS Absence Parameter Profile

ADS Phone Number Profile
ADS Group Profile
ADS Master Location Profile
ADS Group Profile Report
ADS Absence Parameter Profile Additions
ADS Periodic Report Profile

ADS Database Menu

Workboard Text & Email Profile
Employee Pin Database Report
Employee Pin Database Additions
Text Service Provider Database
ADS Menu Options Security Additions
ADS Menu Security Report
Opt Out of ADS Calls

eForm Menu

Routing Authorizer Menu

Routing Authorizer Code Additions

Routing Code Menu

Routing Code Additions

Event Menu

Event Status Update Process
Event Report
Event Additions
Event Deletions

Employee Information

Employee Information Menu

Dependent Information Menu

Dependent Additions
Dependent Age & Gender Report
Number of Dependents Report
Dependent Disability Report

Emergency Notification Menu

Emergency Notification Additions
Emergency Notification Report
Emergency Notification Form

Critical Dates Menu

Critical Date Additions
Critical Dates Update Process
Critical Dates Report

General Employee Reporting Menu

Employee Name and Address Report
Employee Demographics Report
Employee Previous Name Report
Staff Address Directory
Travel Allowance Report
Employees Assigned to Multiple Locations Report
Staff Name & FTE Report
Employee Name and Address Listing
Name Address And SIN Report (Single Line)
Staff Age And Gender Count Report
Employee FTE Demographics Report
Terminated Employee Report
Employee Birth Month Report
Hire Information Data Report
Employee Hiring Dates and FTE
HR -> Payroll Comparison Report
Employee Age And Gender Report
Continuing Hire Date Report
Invalid SIN Number Report
HR Scan Sheets

Employee Preferences Menu

Employee Preference Additions
Employee Preference Report

Employee Experience Menu

Employee Experience Additions
Employee Information - Employee Experience Report

Employee Contract Menu

Employee Contract Additions
Contract and Assignment Report
Contract Information Report
As Of Contract and Assignment Report
As Of Contract Information Report

Quick Entry Screen Menu

Employee Termination Menu

Employee Termination Screen
Employee Untermination Screen
How to Terminate and Employee in HR

Employee Transfer Request Menu

Employee Transfer Request Additions
Employee Transfer Request Report

Criminal Record Check Menu

CRC Employee Selection
CRC Employee Maintenance
CRC Employee Record Additions
CRC Data Extract and Report
CRC Returned Data Processing
CRC Report

Government Reporting Menu

Alberta TWINS - Teaching Record Update
British Columbia 1530 Report

Employee Demographics Menu

Employee Master Inquiry
Employee Additions
Employee Deletions

Hire Information Menu

Hire Information Report
Hire Dates Report
Primary Hire Dates Report
Hiring Date Report (With Certificates)
Hiring Date Report (Gov’t Crim and Misc Dates)
User Defined Hire Dates Report
Employee Hiring Information Additions

Evaluation and Discipline

Evaluation And Discipline Menu

Evaluation Menu

Evaluation Additions
Evaluation Report
Evaluation Notification Forms
Individual Evaluation Notification Forms
Evaluation Report with Completed By
Evaluation Report With Comment
Evaluation Mass Creation Process

Disciplinary Action Menu

Employee Discipline Action Additions
Employee Disciplinary Action Report
Employee Disciplinary Action Detail Report

Electronic Educator Profile - EEP

EEP Submission Process
EEP –Process Defined
Preparing Data for the XML File Creation
Setting up Position Data
Setting Up Preparation Time
Salaries and Salary Grid Information
Process Flow
Organization Employment
Work Assignment
Appendix A - User Defined Position Code 02 (Time Allotment)
Appendix B - User Defined Position Code 04 (Is Coordinator Flag)
Appendix C - Employment Position Code Values
Appendix D - Employment Position Sub-Type Code Values
Appendix E - Bargaining Unit to MOE Affiliation Translation Table
Appendix F - Assignment Ending Reason to MOE Separation Reason
Appendix G - Assignment Type to MOE Contract Type

External Job Posting

Overview

EJP Administration User Guide

Permissions
Setting up District Employee Access to EJP
General EJP Process
Create Job Posting in atrieveHR
User Sign In
My Dashboard - Job Postings Search
My Dashboard - Applications Search
My Dashboard – Applicants Search
EJP Administration - Posting Details
Applications
Applicant Details
Document Management
Custom Fields and Pages
Users – Revoke Access
Settings
Manage Tasks

EJP Applicant User Guide

New Applicant Account Creation
My Profile
Returning User Sign In
Search Postings
EJP Applicant - Posting Details
Apply to Posting
Applicant Dashboard

FTE Allocation

Location FTE Menu
Location FTE Additions
Location FTE Deletions
Location FTE Report
Location FTE Report (Subjects)
Location FTE Import
Location FTE Report (1201)
Location FTE Report (Annualized)
Position FTE Menu
Position FTE Additions
Position FTE Deletions
Position FTE Report
Bargaining Unit FTE Maintenance
Bargaining Unit FTE Deletions
Bargaining Unit FTE Report
Employee Category FTE Menu
Employee Category FTE Additions
Employee Category FTE Deletions
Employee Category FTE Report
Department FTE Menu
Department FTE Additions
Department FTE Deletions
Department FTE Report
Year To Year Copy

Grievance Tracking

Grievance Tracking Menu

Grievance Additions
Grievance Report

HR Benefits Information

Benefits Information Menu

Benefits Suppliers Menu

Benefits Suppliers Additions
Benefits Supplier's Report

Benefits Code Menu

Benefits Code Additions
Benefits Code History Inquiry
Benefits Code Report (Current)
Benefits Code Report (Historical)

Employee Benefits Menu

Employee Benefits Additions

Benefits Reporting Menu

Benefits Code Deduction Verification Report
Employee Benefits Report
Employee Assignment And Benefits Report

Alberta ASEBP Options

Employee/Dependent Benefit Changes
Employee/Dependent Benefit Report
Employee/Dependent Benefit Transaction Report
Employee/Dependent Benefit Load From ASEBP (DEPRECATED)
Employee/Dependent Benefit Comparison Report (DEPRECATED)

Employee Benefits Entry Menu

Old Employee Benefits Additions

HR Profile Menus

HR Master Profile
Payroll Location Profile
Interlink File Menu
Print Device Profile
Batch Queue Profile
Forms Setup Profile
Telephone Number Profile
User Specific Parameters Profile
Mail Merge Export Profile
General Ledger Toggle Profile
Assignment Change Report Profile
ASEBP Parameter Profile
AMS Web Group Profile
Staff Notification System Profile
C.R.C. Criminal Record Check Parameter Profile

Screen Control Profile

Assignment Screen User Defined Fields
Assignment Screen
Posting Screen
Demographic Screen
Certification Screen
Web Schedule Entry

Substitute/Casual Dispatch Parameters Profile

Job Posting

Job Posting Menu
Posting Additions
Posting Report
Successful Applicant Report
Posting Application Report
Posting Auto Increment Number Reset
Posting Old/New Assignment Report
Applicant Additions
Application Additions
Application Report
Applicant/Application Report
Application Report with Certificate Info
Application Report with More Posting Info
Application by Posting Report
Application Import
Employee/Applicant Purge
JPW Mass Application Update Process
External Job Posting Category Maintenance
External Job Posting User Defined Criteria Maintenance
External Job Posting Form Code Cross Reference Maintenance
External Job Posting Subject and Level Maintenance
External Job Posting User Defined Data Maintenance
Employee/Applicant Renumber

Leave Management

Uninterfaced E-Mail Menu

E-Mail Work File Report
E-Mail Creation Process

Leave Management Menu

Leave Application Additions
Leave Application Report
Leave Application Forms
Bulk Leave Approval Process
Leave Entitlement Report
Leave (Comment) Report
Uninterfaced Leave Report
Uninterfaced Absence Report
Leave Of Absence Invoice Interface
Secondment Invoice Interface
Leave Of Absence J/E Interface
EAM Future Leaves Report
Leave Management - Employee Vacation/Leave Reconciliation Report
Leave Costing Report
Leave Code Additions

Onboarding

Employee Onboarding User Guide

Onboarding – New Hire
Onboarding – External Job Posting Applicant
Onboarding – Rehire
Employee Onboarding Email Notifications
Temporary Accounts Maintenance
Token Maintenance

Seniority System

Seniority System - Overview

Employee Seniority Load Process
Create Seniority Adjustments From Payroll
Load Seniority With Adjustments
Employee Seniority Adjustment Menu
Employee Seniority Adjustment Additions
Seniority Adjustment Report

Employee Seniority Menu

Seniority Additions
SENIORITY REPORT
Seniority Adjustment Comparison Report
Current Seniority Report
Current Seniority/Bank Report
Seniority Days To Date Conversion
Detailed Seniority Screen
Seniority Calculation Process (1239)
Seniority Calculation Process (1203)
Seniority Import From Payroll Process
Load Seniority from Storage Banks Process

TOC Seniority Menu

TOC Seniority Additions
TOC Seniority Changes
TOC Seniority Report
TOC Seniority Calculation Process
Teacher Seniority Date Calculator
MANTE/MTS Seniority Menu
MANTE Seniority Additions
MANTE Seniority Report
MTS Seniority Report

Staffing Notification System

Staffing Notification System Menu
Staffing Notification Additions
Staffing Notification Report
Union Staffing Notification Report
Staffing Notification Creation Process
Staffing Notification Screen
Payroll Staffing Notification Report
Benefit Statement Mass Print/Email
Modified SNS Proposed Function Line Report
Staffing Notification Processing System - SNPS

Training and Certification

Training & Certification Menu

Special Skills Entry Menu

Special Skills Additions
Special Skills Report

Seminar Attendance Entry Menu

Seminar Attendance Additions
Employee Seminar Attendance Report
Employee Seminar Cost Report

Suspended Certificates Entry Menu

Suspended Certificate Additions
Suspended Certificate Report

Certification Menu

Employee Certification Report
Certificate Hierarchy Report
Employee Certificate Report
Employee Accreditation Report
Certificate Additions

Substitute and Casual Dispatch System

Substitute Or Casual Dispatch System
Sub/Cas Dispatch Additions
Dispatch Report
Tentative Dispatch Report
Accumulation of Shifts Report
Dispatch Cost Centre Summary Report
Days Worked Summary Report
As Of Dispatch Report
Dispatch Report (History File)
Substitute/Casual Dispatch Log Report
Summary Dispatch Report
Dispatch Report with Absences
Substitute/Casual Inactivity Report
Substitute/Casual Call Out Report
Morning Substitute List
Substitute/Casual Subject Spreadsheet
Replacement Employee Analysis Report
Problematic Uninterfaced Dispatch Report
Accumulation of Days Worked Report
Accumulation of Shifts/Hours Update Process
Open Ended Absence/Dispatch Day Advance Process
Dispatch Creation Process

Refusal Logging Menu

Employee Refusal Additions
Refusal Report
Employee Dispatch Refusal Report
Refusal Count Reset Process

Unavailability Additions
Unavailability Report
Unavailability History Report
Detail Unavailability Report

Search Phase Menu

Dispatch Search Phase One & Two Maintenance Menu
Dispatch Search Phase One & Two Additions
Dispatch Search Phase Five & Six Additions
Dispatch Search Phase One Report
Dispatch Search Phase Two Report
Dispatch Search Phase Three Report
Dispatch Search Phase Four Report
Dispatch Search Phase Five Report
Dispatch Search Phase Six Report

Dispatch Search Order Definition Report
Search Index Menu
Dispatch Subject Index Report by Subject
Dispatch Subject Index Report by Employee
Dispatch Level Index Report by Level
Dispatch Level Index Report by Employee
Area Index Report by Area
Area Index Report by Employee
Dispatch Location Type Index Report by Location Type
Dispatch Location Type Index Report by Employee
Dispatch Subject and Level Index Report
Subs/Casual Preference Search Index Rebuild
Index Update with Seniority (1232)
Substitute/Casual Preference Additions
Subs/Casual Preference Report
Last Phoned/Worked Update
Preference Report by Group And Sort Key
Sub/Cas Preference Profile
Sub/Cas Preference Report by Location
Permanent Employee Search Criteria Menu
Permanent Employee Search Criteria Additions
Criteria Report
Load Criteria from Continuing Emp Preferences
Load Criteria from Assignments
Dispatch Search Parameter Additions
Search Order Definition Additions
Replacement Employee Availability Report

HR Year End Procedures Checklist

HR Database Management

Database Menu

Authority Level Database Maintenance
Authority Code Database Maintenance
Replacement Type Code Database Maintenance
Seminar Type Code Database Maintenance
Location Type Database Maintenance
Area Code Database Maintenance
Refusal Code Database Maintenance
Subject Level Code Database Maintenance
FTE Allocation Code Database Maintenance
Evaluation Completion Code Database Maintenance
Gender Code Database Maintenance
Seminar Paid by Code Database Maintenance
Position Type Code Database Maintenance
Department Code Database Maintenance
Absence Year Code Database Maintenance
Certificate Class Code Database Maintenance
Certificate Code Database Maintenance
Draw Time Code Database Maintenance
Employee Status Code Database Maintenance
Marital Status Code Database Maintenance
Seniority Bank Code Database Maintenance
Seniority Code Database Maintenance
MANTE Seniority Group Code Database Maintenance
Criminal Record Check Status Code Database Maintenance
Position Database Maintenance
Position Rate From Payroll Salary Grid Update
Position Working Days Database Maintenance
Translation Table Menu
Draw Time Database Maintenance
Statutory Holiday/Pro D Day Calendar Database Maintenance
Staff Notification System Database Maintenance
Benefits Defaults Database Maintenance
Role Code Database Maintenance
Authorizer Code Database Maintenance
Abs/Dis User Options Code Database Maintenance
Dated Comment Code Database Maintenance
Event Type Code Database Maintenance
Event Target Group Code Database Maintenance
Event Area Code Database Maintenance
Form Type Code Database Maintenance
Critical Date Reason Code Database Maintenance
Institution Code Database Maintenance
Hire Type Codes Database Maintenance
Absence Code Database Maintenance
Termination Type Code Database Maintenance
Grievance Stage Code Database Maintenance
Institute Type Code Database Maintenance
Skill Code Database Maintenance
Grievance Reason Code Database Maintenance
Posting Segment Code Database Maintenance
Discipline Action Code Database Maintenance
Dependent Type Database Maintenance
Location Database Maintenance
Assignment Type Code Database Maintenance
Disability Code Database Maintenance
Assignment Reason Code Database Maintenance
Language Code Database Maintenance
Experience Year Database Maintenance
Comment Code Database Maintenance
Certificate Type Code Database Maintenance
Evaluation Code Database Maintenance
Interval Code Database Maintenance
Ethnic Code Database Maintenance
Bargaining Unit Database Maintenance
Grievance Resolution Code Database Maintenance
FTP Profile Database Maintenance
Application Status Database Maintenance
Degree Major/Minor Code Database Maintenance
Health Code Database Maintenance
Discipline Reason Code Database Maintenance
Proficiency Code Database Maintenance
Application Ranking Database Maintenance
Base Hour Code Database Maintenance
Contract Months Code Database Maintenance
Application Subject Group Database Maintenance
Position Gl Pattern Code Maintenance
Subject Code Database Maintenance
User Def Position Code Database Maintenance
Customer/Rate Database Maintenance
Application Reason Code Database Maintenance
Dispatch Source Code Database Maintenance
Employee Category Database Maintenance
Salary Code Database Maintenance
Posting Type Code Database Maintenance
Posting Round Database Maintenance
Base Unit Code Database Maintenance
Leave Cost Rule Code Database Maintenance
Grievance Severity Code Database Maintenance

HR System Setup

User Defined Field Description Profile
Web Confirmation Report
User Defined Supervisor Web Screen Menu
Report Selection Criteria Parameter Profile
Ghost Voice Queue File Purge
Field Skip or Force Status
HR File Initialization
Hyperspace
Unavailability Purge
User Defined Demographics Screen
Screen Visitation
Audit Trail Menu
Report Selection Criteria Profile Additions
Quick Entry Screen Definition
Saturday/Sunday Calendar Generation Process
Employee Load Process
Action Menu
Employee and Certificate Import Process

HR Utilities

Priority TOC Schedule Update Process

Report Viewer

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ADS Menu Security Report

The ADS Menu Security Report will list all security codes with the menu options each has access to.

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