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Defined Windows Page 30311 Setup

PowerSchool has pre-defined Human Resources user-defined page 30311 to be used for the termination approval. On this page, you can define the fields that will appear in a separate section on the Employee Termination Approval e-Form. When the update of the employee's record is completed through the Employee Termination Approval e-Form, the information from the fields defined here will also be included.

Menu Path

From the System Administration menu, select Administration. From the Profiles menu, select Human Resources Profile, then from the action bar select Defined Windows.

Create User-defined Employee Page 30311

  1. On the Human Resources Profile page, click Defined Windows on the action bar.
  2. Click Add New.
  3. Enter 30311 in the Page field.
  4. When you press <Tab> in the page field, a dialogs displays with the message "Page 30311 is reserved for the Employee Termination web form." Click OK to continue.
  5. In the Title field, enter the page's title.
  6. Leave the Required and SPI Defined fields blank.
  7. Click OK.
  8. In the Non-Verified tab, define parameters for each non-verified field that will display on page 30311. You can create up to 10 fields. When you are finished, click OK.
  9. In the Table-Verified tab, define parameters for each table verified field that will display on page 30311. You can create up to 10 fields. When you are finished, click OK.
  10. In the Comments Labels section, enter two free-text fields that will display at the bottom of page 30311.
  11. When you are finished, click OK to save the user-defined employee page.

Fields

The Employee Defined Windows page has a detail section comprising four parts: header section, Non-Verified tab, Table-Verified tab, and Comment Labels section. Following are descriptions for each section's fields.

Header Section

Use these fields to define general information for the employee page:

Field

Description

Page

Unique page number identifying this employee page.

Title

Title of the employee page. This entry displays in the page’s title bar when accessed during an add or update of an employee record. Character/45

Required

Checkbox determining whether the page requires input when adding an employee record. In this case, leave the field blank.

If you want user-defined employee pages to be required during the Add Employee procedure, you also need to use the Employee Add Setup item and make the individual user-defined employee pages required. If you do not do this, the system allows users to bypass user-defined pages, even those with the Required checkbox selected in the Employee Defined Windows page.

PowerSchool ERP Defined

Checkbox determining whether the page was defined by PowerSchool to meet your data entry needs. In this case, leave the field blank.

As part of the baseline Human Resources System, the following user-defined employee pages are provided: Employee Group Life Over 50K (page 31999) and State Retirement (page 32000). Additional employee pages may be set up for your site, depending on your information management needs.

Non-Verified Tab

Use this tab to set up fields that are not table-verified. You can add up to 10 fields. To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.

Field

Description

Label

Field title as it should appear in the user-defined page. Character/14

Type

Setting indicating the type of data that can be entered in the field in the user-defined page.

Select:

  • D - Date
  • N - Numeric
  • C - Character

Required

Setting indicating whether the field being added is required.

Select:

  • Y - Yes - If the field requires an entry.
  • N - No - If the field is optional.

Help

Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank.

The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55

Validated

Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank.

Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40

When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows: ,9,10,11,12,

Default

Value to default in the field in the user-defined page. For example, if this is a field for State, you can enter the state abbreviation you use most frequently. The value can be changed in the employee page, if necessary. Character/20

Table-Verified Tab

Use this tab to set up fields that are verified against the User-Defined Codes table in Human Resources. You can add up to 10 fields, including fields that are not table verified. To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.

Field

Description

Label

Field label or title as it should appear in the user-defined employee page. Character/14

Table

Code identifying the User-Defined Codes table for validating entries in the user-defined field. If this is a non-verified field, leave the Table field blank. Character/2

  • Table-verified fields are required during data entry.
  • To set up user-defined verification tables, use the User Defined Codes page. From the Human Resources menu, select Reference Tables. From the Personnel menu, select User Defined Codes.

Type

Setting indicating the type of data that can be entered in the field in the user-defined page.

Select:

  • D - Date
  • N - Numeric
  • C - Character

Help

Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank.

The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55

Validated

Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank.

Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40

When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows: ,9,10,11,12,

Default

Value to default in the field in the user-defined employee page. For example, if this is a field for State, you can enter the state abbreviation you use most. The value can be changed in the employee page, if needed. Character/20

Comment Labels Section

Use the following untitled fields to set up two text fields for the bottom of the user-defined page:

Field

Description

Label

Title of the comment field. Character/40

Help

Display-only field indicating whether a help message was added for the comment field. H (for Help) displays here if a help message was added. Otherwise, the field is blank.

The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate Label field, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55

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