6.5.0.0 Enhancements – Staff Charges

Staff Charges

Select links below to access topic step-by-steps.

From the site view, charges can be assigned to staff members and are accessible by both Site Administrators and Site Users.

Staff Overview: Overview of the Staff page including the multiple functions allowing a site user to perform tasks pertaining to adding staff members, editing existing staff member details, issuing items to staff members, assessing charges, and reporting inventory and inventory history for each staff member. Review the Staff Charges section, the Charge Listing report, and Charge Activity Listing reports under Staff Reports. Click here

Assess Staff Charges:  Capability to assess staff charges to staff members for items which have been damaged and/or before an item is issued as a prerequisite for the item’s issuance. Click here

Staff Charge Payments:  After a charge has been applied to a staff member, the capability to process charge payment, refund a charge payment, and void a charge payment is accessed within the staff’s respective row under the Actions column. Click here

Staff Charge Receipt:  Provides, in PDF format, the information regarding the product, the charge type assigned, the status of the charge, any charge notes, and payment history, including who collected the payment and from which campus the payment was collected, for a particular staff member. Click here

Staff Reports: View reports which are related to charges assessed to staff. The Charge Listing report lists staff with assessed charges, including satisfied and unsatisfied charges. The Charge Activity Listing report lists the staff’s respective charges both satisfied and unsatisfied, and any charge payments, refunds, and voids. Click here

Customizing Distribution Receipts (Admin):  District Administrators are able to personalize the Distribution Receipt for both Staff and Students, by customizing text to be included in the body of the Distribution Receipt. Click here