On the Employees screen, you can view data about all your employees in a grid, including employee ID, punch ID, department, employee type, FTE (full-time equivalent) value, and most recent shift. The first section below covers the initial grid screen, and the second section shows how to view a single employee's information.

Note: For most Time and Attendance (TAA) customers, employee records are imported nightly via a file provided by your payroll company. (The file transfer setup is one of the TAA implementation steps taken early on in the TAA initiation process.)
 
For information about TAA, go to An Introduction to Time and Attendance. For details about the TAA user interface, see Navigating the Time and Attendance Module.

Viewing All Employee Records on the Employees Screen


To find your bus drivers', bus aides', and other TAA employees' data, follow these steps:


  1. Click  >> Employees.
     
    The Employees screen will display a list of your employees, sorted alphabetically by last name.
      
  2. Scroll down to view each employee's data.
     
    Here is an explanation of the grid icons, column headings, and options at the top right of the screen:
     
    • : Opens the Edit Employee Name screen. (See the "Viewing a Single Employee's Record" section below.)
       
    • : Opens the employee's time card. (See the Knowledge Base folder Time Cards.)
       
    • Last Name: The employee's last name as it appears in TAA.
       
    • First Name: The employee's first name.
       
    • Employee ID: The employee's TAA employee ID number.
       
    • Punch ID: The ID number the employee uses to clock in; this is often the same as the employee ID number.
       
    • Department: The TAA department they belong to.
       
    • Employee Type: Their TAA employee type, such as Driver.
       
    • FTE: The employee's current FTE value.
      Note: The FTE value denotes what percentage of a full-time week the employee works. For example, if an employee works 20 hours in a 40-hour work week, the FTE value will be 50; a full-time employee will have 100.
    • Status: Their current work state — Active if they are working for your school district now and Inactive if they are a past worker. (Inactive employees will be shown only if you have  selected.)
       
    • Last Portal/Mobile Logon: The date and time they last logged in via the TAA Portal or K-12 mobile app.
       
    • Latest Shift Date: The date and time their most recent shift began.
       
    • Last Source: The method they used to clock in for that shift (MDT, Mobile, Portal, or TAA — which indicates a shift added via the CalAmp K-12 site's TAA module).
       
    • : Displays inactive employees in the grid. (By default, only active employees are shown.)
       
    • : Reloads the data on the screen.
       
    • : Begins the process of adding a new employee. (See Adding an Employee for details.)
       
    • : Exports the grid data to a CSV file.


Viewing a Single Employee's Record


You can view an individual employee's data — such as employee ID, hire date, email, phone number, department, employee type, punch ID, and FTE value — as follows:


  1. On the Employees screen, locate the row of the employee whose data you want to see. You can filter the Last Name column, if needed (see Sorting and Filtering Column Data).
     
  2. Click  at the far left of their row.
     
    The Edit Employee Name screen will appear.
      
    The fields you see will depend on your TAA setup and the data included in your employee records import from your payroll company. However, every customer will have these sections:
     
    • General: Shows basic employee information, such as last name, first name, and email address, and enables you to change the selected employee's TAA Portal/CalAmp K-12 app password.
        
    • Punch ID Assignment: Displays the employee's currently assigned punch ID (what they use to clock in and out) and enables you to enter a new ID, if needed.
        
    • Employee Type Record: Shows the employee's currently assigned employee type and contains two subsections: Employee Type History, which lists their past employee types (plus the start and end dates they had each type), and Add Employee Type Record, which enables you to change their employee type.
        
    • Employee FTE: Shows the employee's current FTE value and contains two subsections: Employee FTE History, which lists all the FTE values they have had (plus the start and end dates), and Add FTE Record, which enables you to update their FTE.
       
       
    • Status: Displays the employee's current work state — Active if they are working for your school district now and Inactive if they are a past worker — and enables you to change that value.
       

Note: As mentioned earlier, most TAA customers have employee records imported nightly via a file provided by your payroll company. Updating employee information therefore requires that you have changes made to the import file. If your school district is among the few who do NOT import these records, you can manually change an employee's data via the steps show in Editing an Employee's Record.