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Milestone 3

Project Notes for Milestone 3

 

Human Resources Component
 

Employee Contact Information

Employee ID

Main ID (could use SS#)

Prefix *lookup list (Mr. / Mrs. / Ms. / Dr.)

First Name

Last Name

Middle Initial

Preferred Name

Permanent Address *Should be able to enter more than one line

Permanent City

Permanent State

Permanent Zip

Permanent Phone

Current Address * Should be able to enter more than one line

Current City

Current State

Current Zip

Current Phone

Current Address Effective Until: (Date entry)

Cell Phone

Work Phone

E-mail Address 1

E-mail Address 2

Social Security Number

Link to view application and resume

 

Employee EEO

Employee ID

Main ID

Name

 

Birthdate

Age

Citizenship

Gender (Dropdown Menu)

Race (Dropdown Menu)

Disability

 

I9 Documentation

Visa Type

Visa Issue Date

Visa Exp Date

 

 

Employee Category Table

Employee ID

Main ID

Name (Conjugate first and last name)

Category (Full-time, Seasonal)

Active (Yes/No Checkbox)

 

Seasonal Employee Status Table

Employee ID

Main ID

Seasonal Position**

Site

Grade Level

Starting Date

Ending Date

Season *(Need to be able to enter more than one season per employee - i.e. Summer 2003, School Year 2003-2004, Summer 2004)

 

Seasonal Position Lookup Table

Seasonal Position ID

Seasonal Position

 

Should include the following selections:

  • Site Director
  • Associate Site Director
  • Counselor
  • Wellness Coordinator
  • Cadet
  • Office Manager
  • Teacher - Mathematics
  • Teacher - Biology (6)
  • Teacher - Chemistry (7)
  • Teacher - Physics (8)
  • Teacher - PRIDE
  • Teacher - Latin
  • Teacher - English
  • Teacher  - Workshop/Creative Expressions (6 & 7)
  • Teacher - Workshop/Debate (8)
  • Teacher  - ILC
  • Teacher - Multiple
  • Teacher Assistant - Mathematics
  • Teacher Assistant- Biology (6)
  • Teacher Assistant- Chemistry (7)
  • Teacher Assistant- Physics (8)
  • Teacher Assistant - PRIDE
  • Teacher Assistant- Latin
  • Teacher Assistant- English
  • Teacher Assistant- Workshop/Creative Expressions (6 & 7)
  • Teacher Assistant- Workshop/Debate (8)
  • Teacher Assistant - ILC
  • Teacher Assistant - Floater
  • Residential Instructor
  • Residential Assistant
  • Residential Assistant - Floater
  • Tutor
  • STEP Coordinator

 

Should also be able to enter more fields if necessary

 

Full-Time Employee Status Table

Employee ID

Main ID

Position

Office Location

Office Address

Office City

Office State

Office Zip

Office Phone

Office Fax

Office Cell Phone

Office Email

Starting Date

Ending Date

Years of Employment

Reason for Termination of Employment

 

Employee Pay Table

Employee ID

Main ID

Name

Starting Salary

Pay Review Date

Pay Increase

Current Salary

 


 

Employee Education & Certifications Table

Employee ID

Main ID

Name

 

School Name

Start Date

Degree

Major

GPA

Grad Date

 

Certification

Issued

 

Employee Performance Table

Employee ID

Main ID

Name

Position

Performance Review Date

Performance Evaluator

 

Rating (Dropdown Menu: Excellent, Very Good, Average, Below Average, Poor)

Strengths

Weaknesses

Overall Assessment

Recommended for Rehire (Yes/No Checkbox)

Additional Comments

 

Emergency Contact Table

Employee ID

Main ID

Name

 

Contact Name

Relationship

Contact Address

Contact Home Phone

Contact Work Phone

Contact Cell Phone

 


 

Company Property Table

Should be able to link to the Inventory Component to track which employees have been trusted with company property

 

Employee ID

Main ID

Name

 

Item/Product

Description

Check out date

Condition at Check Date

Return Date

Condition upon Return

Damages Reported

Damages Not Reported

 

Employee Notes Table

Employee ID

Main ID

Name

Date

Written By

Notes

 

Applicant Process Table

Main ID

Prefix

First Name

Last Name

Middle Initial

Preferred Name

Permanent Address *Should be able to enter more than one line

Permanent City

Permanent State

Permanent Zip

Permanent Phone

Current Address * Should be able to enter more than one line

Current City

Current State

Current Zip

Current Phone

Cell Phone

Work Phone

E-mail Address 1

E-mail Address 2

Social Security Number

Link to view application and resume

 


 

Application Table

Application Date

Referred By

Position Sought

            1st Choice

            2nd Choice

            3rd Choice

Desired Site

            1st Choice

            2nd Choice

            3rd Choice

            No Preference

References Needed (Yes/No Checkbox)

References Received (Yes/No Checkbox)

Interview Date

Interviewer(s)

Interview Rating

Recommended for Hire (Yes/No Checkbox)

Position Recommended**Can link to seasonal employee lookup table

Offer Letter Sent (Yes/No Checkbox)

Hired (Yes/No Checkbox)

Hold Applicant for Future (Yes/No Checkbox)

Notes

 

Applicant EEO

Main ID

Full Name

 

Citizenship

Gender (Dropdown Menu)

Race (Dropdown Menu)

 

Applicant Education

Main ID

Name

 

School Name

Start Date

Degree

Major

GPA

Grad Date

 

Certification

Issued

 


 

New Hire Wizard (Form)

Should allow for rapid data-entry of new employees and the automatic generation of offer letters.

 

Main ID

Social Security Number

 

Prefix

First Name

Last Name

Middle Initial

Permanent Address

Permanent City

Permanent State

Permanent Zip

Current Address

Current City

Current State

Current Zip

Current Phone

Cell Phone

 

Hire Date

Category (Full-time or Seasonal)

Position

 

Link to personalized offer letter

 

Delete Applicant Form

Allows user to delete applicants that we don't want to hold for future use

 


 

REPORTS

  • Address Book (Active Employees Only)
  • Inactive Employees
  • Employees by Site
  • Employees By Position
  • Mailing Label for Active Employees
  • Active Employee Summary- 1 sheet per employee including all information on the employee
  • Applicant Summary
  • Applicant by Position Sought by Site
  • Applicant Status (To keep track of interviewing and hiring)

 

 

Inventory Component

 

Products Table

Product ID

Product

Product Description

Date Last Purchased

Supplier

Current Quantity

Total Quantity Needed

Location**

Category**

Condition**

 

Supplier Table

Supplier ID

Supplier

Contact Person

Address

City

State

Zip

Phone

Postal Code

Fax

PFL Account (Yes/No checkbox)

Special Discounts (Memo)

 

Location Table (Lookup Table)

Location ID

Location*

 

*Locations should be as follows:

  • Bryn Mawr
  • Millersville
  • Messiah
  • Philadelphia Office
  • Allegheny House (SP?)
  • Lancaster Storage Shed
  • Employee - (Could this then link to the employee table so that we can identify which employee has the item?)

 

We also need to be able to add more locations if we need to

Text Box: ** Linked to a Lookup Table

 


Category Table (Lookup Table)

 

Category ID

Category*

 

Categories should be as follows:

  • Student Supplies
  • Teacher Supplies
  • Residential Supplies
  • Office Supplies
  • Electronics

 

We also need to be able to add more locations if we need to

 

Inventory Transactions Table

Transaction ID

Transaction Date

Product

Units Ordered

Unit Price

Units Received

Purchaser

Purchased For**

Reimbursement Needed (Yes/No Checkbox)

Reimbursement Received (Yes/No Checkbox)

Transaction Description

 

Condition Lookup Table

New

Very Good

Good

Bad

Unusable

 

Purchased For Lookup Table

Purchased For ID

Purchased For*

 

*Purchased For selections should be as follows:

  • Bryn Mawr Site
  • Messiah Site
  • Millersville Site
  • Main Office

 


 

REPORTS

 

  • Student Supplies
  • Teacher Supplies
  • Residential Supplies
  • Office Supplies
  • Shopping List (Produces a shopping list based on "Quantity Needed" minus "Current Quantity" and include the product needed and a description of the product)
  • Inventory Tracking - Should include information of the location of the product, current quantity, condition, and date last purchased
  • Total Transaction Report - Allows the user to view transactions between certain dates that the user inputs
  • Transactions by Site - Should be able to total the transactions purchased by each site by looking
  • Reimbursement Tracking - Should be able to keep track of who purchased what, how much they need to be reimbursed for and whether or not they have received reimbursement
  • Product Type - reports that allow the user to view the products by category

 

 

Student Tracking Component

 

Student Contact Information Table

Student ID

Main ID (Use SSN)

First Name

Last Name

Middle Initial

Preferred Name

Address

City

State

Zip

Phone

Social Security Number

 

Student EEO Table

Student ID

Main ID

Name

Birthdate

Age

Gender

Race

Citizenship

 

Student Education Table

Student ID

Main ID

Name

School**

Counselor

Current Grade (can this field automatically be updated each year ?)

Anticipated Date of HS Graduation

 

School Lookup Table

School ID

School

Contact Person

Address

City

State

Zip

Phone

Fax

Email

 

Student Status Table

Student ID

Main ID

Active (Yes/No)

Middle School Program (Yes/No)

High School Program (Yes/No)

Alumni (Yes/No)

Deactivation Date

Reason for Deactivation

 

Parent Information Table

Student ID

Main ID

 

Mother's/Primary Guardian Information

First Name

Last Name

Address

City

State

Zip

Home Phone

Work Phone

Cell Phone

Email

Employeer

Notes

 

Father's/Secondary Guardian Information

First Name

Last Name

Address

City

State

Zip

Home Phone

Work Phone

Cell Phone

Email

Employeer

Notes

 


 

Emergency Contact Information Table

Student ID

Main ID

Name

 

Contact First Name

Contact Second Name

Relationship to Student

Address

City

State

Zip

Home Phone

Work Phone

Notes

 

Student Health Information Table

Student ID

Main ID

Name

 

Date of Last Physical

Physician

Physician Phone

 

Insurance Provider

Group/Policy #

Phone

 

Allergies

Medication

Dosage & Administration of Medicine

Special Medical Conditions

 

Link to view a copy of Health Form

 

Medical Incident Table

Student ID

Main ID

Name

 

Date of Incident

Description of Problem

Action Taken

Handled by:

Parents Contacted (Yes/No Checkbox)

Notes

 


 

Behavior Incident Table

Student ID

Main ID

Name

 

Date of Incident

Description of Problem

Action Taken

Handled by:

Parents Contacted (Yes/No Checkbox)

Notes

 

Student Documentation Table (All Checkboxes)

Health Form

Date

Parent Permission Form

Date

Emergency Contact Card

Date

Information Release Form

Date

 

Summer Institute Status

Student ID

Main ID

Name

 

Year (i.e. Summer 2004)

Residential Group

Residential Instructor

Residential Assistant

Academic Group

 

Room #

Meal Card #

Key #

 

On-site (Yes/No Checkbox)

Off-site (Yes/No Checkbox)

Dismissed From Program

Reason for leaving

 

Admissions Process Table

Student ID

First Name

Last Name

Middle Initial

Preferred Name

Address

City

State

Zip

Phone

Social Security Number

 

Applicant EEO Table

Student ID

Main ID

Name

Birthdate

Age

Gender

Race

Citizenship

 

Applicant Education Table

Student ID

Name

School** Use School Lookup Table

Counselor

Current Grade

Anticipated Date of HS Graduation

 

Application Table

Student ID

Name

 

Application Received (Yes/No Checkbox)

Counselor Recommendation (Yes/No Checkbox)

Teacher Recommendation 1 (Yes/No Checkbox)

Teacher Recommendation 2 (Yes/No Checkbox)

Other Recommendation (Yes/No Checkbox)

Transcript (Yes/No Checkbox)

Test Scores (Yes/No Checkbox)

 

GPA (will need to have a function to calculate the PFL weighted GPA)

Interview Date

Interviewer(s)

Interview Rating Score

Recommended for Admission (Yes/No Checkbox)

 

Total Applicant Score (will need to be calculated by looking at several different fields)

 

Admission Packet Sent (Yes/No Checkbox)

Admitted (Yes/No Checkbox)

Hold Applicant for Future (Yes/No Checkbox)

Notes

Should have a link to the application and reference forms

 

New Admissions Wizard (Form)

Should allow for rapid data-entry of new employees and the automatic generation of offer letters.

 

Main ID

Social Security Number

First Name

Last Name

Middle Initial

Address

City

State

Zip

Admission Date