• Contents
  • Search
  • Introduction
    • Overview
    • Getting Started
    • K212 HRP Windows
    • Fields and Field Labels
    • Accessing and Modifying Data
    • Data Validation and Messages
    • User Access
    • Background Processes
    • Reports
    • Appendix A - Contents of Menu Bar
  • System
    • System Audit
      • How to View All Employee Audit Information
      • How to View All User Audit Information
      • How to Add/Modify Table Column History
      • How to View All Online Employee Audit Information
      • How to Run a Daily Summary Report
      • How to Run a Monthly Summary Report
      • How to Clean Up History Table
      • How to Run a Table List Report
      • How to Run a Mass Update Audit Report
      • How to Run a Board Audit Report
      • How to Run a Daily Audit Report
    • Users
      • How to Run a User Authorization Report
    • Employee Mass Update
      • How to Mass Update/Run Employee Information Report
    • Purge Employee
      • Inactive
        • How to View/Modify Inactive Employees
        • How to Run a Inactive Employee Information Report
        • How to Purge All Inactive Employees
        • How to Extract Inactive Employee Information
    • Space
      • How to Purge All Records in a Table
    • SmartFindExpress Interface
      • SmartFindExpress Interface Setup
        • How to Add/Modify SmartFindExpress Classification Codes
        • How to Assign SmartFindExpress Classification Codes to Job Codes
        • How to Assign SmartFindExpress Classification Codes & Timesheet Rounding to Employee Groups
        • How to Create/Import Timesheet & Absence Files for the K212 HRP Web Tables
  • Board Control
    • Absence
      • Absence Setup
        • How to Add/Modify Absence Accounts
        • How to Add/Modify Absence Groups
        • How to Assign Absence Accounts to Absence Groups
        • How to Add/Modify Absence Reasons
        • How to Add/Modify Individual Absence Calendar Exceptions
        • How to Add/Modify Absence Calendar Codes
        • How to Add/Modify Absence Calendar Exceptions for a Calendar Code
      • Earned Leaves
        • Earned Leaves Overview
          • How to Add/Modify Union, Absence Reason & Leave Reason Codes
          • How to Run a Total Absences by Union Code Report
          • How to Update the Average Absence Factor & Other Earned Leaves Information
          • How to Run a ELP Eligible Employee Report
          • How to Update Employee Eligibility & Other Earned Leaves Information
          • How to Create Absence Accounts for Partial Paid Day & Voluntary Unpaid Day
          • How to Assign Partial Paid Day & Voluntary Unpaid Day Absence Accounts to Absence Groups
          • How to Allocate Earned Leaves Credits to Employee's Accounts
    • Benefits
      • Benefits Setup
        • How to Add/Modify Benefit Type Codes
        • How to Add/Modify Benefit Definitions
        • How to Add/Modify Taxable Percent of Board Premium Shares to Benefit Type Codes
        • How to Add/Modify Benefit Coverages
        • How to Add/Modify Benefit Premiums
        • How to Add/Modify Benefit Premium Splits
        • How to Add/Modify FTE Ranges
        • How to Add/Modify Mandatory Benefits to Employee Groups
        • How to Add/Modify Benefits to Subject Entity for Payroll
        • How to Run a Benefits Tables Report
        • How to Run a Board Benefits Rates Report for Payroll
        • How to Run a Benefits Contribution Report for Payroll
    • Compensation
      • Print Grids Menu
        • How to Print an Allowance Grid
        • How to Print a Salary Grid
      • Compensation Setup
        • How to Add/Modify Board Allowance Codes
        • How to Add/Modify Salary Categories/Details for Employee Groups
        • How to Assign Board Allowance Codes to Employee Groups
        • How to Add/Modify Allowance Grid Step Rounding for an Employee Group (Optional)
        • How to Add/Modify Salary Grid Step Rounding for an Employee Group (Optional)
        • How to Mass Update/View History Employees Salary & Allowances
      • How to View History/Mass Update Employees Positions & Assignments
    • General Tables
      • Employee Group Setup
        • How to Add/Modify Employee Group Codes
        • How to Add/Modify Employee Group Details
      • Miscellaneous Codes Setup
        • How to Add/Modify ALL Miscellaneous Code Types & Code Details
        • How to Run a Miscellaneous Codes Report
      • How to Add/Modify Establishment Codes
      • How to Add/Modify Financial Institution Codes & Details
      • How to Add/Modify GL Account Codes
      • How to Add/Modify Profiles for Import Batch Processes into K212 HRP
      • How to Add/Modify Location Codes & Details
      • How to Setup Site Configuration
      • How to Add/Modify Access Rights for K212 Portal Users
    • Seniority / Service
      • Seniority / Service Setup
        • How to Add/Modify Board Seniority / Service Codes
        • How to Assign Board Seniority / Service Codes to Employee Groups
        • How to Allocate Seniority / Service Credits by Month
    • Staffing Development
      • Staff Development Setup
        • How to Generate an Extract File for OCT
        • How to Import & Update TI Codes
        • How to Import & Update Employee TI Codes
        • How to Produce a Qualification Code Listing Report
          • How to Add/Modify Board Qualification Codes
      • WHMIS Overview
        • How To Setup WHMIS Modules & Settings
        • How to Configure WHMIS Modules
        • How to Add/Modify WHMIS Employee Records
        • How to Run a WHMIS Employee Report
        • How to Complete WHMIS Training on the K212 Portal
        • How to Run a WHMIS Employee Report on the K212 Portal
    • K212 Portal
      • How to Add/Modify K212 Portal Groups
      • How to Copy Groups into the Active Directory
      • How to Auto Create Users in the Active Directory
      • How to Import K212 Portal User Names
      • How to Add/Modify Employee ID to a Username in the K212 Portal
  • OPC Management
    • OPC Overview
      • How to Add/Modify a Job Code
      • How to Add/Modify a Position ID
      • How to Add Multiple Positions in Multiple Locations
      • How to Mass Update OPC Position Records
      • How to Import/Export Position Tables
      • How to Run a Position Vacancy & Position Overfill Report
      • How to Run a OPC Audit Report
      • How to Print Organizational Charts
  • Staffing
    • How to Add/Modify Basic Employee Information
    • How to Add/Modify Employees Positions and Assignments
    • How to Add/Modify Employees Approved Leaves
    • Change Notices
      • Change Notice Overview
        • How to Add a Note Type Code
        • How to Add a Note Recipient Code
        • How to Add an Employee Note
        • How to Run an Employee Notes Report
        • How to Run an Employee Notes History Report
    • Seniority Service
      • How to Set Default Information for Seniority/Service Credits for New Employees
      • How to Allocate Seniority/Service Credits for Current Employees
      • How to Add/Modify Seniority /Service Details
    • Employee Termination
      • How to Terminate An Employee
      • How to Run an Employee Termination Report
    • How to Run a Employee Educator Report
      • How to Run a Cross Reference Listing Report
    • How to Add/Modify Location Codes for Employees Working at Multiple Locations
    • How to Export a File for the Parklane System
    • ONSIS
      • ONSIS Overview
        • How to Import ONSIS Files
        • How to Add/Modify ONSIS Details
        • How to Setup ONSIS Automation (Optional)
        • How to Submit ONSIS File
        • How to Confirm Submission of ONSIS File
        • How to Import ONSIS Career Experience Files
        • How to Add/Modify ONSIS Career Experience Details
        • How to Submit ONSIS Career Experience Information
        • How to Export ONSIS MEN File
        • How to Import ONSIS MEN File
        • How to Export ONSIS Educator Data for the Trillium System
        • How to Run ONSIS Audit Report
        • How to Run ONSIS Snapshot Report
    • Staffing Process
      • Staffing Process Overview
        • How to Add/Modify Assignment Code Records
        • How to Add/Modify Staffing Categories
        • How to Assign Staffing Categories & Locations by Position
        • How to Add/Modify Full Year Staffing Assignments (Depending on School Board)
        • How to Add/Modify Semestered Staffing Assignments (Depending on School Board)
        • How to Load/Publish/Submit/Apply Assignments
    • Criminal Offence Declaration
      • How To Add/Modify Criminal Offence Declarations
      • How to Run Criminal Offence Declaration Report
    • Automated Email Notifications
      • Automated Email Notifications Overview
        • How to Add/Modify Email Address's for Union Representatives
        • How to Create a New Profile
        • How to Enter Email Details
        • How to Add Tags to Profiles
        • How to Enter Key Values
        • How to Copy Supervisors/Union Representatives to an Email
        • How to Setup the Criteria for an Emailing List
    • Budget Categories
      • Budgeting Process Overview:
        • How to Add/Modify Budget Categories
        • How to Assign Budget Category Codes to Positions
        • How to Import Budgets for Multiple Locations
        • How to Run a Budget Categories Report
        • How to Enable/Disable the Budget Categories Module
  • Compensation
    • How to Add/Modify Employee Salary and Allowances
  • Benefit
    • Benefits
      • How to Add/Modify Benefits
      • How to Add/Modify Benefit Overrides for Payroll
    • Pension
      • How to View Employee Pension Information
      • How to Override Seniority for a Pension Code
    • OTIP - Ontario Teachers Insurance Plan
      • OTIP Overview
        • OTIP Setup - Full File & Changes Only
          • How to Setup OTIP Configuration Codes for Full & Changes Only Files
          • How to Setup Employee Groups for Full & Changes Only Files
          • How to Update Employee Records for Full & Changes Only Files
          • How to Generate a HRIS File for OTIP
        • OTIP Setup - Import Payroll Deduction File
          • How to Setup OTIP Configuration Codes for Import Payroll Deduction File
          • How to Add/Modify OTIP Deduction Codes
          • How to Add/Modify OTIP Deduction Code Details
          • How to Setup Pay Period Details for OTIP
          • How to Add/Modify Pay Models to the Pay Period Calendar
          • How to Setup Subject Entity Maintenance & T4 Maintenance for OTIP
          • How to Setup T4 Maintenance for OTIP
          • How to Import a Payroll Deduction File for OTIP
      • How to Run a OTIP Reconciliation Report
  • Absences Management
    • How to Allocate Absence Credits to Employee's Accounts
    • How to Re-Calculate & Allocate Absence Credits for Employee's Who Began Later in the Year
    • How to Import Approved Leaves
    • How to Mass Update Work Calendars
    • SmartFindExpress Absences Import Setup
      • How to Import Employee Absences via Third-Party
      • How to Import/View/Approve Web Transaction Batches
      • How to Add/Modify Absences in a Batch
      • How to Run the Absence Year End Process
    • IME Absences Import Setup
      • How to Import/View/Approve Web Transaction Batches
      • How to Add/Modify Absences in a Batch
    • Employee Information
      • How to Rollback Employee Absences to a Specific Date
        • How to Modify/Delete Employee Absence Records
        • How to Add/Modify Employee Absence Accounts & Work Calendars
      • How to Add/Modify Historical Employee Absence Records for a Fiscal Year
      • How to Add/Modify Calendars for an Employee's Location
      • How to Assign a Work Calendar to an Employee's Location
    • Reports
      • How to Run a Board Absences Report
      • How to Run a Employee Absence Status Balance and Details Report
      • How to Run a Employee Absence Status Details Report
      • How to Run a Group Accounts Report
      • How to Run a Reason Accounts Report
      • How to Run a Violation Min/Max Report
      • How to Run a Employee Absence Accounts History Report
      • How to Run a Employee Vacation Accrual Report
      • How to Run a Work Calendar Report
  • Development
    • How to Add/Modify Individual Employee Degrees & Certificates/Qualifications
    • How to Add/Modify Multiple Employee Degrees & Certificates/Qualifications
    • How to View Employee Certificates and Qualifications
    • How to View Employee Degrees
    • How to Import Employee Development Appraisals
    • How to Add/Modify Employee Development Appraisals
  • Payroll
    • Payroll Overview
      • Payroll Setup
        • Board
          • Deduction Code Setup
            • How to Add/Modify Deduction Codes
            • How to Add/Modify Deduction Code Details
            • How to Add/Modify Deduction Rates
          • Other Payment Setup
            • How to Add/Modify Other Payment Types
            • How to Add/Modify Other Payment Rates
          • How to Add/Modify CPP, EIC, WSIB & EHT Details
          • How to Add/Modify Federal & Provincial Tax Data
          • How to Add/Modify Pension Deductions (Board)
          • How to Add/Modify Revcan Code, EI Rebate, Liability Account Details
          • How to Add/Modify Special Account Rules
        • Group Data
          • How to Add/Modify Basic Group Data
          • How to Add/Modify Pay Period Details
          • How to Add/Modify Group Exception Calendar
          • How to Add/Modify Pay Period Calendars and Special Runs
          • How to Add/Modify O.T and Shift Rates
          • How to Add/Modify Car Mileage Rates
          • How to Add/Modify Recurring Payment - Groups
          • How to Add/Modify Vacation Rates
          • How to Add/Modify Accumulator Schedule (Board Level)
          • How to Add/Modify Deductions Defaults
          • How to Add/Modify Calendars to Employee Groups
          • How to Add/Modify Equivalent Pay Counts
          • How to View Pay Period Accumulators
          • How to Assign Professional Activity Days to Locations
          • Subject Entity Setup
            • How to Add/Modify Subject Entity Details
            • How to Add/Modify Subject Entities
        • Employee
          • How to Add/Modify Accumulator Schedule (Employee Level)
          • How to Add/Modify Basic Employee Data
          • How to Add/Modify Benefit Overrides
          • How to Add/Modify Default Deduction Assignments
          • How to Add/Modify Non-Statutory Deductions
          • How to Add/Modify Pension Deductions (Employee)
          • How to Add/Modify Recurring Payments (Employee)
          • How to Add/Modify Statutory Deductions
          • How to View TPP Details
          • Primary Group Function Menu
            • How to Add/Modify New Primary Groups
            • How to Add/Modify Position Changes
            • How to Run a New Positions Report
        • Pay Run Menu - Entitlement
          • How to Run Entitlement
          • How to Authorize Groups
          • Employee Authorization Menu
            • How to Authorize Employees
            • How to Add/Modify Employee Manual Adjustments
            • How to View Employee Salary and Allowance Adjustments
            • How to Unauthorize an Employee
              • How to Add/Modify Employee Salary Projection and Redistribution
        • Pay Inputs
          • How to Add/Modify Days Not Paid Entries
          • How to View Days Not Paid Records
          • How to Add/Modify Days Not Paid Entries for Groups
          • How to Realign Days Not Paid Entries
          • How to Add/Modify Salary and Allowances Adjustments
          • How to Add/Modify Short -Term Sick Leaves Entries
          • How to Add/Modify Car Mileages
          • Timesheets Menu
            • How to Add/Modify Daily Rates
            • How to Add/Modify Hourly Rates
            • How to Add/Modify Exception Timesheets
            • How to Mass Update/Post and Reverse Batches
            • How to View Timesheet Details
            • How to Add/Modify Employee Work Schedules
            • How to Import Exception Timesheets
            • How to Import Hourly and Daily Timesheets
            • How to Import/View/Approve Web Timesheets
            • How to Import Web Timesheets by Groups
            • How to Run an Unapproved Web Timesheets Report
            • How to Create Scheduled Timesheets
      • Pay Run
        • Pay Run Menu - Schedule Groups
          • How to Schedule Groups for Pay Run
          • How to Run the Debit Pay Pre-Run Process (Only for Debit Groups)
          • How to Run a Pay
          • How to Produce a Pay Run Debug Report
          • How to Re-print Register Group Totals
      • Post Pay
        • Post Run
          • How to Confirm the Pay Process
          • How to Abort and Rollback the Pay Process
          • How to Re-Run the Entire Pay Process
          • How to Re-run the Pay Process for Individual Employees
          • How to Re-run the Pay Process for Individual Groups
        • Cheque Process
          • How to Run Cheques and EFTs
          • How to View Employee Pay Statements
          • How to Add/Modify Manual Cheques
          • How to Cancel a Payment Record on Cheques or EFTs
          • How to View Cashed or Un-Cashed Cheques
          • How to Run a Cheques Listings Report
        • OMERS Menu
          • OMERS Service Credits
            • How to Run a OMERS Service Credits Report
            • How to Add/Modify Service Credits Adjustments
          • OMERS Broken Service Credits
            • How to Import Broken Service from Days Not Paid
            • How to Add/Modify OMERS Broken Service or Elimination Period Records
          • OMERS Vacation Credits
            • How to Calculate Service on Vacation Earnings
            • How to Add/Modify Vacation Service Records
          • How to Create E165 Import and/or EP File
          • OMERS Retro Records Maintenance
            • How to Generate Retro Record from Entitlement
            • How to Add/Modify OMERS Retro Pay Records
            • How to Create a Retro Import File for Form 119
      • Payroll Adjustment Functions
        • How to Add/Modify EI Adjustments
        • How to Realign Employee Positions
        • How to Add/Modify Negative Amounts following Pay Run
        • How to Add/Modify Pension Adjustment Overrides
        • How to Run a Pay Data Freeze
        • How to Add/Modify Pay Exceptions
        • How to Add/Modify Pay Record Adjustments
        • How to Add/Modify Pay States
        • How to Re-direct Pay Adjustments
        • How to Analyze & Verify Tax Calculations
        • How to Add/Modify YTD Record Adjustments
      • Payroll Accounting Menu
        • How to View Pay Run Accounting Records
        • How to Update Pre-BAS Liability Account
        • How to Create a BAS File
        • Reports
          • How to Run a Account Detail Report
          • How to Run an Account Summary Report
          • How to Run an Invalid Accounts Report
      • Payroll Reporting Menu
        • Ad Hoc Board
          • How to Run a Board Benefit Rates Report
          • How to Run a Board Deductions Report
          • How to Run an OTIP Reconciliation Report
        • Ad Hoc Employee
          • How to Run an Employee Pay Input Report
          • How to Run an Employee YTD History Report
          • How to Run a Employee Pay Statements Report
        • Ad Hoc Group
          • How to Run a Employee YTD Report
          • How to Run a Group Allowances Report
          • How to Run a Pay Calendar Report
          • How to Run a Subject Entity Report
        • Ad Hoc PP
          • How to Run a EI History Report
        • Annual Reports
          • How to Run a CEIC List Report
          • How to Run an OCT Annual Report
          • How to Run an OMERS Year End Report
          • How to Run a TPP Annual Report
          • How to Run a TPP Credit Summary
          • How to Run a WSIB Report
          • How to Run a Public Sector Salary Disclosure Report
          • How to Run a Pensionable and Insurable Earnings Report
          • How to Run a Days Not Paid Reconciliation Report
        • Monthly Reports
          • How to Run a Health Tax Calculation Report
          • How to Run an OMERS Service Credits Report
          • How to Run an OTF Monthly Report
          • How to Run a WSIB Monthly Report
          • How to Run a Pays Total by Month Report
        • Pay Period Reports
          • How to Run a Benefit Contributions Report
          • How to View Employee Pay History
          • Custom Employee Pay Record Reports
            • How to Run an Employee Pay Records - Define Report
            • How to Run a Employee Pay Records - Run Report
          • How to Run an Employee Pay Records Report
          • How to Run a Family Support List Report
          • How to Run a Garnishee List Report
          • How to Run a REVCAN Liability Report
          • How to Run a TPP Frequent Report
          • How to Run a TPP Short Leaves Report
          • How to Generate a TPP PA Extract File
          • How to Run a CSB Transmission Report
      • Record of Employment - ROE - Overview
        • How to Produce Multiple Employees ROE(s)
        • How to Prepare or Re-Do Employees ROE(s)
        • How to Modify ROE(s)
        • How to Print ROE(s)
        • How to Import WEB ROE Serial Numbers
      • Year End Maintenance
        • Year End - T4 & T4A - Overview
          • How to Add/Modify T4 & T4A Form Entities
          • How to Generate T4 & T4A Forms
          • How to Run a T4 & T4A Reconciliation Report
          • How to Publish T4 & T4A Forms to the K212 Portal
          • How to View Generated T4 & T4A Forms
        • How to Create New Statutory Deductions For All Employees
        • How to Run a CPP Pension Report
  • Inquiry
    • How to View All Employee Information
    • How to Run an Absences Summary Report
    • How to Run an Absences and Timesheets Report
    • How to Run an Allowances Report
    • How to Run an Assignments Report
    • How to Run a Basic Report
    • How to Run a Benefits Coverage Report
    • How to Run a GL Accounts Report
    • How to Run a Leaves Report
    • How to Run a Locations Report
    • How to Run an Overrides Report
    • How to Run a Pension Report
    • How to Run a Positions Report
    • How to Run a Positions and Salary Report
    • How to Run a Posted Absence Report
    • How to Run a Qualifications Report
    • How to Run a Salary Report
    • How to Run a Seniority Service Report
  • CNS
    • Contract Negotiation System Overview
      • How to Add a Contract Code
      • How to Apply a Contract Code to an Employee Group
      • How to Create Projection Details
      • How to Build Projection Grids
      • How to View/Edit Negotiation Salary Grids
      • How to Build an Extract Table
      • How to Calculate Projection Steps
      • How to View/Edit Extract Tables
      • How to Run Projection Calculations
      • How to Run Online Summary Report
      • How to Run a Summary Report
      • How to Run a Salary Population Grid Report
      • How to Run a Projection by GL Report
      • How to Create HRS Grids
      • How to View Salary Grids
      • How to Create a BAS/BPS Interface File (IF APPLICABLE)
      • How to View CNS Contract History
      • How to Print a CNS Salary Grid
      • How to Print a CNS Allowance Grid
  • EASy - Employee Appraisal System
    • EASy Overview
      • How to Add an Appraisal Form Type
      • How to Add an Appraisal Type Code
      • How to Setup Appraisal Frequency, Appraisal Initiation, Number of Forms & Signatures
      • How to Add Unsatisfactory Approver Number
      • How to Assign Appraisal Type Codes to Employees & Define the Report to Data
      • How to Modify Employee Appraisal Results
      • How to Send Appraisal Notification Emails
      • How to Run an Appraisal Status Report
      • How to Run an Appraisal Cross Reference Update
      • How to Run the Appraisal Date Rollover Process
      • How to Run an Employee Appraisal Import Job
  • K212 Portal
    • Main Menu
      • Absence
        • Board Approval
        • Board Entry
        • Board Report
        • Employee Entry
        • Supervisor Approval
        • Supervisor Entry
        • Supervisor Report
      • Appraisal
        • Appraisal Employee
        • Appraisal Manager
      • Offence
        • Offence Declaration
        • Offence Fast Entry
        • Offence Report
        • Offence Review
      • Personal
        • Absence
        • Benefits
        • Deductions
        • Pay Stubs
        • Profile
        • Salary
        • Seniority
        • T4 and T4A
      • Staffing
        • Staffing Process Full Year Management
        • Staff List Management
        • Staffing Process Semestered Management
      • Timesheet
        • Board Daily Entry
        • Board Hourly Entry
        • Board Approval
        • Board Report
        • Employee Daily Entry
        • Employee Hourly Entry
        • Supervisor Daily Entry
        • Supervisor Hourly Entry
        • Supervisor Approval
        • Supervisor Report
      • WHMIS
        • WHMIS Employee
        • WHMIS Report
    • System
      • Settings Menu
        • Security
          • Profile Change Approval
          • User Group Management
          • User Management
        • Settings
          • Board
            • Global Settings
            • Absence Settings
            • Timesheet Settings
            • Offence Declaration Settings
            • Personal Settings
            • Themes
        • Tools
          • Custom Module Management
      • Buttons and Application Icons
  • Processes
    • Accounting Processes
      • CNS - BAS File Generation Process
      • Payroll- BAS File Generation Process
    • Annual Processes
      • Seniority Service Allocation Process
      • T4 Generation Process
      • Year End Absence Allocation Process
    • Employee Data Maintenance Processes
      • Assign Approved Leaves Process
      • Benefits Setup OTIP Process
      • Benefits Setup (Non-OTIP) Process
      • Employee Termination Process
      • OPC Setup Process (Draft)
      • ROE Process
    • Hire Processes
      • Hiring Process
      • Re-Hire Process
    • Non-Pay Related Processes
      • Automated Email Notifications Setup Process
      • Change Notice Setup Process
      • CNS Setup Process
      • Criminal Offence Check Process
      • EASy – Employee Appraisal System Process
      • ONSIS Process
      • Parklane Process
      • Staffing Process Setup (K212 Portal
      • WHMIS Setup Process
    • Pay Processes
      • Pre-Pay Run Process (Draft)
      • Pay Run Process (Draft)
      • Cheque Process
      • Debit Pay Group Process
      • Defining a Teacher for Payroll - Process
    • Other Pay Processes
      • Short Term Sick Leave Process
      • Statutory Holiday Process
      • Statutory Holiday2 Process For Timesheet Groups (Pay Methods 3 & 4)
      • TPP Setup Process (Draft)
      • OMERS Setup Process (Draft)
      • VAC Pay Process
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