@officeelmwood-school-nz
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Hi Dae-Maree,
Congratulations on your new role at your school.
The way I keep a track of the Novopay forms and ticket numbers is by setting up in my gmail a label for each staff member under an HR tab. I name the label HR/Staff name and MOE number. Then when a ticket number comes back from Novopay, I label it with the staff members HR label and also a ‘Followup’ label. Then once the ticket number has been closed, I remove my followup label, and replace it with a label named ‘complete’. Then I archive it into my email labels under that HR/Staff member. This way they are easy to track. I keep all my ‘followup’ emails at the top of my emails – so I can easily monitor them.
If I am sending a form off, (which hopefully we will be doing less and less – as Ed Payroll get rid of having to submit forms), I keep it on my desktop until it is completed and then I file it in that staff members personnel file that I have for them in a folder on my desktop.
This is just one way of doing things, but it seems to work for me. Filing the Novopay tickets in this system eradicates the need to print them out.
Enjoy! 🙂
Vicki Harrington
Elmwood Normal School CHCH
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Hi Rob,
When staff are finished completing their leave form and they submit it – once submitted it brings up an option to ‘see previous responses’.
And when you click on see previous responses – it brings everyones leave up for the person applying for leave to see. How can I delete that. Not such a good thing to have on there .
Thanks so much.
Vicki
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Hi Rob,
I have set up Step 8 in Autocrat. I have taken two screen shots of what I have done. I have attached the two screen shots of step 8 – just to ensure I have it right. I think I do. do you mind having a quick look at the screen shots and letting me know. In the meantime I will save it and hope for the best. I am not sure how to get the screen shots to sit in this box so you can see it – as you have done with previous posts.
Thanks Rob.
Vicki
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Hi Rob,
I checked that the sheet doesn’t have notifications set under Megan’s log in…. so that is all good… however. I just tried to get the sheet to merge and produce confirmation letters – and it didn’t do anything – so I checked the Autocrat and for some reason it says No merged jobs set up – click to get started on a new job.
I don’t understand how our add-on would just disappear like that …. so annoying. It has not been touched. I will have to set it up again.
In setting up the new add on I am a wee bit stuck just on one bit. The file settings file name – I know you click on the blue tab at the left – but do you chose a Merged doc URL or Merge Doc ID? Do you know? Hope you can answer this. Thanks heaps.
Vicki
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Hi Rob,
Just when we thought it was all sorted. Megan (Team Leader) is receiving two emails to notify her that she needs to approve leave. One is from you and one is from me. Maybe I will just tell her to delete the one from you!!! 🙂 Actually that is not the answer – I will try and look into it and find out why the system is generating two.
Keeping you in the loop.
Vicki
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Hi Rob,
Oh – ok – yesterday we made a new add on and deleted the other one we had. Is that not the same thing. I thought I added it – as the first tests we did were working and the mail merge letter was coming from me for the first few trials. When it all turned to custard was after we were fiddling round doing the add on – onto the actual form that gets filled out. After that the mail merge somehow changed to come from you.
Yes – saw that about the trigger.
On another note – when I look at the dates in the spreadsheet – that the staff are taking their leave for – they show up the wrong way around – american way – and they print out as that on the mail merged letter. Don’t think it used to be like that either.
So…. things we need to fix:
Dates – to be NZ with day then month then year
Trigger – so mail merge comes from me.
When the mail merge prints out – it now says your reliever is ‘approved’ rather than ‘confirmed’. I am sure we had that before – and it came out saying ‘confirmed’. It got that from column D in the spreadsheet – once I put confirmed in there. Not sure why this has changed to ‘approved’.
Thanks for your help Rob.
Vicki
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Hi Rob,
I had a look at the Autocrat help page today. I found this. 5. In some cases, a trigger set by one user cannot be removed so that a second user can become the “trigger owner”. Maybe this is why this has happened.
Perhaps I need to go through the whole thing all over again and do all of it myself. (Although I did think that we had done that since the problem arose – but maybe I only made slight changes and re-saved).
Cheers
Vicki
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If I was to add Paul’s email address in the simply send add on – in the recipients email above the team leaders box – do you think this would work – so to notify Paul as well for the approval of leave on the spreadsheet.Thanks heaps. Um… it seems that once we took you off – it just won’t send the automated mail merged letter to the staff. I know it will get sorted. Will look at your reply in the morning.
Kind regards
Vicki -
Thanks Rob, I had already stepped through the autocrat set up the other day, but have redone again now and saved it again. As far as I can tell – it should only be this. As the simply send add on which you added for me to the form – to notify the team leaders seems to be working, I shouldn’t need to touch that should I? If I was to reload it – I think I need a bit of help with that. 🙂
Vicki
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