H R Toolbox – Roles and Functions to Reach Your Destination

Presenter:Dr. Donna Patrick – Consultant Pivot Learning

Partnersdonnapatrick5@aol.com

This workshop will provide the personnel tools necessary to equip the HR

administrator with the knowledge, skills and instruments to function successfully in meeting monthly personnel responsibilities

Creating Success for the HR Department with the Right Tools

Update Personnel Budget

Update Seniority Lists – Classified and Certificated

Select Employees and Oversee Reference Checks – send out regret letters*

Issue Appropriate Teacher Contracts (Samples and Codes)*

Determine Classified Layoffs (60 day notification if not done in April or May)

Reminders to Administrators about Classified Vacation Planning – be firm on submitting advance calendars.

Engage in New Teacher Induction Planning with Educational Services

Prepare for Collective Bargaining*

*A hard copy sample is included in the handouts during the session.

Finalize Staffing – (enrollment decline – 3 month temp contract; temps to probs; prepare site checklist of teachers & classified)

Complete Substitute Teacher Training/Handbook*

Finalize Substitute Teacher Lists and Conduct Substitute Workshop*

Conduct New Teacher Training*

Remind Administrators About Sexual Harassment Training for All Employees

Finalize Credential Auditing for Board Authorization for Secondary Teachers

Finalize Welcome Back Activity

Prepare District Directory – Some counties maintain official lists

Update New Teacher Lists

Plan CPR/1st Aid Training

Oversee Extra-Duty Assignments

Finalize TB Assessments for All Employees

Determine Teachers to be Evaluated

Select Long Term Substitutes

Update Job Descriptions – with essential

functions

Send Out Evaluation Timelines – classified and certificated

Visit New Teacher Classrooms

Initiate Teacher Transfers - based on enrollment

Introduce New Teachers to Board of Education

Revisit Salary Posting

Finalize 8/30 or 9/30 Payroll Schedule Leadership Meetings with Union

Presidents and Job Stewards

Check that all Employee Information has been Updated

Oversee Completion of Employee Data Entry

Complete CALPADS Reporting

Assign Master Teachers

Conduct New Supervisor Training -CSEA Contracts, Discipline, Sexual Harassment

Conduct New Administrator Training* -Union Contracts-Administrator, Teacher, Classified Evaluations -Discipline Procedures – Recommend FRISK training* -Dismissal Procedures – Ed Code* -Sexual Harassment Investigations -Board Policies – Personnel 40000 series*

Monitor Probationary Classified Evaluations

√ Plan for Probationary Teacher Monitoring

√ Review Evaluations of Classified Probs

√ Conduct Substitute Teacher Workshops (if more substitutes are needed for second semester)

√ Complete Annual Credential Report

√ Plan Retirement Workshops for Classified and Certificated

√ Sunshine Board’s Contract Proposals

Consider Certificated Layoffs (Timeline)*

Consider Non-Reelection of first and second year probationary teachers

(check Induction progress of new teachers)

Monitor Permanent Classified Evaluations

Select Long -Term Sub.-2nd Semester

Review 1st Semester Certificated Evaluations

Audit Classified Vacation Days

Negotiate District Calendar - Committee

Finalize Certificated Layoffs

Determine Certificated Transfers/Reassignments - Based on Layoffs and Leaves

Prepare Non-Reelection Lists

Review Classified Evaluations

Survey Salary Schedules of Like Districts

Assemble Employee of the Year Committee

Post Vacancy Announcements – offer incentive for early resignations?

Take Board Action: Certificated Layoffs

Take Board Action: Non-Reelection of

Probationary Teachers and May Notify Temps

Take Board Action: Transfer/Reassignment or Release of Administrators

Initiate Enrollment Projection for the Next Year

Determine Facilities and Staffing: Work with CBO

Issue Continuing Employment Temp Contracts

Determine Classified Layoffs - based on lack of funds or lack of work – 60 day notification

Open Transfer Requests – Keep for 2 Years

Reminder about Certificated Evaluations – Due 30 days before the end of school

Assist with Teacher Improvement Plans

Post Summer School Vacancies

Finalize Calendar Committee Work

Recruit, Interview and Hire New Administrators -if possible conduct visitations (Feedback Scale)*

Recognize Day of Teacher & Week of Classified

Plan Retirement Recognition – short paragraph

Issue Reasonable Assurance Letters – Subs, 9-11 Month Employees

Conduct On-Campus Teacher Recruiting (screening sheet) *

Finalize Certificated Layoffs

Review Certificated Evaluation Deadline – 30 days

Send Certificated Commitment Letters

Release Temporary Teachers (checklist and script)*

Finalize Transfer/Reassignment of Administrators

Monitor Credential Expiration

Complete Contract Signing for New Teachers – determine site

Complete Mandated Cost Forms

Plan New Teacher Staff Development

Update Teacher/Classified Handbooks

Recognize Retirees and Longevity Recipients – Board Meeting

Obtain Board Approval for District Calendar

Start reviewing TB Records and Send Out Notices

Develop Annual Goals of Department

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