Using Helios - Menus and Pages

This is the main menu of Helios.

• Home is the welcome page where you will find links to help and any updates or news about Helios.
• Manage is the area where you can manage employees - view them, browse and edit information about them, add new employees and so on.
• Reports is where all the reports are, that help you do everything from credential monitoring to NCLB letters and mailing labels to staffing rosters.
• Admin allows system administrators to add users, modify permissions, edit drop down lists.

The Manage menu has a lot of tabs to navigate through but they are organized to make the whole information simple and easy to manage.

• Profile has 2 sections - Basic Info and Details about an employee. Basic Info has their primary information such as name, social security, date of birth, type of employee, and other demographic information. Details has physical and TB exam dates, NCLB compliance for classified employees, tenure status and such.
• Education also has 2 sections - Degrees and Continuing Education. Degrees lists the employees' degrees and institutions attended. Continuing Education keeps a record of continuing education courses and training attended after formal education.
• Job History has 2 sections too - Job History and Job Pay. This is where one of the design patterns of Helios is reflected. Under Job History, there is a list of different jobs/positions held by the employee in the past and present. When one job is selected using the arrow icons to the left, the entire record for that particular job is shown, including job title, begin and end dates. Job Pay has info such as salary rates, pay scales, deductions and bargaining units and much more.
• Job Details has 2 sections as well - Job Funding and Job Benefits. Job Funding lists the accounts and dates from where the funding for the employee's pay comes. Job Benefits lists the health, vision, dental and insurance benefits received by the employee. Both of these sections are again dependent on a particular job selected from the job history list.
• Leaves of Absence contains the leaves taken by the employee - their details such as reason, start and end dates and extensions for the leaves, if any.
• Evaluations has 2 sections too - Evaluations and Honors. Both of these are again dependent on the job selected. Evaluations lists the dates employee was evaluated and by whom. It also has an entire evaluation form that can be completed by supervisors and administrators for their staff and submitted. The items in this form are completely customizable by the system administrator using the Maintenance tab. Honors lists the honors and awards received by the employee.
• Records has miscellaneous information about the employee - Commitments to the District, Termination, Dependents and Name changes. Commitments lists the reasons or type of commitments the employee has toward the District. Termination lists the date and reasons for termination. Dependents lists the employee's dependents and their benefits. Name changes lists the old names if the employee has changed name anytime.
• Certificated tab has a lot of other tabs that are discussed next.
• Classified tab also has other tabs that are discussed afterward.
• Volunteer has information about volunteers in the District - their name, social security number, birth date, gender, and other demographic information as well as their Volunteer History including their dates and locations of volunteer work.

This is the Certificated menu, which has information about a certificated employee.

• Credential Info lists 2 types of information - Credentials and Licenses held by the employee. Credentials has a quick list first followed by details about the credential such as credential program, expected completion date, NCLB compliance, subject, issue dates, authorization, major and minor codes. Licenses has a quick list as well followed by details about licenses held including license type and title, expiration date and issuing state and date.
• Assignments has Teacher Assignments and Substitute Assignments. Teacher assignments lists the courses and grades taught by the teacher whereas Substitutes lists the assignments for Substitutes. The substitutes section is only for substitute teachers.
• Support Programs has HOUSSE eligibility, RICA and SLLA pass dates, as well as information about Support Programs provided by the District to the employee. It lists the program type such as BTSA or PAR, institution, subject and Program Year and details about the program such as coach, PAR status, and completion dates.
• Waiver/Education has 3 sections - Substitute subjects, National Board Certification and Teacher Courses completed. Substitute subjects lists the subjects in which the substitute teacher has credits. National Board Certification has subjects in which the teacher is certified by the National Board. Teacher courses lists the courses completed by the teacher.
• EL Authorization has EL Authorization type, date issued and such details about the teacher's EL authorization. This page also lists CLAD and CTEL exams taken by the teacher.
• BTSA displays BTSA program details including CFASST dates, professional development requirements, Individual Induction Plans (IIPs) and workshops.
• Testing lists CBEST and other tests taken by the employee along with dates and scores.

The Classified menu has 3 tabs of which Testing and Longevity are pretty useful. The Classified menu displays information about classified employees only.

• Testing lists the tests taken by the classified employee.
• Longevity is based on Job History. For each job, the Longevity page shows information about longevity stipend eligibility, and dates and payment information, if eligible.

Reports on the main menu leads to the Reports page where you can select one from nearly 100 reports. For more info, see Reports in this help.

Admin leads to the Admin menu which has 3 tabs.

• View Users provides a quick reference list of the current users and their roles and allows the system administrator to remove any user.
• Edit User Access is the heart of the Security administration of Helios. This is where a system administrator can add new users, modify permissions or grant new permissions to users, assign roles to users or restrict access to certain users.
• Drop Down Edits allows the system administrator to change or add drop down menu items and lists used throughout the system. This ability makes Helios flexible and customizable, putting the control into the District's hands. All of the drop down menus in the system are 100% customizable.

For more on Admin, see Admin.