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Hello and welcome to tech tips for client is DE finance plus today we're going to be talking about how to properly fill out a finance HR system access form this is the new version of the form that re-released in the fall of 2013 when you open the form in Adobe Acrobat Reader you'll notice the new version located just like this anything with a red border around it is a required field you'll need to enter all of these fields to have the form processed the first box you put in your full legal men the second box you're going to put in your employee ID number if you don't know your employee ID number please check with the Secretary on your campus or in your department that is responsible for your attendance it will be a five-digit code next you'll put your phone extension you can find this by looking in the upper right-hand corner of your telephone screen that's on your desk it will also be a five digit extension next you're going to put your Klein ISD email account here next you will select your campus or department if you're on a campus you'll choose the appropriate campus name they are listed in order according to the state numbering system if you're in a department they'll start around the 200 range next you put in your job title then you'll need to put in your supervisors name the next election is a radio box selection you'll need to select one of these four items here if you are new to Klein ISD, or you've never used phi dance you'll collect select this box if you are an existing employee, and you already have any finance plus account, but you need to have different or changed access you'll click this box here if you are being transferred from one campus to another within Klein ISD you'll select this checkbox here make sure to fill out the transfer section below if you select this box this is the box that you'll select if you are a client ID employee, and you already have any finance Plus account, but you want your slate wiped clean, and you want to start over with new set of permissions let's say you've changed job function, so you want to get rid of everything you had and only give the new items next is the employee transfer box this is the box you're going to fill out if you selected this employee transfer choice up at the top you will select your previous campus or department your previous job title your previous supervisors name, and then you will select one of these two check boxes here you will either select to remove all previous access or retain all previous access if you select to retain all previous access you can put an end date where applicable make sure to put month day year format with slashes between them if you are going to be retaining your previous access you're going to need to have the signature of your previous supervisor or fiscal authorizer they'll need to sign in this box down here below we accept digital signatures, so you can easily send this PDF to them via email have them fill out this section in the sign box and...
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