Attendance Enterprise Manager Self Service II (MSS2) Official website:

Transcription

1 Attendance Enterprise Manager Self Service II (MSS2) Official website: Training website: 1

2 Agenda Module 1: Navigation Module 2: Dashboard Module 3: Payroll Monitor Module 4: Timecards Module 5: Schedules Module 6: Summaries & Reports 2

3 Module 1 Navigation 3

4 Navigation MSS2 Concepts Profile Menu Locating an Employee Locating Employee Information Hiding areas Printing 4

5 Navigation MSS2 Concepts Locating an Employee 5

6 Navigation Locating Employee Information Select Employee from Time Card or Personal Information List Page Drop Down 6

7 Navigation Hiding Profile Menu Hiding Menu Topics Bold Titles Toggle Switch Display Hide 7

8 Navigation MSS2 Concepts Drill downs Track who got OT for the day. 8

9 Navigation MSS2 Concepts Printing Excel PDF 9

10 Learning Center Select Learning Center at the bottom of the User menu Search Feature 10

11 Module 2 Dashboards 11

12 Dashboard 12

13 Dashboard Tool to help identify daily problems Shortcut to exceptions Shortcut to details on actual/schedule hours Drop down of periods 13

14 Dashboard Shortcut Details - Group Time Card Page Indicator Condition Indictor Exception Noted 14

15 Dashboard Special shortcuts Birthdays Anniversaries Drill down to list Continues to Drill down to employee s s information 15

16 Module 3 Payroll Monitor 16

17 Payroll Monitor 17

18 Preparing for Payroll View used by Time Keepers to review critical employee issues before submitting payroll. Allows you to drill down to the timecard and correct errors prior to running payroll. Color coded for quick monitoring. 18

19 Payroll Monitor Tool to help identify problems quickly Color coded with payroll status indicators Shortcut to exceptions Shortcut to details on actual/schedule hours Drop down of periods 19

20 Payroll Monitor shortcut to critical exceptions Shortcut to an employee list of exceptions Employee list has shortcuts to Timecards or Schedules for easy resolve 20

21 Payroll Monitor - Detail Information Shortcut to an employee list of detailed hourly information with period sector Employee list has shortcuts to Timecards 21

22 Module 4 Timecards 22

23 Time Card Overview 23

24 Editing Time Cards Overview of the Time Card Group Editing Sheet Adding, Changing, Removing a Punch Crediting/Debiting Hours or Dollars Transfers Altering & Special Edits Reviewing, Deleting/Canceling Sup Edits Managing Exceptions 24

25 Time Card Overview Date Schedule Punch Details Workgroup Info Exceptions Period & Daily Totals Other Information Tabs 25

26 Group Editing Sheet Edit multiple timecards on a single screen Used by the dashboard or payroll monitor 26

27 Editing Time Cards cont. Editing punches in a Time Card view Right click Remove/delete punches Alter punches Align punches Call backs 27

28 Adding Punches Editing a Time Card Two ways to add a punch to the time card Credit/Debit Hours & Dollars #1. Direct Punch entry #2. Shortcut menu 28

29 Deleting & Changing punches Delete Punch: Right- click on the punch you want to remove and select Remove This Punch option Changing a Punch: click on the punch until it highlights and type the change. 29

30 Credit/Debit Hours or Dollars Right-click on date for the adjustment option Select the pay designation, rate and reason 30

31 Transfers & Exceptions Right click on each section for options Transfers Reallocate Hours Exceptions Acknowledge Individual All 31

32 Notes in the Time Card Right-click on the date and select Note/Comment then select option Add Remove Part of time Card can not remove once the period archives 32

33 Editing Time Card Schedules Editing a Schedule in the Time Card view Right click on the schedule date Choose option Add Edit Delete 33

34 Editing Time Cards cont. Remove or Cancel Adjustments Delete & Cancel icons Select to display edits Select to hide edits 34

35 Module 5 Schedules 35

36 Scheduling Employees Viewing Adding, Changing, Removing Schedules 36

37 Adding &Changing Schedules Double click on schedule to activate pop-up window Change information with drop downs and typing over items Swipe to highlight days for removing or copying Change Schedule type for flex or benefits 37

38 Changing Schedules cont. Right click on schedule to activate pop-up window Select Options Cut, Copy, & Paste Quick Schedules Benefit Schedules Flex Schedules Add a new schedule 38

39 Module 6 Summaries & Reports 39

40 Interactive Summaries Interactive Summaries Static Two Viewing Options Limited Editing 40

41 Interactive Summaries Summary table of information Period Options Hours Shortcuts to Time Cards Exceptions Shortcuts to Time Cards 41

42 Summary of Hours/Dollars Condensed information for easy reference Employee - Shortcuts to Time Cards 42

43 Summary of Exceptions Condensed information for easy reference Employee - Shortcuts to Time Cards 43

44 Reports Overview of Reports Private Reports Classic Reports 44

45 Reports Report Organization Report Names 45

46 Reports Select the report Run Select the PDF icon and let the report build Report will open a PDF window Edit Select the change option next the area of the report you wish to change 46

47 Build Reports Builds in a PDF window Print from window Save to File View & Select Individual Report Pages 47

48 Edit Reports Select the change option next the area of the report you wish to change Report Title Date Range Grouping Sorting Exclusion Etc. 48

49 Classic Reports Reports come from the Client Reports Select the report Builds in a PDF window 49

50 User Account Changing password Wizard 50

51 Questions? 51

52 Clocking In/Out via the Browser: 52

53 Type your ID number 53

54 Review time card 54

55 Payroll Adjustment Schedule Pay Date Pay Period Begin Pay Period End Adjustments Cut Off Date 8/19/2011 7/17/2011 7/30/2011 8/4/2011 9/2/2011 7/31/2011 8/13/2011 8/19/2011 9/20/2011 8/14/2011 8/27/2011 9/2/ /5/2011 8/28/2011 9/10/2011 9/16/ /20/2011 9/11/ /1/ /7/ /4/ /2/ /15/ /21/11 11/18/ /16/ /29/ /4/ /5/ /30/ /5/ /11/11 12/16/ /6/ /26/ /2/2011 1/5/ /27/ /3/ /9/2011 1/20/ /4/ /31/2011 1/6/

56 Payroll Adjustment Schedule Pay dates 2/3/2012 Pay period begin 1/1/2012 Pay period ends 1/14/2012 Adjustments cut off date 1/20/2012 2/17/2012 1/15/2012 1/28/2012 2/3/2012 3/5/2012 1/29/2012 2/11/2012 2/17/2012 3/20/2012 2/12/2012 2/25/2012 3/2/2012 4/5/2012 2/26/2012 3/17/2012 3/23/2012 4/20/2012 3/18/2012 3/31/2012 4/5/2012 5/4/2012 4/1/2012 4/14/2012 4/20/2012 5/18/2012 4/15/2012 4/28/2012 5/4/2012 6/5/2012 4/29/2012 5/12/2012 5/18/2012 6/20/2012 5/13/2012 5/26/2012 6/2/2012 7/5/2012 5/27/2012 6/9/2012 6/14/2012 7/19/2012 6/10/2012 6/30/2012 7/6/2012 8/2/2012 7/1/2012 7/14/2012 7/19/