ADMINISTRATOR MENU - 1 -

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1 The following information outlines the options found in the Administrator Menu. The Administrator s Menu has four features: Purchase Requisition Authorization, Termination Notice, Applicants, and Warehouse Approval. The remote link site must have a person who is responsible for authorizing each purchase requisition. The authorization process is an electronic signature indicating that the purchase requisition is valid and should be upgraded to a purchase order by the administrative office. Authorization rights are assigned in the form of an Authorization Code, which is maintained by the administrative office. The following information outlines the options found in the Administrator Menu. The person who is assigned the responsibility of authorizing purchase requisitions will have a menu option that other remote link users will not have access to. Purchase Requisition Authorization The person who is assigned the responsibility of authorizing purchase requisition will need to type in their authorization code. You will not be able to move beyond this process until a correct authorization code is entered. After authorization code is entered, select Filter. The requisitions waiting for approval will display in a list as shown on the next page. Note: An administrator s authorization code, once entered, stays active until that person s web session ends

2 To authorize the requisition, select Authorize found in the Actions column. The requisition selected for authorization will be displayed for review. Once the requisition is reviewed and approved, select Authorize. You will receive a message that the Requisition has been authorized. Select OK

3 After OK is selected, the requisition will be shown with the Authorized status. Select Back to return to list of requisitions. Un-Authorization Process The Un-Authorize Process is used when modifications need to be made to an existing authorized purchase requisition. There are some restrictions to keep in mind before using this feature: 1. Only those requisitions that have not been upgraded to a purchase order can be un-authorized 2. The un-authorization process can not be performed if the requisition has a higher level of authorization that has already been issued. The higher level authorization may be removed by the appropriate person. Once a higher level is removed all authorizations, including primary, are removed. Change the Requisition Action to Unauthorize, enter Requisition No., enter Authorization Code, and then select Filter. The requisition selected will be shown for verification

4 Select Unauthorize to remove authorization. After Unauthorize is selected, a message will display to confirm your unauthorization of the requisition. Select OK to continue with unauthorization process or Cancel to abort process. If OK is selected, you will receive confirmation. Select OK

5 After OK is selected, the requisition will be shown with the UnAuthorized status. Select Back to return to Requisition Authorization. Once the requisition has been UnAuthorized, return to Purchase Requisition Maintenance to make any necessary changes to requisition

6 Termination Notification The Remote Link Termination Notification feature was designed to assist in the timely reporting of employee terminations or resignations. The termination notification process is directly linked to the Marathon Human Resource Module. The timely reporting of an employee resignation will ensure accurate final payroll calculations. Select Termination Notice under the Administrator Menu. The Terminate Employee page will have a drop down box of all available active employees listed alphabetically by last name. Select the employee, tab to the effective date and enter date or use calendar to select date. Enter information in the comment box that adequately explains the termination or resignation. After the information has been entered select the Terminate button. The system will prompt you to re-examine the information one more time before proceeding. Caution: The remote site user cannot retract or change the termination notice after it has been added. Any retractions or changes must be made by the appropriate personnel in the Human Resource Department

7 Applicants Select Applicants under the Administrator Menu to view information of applicants entered through the Human Resources Module. Applicants can be selected by name, position, or endorsement held. Choose specific criteria or all criteria then select Filter. Those applicants meeting your criteria will be displayed in a list as shown below. You can drag and drop a column heading to group that column. You can move columns or click on column heading to sort criteria for that column. Under the More Info column, select View to see detailed information about an applicant, as shown below. You can view Certification, References, Out of District Experience, Extracurricular, Skills, Academic, Positions Applied for, and any User Defined criteria established by your Human Resource Department for the applicant. Select any of those tabs to view the selected criteria. After viewing information for Applicant, select Back to return to filter page