Banner Supervisor Self-Service Leave Report

Transcription

1 Banner Supervisor Self-Service Leave Report User s Guide

2 Table of Contents Introduction to Leave Report..1 Timeframe and Deadlines...1 Logging On.2 Access Leave Report..3 Reviewing Leave Reports...8 Frequently Asked Questions.10 Appendix...11

3 Page 1 Introduction to Leave Report via Web UCA has activated the Self-Service Leave Reporting feature in myuca. You may already use Self-Service for things like viewing tax forms, leave balances, and pay information. Leave Entry is a task you can perform using the same on-line tool. It will provide more up to date information in your Leave Balances with hours reported on a semi-monthly basis. This system allows you to log into myuca (a secured website) and personally enter your leave hours online from any computer with internet access. Your leave time is then approved online by your direct supervisor and processed electronically through payroll. Timeframe and Deadlines The employee is responsible for submitting their leave report electronically to their supervisor on a semimonthly basis. If you fail to submit your leave report on time, your supervisor will be unable to approve your leave for the current leave period and your leave balance will not be accurate. It is critical that you submit your leave report by the deadline. Leave reports must be submitted and approved no later than 3 working days after the pay period ends.

4 Page 2 Logging On Employees are able to access their Banner Leave Report through the UCA website from any computer on or off campus with internet access. You will need your Banner username and password. Because your human resources information is sensitive in nature, you should never share your username and password with anyone. Always make sure that you log off of myuca when you are finished accessing your information. Open a web browser and type Then locate the myuca login area at the top right of your screen. It will take you to the screen displayed at right. A Secure Access Login screen will appear. Click the LogIn button and enter your Banner name and password. Remember to keep these as safe as possible since they can be used to access your employee information.

5 Page 3 Access Leave Report Once you are logged into your myuca account, click on Self-Service and then click on Employee as indicated by the yellow arrow.

6 Page 4 Access Leave Report cont. Once you are logged into your Employee tab, choose Leave Report as indicated by the yellow arrow.

7 Page 5 Proxy Settings All approvers have the ability to set up a proxy to approve their assigned leave if the approver is unavailable to approve it themselves. Clicking the Proxy Set Up option at the bottom of the screen, will open a new window where employees are listed alphabetically by last name. An approver can assign and remove proxy from any individual at any time. While the approver may still be able to view their employees leave information, they will not have to approve the leave in order for the report to continue processing.

8 Page 6 Access Leave Report cont. As a leave approver, you will be presented with a screen with multiple leave options. You can choose Access my Leave Report by clicking the radio button and hitting the select button to enter you own personal leave time. To approve leave for other employees choose Approve or Acknowledge Time as indicated by the yellow arrow and hit the select button.

9 Page 7 Access Leave Report cont. Once you are logged into your Approve and Acknowledge Time Leave Report, you will notice that the department (s) you are responsible for approving are listed on the left side of the screen. On the right side of the screen is a drop down box that will show the report periods which are available to approve leave. You will also notice that you have the option to sort the records by Status and Name or Name only. Once you have selected the department you need to view,the appropriate report period, and your preferred sort order, click the Select button.

10 Page 8 Reviewing Leave Reports The Department Summary page separates employees into three categories: Pending approval, Not started, In process and Completed. It will allow you to track all employee leave reports. Each individual report waiting for approval will be listed. Click on employee name to view their leave report. If you need to review further information before approving the leave report, under the Other Information section you will find headings that allow you to change leave record, review their leave balance, or you might see a warning heading. This warning heading alerts you that there is a possible problem with the submitted report and should be viewed before approving. After you have reviewed the report, click the box indicating Approval or FYI or Return for Correction. Make sure to click the Save button before exiting leave reporting.

11 Page 9 Reviewing Leave Reports cont. Additional view of department summary.

12 Page 10 Frequently Asked Questions Q: What if my employee missed the submission deadline? A: It is every employees responsibility to plan ahead and meet all the leave report submission deadlines. It is also the responsibility of leave approvers to notify employees before becoming delinquent. However, in the event that an employee misses a deadline, your employee will need to print and complete (with all applicable signatures) a paper Leave Report on the UCA website and submit to HR. Q: What if an employee did not take any days off on the current pay period? A: Like the previous paper system, a leave report must be filed regardless of whether leave is actually taken during that leave report period. All employees eligible for leave will need to submit their 0 hour leave report for approval. You will still have to approve the leave report. Q: What if I approved a leave report and then found errors? A: You will need to contact with updated information concerning that employee as soon as possible. Q: What happens if I am unavailable to approve leave reports when reports are due? A: Supervisors must designate a proxy to approve leave reports in their absence if they are unable to meet the deadline themselves. All employees should be informed of the identity of the department proxy in case emergencies occur. Q: Why do I get a message indicating that I have Electronic Approvals Transactions when I sign into selfservice? A: This indicates that you have been added to the Approvals routing cue as a leave approver and an action has been submitted that requires your approval.

13 Page 11 SAVE Guide to Buttons/Icons on Leave Report Saves the days (or hours) entered in the time entry area to the time entry tables where it is held in In Progress status. Once saved, the days (or hours) are displayed in the summary area and applicable running totals are updated. COPY POSITION SELECTION COMMENTS PREVIEW SUBMIT for APPROVAL RESTART PREVIOUS NEXT Displays the Copy page Displays the Leave Report Selection page Displays the Comments page Displays the Summary of Reported Time page Save the hours entered in the time entry tables, sets the status to Pending, and places the leave report in the approval queue. Reinitializes the employee s leave report. All saved data is deleted. When this button is selected, the Restart Confirmation page is displayed to allow the employee to confirm this action. Displays the information for the previous week in the pay period. If there is no history, this button is not displayed. Displays the information for the following week in the pay period.