Absence Management Results by Calendar Workshop October 2017
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1 Absence Management Results by Calendar Workshop October 2017 The University of Wisconsin Service Center will Serve the people of the University of Wisconsin System Collaborate by being supportive and constructive Act with Integrity always and in all matters
2 Presenter Introductions Christie Sleaford Professional Development team Content Experts/Q&A Sandy Reuter Absence team Michelle Wiegmann Absence team Michele Rohde AG team Paula Falk AG team 2
3 Course Information List of attendees in chat Questions in chat Tipsheet in learning path Recording in learning path Interactive 3
4 Agenda Results by Calendar Calendar Results Tab Accumulators Supporting Elements Absence Data Positive Input Absence Generated Positive Input Common scenarios Leave Payout Template 4
5 Objective Identify information found on each tab and link on the Results by Calendar page 5
6 It is all about leave Eligibility amounts Allocated Used Earned What is it? 6
7 Live Data! One Stop Shop Can Personalize Why Use It? 7
8 Updated? Every day! Monthly 1:00 pm Evening Biweekly 8:00 am 10:00 am Noon 2:00 pm Evening 8
9 Navigation Results by Calendar Page Global Payroll & Absence Mgmt > Absence and Payroll Processing > Review Absence/Payroll Info > Results by Calendar 9
10 10 Searching for Employees
11 Calendar Results Tab Calendar Results tab Calendar ID Calendar Group ID Pay Group Version and Segment 11
12 Version and Segment Version information is recalculated (retro change) Segment job data change during pay period Calculate Action ignore reverse 12
13 Version and Segment ALWAYS look at highest version and segment! Not always in order 13
14 Accumulators Tab All Absence Data for the year Absence accumulator FYE/CYE balances YTD absence data 14
15 Legal Holiday Personal Holiday Sick Leave Vacation Carryover Vacation Current Year Leave Reporting (monthly) ALRA (monthly) Sabbatical/banked leave (bi-weekly) Comp Time Carry Over (bi-weekly) Comp Time Current Year (bi-weekly)
16 Accumulators Tab Lines will appear/disappear based upon information Ex. Sabbatical/banked leave 16
17 Find Information - Personalize KB
18 Find Information - Personalize KB
19 Find Information Sort Order Click on headings to change the sort ascending vs descending 19
20 Find Information Sort Order Click on headings to change the sort ascending vs descending 20
21 Find Information - Find Use find (ex. Type in VN or ALRA) 21
22 Find Information - Find Use find (ex. Type in VN or ALRA) 22
23 Find Information - Find Use find (ex. Type in VN or ALRA) 23
24 Supporting Elements Tab View for one Pay Period Displays earnings, takes and adjustments 24
25 Supporting Elements Tab Monthly & Bi-weekly Adjusted Continuous Service Date (ACSD) Vacation Earned in Pay Period Sick leave earned in Pay Period Legal Holiday earned in Pay Period Paid hours for Pay Period Bi-weekly Vacation Bracket Factor Sick Leave Factor Monthly Initial Entitlement Dates 25
26 Supporting Elements Tab Auto Assigned Components - Takes Absence Entitlement earned 27
27 28 Absence Data Link
28 Absence Data Link Absence date, type, hours taken Balance after take/usage Review whether an Absence was paid or unpaid 29
29 Missing Take Data Correct Segment/Version Expected takes missing entry is incorrect or not approved 30
30 31 Return to Main Page
31 Positive Input Absence Link Shows absence adjustments/transfers 32
32 33 Positive Input Absence Link
33 34 Positive Input Absence Link
34 35 Generated Positive Input Link
35 Generated Positive Input Link Shows absence payout/payback calculation detail for Monthly only visible after term payout has been entered and processed 36
36 Generated Positive Input Link Shows absence payout/payback calculation detail for Monthly only visible after term payout has been entered and processed 37
37 Questions? 38
38 39
39 Scenario Becky Bi-weekly appears on the Underpaid report for 9B. Which screen do we look at to find out what days were unpaid? 1. Accumulator 2. Generated Positive Input 3. Absence Data 4. Calendar Results 40
40 Scenario What day(s) were unpaid? Monday Sunday
41 Scenario Adam Alra would like to bank time in ALRA, where do we look to determine if he is eligible to bank? 1. Accumulator 2. Generated Positive Input 3. Absence Data 4. Calendar Results 42
42 Scenario Which element name tells us how much he can bank? 1. UWS U PREV ALRACT 2. UWS U VNA PENT 3. UWS_U_ALRA_BAL 4. UWS_U_ALRA_ELIG 43
43 Scenario The employee elected to convert 40 but only 13 converted to ALRA, why? 44
44 Scenario The employee elected to convert 40 but only 13 converted to ALRA, why? 45
45 Scenario Where do we look to see if Sally Sick has a sick leave reduction like she is reporting. 1. Accumulator 2. Generated Positive Input 3. Absence Data 4. Calendar Results 46
46 Scenario Where do we look to see if Sally Sick has a sick leave reduction like she is reporting. KB 41996
47 Scenario Where do we look to determine how much vacation leave Hannah Hawaii earned in a specific pay period? 1. Accumulator 2. Generated Positive Input 3. Absence Data 4. Supporting Elements 48
48 Scenario
49 Scenario Matt Monthly reports that he is not earning sick leave but is earning vacation, I suspect it is because he is still in initial entitlement period, where do I check to see when that will end? 1. Positive Input - Absence 2. Generated Positive Input 3. Absence Data 4. Supporting Elements 50
50 Scenario
51 Scenario Where do I look to see if Charlie Change s leave balances have been transferred from his old position to his new position? 1. Accumulator 2. Positive Input - Absence 3. Generated Positive Input 4. Supporting Elements 52
52
53 Scenario Bob Biweekly has terminated employment, what steps need to be taken in HRS to be sure that data is accurate? 1. Term payout entered 2. Term row in Job Data 3. Term payout processed 4. All of the above 54
54 Scenario Where do I look for Bob Biweekly s termed payouts? 1. Accumulator 2. Absence Data 3. Generated Positive Input 4. Supporting Elements 55
55
56 Scenario Milly Month was termed effective 9/30/17 in Job Data and term pay was entered yesterday Where do I look at see if she is currently missing any leave reports? 1. Accumulator 2. Absence Data 3. Generated Positive Input 4. Supporting Elements 57
57
58 Scenario Where do I look to find Milly s hours and amount being paid out? 1. Accumulator 2. Absence Data 3. Generated Positive Input 4. Supporting Elements 59
59 Scenario
60 Scenario
61 Leave Payout Template Enter the information in Leave Payout Template ( copy of form to AG) HRS Admin > Payroll > Paylines > Leave Payout Template 62
62 Questions? 63
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