Web:Payroll Leave Use: Difference between revisions
Jspenceratty (talk | contribs) Created page with "Standard Payroll Leave Use ==Staff Use== ===Leave Entry=== ===Time Sheet Entry/Approval=== ==Supervisor Use== ===Leave Approval=== ===Time Sheet Review/Approval===" |
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===Leave Entry=== | ===Leave Entry=== | ||
To request or take leave, merely enter a new time sheet using the appropriate time activity. Once this is entered, a supervisor will be able to see the request and approve or deny it. If approved, this time entry will be locked. If you need to change it, a supervisor will need to remove approval. | |||
===Time Sheet Entry/Approval=== | ===Time Sheet Entry/Approval=== | ||
Once any requested leave is approved (if necessary) you can review, approve, and enter your time sheet (Reports-->Staff Time Sheet). Once entered and approved, time entries covered by the time sheet will be locked from changing. If you need to change the underlying time, remove your approval of the time sheet. (Reports-->Pending Time Sheets and hit delete). If a supervisor has already approved the time sheet, they must remove their approval before staff removes their approval. | |||
==Supervisor Use== | ==Supervisor Use== | ||
===Leave Approval=== | ===Leave Approval=== | ||
When staff enters time using a leave benefit that requires approval, you will see those entries in the supervisor system (Reports-->Time Supervisor under Leave Approval). | |||
Click the "Approve" button to approve the entry, or enter a short reason for disapproval and click the "Disapprove/Send Note" button. This will create an Internal Message to the person requesting leave showing the reason their leave request was denied. The staff person should change or remove their request. | |||
When approved, the leave request should no longer be shown. If denied, it will continue to show with the reason it was denied. | |||
If approved and you later need to remove that approval, you can do that in the "Remove Leave Approval" section. Note that that is logged. | |||
===Time Sheet Review/Approval=== | ===Time Sheet Review/Approval=== | ||
Time sheets are approved in Reports-->Time Supervisor. Time Sheets awaiting approval are shown. Click View to review the time sheet. Click Approve to approve it. | |||
If you need to remove approval of a time sheet, do that in the "Remove Time Sheet Approval" section. Enter the staff number and pay period start date to show that time entry. | |||
You cannot remove supervisor approval of a time sheet approved by Accounting. | |||
===Entry of Time Sheet for Another Staff Person=== | |||
To enter and approve a time sheet for another staff person, in the event they are unable to access the system, use the "Approve Time Sheet" section. | |||
===Help=== | |||
This section shows graphic diagrams of how the Payroll Time Sheet System work. | |||
<big>Leave Approval</big> | |||
[[File:Leave Approval.png | 400px]] | |||
<big>Time Sheet Approval</big> | |||
[[File:Time Sheet Approval.png | 400px]] | |||
Latest revision as of 20:39, 12 May 2021
Standard Payroll Leave Use
Staff Use
Leave Entry
To request or take leave, merely enter a new time sheet using the appropriate time activity. Once this is entered, a supervisor will be able to see the request and approve or deny it. If approved, this time entry will be locked. If you need to change it, a supervisor will need to remove approval.
Time Sheet Entry/Approval
Once any requested leave is approved (if necessary) you can review, approve, and enter your time sheet (Reports-->Staff Time Sheet). Once entered and approved, time entries covered by the time sheet will be locked from changing. If you need to change the underlying time, remove your approval of the time sheet. (Reports-->Pending Time Sheets and hit delete). If a supervisor has already approved the time sheet, they must remove their approval before staff removes their approval.
Supervisor Use
Leave Approval
When staff enters time using a leave benefit that requires approval, you will see those entries in the supervisor system (Reports-->Time Supervisor under Leave Approval).
Click the "Approve" button to approve the entry, or enter a short reason for disapproval and click the "Disapprove/Send Note" button. This will create an Internal Message to the person requesting leave showing the reason their leave request was denied. The staff person should change or remove their request.
When approved, the leave request should no longer be shown. If denied, it will continue to show with the reason it was denied.
If approved and you later need to remove that approval, you can do that in the "Remove Leave Approval" section. Note that that is logged.
Time Sheet Review/Approval
Time sheets are approved in Reports-->Time Supervisor. Time Sheets awaiting approval are shown. Click View to review the time sheet. Click Approve to approve it.
If you need to remove approval of a time sheet, do that in the "Remove Time Sheet Approval" section. Enter the staff number and pay period start date to show that time entry.
You cannot remove supervisor approval of a time sheet approved by Accounting.
Entry of Time Sheet for Another Staff Person
To enter and approve a time sheet for another staff person, in the event they are unable to access the system, use the "Approve Time Sheet" section.
Help
This section shows graphic diagrams of how the Payroll Time Sheet System work.
Leave Approval
Time Sheet Approval
