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Absence Management Self-Service Demo Compiled by: Bill Baumgarten March 2013

Absence Management Self-Service Demo Compiled by: Bill Baumgarten March 2013. Sign In. Home Page - Main Menu. Employee Self-Service (ESS). Manager Self-Service (MSS). Absence@americold.com. PeopleSoft Sign In.

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Absence Management Self-Service Demo Compiled by: Bill Baumgarten March 2013

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  1. Absence ManagementSelf-Service Demo Compiled by: Bill BaumgartenMarch 2013

  2. Sign In Home Page - Main Menu Employee Self-Service (ESS) Manager Self-Service (MSS) Absence@americold.com

  3. PeopleSoft Sign In Click on “Associates” tab to access PeopleSoft Sign In page using Human Resources Links

  4. PeopleSoft Sign In Enter your assigned User ID and Password

  5. PeopleSoft Main Menu (Home Page) 3. 2. 1. Employee Leave Summary: Balances will be available soon Direct Reports: Managers can select any of their Direct Report Associates Manager Leave Summary: Managers can view Absences submitted for approval and approve them by clicking on the link

  6. PeopleSoft Main Menu (Home Page) XXXXXXXXXXXXXXXXXXXMickey Mouse III Manager can view Absence Balances of selected Direct Report Associate from the Main Menu’s Home Page

  7. PeopleSoft Main Menu (Home Page) Managers can select a Direct Report Associate to view Associate’s (Employee) Information and Return to Select other Associates

  8. PeopleSoft Main Menu (Home Page) Managers can view selected Direct Report Employee Information and Return to Select other Associates

  9. PeopleSoft Absence Management • Absence Management • Employee Self-Service (ESS)

  10. Employee Self-Service (ESS) • Employee Self-Service Features: • View time off balances as of the last finalized calendar (Salaried and Hourly Associates) • Submit a time off request for approval (Salaried only) • Cancel a saved (un-submitted) time off request (Salaried only) • Modify a saved (un-submitted) time off request (Salaried only) : • Change hours • Change dates • Change time off type • View approval status of a submitted time off request (Salaried only) • View history of time off requests (Salaried only)

  11. Employee Self-Service (ESS) Select “Self Service” menu

  12. ESS – Absence Request To request an Absence, select “Self Service”, “Time Reporting”, “Report Time” and “Absence Request” menus

  13. ESS – Absence Request Types Self-Service Time Off Types • Vacation • Float Holidays • Worked On Holidays • Time Off Types above display on Self-Service Balance page, Time Off Request page, Time Off History page and in email notifications

  14. ESS – Time Off Request • Associate selects the Absence’s Dates, Type (Vacation, Float Holiday, Worked On Holiday), and enters Requestor’s Comments • Associate can select “View Absence Request History”, “View Monthly Schedule” or “View Absence Balances”

  15. ESS – View Monthly Schedule

  16. ESS – Time Off Request • Associate has selected the Absence Dates, Type & Name, entered comments, and can save the request to edit later or submit for approval

  17. ESS – View Absence Request History • Associate has selected to view Absence Request History by selecting the “View Absence Request History”

  18. ESS – View Absence Request History (with Reopen option) • Displaying Absence Request History for an Associate • Associate can Reopen the Absence Request for any changes and Resubmit

  19. ESS – View Absence Request with Request History Details • Workflow Status Values: • Approved • Denied • Rework/Push Back • Submitted • Saved • Displaying Absence Request History for an Associate • Associate can Reopen the Absence Request for any changes Resubmit

  20. ESS – Submit Confirmation

  21. ESS – Submit Confirmation (cont’d

  22. ESS – Time Off Request History • Saved (not yet submitted) time off requests can be edited • Submitted time off requests cannot be edited Minnie Mouse

  23. ESS - Submit Confirmation Email • Associate receives immediate email notification that time off request has been submitted for approval • Associate receives this email if Manager submits time off request on his/her behalf Minnie.Mouse@americold.com Minnie.Mouse@americold.com

  24. ESS – Submitted Time Off Request Details • Saved (not yet submitted) Time Off Requests can be edited • Submitted Time Off Requests cannot be edited

  25. ESS – Partial Days Time Off Request • Associate requests 5 hours of vacation on 3/13 and 6 hours on 3/15 • Partial Days option should be “Start and End Days” • System will calculate a total of 19 hours of vacation including 8 scheduled hours on 3/14

  26. ESS – Partial Days Time Off Request • Associate requests 6 hours of vacation on 3/14 • Partial Days option should be “All Days” • System will calculate a total of 6 hours of vacation for 3/14

  27. ESS – Partial Days Time Off Request • Associate requests 3 hours of vacation on 3/14 and 8 hours on 3/15 • Partial Days option should be “Start Day Only” • System will calculate a total of 11 hours of vacation; 3 hours on 3/14 and 8 hours on 3/15

  28. ESS – Partial Days Time Off Request • Associate requests 8 hours of vacation on 3/14 and 5 hours on 3/15 • Partial Days option should be “End Day Only” • System will calculate a total of 13 hours of vacation; 8 hours on 3/14 and 5 hours on 3/15

  29. PeopleSoft Absence Management • Absence Management • Manager Self-Service (MSS)

  30. Manager Self-Service (MSS) • Manager Self-Service Features: • View direct reports’ leave balances • Submit a time off request on Associate’s behalf • Approve a time off request • Deny or push-back a time off request • View history of time off for direct reports

  31. Manager Self-Service (MSS) To view direct reports Absence Requests, select ”Manager Self Service”, “Time Management”, “Approve Time and Exception” and “Absence Requests”

  32. Manager Self-Service (MSS)

  33. Manager Self-Service (MSS) Manager fills out an Absence Request on behalf of the Associate

  34. Manager Self-Service (MSS) Manager can fill the Request Absence or select the “Direct Reports” to view all reporting Associates for further tasks

  35. Manager Self-Service (MSS) Manager can select a Direct Report Associate by Reporting Date for further tasks

  36. Manager Self-Service (MSS)

  37. Manager Self-Service (MSS)

  38. Manager Self-Service (MSS)

  39. Manager Self-Service (MSS)

  40. Manager Self-Service (MSS)

  41. Manager Self-Service (MSS) • Balances will be available shortly

  42. Manager Self-Service (MSS)

  43. Manager Self-Service (MSS)

  44. Pending Request Email to Manager • Manager receives immediate email notification that a time off request is awaiting his/her approval • Manager will receive this email even if he/she submitted the request on the Associate’s behalf Minnie.Mouse@americold.com Mickey.Mouse@americold.com Minnie.Mouse@americold.com Mickey.Mouse@americold.com

  45. MSS – Pending Time Off Requests Start Date and End DateFirst day on leave and last day on leave – can be the same day Absence NameLeave request type Partial DaysEither None (for all day off) or All Days for less than a full work day All Day HoursEither ’None’ (for a full day off) or ‘All Days’ for less than a full day off DurationTotal time off requested based on work schedule and hours requested StatusCurrent stage of the workflow Approver CommentsAllows the supervisor to provide explanation relating to the response Deny – Approve – Push Back ButtonDeny – request is not approvedApprove – request approved as isPush Back – give back to update NOTE: Each selection will send an email message back to Associate. • Manager can view Pending, Approved or Denied Time Off Requests • Only Pending Time Off Requests can be selected by Manager • Denied Requests cannot be modified or resubmitted by Associate or Manager Minnie Mouse

  46. MSS – View Monthly Calendar Manager can view Direct Report Associates Monthly Calendar

  47. MSS – Pending Time Off Details Minnie Mouse • Manager can approve, deny or push back on pending absence requests and enter comments

  48. Approval Notification Email • Associate and Manager both receive immediate email notification when manager approves absence request • Manager will receive this email even if he/she submitted the request on the Associate’s behalf Mickey.Mouse@americold.com Minnie.Mouse@americold.com Mickey.Mouse@americold.com Minnie.Mouse@americold.com

  49. MSS – Approved Absences Minnie Mouse • Approved requests cannot be edited

  50. Rework Notification Email Mickey.Mouse@americold.comMinnie.Mouse@americold.com • Associate receives immediate email notification if Manager pushes back absence request to be reworked TSS Test Atlanta

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