Transcript Request Time Off - Dalton State College

ADP Portal:
How to Request & Cancel Time Off
Into The Future
June 2009
All Employees Eligible for Vacation/Sick Benefits
Dalton State College
7/21/2015
Requests for Time Off
1
Online Tutorial
Objectives
• No actual training classes are provided. This is strictly an
online web tutorial in a PowerPoint format.
• This tutorial walks through the steps with explanations of
How to Request Time Off that is not within the current
pay period (into the future).
– Specific links on the My Actions link of the ADP eTime
is used to make the requests.
– Workflow activities results in email routings and
approvals or rejections of ones’ request are outlined.
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Tutorial Sections
Description of Item
Estimated
Time
Requests for Time Off - Vacation
5 minutes
Request for Time Off – Sick
5 minutes
Cancel Time Off Requests
My Information Links
5 minutes
5 minutes
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Requests for Time Off
Check Off
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ADP Navigation –
Request Time Off
Select on the
Time Tab from
the ADP Home
Page
Note: Must
Log into ADP
Portal with
User ID/
Password to
begin
On the Time
Page, access
eTime
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ADP Portal Navigation
My Actions is based on your
security to access specific actions.
Typically, only those employees
eligible for vacation and sick time
off will be provided with links to
Request and Cancel time off.
Select My Actions link to access the Requests for Time Off (and
Cancellation of Time Off)
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Request Time Off
via My Actions
BiWeekly
Employees
Monthly
Employees
Under the section Actions in My Actions, select the link that
is closest to your pay period type. For example:
1. All employees who are paid BiWeekly will select
BiWeekly Employee – Request Time Off;
2. All monthly employees will select Monthly Employee Request Time Off.
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Time Off – Vacation
Request Screen
• Once you select the link to
request Time Off based on your
pay period type (bi-weekly or
monthly), Complete the
Select the Request
information being requested.
Type Vacation
using
Input the Start and
• See screen shot at left for
the drop down
End arrow.
Dates either
manually or using guidance. Contact HR/Payroll if
the calendar icons atthere are questions.
the end of the fields.
• Notice that Time Off Balances are
reflected at the top of the screen.
You can only request hours you
have available in the balances.
• Remember! Any field with an
asterisk to the left of the field is
required.
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Time Off – Vacation
Request Screen
Click Next after
completing the page.
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Additional information to note are as
follows:
• Most employees do not have a
scheduled shift, thus select the
radio button of Specify Hours in
the *Hours field.
Message can be
input as needed. • Then complete the Start Time
and number of hours for the day
that you are taking off– If it is less
Default of *Hours is
than 8 hours just mark the
Specify Hours, thus
number of hours you plan to be
you must fill in the
next section. out for the request type.
• Always remember to Click on the
Next button to go to the next
screen.
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Request Time Off –
Vacation Email Approval
Email will be
automatically sent to
your inbox for the
vacation time off
request.
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Request Time Off –
Vacation Email Approval
Email will be
automatically sent
from your manager
that your request for
time off has been
approved (or
rejected).
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Tutorial Sections
Description of Item
Estimated
Time
Requests for Time Off - Vacation
5 minutes
Request for Time Off – Sick
5 minutes
Cancel Time Off Requests
My Information Links
5 minutes
5 minutes
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Requests for Time Off
Check Off
11
Request Time Off - Sick
My Actions is based on your
security to access specific actions.
This is the same navigational path
that was used to request time off
(vacation) previously but now we
want to cancel the approved
vacation, due to a change of plans,
etc.
Select My Actions link to access the Requests for Time Off (and
Cancellation of Time Off)
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Request Time Off - Sick
via My Actions
BiWeekly
Employees
Monthly
Employees
Under the section Actions in My Actions, select the link that
is closest to your pay period type. For example:
1. All employees who are paid BiWeekly will select
BiWeekly Employee – Request Time Off;
2. All monthly employees will select Monthly Employee Request Time Off.
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Time Off – Sick
Request Screen
• Once you select the link to
request Time Off based on your
pay period type (bi-weekly or
monthly), Complete the
Select the Request
information being requested.
Type of Sick using the
Input the Start and
drop down arrow. • See screen shot at left for
End Dates either
guidance. Contact HR/Payroll if
manually or using
the calendar iconsthere
at are questions.
the end of the•fields.
Notice that Time Off Balances are
reflected at the top of the screen.
You can only request hours you
have available in the balances.
• Remember! Any field with an
asterisk to the left of the field is
required.
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Time Off – Sick
Request Screen
Click Next after
completing the page.
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Additional information to note are as
follows:
• Most employees do not have a
scheduled shift, thus select the
radio button of Specify Hours in
the *Hours field.
Message can be
input as needed. • Then complete the Start Time
and number of hours for the day
that you are taking off– If it is less
Default of *Hours is
than 8 hours just mark the
Specify Hours, thus
number of hours you plan to be
you must fill in the
next section. out for the request type.
• Always remember to Click on the
Next button to go to the next
screen.
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Request Time Off - Sick
Submitted Email
Email will be
automatically sent to
you to confirm your
request for approval
of Sick Time Off.
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Request Time Off – Sick
Email Rejection
Email will be
automatically sent
from your manager
that your request for
sick time off has been
rejected and a message
from manager can be
included as well.
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Tutorial Sections
Description of Item
Estimated
Time
Requests for Time Off - Vacation
5 minutes
Request for Time Off – Sick
5 minutes
Cancel Time Off Requests
My Information Links
5 minutes
5 minutes
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Requests for Time Off
Check Off
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Cancel Time Off
Requests
My Actions is based on your
security to access specific actions.
This is the same navigational path
that was used to request time off
(vacation) previously but now we
want to cancel the approved
vacation, due to a change of plans,
etc.
Select My Actions link to access the Requests for Time Off (and
Cancellation of Time Off)
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Cancel Time Off Requests
via My Actions
Monthly
Employees
BiWeekly
Employees
Similarly with Requests for Time Off, select the link that is
closest to your pay period type. For example:
1. All employees who are paid BiWeekly will select
BiWeekly Employee – Cancel Time Off Request;
2. All monthly employees will select Monthly Employee Cancel Time Off Request.
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Cancel Time Off Requests
Click on drop down to select
Vacation to be canceled in
the *Request Type field.
Enter the *Start/End Dates of
the previously approved
Vacation request.
Click on Save &
Close which will
submit your
request to cancel
time off.
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An email is sent to your email
address indicating cancellation of
time off was submitted for
approval. Additionally, an email to
your manager is sent requesting
their approval for time off.
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Cancel Time Off Requests
– Email Submitted
An email is sent to your inbox
indicating cancellation of
time off request was
submitted for approval.
Additionally, an email to your
manager is sent requesting
their approval for time off.
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Cancel Time Off Requests
– Manager Approval
An email is sent from your
manager indicating that the
cancellation of time off was
approved.
• The Accrual balances
should be updated when
Cancellation has been
approved.
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Tutorial Sections
Description of Item
Estimated
Time
Requests for Time Off - Vacation
5 minutes
Request for Time Off – Sick
5 minutes
Cancel Time Off Requests
My Information Links
5 minutes
5 minutes
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Check Off
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My Information Section
The Inbox is to
My Timecard is to
My
Reports
is
the
ability
to view the
Review Tasks and
view Current Pay
timecard as a Schedule or Time
Messages
Period and Prior Pay
Details for specific period being
Period information.
requested as well as being able to
My Actions
link report
is for of one’s current
produce
Requesting (Canceling)
Accrual Balances.
Vacation/Sick Time Off
At My Information section in eTime, you can selection
specific link, which will provide you to other options
within eTime.
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Reviewing Messages from
My Information > Inbox Link
Click the Inbox
link
At My Information section in eTime, you can selection Inbox link, which
will provide you with a list of tasks for you to review as well as messages
for review or actions
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Reviewing Tasks from
My Information > Inbox Link
Click the Tasks
Tab
Click on the Tasks Tab, which will provide you with a list of tasks for you to
review.
Then highlight and click on the task for review. This will tell you the Status of
any Requests for Time Off and Cancels that you submitted.
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Reviewing Messages from
My Information > Inbox Link
In your Inbox, there will be a Task Tab and Messages Tab.
Select the Messages Tab which will be the same messages that
you that you would receive through your normal email account. If
you select any of the messages by clicking on the message and a
pop-up window will appear to view the message.
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My Information >
Reports Link
In Reports you can run reports that are available in your list.
You will be able to run an Accrual Balance report as well
specifying the As of Date field.
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Additional Contact
Information
• For additional assistance or to answer
questions further contact the following staff:
– Faith Miller, HR ext. 2034
– Nettie Henderson, Payroll ext. 4462
– Audrey Goforth, Payroll ext 4463
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Bi-Wkly Regular Employees
Requests for Time Off
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Tutorial Sections
Description of Item
Estimated
Time
Requests for Time Off - Vacation
5 minutes
Request for Time Off – Sick
5 minutes
Cancel Time Off Requests
My Information Links
5 minutes
5 minutes
7/21/2015
Requests for Time Off
Check Off
31