The purpose of this document is to guide you through the necessary steps of setting up Security Administration and Payroll in order to take complete advantage of the benefits associated with using the leave request feature in EmployeePortal.
Some of the images and examples provided in this document are for informational purposes and may not completely represent your LEA’s process.
This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the ASCENDER Business Overview guide.
Before an employee can be set up as a supervisor, approver, or temporary approver, the employee must have a security user profile.
Personnel > Maintenance > Staff Demo > Demographic Information
❏ Create an employee record. The record cannot be a non-employee record created in District Administration.
❏ Add an email address to the employee record to allow the supervisor or temporary approver to receive automatic reply and workflow emails.
Security Administration > Manage Users
❏ Update the user's profile with the employee number that was generated on the employee's Personnel demographic record.
❏ If the employee has an existing user profile, ensure that the profile is active (i.e., not marked as deleted in Security Administration).
If you have not already, perform the following tasks to ensure that the leave request feature in EmployeePortal is properly set up and functions as intended for employee and supervisor users.
Payroll > Tables > District HR Options
In the Standard Hours per Workday field, type the standard number of hours that the LEA requires hourly employees to work.
Payroll > Tables > Leave > Units
❏ If the Days/Hrs field is set to Days on the Tables > Leave > Leave Type tab for the selected leave type, add units for hours.
❏ If the Days/Hrs field is set to Hours for the selected leave type, add units for minutes.
Payroll > Maintenance > Staff Job/Pay Data > Leave Balance
You can assign multiple leave types to employees in the pay frequency to which you are logged on.
Note: If the employee has leave balance data in multiple frequencies, the employee can select the pay frequency from the Pay Frequency drop down on the Leave Requests page in EmployeePortal.
The employee’s pay campus must exist on the Payroll > Tables > District EP Options > Leave Campuses tab to allow the employee to access the Leave Requests page in EmployeePortal.
❏ Payroll > Maintenance > Staff Job/Pay Data > Pay Info
❏ Payroll > Tables > District EP Options > Leave Campuses
This setting serves two purposes, it determines the leave request approval path for the employee and allows the supervisor to access the Supervisor menu in EmployeePortal.
Payroll > Tables > EmployeePortal Supervisors > Employee/Supervisor
Notes:
A supervisor must have at least one assigned employee on the Payroll > Tables > EmployeePortal Supervisors > Employee/Supervisor tab in order to access the Supervisor menu in EmployeePortal.
Refer to the Supervisor Guide: Manage Leave Data and Requests & Set Temporary Approvers for more information about setting up temporary approvers and performing supervisor-level tasks.
Payroll > Tables > District EP Options > EmployeePortal Options
❏ Under Enable, select Leave Request to enable the leave request feature in EmployeePortal.
❏ Under Messages, select Leave Request to enable employees to view a preset message on the Leave Requests page in EmployeePortal.
❏ Click Save.
Review the Leave Requests Help page for further information about how the Total Requested column is calculated.
After the above steps are completed, employees can submit leave requests in EmployeePortal.
Ensure that all employees are set up with a user name and password, and can log on to
EmployeePortal. If not, review the Employee Guide: Create Account & Login for additional information about user setup.
Admin Note: The payroll department will use the Utilities > Import Online Leave Requests page in the ASCENDER Payroll application to import the leave request(s) from EmployeePortal and create a leave transmittal to be processed by payroll. After a leave transmittal has been created in Payroll, the employee can no longer edit or delete the leave request.
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