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Trace: • Addendum - HRS7700 • Admin Guide: ASCENDER EmployeePortal Leave Requests Setup
academy:leaverequestsetup

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academy:leaverequestsetup [2021/08/09 16:30] – created emorenoacademy:leaverequestsetup [2024/09/20 16:36] (current) – emoreno
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-======Admin Guide: Leave Requests Setup======+======Admin Guide: ASCENDER EmployeePortal Leave Requests Setup======
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:leaverequestsetup?do=export_pdf&toclevels=1-3&book_title=Admin Guide: Leave Requests Setup| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:leaverequestsetup?do=export_pdf&toclevels=2-3&book_title=Admin Guide: Leave Requests Setup| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
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 <WRAP round intro> <WRAP round intro>
-This guide provides the necessary steps to set up Security Administration and Payroll in order to take complete advantage of the benefits associated with using the leave request feature in EmployeePortal.+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 guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+ 
 +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
- 
-=====Prerequisites===== 
- 
-VCV Ensure that all employees are set up with a user name and password, and can log on to 
-EmployeePortal. If not, review the [[https://help.ascendertx.com/employeeportal/doku.php/academy/employeeguide_createaccount_login|Employee Guide: Create Account & Login]] guide for additional information about user setup. 
- 
- 
  
 ---- ----
  
 +<div keep>
 +=====Set up Supervisor and Temporary Approver Profiles=====
  
-=====Set up District Administration Options=====+<WRAP Box>Before an employee can be set up as a supervisor, approver, or temporary approver, the employee must have a security user profile. 
 +</WRAP>
  
-  +  - ++Create a demographic record.|{{page>general:set_up_supervisor_and_temporary_approver_profiles&inline}}++ 
----- +  - ++Create a security profile.|{{page>general:create_a_security_user_profile_with_the_employee_number&inline}}++
- +
-=====Verify Travel Accounting Period===== +
- +
-  - ++Verify travel accounting period.|{{page>general:setuptravelacctperiod&inline}}+++
  
 +</div>
  
 ---- ----
 +<div keep>
 +=====Set up Payroll Options =====
  
-=====Set up Travel Options ===== +<WRAP Box>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.
- +
-<WRAP Box>Perform the following tasks to ensure that the travel reimbursement request feature in EmployeePortal is set up properly and functions as intended for employees.+
 </WRAP> </WRAP>
 +</div>
  
 +  - ++Set the standard work day. |{{page> general:set_the_standard_workday&inline}} ++
 +  - ++Define the units of hours or days to be used when calculating leave requests. |{{page>general:define_the_units_of_hours_or_days_to_be_used_when_calculating_leave_requests &inline}}++
 +  - ++Assign leave types and balances for each applicable pay frequency. |{{page>general:assign_leave_types_and_balances_for_each_applicable_pay_frequency&inline}}++
 +  - ++Manage leave pay campuses.|{{page>general:manage_leave_pay_campuses&inline}}++
 +  - ++Designate the employee/direct supervisor relationship. |{{page>general:designate_the_employee:direct_supervisor_relationship&inline}}++
 + 
  
-  - ++Set up Finance 2 options.|{{page>general:setuptravelfinanceoptions&inline}} ++ 
-  - ++Define travel locations.|{{page>general:setuptraveldefinelocations&inline}}++ 
-  - ++Calculate to/from location distances. |{{page>general:calculatetravelocationdistances&inline}}++ 
  
 ---- ----
  
 +<div keep>
 +=====Enable the Leave Request Feature =====
  
-=====Create and Link Employee/Vendor Records===== 
  
-  - ++Create an employee vendor record.| {{page>general:travelcreatevendorrecord&inline}}++ +  - ++Set up district EP options.| {{page>general:setup_district_options&inline}}  ++
-  - ++Add bank information.|{{page>general:traveladdbankinfo&inline}}++ +
-  - ++Update employee's commute distance.|{{page>general:traveldemodistance&inline}}+++
  
  
----- 
- 
-=====Enable the Travel Reimbursement Request Feature ===== 
  
-  - ++Set up district EP options.| {{page>general:setuptraveldistrictoptions&inline}}++ 
  
 <WRAP center round info > <WRAP center round info >
-After the above steps are completed, employees can submit travel reimbursement requests in EmployeePortal.+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 [[https://help.ascendertx.com/employeeportal/doku.php/academy/employeeguide_createaccount_login|Employee Guide: Create Account & Login]] for additional information about user setup.
 </WRAP> </WRAP>
    
 +</div>
  
 +<WRAP Box>**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. 
 +</WRAP>
  
  
academy/leaverequestsetup.1628526656.txt.gz · Last modified: 2021/08/09 11:30 (external edit)

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