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academy:leaverequestsetup [2021/08/09 18:12] 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>
  
 ---- ----
  
 +<div keep>
 =====Set up Supervisor and Temporary Approver Profiles===== =====Set up Supervisor and Temporary Approver Profiles=====
  
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   - ++Create a demographic record.|{{page>general:set_up_supervisor_and_temporary_approver_profiles&inline}}++   - ++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}}++   - ++Create a security profile.|{{page>general:create_a_security_user_profile_with_the_employee_number&inline}}++
-  - ++Designate the employee/direct supervisor relationship. |{{page>general:designate_the_employee:direct_supervisor_relationship&inline}}++ + 
- +</div>
  
 ---- ----
 +<div keep>
 =====Set up Payroll Options ===== =====Set up Payroll 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>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> </WRAP>
 +</div>
  
   - ++Set the standard work day. |{{page> general:set_the_standard_workday&inline}} ++   - ++Set the standard work day. |{{page> general:set_the_standard_workday&inline}} ++
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   - ++Assign leave types and balances for each applicable pay frequency. |{{page>general:assign_leave_types_and_balances_for_each_applicable_pay_frequency&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}}++   - ++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}}++
 + 
  
  
 ---- ----
  
 +<div keep>
 =====Enable the Leave Request Feature ===== =====Enable the Leave Request Feature =====
  
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 </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.1628532778.txt.gz · Last modified: 2021/08/09 13:12 (external edit)