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general:employeeportaloptions

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general:employeeportaloptions [2019/11/13 20:04] – emorenogeneral:employeeportaloptions [2024/05/03 19:33] (current) – emoreno
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-[[humanresources:tables:districteaoptions:employeeaccessoptions|Human Resources > Tables > District EP Options > EmployeePortal Options]]+\\  [[payroll:tables:districtepoptions:employeeportaloptions|Payroll > Tables > District EP Options > EmployeePortal Options]]
  
  
 <WRAP round intro> <WRAP round intro>
-Use this page to manage your LEA-wide settings for ASCENDER EmployeePortal. These settings allow you to determine the information and features to which your employees have access to in EmployeePortal.+Use this page to manage your LEA-wide settings for ASCENDER EmployeePortal. These settings allow you to determine the information and features to which your employees have access in EmployeePortal.
 </WRAP> </WRAP>
  
-VCV Select **Employee Number** or **Social Security Number** to identify the number to be used for each employee in EmployeePortal. By default, the **Employee Number** is selected. +{{:general:ep_setupoptions.jpg?|EmployeePortal District Options}}
  
-<WRAP Box> +VCV Under **Enable**, select the information or features to enable for your users in EmployeePortal. 
-**Note**: It may be **recommended** to select **Social Security Number** since employees typically know this personal number and may not be familiar with their assigned employee number.\\  \\  New users will be asked to enter this number when creating a new EmployeePortal account, and existing users will be asked to enter this number if they forget their password and need to reset it.  +
-</WRAP> +
- +
-VCV Under **Enable**, select **EmployeePortal** to enable the EmployeePortal application. Then, select all of the pages and features you want to enable for your users in EmployeePortal.+
  
 +^ Field                                        ^ Description   ^  /*Table with two rows*/
 +^EmployeePortal System|Select to enable EmployeePortal.|
 ^Calendar Year to Date|Select to allow the Calendar Year to Date page to be displayed.| ^Calendar Year to Date|Select to allow the Calendar Year to Date page to be displayed.|
 ^Current Pay Information|Select to allow the Current Pay Information page to be displayed.| ^Current Pay Information|Select to allow the Current Pay Information page to be displayed.|
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 ^Leave Balances|Select to allow the Leave Balances page to be displayed.| ^Leave Balances|Select to allow the Leave Balances page to be displayed.|
 ^W-2 Information|Select to allow the W-2 Information page to be displayed.| ^W-2 Information|Select to allow the W-2 Information page to be displayed.|
-^Self-Service Demographic|Select to allow the Self-Service Assignments - Demographic page to be displayed.| +^Self-Service Demographic|Select to allow the Self-Service Assignments - Demographic page to be displayed. If selected, use the [[personnel:tables:epselfserviceassignmentsdemographic|Personnel > Tables > EP Self-Service Assignments Demographic]] page to indicate which fields can be updated or viewed on the EmployeePortal Self-Service Profile page.\\  \\  <WRAP box>**Note**: If LEAs choose to allow users to change their passwords via the Self-Service menu in EmployeePortal, the **Self-Service Demographic** and/or **Payroll** fields must be selected. If both of these fields are blank, users will not be able to access the Self-Service menu in portal and therefore cannot change their passwords.</WRAP>| 
-^Self-Service Payroll|Select to allow the Self-Service Assignments - Payroll page to be displayed.|+^Self-Service Payroll|Select to allow the Self-Service Assignments - Payroll page to be displayed.\\  \\  <WRAP box>**Note**: If LEAs choose to allow users to change their passwords via the Self-Service menu in EmployeePortal, the **Self-Service Demographic** and/or **Payroll** fields must be selected. If both of these fields are blank, users will not be able to access the Self-Service menu in portal and therefore cannot change their passwords.</WRAP>|
 ^W-2 Electronic Consent|{{page>general:w2electronicconsent}}| ^W-2 Electronic Consent|{{page>general:w2electronicconsent}}|
 ^1095 Information|Select to allow the 1095 Information page to be displayed. |  ^1095 Information|Select to allow the 1095 Information page to be displayed. | 
-^1095 Electronic|{{page>general:1095electronicconsent}}|+^1095 Electronic Consent|{{page>general:1095electronicconsent}}|
 ^Leave Request|Select to enable the Leave Request feature.| ^Leave Request|Select to enable the Leave Request feature.|
 +^Travel Reimbursement Request|Select to enable the Travel Reimbursement Request feature.|
 +^WorkJournal|Select to enable the WorkJournal feature.|
 +
 +VCV Under **Messages**, you can select one or more of the following pages to display a custom LEA-wide message on the page in EmployeePortal. All users who log on to EmployeePortal and access the page will see the message.  
 +
 +<div indent> When a field is selected, a text box is displayed allowing you to add, delete, or modify a message. The message can be a maximum of 500 characters and is displayed in red at the top of the page in EmployeePortal.
 +</div>
 +
 +
  
-VCV Under **Messages**, you can select one or more of the listed pages to display a custom LEA-wide message on the page in EmployeePortal. All users who log on to EmployeePortal and access the page will see the message.  +^Calendar Year to Date| 
 +^Current Pay Information| 
 +^Deductions| 
 +^Earnings| 
 +^Leave Balances| 
 +^W-2 Information| 
 +^Self-Service Demographic| 
 +^Self-Service Payroll| 
 +^W-2 Electronic Consent| 
 +^1095 Information| 
 +^1095 Electronic Consent| 
 +^Leave Request| 
 +^Travel Reimbursement Request| 
 +^WorkJournal|
  
-When a field is selected, a text box is displayed allowing you to add, delete, or modify a message. The message can be a maximum of 500 characters and is displayed in red at the top of the page.  
  
 ^Show Processed Leave Transactions|Select to allow users to view processed leave on the Leave Balances page.| ^Show Processed Leave Transactions|Select to allow users to view processed leave on the Leave Balances page.|
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 ^Number of Days Prior to Pay Date That Earnings Are Viewable|{{page>general:numberofdayspriortopaydatethatearningsareviewable}}| ^Number of Days Prior to Pay Date That Earnings Are Viewable|{{page>general:numberofdayspriortopaydatethatearningsareviewable}}|
 ^ W-2 Print - Latest Year|{{page>general:w2printlatestyear}}| ^ W-2 Print - Latest Year|{{page>general:w2printlatestyear}}|
-^EmployeePortal URL|Type the LEA's web address for the EmployeePortal application.| +^EmployeePortal URL|Type the web address for your LEA's EmployeePortal site.| 
-^Set Prenote Indicator|Select to indicate if the account is a prenote account. This is for accounts added as a direct deposit on the EmployeePortal Payroll Information page.|+^Set Prenote Indicator|Select to indicate if the account is a prenote account. This is for accounts added as a direct deposit in the EmployeePortal payroll information section.|
 ^Number of Direct Deposit Accounts Are Allowed|{{page>general:numberofdirectdepositaccountsallowed}}| ^Number of Direct Deposit Accounts Are Allowed|{{page>general:numberofdirectdepositaccountsallowed}}|
-^Ignore Cutoff Date|Select to allow leave requests to be processed regardless of the payroll cutoff date.| +^Use PMIS for Supervisor Levels|Select to reference the Position Management Information System (PMIS) to determine an employee's supervisor. This option obtains the supervisor's employee number from the employee's primary position to determine the appropriate approval path for the employee's leave request.| 
-^Use PMIS for Supervisor Levels|Select to reference the Position Management Information System (PMIS) to determine an employee's supervisor. This option obtains the supervisor employee number from the employee's primary position to determine the appropriate approval path for the employee's leave request.| +^Force Entry of Leave Hours Requested|Select to force the employee to enter the number of requested leave hours. If selected, the number of requested leave hours is not automatically calculated.|
-^Force Entry of Leave Hours Requested|Select to require the employee to enter the number of requested leave hours when submitting a leave request.\\  \\  If selected, the number of leave hours requested is not automatically calculated.\\  \\  If not selected, the number of leave hours requested is automatically calculated based on the start and end time of the leave request.|+
 ^Meal Break for Leave Calculation|Type the number of hours to be included in the hours per day calculation if a leave request exceeds five hours. An amount must be entered if a meal break is to be subtracted in the hours per day calculation. Valid values are 0.00-9.99.| ^Meal Break for Leave Calculation|Type the number of hours to be included in the hours per day calculation if a leave request exceeds five hours. An amount must be entered if a meal break is to be subtracted in the hours per day calculation. Valid values are 0.00-9.99.|
  
 VCV Click **Save**. VCV Click **Save**.
  
general/employeeportaloptions.1573675471.txt.gz · Last modified: 2019/11/13 15:04 (external edit)

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