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general:setup_district_options [2019/08/05 20:15] – created emorenogeneral:setup_district_options [2021/08/09 20:09] (current) emoreno
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-==== Set district EA options ====+\\  [[payroll:tables:districtepoptions:employeeportaloptions|Payroll > Tables > District EP Options > EmployeePortal Options]]
  
-[[https://tcc-help.net/txeistest/business/doku.php/humanresources/tables/districteaoptions/employeeaccessoptions|Human Resources > Tables > District EA Options]]+{{:general:ep_district_ep_options_leave.jpg|District EP Options }}
  
-{{:general:enable_leave_request_menu.gif|}} 
  
-  * Under **Enable**, select **Leave Request** to enable the leave request feature in Employee Access. +VCV 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 Employee Access.  +
-    * Type the applicable message in the text box. +
-    * Click **Save**. The message is displayed in red at the top of the Leave Requests page in Employee Access+
  
-{{:general:district_message_in_ea.gif|}}+VCV Under **Messages**, select **Leave Request** to enable employees to view a preset message on the Leave Requests page in EmployeePortal. 
 +  * Type the applicable message in the text box.  
 +  * The message is displayed in red at the top of the Leave Requests page in EmployeePortal.
  
-  * Select **Use PMIS for Supervisor Levels** to reference the Position Management Information System (PMIS) to determine an employees supervisor. This setting obtains the supervisor employee number from the employees primary position to determine the appropriate approval path for the employees leave request.\\  If this field is selected, you do not need to complete the Human Resources > Tables > Employee Access Supervisors > Employee/Supervisor tab+{{:general:ep_leave_request_message.jpg|EP Leave Request Message}} 
-  * Select **Force Entry of Leave Hours Requested** to force the employee to enter the number of requested leave hours when creating a leave request on the Leave Requests page in Employee Access +\\ 
-    * If selected, the employee must manually type the number of hours requested in the **Hours/Day Requested** column.+^Use PMIS for Supervisor Levels|(Optional if using PMIS) 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.\\  If this field is selected, you do not need to complete the Payroll > Tables > EmployeePortal Supervisors > Employee/Supervisor page.| 
 +^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.{{:general:ep_create_leave_request_force.jpg|Force Leave Hours Example}}\\  \\  If not selected, the number of leave hours requested is automatically calculated based on the start and end time of the leave request. {{:general:ep_create_leave_request_do_not_force.jpg|Do not Force Leave Hours Example}}| 
 +^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.|
  
-{{:general:hours_per_day_requested_force.gif|}}+VCV Click **Save** 
  
-    * If not selected, the **Hours/Day Requested** field is automatically calculated based on the **Start** and **End Time** of the leave request. 
  
-{{:general:hours_per_day_requested_auto.gif|}}+Review the [[https://help.ascendertx.com/employeeportal/doku.php/leaverequests|Leave Requests]] Help page for further information about how the **Total Requested** column is calculated.
  
-    * Review the [[leave:leaverequests|Leave Requests]] Help page for further information about how the **Total Requested** column is calculated. 
-  *  In the **Meal Break for Leave Calculation** field, type the duration of the meal break 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. 
  
  
general/setup_district_options.1565036124.txt.gz · Last modified: 2019/08/05 15:15 (external edit)