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academy:supervisorguide [2021/07/14 19:12] – emorenoacademy:supervisorguide [2024/05/22 19:09] (current) – emoreno
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-======Supervisor Guide: Manage Leave Data and Requests & Set Temporary Approvers======+======Supervisor Guide: Manage Leave Requests & Set Temporary Approvers======
  
  
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 <div #message></div> <div #message></div>
  
-<WRAP round intro>This guide provides a step-by-step process for supervisors managing online leave requests in EmployeePortal.+<WRAP round intro>This guide provides a step-by-step process for supervisors managing leave requests in EmployeePortal.
 </WRAP> </WRAP>
  
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 VCV Review the [[academy:ascendernavigation|ASCENDER EmployeePortal Navigation]] page to familiarize yourself with the portal layout.   VCV Review the [[academy:ascendernavigation|ASCENDER EmployeePortal Navigation]] page to familiarize yourself with the portal layout.  
  
-VCV Review the [[academy:employeeguide|Employee Guide: Login, Data Inquiries, Self Service, & Leave Requests]] for information about logging on to EmployeePortal. +VCV Review the [[academy:employeeguide_createaccount_login|Employee Guide: Create Account & Login]] for information about logging on to EmployeePortal. 
  
 +Upon logging on with Supervisor access, the current month's calendar is displayed with the **All Requests** view, which is the default view for supervisors. The **All Requests** view displays all request type entries (Leave, Travel, and WorkJournal) from direct report employees and any employees who report to them. To change the view and only display your personal requests, click **My Requests**. You can toggle between the **All Requests** and **My Request** views as needed.
  
-After logging on to EmployeePortal with supervisor access, you will see an additional Supervisor menu on the left side of the page. +  * Click {{:images:ascender_calendar_button_1.jpg|Calendar Back Button}} to view the previous month. 
 +  * Click {{:images:ascender_calendar_button_2.jpg|Calendar Next Button}} to view the next month. 
 +  * Click **Current Month** to view the current month. The **Current Month** button is only enabled if you are viewing a prior or future month.  
 + 
 + 
 +VCV Click an entry from the calendar. The request details are displayed. If there are more entries that fit in the calendar day on the page, a + more link is displayed. Click the link to view the additional entries.  
 + 
 +The following colors are used to identify the various request types and statuses.  
 + 
 +    * Approved Leave Requests - Green 
 +    * (P) Pending Leave Requests - Yellow 
 +    * (D) Disapproved Leave Requests - Red  
 +    * Approved Travel Requests - Gray  
 +    * (P) Pending Travel Requests - Orange 
 +    * (R) Returned Travel Requests - Red  
 +    * (S) Saved Travel Requests - Red  
 +    * Approved WorkJournal Requests - Blue 
 +    * (P) Pending WorkJournal Requests - Orange 
 +    * (S) Saved WorkJournal Requests - Red 
 + 
 + 
 +You will see an additional Supervisor menu on the left side of the page.  
 +<div keep>
 <WRAP center round tip> <WRAP center round tip>
-**TIP**: If you have any new notifications such as a new leave request pending your approval, you will see the number of pending notifications in the top-right corner of the page. Additionally, you will receive an email message to notify you that you have a leave request ready for your approval. +**TIP**: If you have any new notifications from EmployeePortal, the number of pending notifications is displayed in the top-right corner of the page on {{:images:bell_icon.jpg|Bell Icon}}. Click {{:images:bell_icon.jpg|Bell Icon}} to view the Notifications box. You can either click **Mark All As Read** to mark all notifications as read and clear all notifications or click a notification to open the Notifications page. From the Notifications page, you have the option to **Mark All As Read** or click {{:images:eye_icon.jpg|eye icon}} to clear each individual notification.
 </WRAP> </WRAP>
 +</div>
  
  
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 =====II. View Leave ===== =====II. View Leave =====
  
-  - ++View leave.|{{page>general:supervisor_view_leave&inline}}++ +  - ++View leave.|{{page>general:supervisor_view_leave_guide&inline}}++ 
-  - ++View leave calendar.|{{page>general:supervisor_view_leave_calendar&inline}}+++
  
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academy/supervisorguide.1626289971.txt.gz · Last modified: 2021/07/14 14:12 (external edit)

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