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Trace: • ASCENDER - Position Management: Perform Historical Inquiries • Fund - FIN2200 • Copy Finance Tables to Budget - BUD7000 • ASCENDER - First Payroll of the School Year (September Start LEAs) • Move Budget to Finance - BUD6100
academy:employeeportalsetup

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academy:employeeportalsetup [2021/02/12 20:17] – emorenoacademy:employeeportalsetup [2022/06/29 20:30] (current) – emoreno
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-======Administrative Guide: ASCENDER EmployeePortal Setup======+======Admin Guide: ASCENDER EmployeePortal Setup======
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:employeeportalsetup?do=export_pdf&toclevels=1-3&book_title=Admin Guide: ASCENDER EmployeePortal Setup| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:employeeportalsetup?do=export_pdf&toclevels=1-3&book_title=Admin Guide: EmployeePortal Setup| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
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 EmployeePortal allows users to view their current and historical pay information including calendar year-to-date information, deductions, earnings, leave balances, W-2 information, and 1095 information. And, up to 18 months of check stub information; year-to-date leave earned, leave used, and leave balances (including any unprocessed transactions entered for future payrolls).  EmployeePortal allows users to view their current and historical pay information including calendar year-to-date information, deductions, earnings, leave balances, W-2 information, and 1095 information. And, up to 18 months of check stub information; year-to-date leave earned, leave used, and leave balances (including any unprocessed transactions entered for future payrolls). 
  
-In addition, users can create, edit, delete, and submit leave requests. The EmployeePortal also provides a self-service maintenance page allowing users to submit changes to their demographic and payroll information such as changes to an address, withholding and exemption status, and direct deposit settings. Some changes may require additional approval or documentation.+In addition, users can create, edit, delete, and submit leave and travel requests. EmployeePortal also provides a self-service maintenance page allowing users to submit changes to their demographic and payroll information such as changes to an address, withholding and exemption status, and direct deposit settings. Some changes may require additional approval or documentation.
  
-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]].
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 =====Before You Begin===== =====Before You Begin=====
  
-Review the Getting Started document. The Getting Started document that is provided with each software release contains instructions about how the files must be configured and how to modify the properties for EmployeePortal.+VCV Review the Getting Started document. The Getting Started document that is provided with each software release contains instructions about how the files must be configured and how to modify the properties for EmployeePortal.
  
-Once your LEA has transitioned to ASCENDER, you can upload an LEA logo by using the [[https://help.ascendertx.com/districtadmin/doku.php/tables/districtlogos|District Administration > Tables > District Logos]].+VCV Use the [[https://help.ascendertx.com/districtadmin/doku.php/tables/districtlogos|District Administration > Tables > District Logos]] page to upload your LEA logo. This is the logo displayed on the EmployeePortal Login page. 
  
-<WRAP round box> +----
-EmployeePortal is driven by the settings previously defined by the LEA's administrators. These settings determine the level of access that users have in EmployeePortal. +
  
-This guide provides the necessary steps to set up the appropriate access to the portal and its various pages. These tasks are managed in the ASCENDER Business Payroll and Personnel applications.  +=====Set up EmployeePortal Options=====
-</WRAP> +
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-=====I. Set up EmployeePortal Options=====+
  
   - ++Set up district EP options.|{{page>general:employeeportaloptions&inline}}++   - ++Set up district EP options.|{{page>general:employeeportaloptions&inline}}++
  
  
-=====III. Set up Supervisor Profiles===== 
  
-<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 center round info> 
 +Reference the [[academy:business_guides_employeeportal|EmployeePortal Guides]] page for specific setup and employee guides. 
 </WRAP> </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}}++ 
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-=====IV. Set up the Leave Request Feature ===== 
- 
-<WRAP Box>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> 
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-  - ++Set up district EP options.| {{page>general:setup_district_options&inline}}  ++ 
-  - ++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}}++ 
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- 
-After the above steps are completed, users can submit leave requests in EmployeePortal.  
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- 
-=====V. Set up Self Service Options ===== 
- 
-{{page>general:employeeportalselfserviceoptions}} 
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- 
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-=====ASCENDER EmployeePortal Guides ===== 
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-VCV Refer to the [[https://help.ascendertx.com/employeeportal/doku.php/academy/employeeguide|Employee Guide: Login, Data Inquiries, Self Service & Leave Requests]] for more information about using EmployeePortal. 
  
-VCV If you are a supervisor, refer to the [[https://help.ascendertx.com/employeeportal/doku.php/academy/supervisorguide|Supervisor Guide: Manage Leave Data and Requests & Set Temporary Approvers]] for more information about using EmployeePortal to perform supervisor-level tasks. 
  
academy/employeeportalsetup.1613161048.txt.gz · Last modified: 2021/02/12 15:17 (external edit)

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