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academy:workjournalsetup

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academy:workjournalsetup [2021/08/17 19:57] – emorenoacademy:workjournalsetup [2023/05/05 16:24] (current) – emoreno
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 ======Admin Guide: ASCENDER EmployeePortal WorkJournal Setup====== ======Admin Guide: ASCENDER EmployeePortal WorkJournal Setup======
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:workjournalsetup?do=export_pdf&toclevels=1-3&book_title=Admin Guide: WorkJournal Setup| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:workjournalsetup?do=export_pdf&toclevels=2-3&book_title=Admin Guide: WorkJournal Setup| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
  
-<WRAP round intro> +<WRAP round intro>The WorkJournal feature allows pay type 2 (non-contracted) and pay type 3 (hourly) employees to create timesheet entries for time worked on a specific day. 
-The WorkJournal feature allows employees to create timesheet entries for time worked on a specific day. +
  
-This guide provides the necessary steps to set up the appropriate access for employee WorkJounal requests via EmployeePortal. +The purpose of this document is to guide you through the necessary steps to set up the appropriate access for employee WorkJounal requests via EmployeePortal. 
  
-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]].+Some of the images and examples provided in this document are for informational purposes and may not completely represent your LEA’s process. 
 + 
 +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>
  
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-=====Set up Personnel Options=====+=====Set up Personnel Settings=====
  
 <WRAP Box>Perform the following tasks to ensure that the WorkJournal request feature in EmployeePortal is set up properly and functions as intended for employees. <WRAP Box>Perform the following tasks to ensure that the WorkJournal request feature in EmployeePortal is set up properly and functions as intended for employees.
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   - ++Set EmployeePortal WorkJournal options.|{{page>general:setupepwjoptions&inline}}++   - ++Set EmployeePortal WorkJournal options.|{{page>general:setupepwjoptions&inline}}++
-  - ++Set WorkJournal options for extra duty codes.|{{page>general:setupepwjoptionsforextraduty&inline}}++ +  - ++Add WorkJournal admin users.|{{page>general:setupepwjoptions_admin&inline}}++ 
-  -  ++Set WorkJournal options for (CYR/NYR) job codes.|{{page>general:setupepwjoptionsforjobcodes&inline}}+++  - ++Set WorkJournal options for (CYR/NYR) extra duty codes.|{{page>general:setupepwjoptionsforextraduty&inline}}++ 
 +  - ++Set WorkJournal options for (CYR/NYR) job codes.|{{page>general:setupepwjoptionsforjobcodes&inline}}++
  
  
 ---- ----
  
-=====Verify Payroll Data=====+=====Set up and verify Payroll Settings=====
  
-  - ++Verify contract begin and end dates.|{page>general:epwj_verifycontractdates&inline}}+++  - ++Verify contract begin and end dates.|{{page>general:epwj_verifycontractdates&inline}}++ 
 +  - ++Designate the employee/direct supervisor relationship. |{{page>general:designate_wjempsup&inline}}++
  
  
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 After the above steps are completed, employees can submit WorkJournal requests in EmployeePortal. After the above steps are completed, employees can submit WorkJournal requests in EmployeePortal.
 </WRAP> </WRAP>
- + 
 +---- 
 + 
 +=====Approve WorkJournal Requests===== 
 + 
 +In EmployeePortal, on the Supervisor > Approve WorkJournal page, supervisors can approve or return WorkJournal requests from their employees.  
 + 
 +  - ++Approve or return WorkJournal requests.|{{page>general:approvewjrequests&inline}}++ 
 + 
 + 
 +---- 
 + 
 + 
 +=====Import WorkJournal Requests===== 
 + 
 +The payroll department will use the [[payroll:utilities:importworkjournalrequests 
 +|Payroll > Utilities > Import WorkJournal Requests]] page to import employee WorkJournal requests for each of the work weeks in the pay period that were submitted through EmployeePortal. Only WorkJournal entries that are in an Approved status are imported. This process creates a pay transmittal to be processed by payroll.  
 + 
 + 
 + 
  
  
  
academy/workjournalsetup.1629230274.txt.gz · Last modified: 2021/08/17 14:57 (external edit)

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