10/11/20151 ADP Portal: How to Request & Cancel Time Off Into The Future June 2009 All Employees...

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03/22/22 1 ADP Portal: How to Request & Cancel Time Off Into The Future June 2009 All Employees Eligible for Vacation/Sick Benefits Dalton State College Requests for Time Off

Transcript of 10/11/20151 ADP Portal: How to Request & Cancel Time Off Into The Future June 2009 All Employees...

04/19/23 1

ADP Portal: How to Request & Cancel Time Off

Into The Future

June 2009All Employees Eligible for Vacation/Sick Benefits

Dalton State CollegeRequests for Time Off

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Online Tutorial Objectives

• No actual training classes are provided. This is strictly an online web tutorial in a PowerPoint format.

• This tutorial walks through the steps with explanations of How to Request Time Off that is not within the current pay period (into the future). – Specific links on the My Actions link of the ADP eTime

is used to make the requests.– Workflow activities results in email routings and

approvals or rejections of ones’ request are outlined.

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Tutorial Sections

Description of Item Estimated Time

Check Off

Requests for Time Off - Vacation 5 minutes

Request for Time Off – Sick 5 minutes

Cancel Time Off Requests 5 minutesMy Information Links 5 minutes

Requests for Time Off 3

ADP Navigation –Request Time Off

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Select on the Time Tab from the ADP Home

Page

Select on the Time Tab from the ADP Home

Page

On the Time Page, access eTime

On the Time Page, access eTime

Note: Must Log into ADP Portal with User ID/ Password to begin

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ADP Portal Navigation

Requests for Time Off

My Actions is based on your security to access specific actions. Typically, only those employees eligible for vacation and sick time off will be provided with links to Request and Cancel time off.

My Actions is based on your security to access specific actions. Typically, only those employees eligible for vacation and sick time off will be provided with links to Request and Cancel time off.

Select My Actions link to access the Requests for Time Off (and Cancellation of Time Off)

Request Time Off via My Actions

Under the section Actions in My Actions, select the link that is closest to your pay period type. For example:1. All employees who are paid BiWeekly will select

BiWeekly Employee – Request Time Off; 2. All monthly employees will select Monthly Employee -

Request Time Off.

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BiWeekly EmployeesBiWeekly

Employees Monthly Employees

Monthly Employees

Time Off – Vacation Request Screen

• Once you select the link to request Time Off based on your pay period type (bi-weekly or monthly), Complete the information being requested.

• See screen shot at left for guidance. Contact HR/Payroll if there are questions.

• Notice that Time Off Balances are reflected at the top of the screen. You can only request hours you have available in the balances.

• Remember! Any field with an asterisk to the left of the field is required.

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Select the Request Type Vacation using

the drop down arrow.

Select the Request Type Vacation using

the drop down arrow.Input the Start and

End Dates either manually or using

the calendar icons at the end of the fields.

Input the Start and End Dates either manually or using

the calendar icons at the end of the fields.

Additional information to note are as follows:

• Most employees do not have a scheduled shift, thus select the radio button of Specify Hours in the *Hours field.

• Then complete the Start Time and number of hours for the day that you are taking off– If it is less than 8 hours just mark the number of hours you plan to be out for the request type.

• Always remember to Click on the Next button to go to the next screen.

Time Off – VacationRequest Screen

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Click Next after completing the page.

Click Next after completing the page.

Message can be input as needed.Message can be input as needed.

Default of *Hours is Specify Hours, thus you must fill in the

next section.

Default of *Hours is Specify Hours, thus you must fill in the

next section.

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Request Time Off – Vacation Email Approval

Email will be automatically sent to

your inbox for the vacation time off

request.

Email will be automatically sent to

your inbox for the vacation time off

request.

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Request Time Off – Vacation Email Approval

Email will be automatically sent from your manager

that your request for time off has been

approved (or rejected).

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Tutorial Sections

Description of Item Estimated Time

Check Off

Requests for Time Off - Vacation 5 minutes

Request for Time Off – Sick 5 minutes

Cancel Time Off Requests 5 minutesMy Information Links 5 minutes

Requests for Time Off 11

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Request Time Off - Sick

Requests for Time Off

My Actions is based on your security to access specific actions. This is the same navigational path that was used to request time off (vacation) previously but now we want to cancel the approved vacation, due to a change of plans, etc.

My Actions is based on your security to access specific actions. This is the same navigational path that was used to request time off (vacation) previously but now we want to cancel the approved vacation, due to a change of plans, etc.

Select My Actions link to access the Requests for Time Off (and Cancellation of Time Off)

Request Time Off - Sick via My Actions

Under the section Actions in My Actions, select the link that is closest to your pay period type. For example:1. All employees who are paid BiWeekly will select

BiWeekly Employee – Request Time Off; 2. All monthly employees will select Monthly Employee -

Request Time Off.

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BiWeekly EmployeesBiWeekly

Employees Monthly Employees

Monthly Employees

Time Off – Sick Request Screen

• Once you select the link to request Time Off based on your pay period type (bi-weekly or monthly), Complete the information being requested.

• See screen shot at left for guidance. Contact HR/Payroll if there are questions.

• Notice that Time Off Balances are reflected at the top of the screen. You can only request hours you have available in the balances.

• Remember! Any field with an asterisk to the left of the field is required.

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Select the Request Type of Sick using the

drop down arrow.

Select the Request Type of Sick using the

drop down arrow.Input the Start and End Dates either manually or using

the calendar icons at the end of the fields.

Input the Start and End Dates either manually or using

the calendar icons at the end of the fields.

Additional information to note are as follows:

• Most employees do not have a scheduled shift, thus select the radio button of Specify Hours in the *Hours field.

• Then complete the Start Time and number of hours for the day that you are taking off– If it is less than 8 hours just mark the number of hours you plan to be out for the request type.

• Always remember to Click on the Next button to go to the next screen.

Time Off – Sick Request Screen

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Click Next after completing the page.

Click Next after completing the page.

Message can be input as needed.Message can be input as needed.

Default of *Hours is Specify Hours, thus you must fill in the

next section.

Default of *Hours is Specify Hours, thus you must fill in the

next section.

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Request Time Off - Sick Submitted Email

Email will be automatically sent to you to confirm your request for approval

of Sick Time Off.

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Request Time Off – Sick Email Rejection

Email will be automatically sent from your manager that your request for sick time off has been rejected and a message from manager can be included as well.

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Tutorial Sections

Description of Item Estimated Time

Check Off

Requests for Time Off - Vacation 5 minutes

Request for Time Off – Sick 5 minutes

Cancel Time Off Requests 5 minutesMy Information Links 5 minutes

Requests for Time Off 18

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Cancel Time Off Requests

Requests for Time Off

My Actions is based on your security to access specific actions. This is the same navigational path that was used to request time off (vacation) previously but now we want to cancel the approved vacation, due to a change of plans, etc.

My Actions is based on your security to access specific actions. This is the same navigational path that was used to request time off (vacation) previously but now we want to cancel the approved vacation, due to a change of plans, etc.

Select My Actions link to access the Requests for Time Off (and Cancellation of Time Off)

Cancel Time Off Requestsvia My Actions

Similarly with Requests for Time Off, select the link that is closest to your pay period type. For example:1. All employees who are paid BiWeekly will select

BiWeekly Employee – Cancel Time Off Request; 2. All monthly employees will select Monthly Employee -

Cancel Time Off Request.

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BiWeekly EmployeesBiWeekly

Employees

Monthly Employees

Monthly Employees

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Cancel Time Off Requests

Click on drop down to select Vacation to be canceled in the *Request Type field.

Enter the *Start/End Dates of the previously approved

Vacation request.

Click on Save & Close which will

submit your request to cancel

time off.

Click on Save & Close which will

submit your request to cancel

time off.

An email is sent to your email address indicating cancellation of time off was submitted for approval. Additionally, an email to your manager is sent requesting their approval for time off.

An email is sent to your email address indicating cancellation of time off was submitted for approval. Additionally, an email to your manager is sent requesting their approval for time off.

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Cancel Time Off Requests – Email Submitted

An email is sent to your inbox indicating cancellation of time off request was submitted for approval. Additionally, an email to your manager is sent requesting their approval for time off.

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Cancel Time Off Requests – Manager Approval

An email is sent from your manager indicating that the cancellation of time off was approved. • The Accrual balances should be updated when Cancellation has been approved.

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Tutorial Sections

Description of Item Estimated Time

Check Off

Requests for Time Off - Vacation 5 minutes

Request for Time Off – Sick 5 minutes

Cancel Time Off Requests 5 minutesMy Information Links 5 minutes

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My Information Section

At My Information section in eTime, you can selection specific link, which will provide you to other options within eTime.

At My Information section in eTime, you can selection specific link, which will provide you to other options within eTime.

The Inbox is to Review Tasks and

Messages

The Inbox is to Review Tasks and

Messages

My Timecard is to view Current Pay

Period and Prior Pay Period information.

My Timecard is to view Current Pay

Period and Prior Pay Period information.

My Actions link is for Requesting (Canceling) Vacation/Sick Time Off

My Actions link is for Requesting (Canceling) Vacation/Sick Time Off

My Reports is the ability to view the timecard as a Schedule or Time Details for specific period being

requested as well as being able to produce report of one’s current

Accrual Balances.

My Reports is the ability to view the timecard as a Schedule or Time Details for specific period being

requested as well as being able to produce report of one’s current

Accrual Balances.

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Reviewing Messages from My Information > Inbox Link

At My Information section in eTime, you can selection Inbox link, which will provide you with a list of tasks for you to review as well as messages for review or actions

At My Information section in eTime, you can selection Inbox link, which will provide you with a list of tasks for you to review as well as messages for review or actions

Click the Inbox link

Click the Inbox link

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Reviewing Tasks from My Information > Inbox Link

Click on the Tasks Tab, which will provide you with a list of tasks for you to review.

Then highlight and click on the task for review. This will tell you the Status of any Requests for Time Off and Cancels that you submitted.

Click on the Tasks Tab, which will provide you with a list of tasks for you to review.

Then highlight and click on the task for review. This will tell you the Status of any Requests for Time Off and Cancels that you submitted.

Click the Tasks Tab

Click the Tasks Tab

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Reviewing Messages from My Information > Inbox Link

In your Inbox, there will be a Task Tab and Messages Tab.

Select the Messages Tab which will be the same messages that you that you would receive through your normal email account. If you select any of the messages by clicking on the message and a pop-up window will appear to view the message.

In your Inbox, there will be a Task Tab and Messages Tab.

Select the Messages Tab which will be the same messages that you that you would receive through your normal email account. If you select any of the messages by clicking on the message and a pop-up window will appear to view the message.

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My Information > Reports Link

In Reports you can run reports that are available in your list.

You will be able to run an Accrual Balance report as well specifying the As of Date field.

In Reports you can run reports that are available in your list.

You will be able to run an Accrual Balance report as well specifying the As of Date field.

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Additional Contact Information

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• For additional assistance or to answer questions further contact the following staff:– Faith Miller, HR ext. 2034– Nettie Henderson, Payroll ext. 4462– Audrey Goforth, Payroll ext 4463

Bi-Wkly Regular EmployeesRequests for Time Off

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Tutorial Sections

Description of Item Estimated Time

Check Off

Requests for Time Off - Vacation 5 minutes

Request for Time Off – Sick 5 minutes

Cancel Time Off Requests 5 minutesMy Information Links 5 minutes

Requests for Time Off 31