Absence Management Results by Calendar Workshop October 2017 The - PowerPoint PPT Presentation

Absence Management Results by Calendar Workshop October 2017 The University of Wisconsin Service Center will Serve …the people of the University of Wisconsin System • Collaborate …by being supportive and constructive • Act with Integrity …always and in all matters •

Introductions • Presenter – Christie Sleaford – Professional Development team • Content Experts/Q&A – Sandy Reuter – Absence team – Michelle Wiegmann – Absence team – Michele Rohde – AG team – Paula Falk – AG team 2

Course Information • List of attendees in chat • Questions in chat • Tipsheet in learning path • Recording in learning path • Interactive 3

Agenda • Results by Calendar • Calendar Results Tab • Accumulators • Supporting Elements • Absence Data • Positive Input – Absence • Generated Positive Input • Common scenarios • Leave Payout Template 4

Objective • Identify information found on each tab and link on the Results by Calendar page 5

What is it? • It is all about leave – Eligibility amounts – Allocated – Used – Earned 6

Why Use It? • Live Data! • One Stop Shop • Can Personalize 7

Updated? Every day! • Biweekly • Monthly – 8:00 am – 1:00 pm – 10:00 am – Evening – Noon – 2:00 pm – Evening 8

Navigation • Results by Calendar Page Global Payroll & Absence Mgmt > Absence and Payroll Processing > Review Absence/Payroll Info > Results by Calendar 9

Searching for Employees 10

Calendar Results Tab • Calendar Results tab – Calendar ID – Calendar Group ID – Pay Group – Version and Segment 11

Version and Segment • Version – information is recalculated (retro change) • Segment – job data change during pay period • Calculate Action – ignore reverse 12

Version and Segment • ALWAYS look at highest version and segment! – Not always in order 13

Accumulators Tab • All Absence Data for the year – Absence accumulator – FYE/CYE balances – YTD absence data 14

• Legal Holiday • Personal Holiday • Sick Leave • Vacation Carryover • Vacation Current Year • Leave Reporting (monthly) • ALRA (monthly) • Sabbatical/banked leave (bi-weekly) • Comp Time Carry Over (bi-weekly) • Comp Time Current Year (bi-weekly)

Accumulators Tab • Lines will appear/disappear based upon information – Ex. Sabbatical/banked leave 16

Find Information - Personalize KB 27837 17

Find Information - Personalize KB 27837 18

Find Information – Sort Order • Click on headings to change the sort ascending vs descending 19

Find Information – Sort Order • Click on headings to change the sort ascending vs descending 20

Find Information - Find • Use find (ex. Type in VN or ALRA) 21

Find Information - Find • Use find (ex. Type in VN or ALRA) 22

Find Information - Find • Use find (ex. Type in VN or ALRA) 23

Supporting Elements Tab • View for one Pay Period • Displays earnings, takes and adjustments 24

Supporting Elements Tab • Monthly & Bi-weekly – Adjusted Continuous Service Date (ACSD) – Vacation Earned in Pay Period – Sick leave earned in Pay Period – Legal Holiday earned in Pay Period – Paid hours for Pay Period • Bi-weekly • Monthly – Vacation Bracket Factor – Initial Entitlement Dates – Sick Leave Factor 25

Supporting Elements Tab • Auto Assigned Components - Takes • Absence Entitlement – earned 27

Absence Data Link 28

Absence Data Link • Absence date, type, hours taken – Balance after take/usage – Review whether an Absence was paid or unpaid 29

Missing Take Data • Correct Segment/Version • Expected takes missing – entry is incorrect or not approved 30

Return to Main Page 31

Positive Input – Absence Link • Shows absence adjustments/transfers 32

Positive Input – Absence Link 33

Positive Input – Absence Link 34

Generated Positive Input Link 35

Generated Positive Input Link Shows absence payout/payback calculation detail for Monthly – only visible after term payout has been entered and processed 36

Generated Positive Input Link Shows absence payout/payback calculation detail for Monthly – only visible after term payout has been entered and processed 37

Questions? 38 38

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Scenario • Becky Bi-weekly appears on the Underpaid report for 9B. Which screen do we look at to find out what days were unpaid? 1. Accumulator 3. Absence Data 2. Generated Positive Input 4. Calendar Results 40

Scenario • What day(s) were unpaid? – Monday – Sunday

Scenario • Adam Alra would like to bank time in ALRA, where do we look to determine if he is eligible to bank? 1. Accumulator 3. Absence Data 2. Generated Positive Input 4. Calendar Results 42

Scenario • Which element name tells us how much he can bank? 1. UWS U PREV ALRACT 3. UWS_U_ALRA_BAL 2. UWS U VNA PENT 4. UWS_U_ALRA_ELIG 43

Scenario • The employee elected to convert 40 but only 13 converted to ALRA, why? 44

Scenario • The employee elected to convert 40 but only 13 converted to ALRA, why? 45

Scenario • Where do we look to see if Sally Sick has a sick leave reduction like she is reporting. 1. Accumulator 3. Absence Data 2. Generated Positive Input 4. Calendar Results 46

Scenario • Where do we look to see if Sally Sick has a sick leave reduction like she is reporting. KB 41996

Scenario • Where do we look to determine how much vacation leave Hannah Hawaii earned in a specific pay period? 1. Accumulator 3. Absence Data 2. Generated Positive Input 4. Supporting Elements 48

Scenario

Scenario • Matt Monthly reports that he is not earning sick leave but is earning vacation, I suspect it is because he is still in initial entitlement period, where do I check to see when that will end? 1. Positive Input - Absence 2. Generated Positive Input 3. Absence Data 4. Supporting Elements 50

Scenario

Scenario • Where do I look to see if Charlie Change’s leave balances have been transferred from his old position to his new position? 1. Accumulator 3. Generated Positive Input 2. Positive Input - Absence 4. Supporting Elements 52

Scenario • Bob Biweekly has terminated employment, what steps need to be taken in HRS to be sure that data is accurate? 1. Term payout entered 3. Term payout processed 2. Term row in Job Data 4. All of the above 54

Scenario • Where do I look for Bob Biweekly’s termed payouts? 1. Accumulator 3. Generated Positive Input 2. Absence Data 4. Supporting Elements 55

Scenario • Milly Month was termed effective 9/30/17 in Job Data and term pay was entered yesterday • Where do I look at see if she is currently missing any leave reports? 1. Accumulator 2. Absence Data 3. Generated Positive Input 4. Supporting Elements 57

Scenario • Where do I look to find Milly’s hours and amount being paid out? 1. Accumulator 3. Generated Positive Input 2. Absence Data 4. Supporting Elements 59

Scenario

Scenario

Leave Payout Template • Enter the information in Leave Payout Template (email copy of form to AG) – HRS Admin > Payroll > Paylines > Leave Payout Template 62

Questions? 63 63