Job Aid. TL02_TimeApprovalGroup. Step Action 1. Begin by navigating to MY.BOISESTATE. Date Created: 2/27/ :35:00 AM Page 1

Transcription

1 TL02_TimeApprovalGroup 1. Begin by navigating to MY.BOISESTATE. Date Created: 2/27/ :35:00 AM Page 1

2 2. Select Faculty/Staff Sign In. Page 2 Date Created: 2/27/ :35:00 AM

3 3. Enter your Boise State Username and Password. Select Log In. Date Created: 2/27/ :35:00 AM Page 3

4 4. Select PEOPLESOFT. Page 4 Date Created: 2/27/ :35:00 AM

5 5. Select Manager Self Service. Date Created: 2/27/ :35:00 AM Page 5

6 Step Action 6. Select Approve Time and Exceptions. Page 6 Date Created: 2/27/ :35:00 AM

7 Step Action 7. Under Approve Time and Exceptions, select Payable Time. Date Created: 2/27/ :35:00 AM Page 7

8 8. Access one employee at a time by entering their ID number or searching on Last Name or First Name. Or you can click Get Employees and see all the employees you have access to. This will include your own direct reports along with their direct reports. If you would like to narrow the choices you can use the Related Content tool to access by Group ID. Page 8 Date Created: 2/27/ :35:00 AM

9 9. The following pages demonstrate use of Related Content to identify employees by Group ID. Date Created: 2/27/ :35:00 AM Page 9

10 Step Action 10. Verify Start and End Dates are correct. Change if necessary. Page 10 Date Created: 2/27/ :35:00 AM

11 11. Select the Drop Down arrow beside Related Content. Date Created: 2/27/ :35:00 AM Page 11

12 12. Select Group ID. Page 12 Date Created: 2/27/ :35:00 AM

13 Step Action 13. By Selecting Related Content > Group ID, you can access all of your employees by groups. The groups are by determined by your direct reports and their groups. Date Created: 2/27/ :35:00 AM Page 13

14 14. Select the Group ID you need to approve time for. In this example we are using Type in (or copy and paste) appropriate Group ID. Page 14 Date Created: 2/27/ :35:00 AM

15 15. Before proceeding, Select the Red X to close the Related Content window, Date Created: 2/27/ :35:00 AM Page 15

16 Step Action 16. Select Get Employees. Page 16 Date Created: 2/27/ :35:00 AM

17 17. Shown at the bottom of the screen are Name, Employee ID and other information for employees in this Group ID. Date Created: 2/27/ :35:00 AM Page 17

18 18. Select Employee Name. Page 18 Date Created: 2/27/ :35:00 AM

19 19. Always select View All to include all time reported. NOTE: Approval Details on this screen show lines 1-10 of 11. Date Created: 2/27/ :35:00 AM Page 19

20 20. Displayed are the hours to approve, this employee has 80 hours Regular and 2 hours OTP or Overtime Paid. Page 20 Date Created: 2/27/ :35:00 AM

21 21. To make a correction, Select Adjust Reported Time. Date Created: 2/27/ :35:00 AM Page 21

22 Step Action 22. By Selecting Adjust Reported Time, you are directed to the employee Timesheet, displaying time as originally entered. In this example, 10 Hours was entered on 1/9. Page 22 Date Created: 2/27/ :35:00 AM

23 23. If necessary to add a line, Scroll to the far right side of this screen. Select Plus (+) to insert a new row. Date Created: 2/27/ :35:00 AM Page 23

24 24. To correct reported time on 1/9: Line 1 change 10 hours to 8 hours. Line 3 enter 2 hours. Select the drop down arrow under Time Reporting Code. Page 24 Date Created: 2/27/ :35:00 AM

25 25. For this example, Select OTA - Overtime Accrued 1.5. Date Created: 2/27/ :35:00 AM Page 25

26 Step Action 26. Verify changes are correct. Page 26 Date Created: 2/27/ :35:00 AM

27 27. After you have made the change, click the Comments and add a comment such as "Changed OTP to OTA and then add your initials". This is a record of who and why the change was made. Date Created: 2/27/ :35:00 AM Page 27

28 28. Enter Comment. Select Save. Page 28 Date Created: 2/27/ :35:00 AM

29 29. Read message, Select OK to acknowledge and continue. Date Created: 2/27/ :35:00 AM Page 29

30 30. After verifying time entry is correct and adding a comment Select Submit. Page 30 Date Created: 2/27/ :35:00 AM

31 31. To continue, scroll to bottom of page. Select Return to Approval Details. Date Created: 2/27/ :35:00 AM Page 31

32 Step Action 32. The following pages demonstrate changing a Funding Source for hours submitted by keying the desired Department ID in the Combo Code field. Page 32 Date Created: 2/27/ :35:00 AM

33 33. Select Plus (+) to add a row. Date Created: 2/27/ :35:00 AM Page 33

34 34. Select Overrides. Page 34 Date Created: 2/27/ :35:00 AM

35 35. Remove time from line you are correcting, enter time on line you just inserted. Key in Funding Source (Department ID) in the Combo Code field, or search for the appropriate code. In this example the correction is made on 1/5. Time entered as 8 hours on line 2 was moved to line 3. After the Combo Code was entered, the remaining information defaults into appropriate columns. Date Created: 2/27/ :35:00 AM Page 35

36 36. Select Submit. Scroll to bottom of screen and select Return to Select Employee. Page 36 Date Created: 2/27/ :35:00 AM

37 37. Select Next Employee to view reported time. Date Created: 2/27/ :35:00 AM Page 37

38 Step Action 38. The following pages demonstrate reported time for a Work Study Student. Page 38 Date Created: 2/27/ :35:00 AM

39 39. This Employee is a Work Study Student, and entered only hours worked as RST. After time is submitted and Time Administration runs, the Time Reporting Code (TRC) is changed to IWS - Idaho Work Study or FWS-Federal Work Study. This is because the account code set up for this position is a work study account code. Date Created: 2/27/ :35:00 AM Page 39

40 40. If you know your work study funds have run out and need any of this time billed to another account code, Adjust Reported Time, insert a row. Page 40 Date Created: 2/27/ :35:00 AM

41 41. Enter the non-work study hours on the new row and scroll over to Combo Code and enter a non-work study combo code. Delete those incorrect hours from original row. Date Created: 2/27/ :35:00 AM Page 41

42 Step Action 42. Select Submit. Page 42 Date Created: 2/27/ :35:00 AM

43 Step Action 43. Select Return to Approval Details. Date Created: 2/27/ :35:00 AM Page 43

44 44. Choose Select All, then Select Approve. Page 44 Date Created: 2/27/ :35:00 AM

45 Step Action 45. Select OK to Save Confirmation and continue. Date Created: 2/27/ :35:00 AM Page 45

46 46. Thank you for viewing Time Approval for Employees by Group or Individual Employee. End of Procedure. Page 46 Date Created: 2/27/ :35:00 AM