CATS Approval. Transaction code: ZHR_APPROVE_TIME. Used by manager to approve employee attendance/absence times

Transcription

1 CATS Approval Transaction code: ZHR_APPROVE_TIME Used by manager to approve employee attendance/absence times

2 Org Unit is defaulted from org Click execute to proceed to approval screen structure. Change Org. Unit if substituting for another manager

3 Approval Screen

4 Status of the employee record Shows action is required Displays if long text (note) is entered by employee Displays reason for absence entered Displays text sent to employee Displays self notes text PERNR of the employee Name of the employee

5 Displays the attendance / absence type entered for detail section and total for summary section Hours entered for that attendance/ absence type Shows the text display for attendance / absence type Display the hours entered ed per day by employee for the selected week

6 Displays when the employee entered the time Name/employee # of the person who entered the time Last change Date Time of last change Name/employee# of the person who approved the time Date when time was approved Name of supervisor who reviewed the time Date when time was reviewed by supervisor

7 Clicking this button will take you to previous week Clicking this button will take you to next week Approve button can be used to approve time for a single day of the week or approve the whole week of employee s time or whole time sheet of the org. unit for that week.

8 Reject button can be used to reject a single day of employee time or a week s time entered by an employee or entire time sheet for that org. unit. Detail button would display the employee time as separate rows for each absence/attendance type Select the employee row you want details to be displayed and click detail button or select entire time sheet to display detail for all employees.

9 Click Refresh button to refresh the time sheet. Legends displays the meaning for icons displayed in the first and second columns of the timesheet. Legend has 2 sections: one for summary another for detail (see screenshot to the right)

10 Display detail will show the data detail of the selected employee(s) in a pop-up screen for ease of data verification

11 Double click on employee name to that employee. A popup will be shown as below where you can enter an text Enter text in the edit box Name of the employee is being sent to. Click green arrow to send Click Cross button if you do not want to send

12 Long text icon is displayed only when long text t is entered by employee. Double click on long text column for that employee to display text entered Long text (note) is displayed with employee s name and date for which it was entered Click green arrow to return back to approval screen

13 Click this button to view time that has not been approved for employees in your department. Another screen would then come up for time period selection. If flag is green, all time entries have been approved up to date Click this button to put dates off and on

14 Enter the start date for time period to be displayed. By default start date is 60 days prior to current date. Enter end date for time period to be displayed. By default end date is today s date.

15 Screen would display attendances and/or absences that still require approval. You can double click the line you want to look at or approve Double clicking the line You can double click the line you want to look at or approve. Double clicking the line will display another screen (shown below), click the check mark. Clicking the check mark would display the approval screen. You can also highlight the whole sheet and click the approve icon to approve all the time for employees listed.

16 Clicking the settings button will display another screen for alerts and manager substitution (see below)

17 This screen is used to schedule notifications for Department manager and employees in that department Select, day of week and time, to schedule notification for yourself l Select, day of week and time to schedule automatic notifications o to employees

18 Save button to save substitution Substitution Screen Click green arrow to return to cats approval screen Active is checked for all manager acting as your substitutes Enter start date/end date for period of substitution Click select and click save button on top to save the substitute you have chosen Displays all managers at same level