Click to edit Master title style. Monthly Time Reporting - OnBase Process

Transcription

1 Click to edit Master title style Monthly Time Reporting - OnBase Process

2 Process Flow Requestor Supervisor Coordinated Business Services

3 Requestor Completes Form Attaches Supervisor Approvals Submits Request Receives Notification 3

4 Requestor Enter Employee Information OnBase Assigns Unique Request # * Are Required Fields Drop down menu for selection Enter EMPLID & Enter Last Name (supervisor) & Additional information will populate Additional information will populate 4

5 Requestor Employee Information Populated

6 Requestor Attach Approved Leave Select Document to Attach 3 Select Open Select Attach Button 6

7 Requestor Attach Approved Leave Notice: Uploaded Document Note: Continue Selecting Attach to upload additional documents. YES - if all leave time is attached Note: YES will skip the supervisor for approval Note: NO will send the supervisor request for approval 7

8 Requestor Enter Leave Notice: Calendar will display for entry Select Add Notice: Entry fields appear Place Cursor in Begin Date Field 8

9 Requestor Enter Leave Continue Selecting Add For Additional Lines 3 Totals Automatically Calculated Select Remove To Delete Unwanted Lines 9

10 Requestor FMLA and Other Reporting Select No If None Notice: * Both Are Required Field Select No If None 0

11 Requestor FMLA and Other Reporting Select YES If time to report Select YES If Intermittent FMLA Select Add For Entry Fields To Appear

12 Requestor FMLA and Other Reporting Select YES If time to report Select Add For Entry Options 3 4 Add Dates & Hours Select Dropdown Field To Enter Leave Type

13 Requestor Send Completed Form Add Any Additional Information Select SUBMIT To Send Completed Form 3

14 Requestor You ve Got Mail! Notice: Sent From Notice: Request # 3 Notice: Leave Month 4 Notice: Submitted Leave Summary Note: You will be sent approval s throughout the approval process. 4

15 Requestor If Changes Are Needed Notice: Changes Needed From Supervisor Notice: Change Description 3 Notice: Use Link to Access Form 5

16 NOTE: You MUST close the window after Saving Form message to complete process. Requestor Make Changes Are Needed 3 Select SUBMIT If Review Completed Saving Form Message Close Window 4 Select Leave this page 5 6

17 Supervisor Receive Selects Link in Reviews Form (selects one of the below options) Approved Changes Needed Not Approved 7

18 Supervisor You ve Got Mail! Notice: Sent From Notice: Request # & Employee 3 Notice: Leave Month 4 Select Link To View Form for Approval 5 Notice: Submitted Leave Summary 8

19 Supervisor Review Document Options. Approved Will be processed. Changes Needed Goes to HOLD queue for requestor changes *must enter changes that are needed* 3. Not Approved Deleted out of the system *must enter reason* NOTE: At the bottom of the form you will see the Supervisor area Dropdown Menu Selection Enter Changes Needed 9

20 NOTE: You MUST close the window after Saving Form message to complete process. Supervisor Submit Document Saving Form Message Close Window 3 Select SUBMIT If Review Completed Select Leave this page 4 0

21 Supervisor Changes Needed Requested Changes Have Been Made Select Link To Review Form and Change Approval Status

22 Supervisor Changes Needed Update Approval Notice: Status is CORRECTED Enter APPROVED

23 NOTE: You MUST close the window after Saving Form message to complete process. Supervisor Changes Needed Update Approval Saving Form Message Close Window 3 Select SUBMIT To Complete Review Select Leave this page 4 3

24 Coordinated Business Services Approver Can Request Changes Needed Reviews and Processes Reports Hours to Payroll 4

25 Approver Coordinated Business Services Changes Needed Supervisor Approval Documents Select Link To Review Form and Attachments 5

26 Coordinated Business Approver Services Changes Needed Dropdown Approval Section 3 If Changes Needed *Must Give Explanation* CBS has the option to copy the supervisor. 6

27 Coordinated Business Approver Services Changes Needed Select SUBMIT Saving Form Message Close Window 3 If Changes Needed *Must Give Changes Description* Select Leave this page 4 7

28 Coordinated Business Approver Services Review and Change Approval Status Requested Changes Have Been Made Select Link To View Form and Change Approval Status 8

29 Coordinated Business Approver Services Changes Needed Update Approval Notice: Status is CORRECTED Enter APPROVED 3 Select SUBMIT 9

30 Coordinated Business Approver Services Changes Needed Update Approval Select SUBMIT Saving Form Message Close Window 3 If Changes Needed *Must Give Changes Description* Select Leave this page 4 30

31 Requestor Final Approval Sent To Requestor 3