Purpose Learn how to run the Leave Reports in the EBO pane within the MyTime Leave System.

Transcription

1 Running the EBO Leave Reports Purpose Learn how to run the Leave Reports in the EBO pane within the MyTime Leave System. Trigger Perform this procedure when you want to view leave information about the employees within your EBO. Prerequisites You must have a WVU Login account. (For more information on Login, please see You must have EBO access within the MyTime Leave System. Menu Path Use the following menu path(s) to begin this task: Log into MyAccess at myaccess.wvu.edu. Choose MyTime. Choose Leave System. Select the EBO pane. Helpful Hints If you have any questions, please call the WVU ITS Service Desk at (toll free at ) or send an to ITSHelp@mail.wvu.edu. Procedure 1. Start the task using the menu path. Leave System - EBO pane

2 2. Click the drop down arrow for the Select Supervisor field: Supervisor List 3. Choose any supervisor's name. You will have a chance later to choose your own unit. 4. Click (pointed out below by red arrow). Supervisor Access Report Choices 5. Perform one of the following: If Go To You want to learn how to run the Aged Requests report Step 6 You want to learn how to run the Leave Activity report Step 17

3 You want to learn how to run the Leave Summary report Step 28 You want to learn how to print a report Step 45 You want to learn how to export a report Step 50 You want to learn how to a report Step Click. Enter Parameters 7. In the Payroll Period Ended On field, enter a date using the format of two digits for the date, a dash, three letters for the month, a dash, and four digits for the year.: Field Name R/O/C Description Payroll Period Ended On R Last date of pay period Example: 30-NOV Click.

4 The report appears. Aged Requests Report 9. Click the drop down arrow by the EBO to see the list of all EBOs. Choose EBO 10. Choose your EBO, or click All (in green below) to see all choices. EBO List

5 11. Click the drop down arrow by the Org field (pointed out be arrow below) to see the list of all Organizations within the EBO. Org Drop Down Arrow 12. Choose your organization, or choose All (in green below) to see all organizations within the EBO. Organization Choices The screen refreshes to display your EBO's aged requests. Report Results The report shows the name of the employee(s) requesting leave, the assignment number, the exemption status, the name of the employee's supervisor, the date the leave request was submitted, the name of the person who submitted the leave request, the type of leave requested, the start and end dates for the leave, the number of hours request, and an asterisk in one of two columns: the current payroll cycle or a prior payroll cycle. 13. To exit the report, click the Exit link in the upper right corner (in green below): Exit link 14. Click the X in the upper right corner of your browser. 15. You have completed looking at the instructions for the Aged Requests report.

6 16. Perform one of the following: If Go To You want to view instructions for the Leave Activity report Step 17 You want to see all choices in these instructions Step After exiting the Aged Requests report, you may need to refresh your screen by pressing the F5 button to see a list of all reports. Leave System - EBO pane Reports 18. Click. Enter Parameters - Windows Internet Explorer

7 19. Complete the following fields: Field Name R/O/C Description To Date and From Date R Beginning and end dates for report. Example: 03-DEC-2010 Enter Parameters - Windows Internet Explorer 20. Click. Leave Activity Report

8 21. Click the drop down arrow by the EBO to see the list of all EBOs. Drop down arrow for EBO choices 22. Choose your EBO, or click All (in green below) to see all choices. EBO choices 23. Click the drop down arrow by the Org field (pointed out be arrow below) to see the list of all Organizations within the EBO. Drop down arrow for organization choices

9 Organization choices Leave Activity Report The screen refreshes to display your EBO's leave activity for the date range you requested. The report shows the name of the employee(s) requesting leave, the assignment number, the name of the employee's supervisor, the date the leave request was submitted, the start and end dates for the leave request, the number of hours requested, the type of leave requested, the leave type balance on the date of the request, and the status of the request. 24. To exit the report, click the Exit link in the upper right corner (in green below): Exit link 25. Click the X in the upper right corner of your browser. X in upper right corner 26. You have completed looking at the instructions for the Leave Activity report. 27. Perform one of the following: If Go To You want to view instructions for the Leave Summary report Step 28

10 You want to see all choices in these instructions Step After exiting the Leave Activity report, you may need to refresh your screen by pressing the F5 button to see a list of all reports when you are back on the main Leave System Supervisor screen. Leave System - EBO Pane Reports 29. Click. Enter Parameters - Windows Internet Explorer

11 30. Enter the Period End Date using the format of two digits for the date, a dash, three letters for the month, a dash, and four digits for the year. Field Name R/O/C Description Period End Date R Last Date of the pay period Example: 30-NOV Perform one of the following: If Go To Type the Organization into the field Step 32 Use the flashlight to get help in locating an Organization Step Type the entire organization name into the field or use the wildcard symbol to enter a portion of the name. Example: Environmental% Use of Wildcard Symbol This will retrieve any organization beginning with Environmental. 33. Go to step 40.

12 34. To get help in locating an organization, click. Flashlight The Search by field enables you to filter by beginning letters, letters or numbers contained anywhere within the Organization name, or letters or numbers ending the Organization name. Filter choices 35. To search for an organization beginning with Environmental, change the filter to Starts with. 36. Enter Environmental in the Search for field. Starts with

13 37. Click. Results 38. Click the organization and click ">Move" (pointed out in green above) to place it in the Selected portion of the screen. 39. Click Select. Parameters Completed 40. Click. Leave Summary Report

14 Report fields The report shows all employees within the organization. The report shows the employee name and number, assignment number, the supervisor, the annual and sick leave accrual rates, the annual leave limit, the current annual leave balance, the annual leave extension, the expiration date for the annual leave extension, the sick leave balance, the annual leave and the sick leave that have been taken and approved for the current calendar year; for both fields, that would be January 1 st through the pay period end date of the report. 41. Perform one of the following: If Go To You want to exit the report Step 42 You want to learn how to print the report Step 45 You want to learn how to export the report Step 50 You want to learn how to the report Step 57

15 42. Click. Logged out - Windows Internet Explorer 43. Click. Windows Internet Explorer - Leave System 44. Click if you are ready to exit the Leave System. 45. To print a report, click the print icon (circled below) within the report screen. Print Icon

16 Printing a Report - Step Click the Printable PDF link, pointed out above by the red arrow. Printing a Report - Step Click the Click to view or save button (pointed out above by red arrow). Adobe version of report

17 48. Click the Print icon (pointed out below by the red arrow). Print icon 49. You have completed viewing the steps on how to print a report. 50. To export a report, click the export icon (circled below) within the report screen. Export Icon Choose export type

18 51. Click the drop down arrow (pointed out below by the red arrow) to access the list of available formats. Format choices drop down arrow Formats 52. Select a format. 53. Click the export button (circled below in red). Export button

19 54. Click the button to view or save (circled below in red). View or save Open or Save 55. Click Open or Save. Excel The report has been exported to Excel.

20 56. You have completed viewing instructions on how to export a report. 57. To the report, click the link from within the report screen. Icon Choose Attachment Type 58. Click the drop down arrow to view other formats from which you can choose. Attachment Choices

21 59. Click either Next button (circled below in red). Next button Send fields 60. Complete the following fields:

22 Field Name R/O/C Description Sender R Your address Recipient R The address of the person receiving the . (You can put your own address in both the sender and recipient fields.) 61. Click the Finish button. Finish button The screen displays the report again, with a message that the was successfully sent. Confirmation of 62. You have completed viewing how to send a report via Click. 64. You have completed this task. Result You have learned how to run the EBO Leave System reports. Comment You may also wish to view the movie showing these steps.