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EMPLOYEE ACCESS SYSTEM SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to con Press the F5 key to see this presentation in full-screen mo

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Page 1: SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to continue Press the F5 key to see this presentation in full-screen

EMPLOYEE ACCESS SYSTEM

SUBMITTING A LEAVE REQUEST

Click on this page or press the Enter or Page Down key to continue

Press the F5 key to see this presentation in full-screen mode

Page 2: SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to continue Press the F5 key to see this presentation in full-screen

To move to the next page during this presentation, click on the page you are viewing or press the Enter or Page Down key on your keyboard

To move backwards, press the Page Up key on your keyboard

You may exit at any time by pressing the ESC key

SUBMITTING A LEAVE REQUEST

Page 3: SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to continue Press the F5 key to see this presentation in full-screen

Reduces the cost and inefficiency of a paper process Provides employees access to their own up-to-date leave balance from any

computer with internet access Ensures that the leave balance that appears on your online pay stub is

correct Provides an electronic process for leave requests Archives all leave requests with the actual date the leave was taken

This document contains detailed instructions for employees to follow to enter leave requests into

this software.

In the spring of 2009, the Employee Access System was introduced to ECISD employees.  All employees use this

software system to access their earnings/pay stub, W2 and leave balance information.  A component of this system is

the Employee Leave Request.  For ECISD and its employees, this software

Page 4: SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to continue Press the F5 key to see this presentation in full-screen

Login to Employee Access

Point with your mouse to For Staff from the ECISD website Home pageA list of options will drop down from the For Staff tab

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Click on Employee Access Website

Login to Employee Access

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If this is your first time to use Employee Access, click on Employee Access Instructions to read the instructions for Creating Your Employee Access Account

Login to Employee Access

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Once you have an Employee Access account, you may get to the Login screen at a later time by clicking on the Employee Access Website link

Login to Employee Access

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Key in your User ID and Password and click the Login button◦ If you have forgotten your User ID or Password, go back to the Employee Access Instructions and

follow the instructions for How to Retrieve or Reset Your Login Information (at the end)

Login to Employee AccessMain Login

Screen

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Main Menu

Login to Employee Access

Your name is displayed at the center of the top of the page Point to Leave Request with the mouse

JOHN P DOE

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Main Menu

Submitting a Leave Request

The Leave Request options display to the right of the pointer Click on Entry

JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

JOHN P DOE JOHN P DOE

Key in the code for the type of leave you are requestingo The cursor automatically advances to the next field if you key in directly o See the Leave Balances at the bottom or click on the Leave Code spyglass

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Leave Request Entry

Submitting a Leave Request

JOHN P DOE JOHN P DOE

If you click on the spyglass to look up a code, click on the open

circle to the left of the code to select it

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Leave Request Codes

04 – Vacation◦ Accrues September through June◦ May be requested if your balance on the date(s) it will be taken will

cover it (current balance is negative)

07 – Old State Leave◦ May be used just like New State Leave

08 – Loss of Pay◦ Used if you need to take leave but have none available when needed◦ Will dock your pay

Submitting a Leave Request

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Leave Request Codes

18 – Worker’s Comp◦ Not the same as Comp Time◦ Used for time off related to a Worker’s Compensation claim

20 – Comp Time Taken◦ Used to schedule comp time ◦ Does not post to Payroll◦ Actual Comp Taken is balanced in Kronos◦ Not necessary to balance a few minutes shortage at the end of a week◦ Check with your Supervisor

Submitting a Leave Request

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Submitting a Leave Request

Click to access Calendar feature

System messages appear in red

Previous and Next buttons appear when there is additional data on a previous or next screen

Screen Functionality

Click on the red or green buttons to select codes or enter information

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Leave Request Entry

Submitting a Leave Request

Key in the date on which your leave will begin (From Date) and end (To Date) OR click on the calendar to look it up

o Enter numbers for the month, day, and yearo Do not include weekends unless your work schedule includes themo Enter date ranges that include half and full days on separate lines

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

When you use the calendar, click on the date to select ito Select the appropriate month with the blue arrows or choose a month, enter the year and click Select

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

Key in the time at which your leave will begin (From Time)o Enter numbers for hour (01-12) and minute (00-59)

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

Key in either an “a” or a “p” to indicate A.M. or P.M. timeo Noon is 12:00 P.M. and midnight is 12:00 A.M.

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

Or select A.M. or P.M. from the drop down list

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

Press the Tab key to go to the next field (To Time) or click in the To Time field

Key in the time at which your leave will end (To Time)

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

Key in the portion of a day you are requesting for each day inthe range you entered ( .5 = ½ day, 1 = a full day)

You may only use leave in half or full day increments – do not enter leave in hours Additional dates may be requested in the remaining four lines

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

The computer will later calculate your Total Days across all the days you have entered between From Date and To Date

JOHN P DOE JOHN P DOE

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Leave Request Entry

Submitting a Leave Request

If you are requesting leave for multiple days that are mixed full and half days, enter the half days on separate lines. This will prevent errors from occurring in the total days calculation.

When you have entered all you need, click on the Edit button.

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

If the values entered are acceptable, Total Days are calculated for each line and the screen is

changed Important: Check the Total Days on each line you

have entered and make sure they are what you wanted

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Notice the message in red prompting you to enter a reason code You must enter a Reason/Category for each line entered

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

If you wish to change any Leave Code or any other information you have entered on this screen up until now, Click on the Change LV Code button to do it before entering any Reason/Category -- you may have to enter all Reason/Category values all over again

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Leave Request Entry Edit

Submitting a Leave Request

The message in red tells you to make any changes needed and click on the Edit button

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Now click on the red button to select a Reason/Category

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Click on the open circle to the left of one Reason Code to select ito We are not currently using Category Codes

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Save your selection by clicking on the Close button

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Click on the green button to enter Comments to explainthe reason for your leave

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Key a short descriptive comment in the window provided

Click on the Close button to save your Comments Repeat this process for each Leave Request line

o Comments are optional unless required by your supervisor

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

Click on the red Notes button to display the note(s) that are attached to some Leave codes; click on the Close button to close it

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

When you are satisfied with your entries and have checked that Total Days are correct click on the Submit button

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

CONGRATULATIONS! You have completed your task!o Notice the message in red and the changes to your Leave Balances

JOHN P DOE JOHN P DOE

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Leave Request Entry Edit

Submitting a Leave Request

If you wish to enter more requests, click the Clear button and begin again

JOHN P DOE JOHN P DOE

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Other Leave Request Options

Submitting a Leave Request

If you wish to check the status of your requests or make corrections to them, click on the Menu button to go to the Main Menu

JOHN P DOE JOHN P DOE

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Main Menu

Checking Your Leave Requests

To check on the status of your leave request,point to Leave Request with the mouse and click on Pending

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Pending Requests

Checking Your Leave Requests

Use the blue arrows to see requests that fill more than one screen

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Pending Requests

Checking Your Leave Requests

The status of each request is in the Pending Approver columno Approved leave that has been taken remains in the display until a Payroll is processed

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Pending Requests

Checking Your Leave Requests

Click on the red Detail button to display the Reason/Category

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Pending Requests

Checking Your Leave Requests

Click on the green Comments button to display your comments

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Corrections

Checking Your Leave Requests

If you wish to make corrections to a pending requestclick on the Menu button to go to the Main Menu

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Main Menu

Correcting Leave Requests

Point to Leave Request with the mouse and click on Correction

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Request Corrections

Correcting Leave Requests

Click the open circle at the left of the line you wish to change

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Request Corrections

Correcting Leave Requests

The Make Correction and Delete buttons appear

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Request Delete

Correcting Leave Requests

If you wish to delete the request, click on the Delete button

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Request Delete

Correcting Leave Requests

Click the OK button if you are sure you want to delete the request Your supervisor will receive an e-mail that it has been deleted

o Click the Cancel button if you wish to keep the request in the system

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Request Correction

Correcting Leave Requests

If you want to make a change to a request, select it andclick on the Make Correction button

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Request Correction

Correcting Leave Requests

If you change your mind, click on the Return to Correction buttonto skip or cancel any changes you started making

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Request Correction

Correcting Leave Requests

Otherwise, make your changes and click on the Edit button

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Request Correction

Correcting Leave Requests

Check your Reason/Category and Comments to make surethey still apply to the change(s) you made

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Request Correction

Correcting Leave Requests

You can still cancel the changes you are making by clicking onthe Return to Correction button

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Request Correction

Correcting Leave Requests

Or you can make more changesby clicking on the Change LV Code button

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Request Correction

Correcting Leave Requests

If you have completed all the changes to this leave requestClick Submit

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Request Correction

Correcting Leave Requests

Click on the OK button to submit the changed request for approval

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Request Correction

Correcting Leave Requests

Notice the message in red – Return to Correction doesnot cancel your changes at this point

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Request Correction

Correcting Leave Requests

Click on the Return to Correction button to go back to thefull list of requests to make any other corrections

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Request Correction

Correcting Leave Requests

Or click on the Menu button to go back to the Main Menu

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Request Correction

Correcting Leave Requests

If you are finished with Employee Access for now you mayclick on the Log Off button to exit the system

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Main Menu

Checking Leave Balances

JOHN P DOE

More Leave Balance details are available from the Main Menu

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Main Menu

Checking Leave Balances

JOHN P DOE

Click on Leave Balances

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Leave Balances

Checking Leave Balances

Outstanding includes requests not yet approved or notprocessed through Payroll

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Leave Balances

Checking Leave Balances

Available Balance includes requests not yet approved or notprocessed through Payroll

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Leave Balances

Checking Leave Balances

The NOTE in red does not apply to departments using theLeave Request system

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Leave Balances

Checking Leave Balances

Then you will be able to see up to the last 18 months of leavetransactions

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Leave Balances

Checking Leave Balances

Enter a From and a To date (month, day, and year) or leavethem blank and click the Retrieve button

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Leave Balances

Checking Leave Balances

Leave you have taken shows as NOT PROCESSED untilthe Payroll is processed

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Leave Balances

Checking Leave Balances

Leave that does not post to Payroll, for example, Civic Leave,shows as NOT POSTED-PAYROLL

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Leave Balances

Checking Leave Balances

Click on the Menu button for additional Employee Access orclick on the Log Off button to exit the system

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Sign In

Log Off Employee Access

The Sign In screen displays when you log off

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EMPLOYEE ACCESS SYSTEM

SUBMITTING A LEAVE REQUEST

Press both mouse buttons at the same time and hold to restart this presentation

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Click on Employee Access Contact List for information about who to call

Questions