CHRS Knowledge Base

Modify Absences User Guide

Updated on

Modify Absences

User Guide

Last Revised: 11/16/22

REVISION CONTROL

Document Title: Modify Absences User Guide
Author: CHRS Project Area
File Reference: Modify Absences User Guide

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1.0 Process Overview

Please refer to the Guidelines for Creating Accessible Documentation, for standards to follow when using this template to create accessible documentation. Please delete this text before starting your document. <Start text here

2.0 Process Prerequisites

Inputs and outputs, dependencies, security roles, training requirements

3.0 Process Steps

3.1 Employee Cancels Absence

This process is performed by campus self-service users only. CMS and HRM staff have no part of this process.

  1. Employee authenticates through Campus Portal
  2. Click on Time Tile
  3. Click on Cancel Absences
  4. OPTIONAL – Filter the requests
    1. Click on the filter button
    2. Enter a Begin Date
    3. Enter an End Date
    4. Set the Absence type
    5. Click “Done”
  5. Click on the absence request to be cancelled.
  6. OPTIONAL – Enter Comments
  7. Click the “Cancel Absence” button
  8. Click the “Yes” button to confirm the cancellation

3.2 Manager Sets Approval Status of an Absence

This process is performed by campus self-service users only. CMS and HRM staff have no part of this process.

  1. Approver authenticates through Campus Portal
  2. Click on Approvals Tile
  3. OPTIONAL - Click on Absence Request link
  4. OPTIONAL – Refine search criteria
    1. Click on Search Options
    2. Enter search criteria in to box.
    3. Click Search Button
  5. Click on the Absence Request
  6. OPTIONAL – Enter comments in to the Approver comments field.
  7. Click the appropriate approval button; “Approve” if entry is approved and “Deny” if entry is denied.
  8. OPTIONAL – Enter comments in to the Approver comments field.
  9. Click the “Submit” button to submit

3.3 Manager Views Absences

This process is performed by campus self-service users only. CMS and HRM staff have no part of this process.

  1. Approver authenticates through Campus Portal
  2. Click on the “Team Time” tile
  3. Click on the “View Requests” link
  4. OPTIONAL – Refine search criteria
    1. Click on Search Options
    2. Enter search criteria in to box.
    3. OPTIONAL – Set an “as of” date
    4. Click Search Button
  5. Locate employee in the list of results and click on them.
  6. OPTIONAL – Filter the requests
    1. Click on the filter button
    2. Enter a Begin Date
    3. Enter an End Date
    4. Set the Absence type
    5. Set the Status
    6. Click “Done”
  7. Click on the absence entry.

3.4 Manager Cancels Absence

This process is performed by campus self-service users only. CMS and HRM staff have no part of this process.

  1. Approver authenticates through Campus Portal
  2. Click on the “Team Time” tile
  3. Click on Cancel Absences
  4. OPTIONAL – Refine search criteria
    1. Click on Search Options
    2. Enter search criteria in to box.
    3. OPTIONAL – Set an “as of” date
    4. Click Search Button
  5. Locate employee in the list of results and click on them.
  6. OPTIONAL – Filter the requests
    1. Click on the filter button
    2. Enter a Begin Date
    3. Enter an End Date
    4. Set the Absence type
    5. Click “Done”
  7. Click on the absence request to be cancelled.
  8. OPTIONAL – Enter Comments
  9. Click the “Cancel Absence” button
  10. Click the “Yes” button to confirm the cancellation

3.5 Approver approves of an NLT Entry

  1. Approver authenticates through campus portal
  2. Click on the CSU Approve/Request NLT tile
  3. OPTIONAL – Click on “CSU MSS Approve NLT” if the page is not immediately displayed upon clicking the tile.
  4. Select the NLT entry (or entries) to be approved.
  5. Click the “Approve” button.

3.6 Employee Updates an Absence

This process is performed by campus self-service users only. CMS and HRM staff have no part of this process.

  1. Employee authenticates through Campus Portal
  2. Click on Time Tile
  3. Click on View Requests
  4. OPTIONAL – Filter the requests
    1. Click on the filter button
    2. Enter a Begin Date
    3. Enter an End Date
    4. Set the Absence type
    5. Set the Status
    6. Click “Done”
  5. Click on the absence request
  6. OPTIONAL – Click the Absence Name and select a new Absence Name
    1. Click “Yes” to update the values
    2. Click “No” to revert to previous values.
  7. OPTIONAL – Click the Absence Reason dropdown and select a new Absence Reason
  8. OPTIONAL – Enter a Begin Date
  9. OPTIONAL – Enter an End Date
  10. OPTIONAL – Click the Partial Days Link
    1. Click on the Partial Days Dropdown to select a Partial Day type
    2. Enter the duration hours
  11. Click the “Check Eligibility” button if it is present.
    1. If not eligible, repeat steps 6-10 to correct the absence event.
  12. Click the Submit button
  13. Click the “OK” button to confirm the submit.

4.0 Process Output

Where does the data go, what are the next steps?

Reporting info – Data validation steps?

5.0 Testing

Where to find the test scripts for this (UFT)

6.0 Appendix

Useful tables, glossaries, translations

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