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CATC Time Sheet Time Leveling

CATC Time Sheet Time Leveling. How to identify employees who have not entered their required work hours. Pre-Work Tips and Tricks.

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CATC Time Sheet Time Leveling

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  1. CATCTime Sheet Time Leveling How to identify employees who have not entered their required work hours

  2. Pre-Work Tips and Tricks • First run BO149 Positions by Funding Source so that you can download both the Organizational Units, Positions, as well as the Personnel Numbers into an Excel Spreadsheet. Later on, this will make it easier for you to run specific reports by letting you cut and paste that information into CATC. • Once you have decided the largest amount of data you will collect at one time, Save As Variant! It can be easier to edit it out than to populate it. • You can also identify a favorite list of time types so that you do not have to search through all the options when needing to run a report. • Since CATC is an ERP report using real time data, a large request may potentially time out. To prevent that, you may want to run the report in the background overnight and have it ready the next morning. Smaller sets of org units and or positions will not be a problem and should populate within a minute.

  3. What this report gives you • This is the link to the BEACON Help Job Aid that describes how to run the Report. Please review this BEFORE you go through the rest of this addendum. http://help.mybeacon.nc.gov/beaconhelp/Human_Resources/Time/Job_%20Aids/pdf_CATC_Report.pdf • For positive time entry employees, this report can identify who has recorded time against their required hours for a given time period. • This Addendum clarifies some points in that Job Aid.

  4. Reminders about the report • Only APPROVED hours will be visible. To see hours that are entered but not yet approved, you would have to go to CATS_DA. • Negative time entry employees are assumed to work their hours and only exceptions to their required work hours will show.

  5. Like other ERP Reports, you can populate addition selection fields by clicking on the Further Selections icon You would highlight the Selection Option and hit the right arrow key to move it into the Selection fields column. Green Check when you are done so that it populates in the Selection field.

  6. Here is where you populate specific Org Units. Once you copy the information from the Excel Spreadsheet, you will hit the Upload from Clipboard button. (Paste does not copy all the values you may have selected.) 1 Hit the Copy Button to take you back to the Main Screen. 2 3

  7. If you have populated multiple Org Units (or any other Selection field), the icon will turn green.

  8. These fields are inactive so you do not need to enter data here.

  9. Running the Report: Tips and Tricks • Make sure that you use the Work weeks and dates of your employees when running the reports so that the time entry in CATC reflects the appropriate OT Pay Periods; (Sun-Sat, Weds-Tues, etc.) This is described in the OSC Job Aid.

  10. When you have followed the OSC Job Aid and populated the Periods, Selection information, Report Specific Selection, and Time Sheet Selection, you can then determine if you want to Save as a Variant, Run the Report in the Background, or hit Execute

  11. Here we see that for three weeks, time entry is either too low or missing for these employees.

  12. Exporting data is done by clicking this icon.

  13. You will then click on the Spreadsheet radio button to turn your data into an Excel Spreadsheet. Green check when you are done.

  14. NOTE: The default setting for saved files is on your computer. You would want to use the matchcode to change the location where this file will be saved. After you have determined where to save the file, you will name the file and then hit the Generate button. The named file will be saved to that location.

  15. Links • CATC Job Aid http://help.mybeacon.nc.gov/beaconhelp/Human_Resources/Time/Job_%20Aids/pdf_CATC_Report.pdf • How to Run a Report in the Background http://help.mybeacon.nc.gov/beaconhelp/General_Information/Quick%20References/r_Run%20a%20Report%20in%20Background.htm#TopOfPage • Transactions to insert into Favorites to see Report in the Background SM37 Simple Job Selection and SP01 Job Overview

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