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Banner Leave Report, Request, and Approval BAS Forum April 11, 2007

Banner Leave Report, Request, and Approval BAS Forum April 11, 2007. Who Uses Banner Leave?. Unclassified and faculty employees use Banner to report their vacation, sick leave, and personal leave time. Classified, unclassified hourly, and student employees use Kronos.

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Banner Leave Report, Request, and Approval BAS Forum April 11, 2007

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  1. Banner Leave Report, Request, and Approval BAS Forum April 11, 2007

  2. Who Uses Banner Leave? • Unclassified and faculty employees use Banner to report their vacation, sick leave, and personal leave time. • Classified, unclassified hourly, and student employees use Kronos.

  3. Where Do I Access Leave in Banner? • Time Reporting and Approval Channels - FlashLine portal, My Action Items Tab. • Self Service - FlashLine portal, MyHR Tab, Employment Details Channel, Time Reporting.

  4. Time Reporting and Approval Channels

  5. Self Service

  6. Leave Report • Leave Request • Leave Approval

  7. Leave Report • Report vacation, sick leave, and personal time for current and previous pay periods. • Pay periods are available for three months after the close of the pay period. • Enter and save time as used. • Submit time for approval at the end of the pay period.

  8. Leave Report (Cont.) • Leave is deducted from balances when approved. • Employee cannot access leave report once it has been submitted for approval. • Employee is able to see the date submitted, the approver’s name, and whether the period is pending approval or approved.

  9. Leave Request • When available, Leave Request will be used to request leave for future pay periods. • This functionality was briefly available in January. • A Banner defect was identified. Units are currently testing the fix. • Employees who submitted leave requests (or viewed leave request periods) are able to view these pay periods.

  10. Leave Request (Cont.) • Leave is NOT deducted from balances until approved during the leave report period. • Employee cannot access leave requests once it has been submitted for approval. • Employee is able to view date submitted, approver’s name, and status.

  11. Leave Approval • Approvers are based on home org (department) code … usually the department head. • Overrides (based on position numbers) have been done for department head approvers and other units as requested and approved.

  12. Leave Approval - Updates • Approver updates can be requested by a supervisor by sending an email to Academic Personnel (faculty) or Records (unclassified) with the following information: • Employee(s) name and position number(s) • Approver’s name and position number • Org Code • Approvers require Banner security.

  13. Leave Approval Channel • Displays pay periods where the employee has submitted leave for your approval (pending) or has started a leave report (in process.) • If overrides have been granted, the approver will see all employees in the org code, but will only be able to select and approve those assigned to him/her.

  14. Leave Approver Options • The approver will have the option to: • Approve • Return (to the Employee) for Correction • Change the Record • Delete • Add Comments

  15. Leave Approval – Adjustments • Once the approver has approved the time, adjustments must be requested through Academic Personnel or Records. Email notification should include: • Employee’s Name • Supervisor’s Name • Date of the Edit • Type of Leave • Number of hours for adjustment

  16. Other Commonly-Asked Questions • What should I do if the system does not accept my FlashLine password on the Certification page? • Contact the Help Desk. • What should I do if I cannot view the employees who report to me? • There may be several reasons why you are not able to view the employees who report to you. Contact the Help Desk to open a service ticket so that the issue can be resolved.

  17. Questions (Cont.) • Why can’t I add additional days off on a pay period? • Once an employee has submitted a time sheet for approval, only the approver can edit the leave.

  18. Questions and Answers

  19. Training Aids • Updated training aids for Leave Report/Request and Leave Approval are available on the training tab of the ERP website: www.kent.edu/erp.

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