Manager Self-Service

1. Manager Self-Service Presented by: Amanda Noday, Payroll Manager

2. Training Agenda • Manager Self-Service • What is MSS? • Transactions in MSS • UPK Training Material • SQL Reports • Hands-on Assistance • Enter your PTFs during the workshop!

3. What is Manager Self-Service? A responsibility that provides tools needed to efficiently perform routine employment transactions and view employee information. • Personnel Transaction Form Entry/Approval • Employee Information Inquiry • Timecard Status Dashboard

4. MSS Transactions • Employee Information Inquiry • View hire date, job title, salary, years of service, and total absences for any employee you supervise. • Timecard Status Dashboard • Shows timecard status summaries for employees you supervise. Approved, rejected, working, not entered, error.

5. MSS Transactions • All Actions Awaiting Your Attention • Takes your to your Worklist Notification area for any transactions awaiting your approval. (PTFs, Timecards) NOTE: You will also receive an email for each of these transactions. You can turn this option on/off at any time. NOTE: To turn off approval workflow emails: Go TWU Manager Self-Service, Workflow Notifications, Preferences, and under Notifications choose “Do not send me mail”.

6. MSS Transactions • Employee Record View Only • View basic employee record details for employees you supervise. Assignment details, termination history, salary/costing information. • Hire • Hire a new employee. • Rehire • Rehire an ex-employee

7. MSS Transactions • Create Additional Assignment • Add another assignment for a current employee • Update Assignment • Change salary, costing, FTE, title, location • Task Payments • Submit a lump sum payment for a current employee

8. MSS Transactions • Termination • Terminate an employee from the University • Change Manager • Change the supervisor for an employee • Maintain Qualifications • Enter a degree for a current employee (PhD, Masters) • Maintain Tenure • Change a current employee from non-tenure to tenure

9. New Hire Paperwork? • New Hire Paperwork must still be completed for all new hire employees. • Faculty/Staff – turn in to Office of Human Resources • Students – turn in to Career Services • The I-9 in the new hire packet must be completed by first day of employment • Faculty/Staff New Hire Packets can also be printed online at: http://www.twu.edu/hr-records

10. UPK Training Material What is UPK? User Productivity Kit - Training documents that allow you to “try” a transaction from start to finish outside of Oracle. Note: Self-Service Human Resources (SSHR) features are only available from on-campus computers Upon completion of these Manager Self-Service lessons, you will be able to: • Hire New Employees • Rehire Ex-Employees • Maintain Employee Assignments • View Employee Records • Enter Task Payments (Lump Sum Payments) • Terminate Employees • Address Actions Awaiting Your Approval

11. UPK Material Manager Self Service UPK Link: https://upk.twu.edu/KContent/20/data/toc.html?launchFromKpath=1 Note: You can also access the UPK training material from the Payroll Website

12. Student Assistant Codes • Student Appointment Reason = 000 • Appointment Dates = Hire date through 8/31 • Pay Class = HRLY • PTO Eligibility = NONE • Timecard Type = S • FTE = .50

13. Timecard Type Codes • B – Badge Swipe Employee • E – Exempt Employee • H – Hourly Employee (i.e. clerical asst.) • N – Non-exempt Employee • S – Student/Work Study Employee

14. PTO Eligibility Types • COVS = Comp, Overtime, Vacation, Sick (Non-exempt employee) • VCS = Vacation, Comp, Sick (Exempt Employee) • Sick = Sick only (Faculty) • None = Does not accrue leave time (GA, Task Pay)

15. SQL Reports • Log in to Pioneer Portal • Choose My Tools • Web-Enabled Reports

16. SQL Reports • Approved Task Payments Report • Manager Self Service – Pending Task Payments • Pending New Hires Report • Pending Task Payment Report • Pending Termination Report • Pending Update Assignments Report

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