1 / 7

Create Pre-work Request - Enter Data for Additional Pay Types

This task guides users to select an additional pay type that requires preauthorization and enter relevant data for the work request, including the person who will do the work, supervisor, reason, time frame, and funding source.

stacyg
Download Presentation

Create Pre-work Request - Enter Data for Additional Pay Types

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Task Definition: Select a Pre-work Additional Pay Type and enter the required data. • In this task – Select from the Additional Pay Types that require preauthorization, and enter data and information specific to the work request, generally: • Person who will do the work • Thepayee’s supervisor • Reason for the work • Time frame • Funding source • Steps – After selecting Create Individual Request: • Select Additional Pay Type, from: • Extra Services • Wharton Exec Ed/MBA • Search for and select the person to be paid • Enter Pre-work data and submit for approval • Once the work is completed, the person who requested the work must verify its completion Task: Create a Pre-work Request Anyone with a PennKey can initiate a Pre-work Request. The data entry varies by Pre-work Request type. Note: Only Extra Services and Wharton Exec Ed/MBA require a Pre-work Request. To see this in PennWorks...click here

  2. Task: Create a Pre-work Request After clicking Additional Pay to open the Additional Pay sub-menu, click Create Individual Request to initiate an additional pay request for an individual employee

  3. Step 1: Select an Additional Pay Type If you select an Additional Pay Type that requires preauthorization, you will automatically be directed to the Pre-work data entry screen Select from the list of Additional Pay Types; for example Extra Services

  4. Step 2: Find the person to be paid Enter search criteria To initiate the Pre-work Request for a given person, click [Select] A list of matching results will be returned – further refine your search if necessary

  5. Step 3: Enter data requesting preauthorization for the compensation Drop-down lists allow you to select from a list of valid values Indicate how the work will be funded (e.g. University funds, gift, etc.) Look up and select the name of the person who is requesting the work Look up and select the name of the payee’s supervisor Click [Submitfor Pre-work Approval]

  6. Step 3, Note: Recurring Requests Select Recurring as Yes if the person will be paid over multiple periods for the same work effort/reason Enter Compensation Dates for the entire period of work In the Amount Range enter the lowest and highest amount you anticipate for a single pay period PennWorks will calculate and display the low and high amount for the entire work effort and create multiple ‘sub-requests’, one for each pay period Click [Submitfor Pre-work Approval]

  7. Step 4: Finalize submission of the Request You will be taken to Find Request, where you will be able to see the request’s approval status; click [View] to review request details Click [OK] to complete the process You receive a Validation Warning; click [Submit Anyway] to create the Pre-work Request Shortly afterward, the Pre-work Submitter will receive an email notification that the request(s) has been submitted and forwarded for approval

More Related