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Requisition Approval and Manager Self-Service

Requisition Approval and Manager Self-Service . BRITE brings one business system to Broward Schools. Requisition Approvals. Requisition Approval Process. Requisitioner Creates Requisition (ME51N). Requisition Approver Views List of Reqs that Require Approval (ZMPU_ME55).

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Requisition Approval and Manager Self-Service

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  1. Requisition Approval and Manager Self-Service BRITE brings one business system to Broward Schools

  2. Requisition Approvals

  3. Requisition Approval Process RequisitionerCreatesRequisition (ME51N) RequisitionApproverViews List of Reqsthat Require Approval (ZMPU_ME55) Requisition Approver Approves or Rejects Reqs as appropriate (ZMPU_ME55) Second Level Approval Executed, If Required (ZMPU_ME55) Next slide Requisition Used to Create Purchase Order or Other Follow-On Document

  4. Approve/Reject a Purchase Requisition Transaction Code: ZMPU_ME55

  5. Approve/Reject a Purchase Requisition 1

  6. Approve/Reject a Purchase Requisition 2 1

  7. Approve/Reject a Purchase Requisition

  8. Approve a Purchase Requisition 4 3 13 5

  9. Reject a Purchase Requisition 7 6 8

  10. Reject a Purchase Requisition 10 9

  11. Reject a Purchase Requisition 12 11

  12. Reviewing/Approving a Requisition with an Attached List Transaction Code: ZMPU_ME55

  13. 1 Reviewing/Approving a Requisition with an Attached List

  14. Reviewing/Approving a Requisition with an Attached List 4 3

  15. Reviewing/Approving a Requisition with an Attached List 6 5

  16. 7 8 Reviewing/Approving a Requisition with an Attached List

  17. Reviewing/Approving a Requisition with an Attached List 11 10 9 12

  18. 14 13 Reviewing/Approving a Requisition with an Attached List

  19. Resetting the Release Indicator • An approver can reset the release indicator on a requisition as long as the purchase order or stock transport order has not yet been created • Any changes that increase the dollar value of the requisition will automatically reset the release indicator • Execute transaction ME54N (Individual Release) to reset the Release Indicator. Click the Release strategy tab, and click the Reset release button Release reset button

  20. Reset a Requisition Approval Transaction Code: ME54N

  21. 1 Reset a Release Indicator

  22. 3 Reset a Release Indicator

  23. 4 5 Reset a Release Indicator

  24. 8 6 7 Reset a Release Indicator

  25. 9 Reset a Release Indicator

  26. Questions?

  27. Manager Self-Service

  28. Key Terminology

  29. Unit One: Introduction toManager Self-Service (MSS)

  30. What is Manager Self-Service (MSS)? On-line tool to allow administrators to manage their staff Accessible through intranet One –stop shopping for administrators to obtain information about their employees

  31. MSS Roles The MSS role will be assigned to administrators who are a “chief” of an org unit: • School Based Administrators: Principals • District Based Administrators: based on the organizational chart • Delegates assigned for an administrators long term absence.

  32. Reviewing Forms for Approval Navigating the UWL – Universal Worklist

  33. HR WORKFLOW APPROVAL PROCESS HRAP Principal/ Director (MSS Role) Initiates i-Form; attaches required docs to the on-line action Start Reviews Information in the HOME UWL Action Approve Information is Executed in SAP Or HRIS/Staffing/ Budget HRAP & Employee Finish Information is Executed in SAP Receives notification

  34. Actions executed immediately upon approval by Administrator: Additional positions (with certain exceptions) Supplements One-time (additional) payments Delimit additional assignment Administrator receives notification after executed by HRIS Separation of employment (voluntary, i.e. personal resignation) Actions executed by the appropriate department upon approval by Administrator (identified department) : Remaining Additional positions (Staffing, Sub Central, HRIS) Change in pay (HRIS) Demotion (HRIS) Reassignment (HRIS) Transfer (HRIS) Working while on leave (HRIS) Return from leave (HRIS) Create position (ABA, Grants) Maintain position (ABA, Grants) Sick leave budget (ABA, Grants) Termination (involuntary, i.e., abandonment of position) (Staffing) Process Execution

  35. Reviewing HR Action Forms 1 2 3 Use the Home Tab – Universal Worklist (UWL)

  36. Reviewing HR Forms: Tasks 1 2 5 3 Do not use these buttons 4

  37. HR Action Forms: Review the HR Action Form 5 6 3 4 1 2

  38. 1 2 Reviewing the Form: HR Action Notes

  39. 3 1 2 Approving the HR Action Form

  40. The forms listed are different than the previous form reviewed: Position Request From – Create & Maintain Will caution approver to save prior to approving Approver can save the form or continue by approving (The HRAP person should have saved the form to their desktop) Supplements One time payments Approving Other Forms

  41. Substitution Rules

  42. Substitute Rule

  43. 1 2 3 4 5 6 Designate Substitute

  44. 7 12 13 8 9 10 Designate Substitute 11

  45. 14 15 18 17 16 Designate Substitute

  46. Designate Substitute 1 2

  47. Delegate

  48. Delegate

  49. Manager Self Service Functionality Work Overview & Team

  50. Navigating MSS 1 2 3 4

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