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TIMEMANAGEMENT

TimeManagementinIRISsupportsprocessesforrecording,reporting,andevaluating employeetimeandattendance.TheCrossApplicationTimeSheet(CATS)interfaceis usedfortimeentry,approval,andtransferoftimefunctions. FeaturessuchastheHolidayCalendar(Universitydefined),PlannedWorkingTime,and WorkSchedulesandWorkScheduleRulescontributetoautomationoftimeand attendancerecordkeeping. TheprocessofTimeEvaluationexamineseachemployeestimedatainlightof institutionalpoliciesandfederalandstaterequirements.Automatedprocessesinclude overtimecalculationandmaintenanceofaccrualquotas. TimeEntryProcessGuide TipsandReminders ImportantInfotypesinTimeManagement HolidayCalendarInformation WorkScheduleandWorkScheduleRule Quotas QuotaOverview(PT50) DisplayAbsenceQuota(PT_QTA10) QuotaCompensationPayouts(IT0416)

TimeEntry,ApprovalandTransfer Instructionsfor TimeEntry(CAT2) UsingTargetHoursforEasyEntry VariantforTimeEntry HolidayNote ApproveWorkingTimes(CATS_APPR_LITE) VariantforTimeApproval TimeTransfer(ZCAT6) VariantforTimeTransfer DisplayWorkingTimes(CATS_DA) TimeTransferVerification(ZVERXFER) Reports

TipsandReminders
For TimeEntry(CAT2):
1. UsetheFurtherSelectionsbuttontoexpandselectioncriteriaforthe Selection areaof thescreen.Clickonthe OrgStructurebuttontochooseallemployeesinthe department.

2.

Whensavingavariant,use the OrgUnitnumberasthefirstpartofthe variantname. Thiswillmakeiteasiertolocatethevariantwhenperformingasearch. WhenenteringtimeinCAT2,thesystemwillallowanynumberofhoursworkedtobe entered.However,leavetimeentriesaredependentonthe Work Schedule Ruleforthe assignment. Forexample,thesystemwillallowamaximumof8hoursofleavetobe enteredonascheduledworkday foranemployeewhoseworkscheduleruleisMonday throughFriday,8hoursperday. Toaddalinefortimeentry,clickontheemployeesnameandclicktheaddline icon. ClicktheCheckEntries icon toverifythetimeentered.Forexample,ifhourswere enteredonascheduledholidayorifhoursbeyondtheworkschedulerulewereentered,a warningmessagewilldisplayatthebottomofthescreen.

3.

4.

5.

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6. Thearrow periods.

iconswillscrolltheCAT2screenforwardorbackwardtwofullpay

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For TimeApproval(CATS_APPR_LITE):
1. 2. Avariantcanbeestablishedforthisprocess. Selectionfieldscanbeaddedtothe SelectionCriteriasectionofthescreenbyclicking onthe SelectionFields icon.

3.

Selectrowstobeapproved by clickingon thefirstrecord,holdingthe shiftkey,and clickingthe lastrecordto highlighttherows.ThenclicktheApprove icon.

Youcanalsoclickthefirstrecord,hold Controlkey,andpressAtoselectallrecords.

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For TimeTransfer(ZCAT6):
1. RepeatTransfercanbecompletedifchangesweremadeaftertheinitialtransferwas made.

Whenprocessingthe Repeat Transfer,clickthe RepeatTransferbutton beforeentering thepersonnelnumbers. 2. The ZVERXFERtransactioncanbe used toverifytimethathasbeentransferred.

Besuretocheckthe DisplayTransferredTimeandthe DisplayTimeNotTransferred boxes. 3. Anerrormessageindicatingacollisionmeansthattherearetwosetsoftimeenteredon thesameday(example:8hoursTDLand8hoursVacation).Tocorrect,gobacktothe timesheet(CAT2)andremovetheincorrecthours. Thenapproveandtransferthetime again.

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ForCATS_DA:
1. Clicktheyellowarrowtoexpandtheiconrow.

2.

Clickthisarrowtominimizetheiconrow.

3.

ClicktheExport

icontotransferthedatatoanExcelspreadsheet.

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ImportantInfotypesin TimeManagement PlannedWorkingTime(0007) Absences(2001) Attendances(2002) EmployeeRemunerationInfo(2010) QuotaCorrections(2013)(EmployeeRelationsonly) TimeQuotaCompensation(0416)

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HolidayCalendarandHolidayPayInformation
The HolidayCalendardefinedinIRISreflectstheUniversityscalendarofholidays,including bonusdays. Thesystemworksontheassumption thatstaffmemberswhoareeligibleforpaid holidayswillbepaid attheregularrateofpay.Exemptemployeesarepaid theirregularsalary, regardlessofholidaysonthecalendar.WhenpayrollispostedtoFI,however,holidaypaywillbe postedassuch.Nonexemptemployeeswhoare fulltimeand eligibleforholidaypay willbe credited automaticallyontheholidayandpaid thefulltimeequivalentforit. Parttimenon exemptemployeeswillbecredited andpaid the appropriate parttimeequivalentofholidaypay. Forseveralreasons,someemployeesmustworkonofficialUniversityholiday dates. The followingstepscanhelptimeadministratorswiththemanagementofholidaytimeandusage. To turnoffholidaypay(whenanemployeeisnoteligible),useattendancecode 1015, HolidayNoPayonthedateoftheholiday,andenteratleastonehouroftime. Torescheduletheholiday hoursasthoughtherewerenoholiday,use attendancecode1016, HolidayRescheduled,andenteratleastonehouroftime.Thistimeentry willcausethe holidayhourstobe bankedintheHolidayquotaforuseatalatertime andwillresultin no paymentforthehoursoftheholidayatthattime. IfHoursWorked areenteredonaholidayforaneligibleemployee,theemployeewillbe paidforthehoursworkedandanyholidayhoursnecessarytomakeupthe fulltime equivalentfortheday.Allofthesehourswillcounttowardretirementhours, aswellas overtimefortheweek. Anyexcessholidayhours,uptotheFTE, willbebankedforuselater. Tousethesebankedhours,use absencecode7160HolidayinLieu.Sinceitispossibleto taketheholidayhoursearly,i.e.,beforethe actual holiday date,thisbank,orquota,is allowedtogonegative. Managers andtimeadministrators canuse TCodePT_QTA10 toseewhichemployeeshave nonzeroholidayquotas.

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WorkScheduleandWorkScheduleRuleInformation
TheWorkScheduleandWorkScheduleRulefoundonPlannedWorkingTime (Infotype0007) determinewhichdaysanemployeeisnormallyscheduledtowork.Formostemployees,this defaultsto astandard7.5or8hoursperday,MondayFriday.Withsuchaschedule,thehourscan be usedtocomplete thetimesheetandmakenecessary correctionsorchangesforTDL,Vacation, orotherabsences.Herearepointstoremember: Though SaturdayandSunday aredaysoff,HoursWorked canbeentered in CAT2.Leave timecannotbeentered,however,since theemployeewouldnotnormallybeatworkon SaturdayorSunday. LeavetimeentriesaredependentontheWorkScheduleRule.Forexample,thesystemwill allownomorethan8hoursofleavetobeenteredonascheduledworkdayforanemployee whoseWorkScheduleis8hoursperday,Monday Friday. Forthoseemployeeswhoworkvariedschedules,themoretraditionalWorkSchedule canposea problem.Toaccommodate suchsituationsattheUniversity,versionsofthesefixed Work Scheduleshavebeencreated to allowtime,aswellasleave,tobeentered 7daysaweek,upto theappropriatenumberofhoursfortheemployees.Currently,theseflexibleschedules accommodate7.5,8,10,12,and24hoursperday,7daysaweek.Withtheseschedules,leavecan beenteredonanyofthedaysonthecalendar. Thesystemwillstill automaticallypayemployees forholidayswhichfallonthestandard(MF)workdays.

WorkScheduleChange TimeadministratorsorbusinessofficerschangeworkschedulesthroughaPA40Action (FTEor StatusChange). Systemuserswhoarechangingaworkschedulemustpaycarefulattentiontotheeffectivedate forsuchchange. TheWorkSchedulechangeshouldalwaysbecomeeffectiveonadatefor whichnotimehasyetbeenentered.Enteringaneffectivedatethatoccursinatimeperiodfor whichhourshavealreadybeenenteredwillresultinserioustimeentryerrors.

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Quotas
QuotaOverview(PT50)
Toviewbalancesandaccruals(aswelladjustmentsandconvertedbalances):

1.

EnterPT50intheCommandfieldontheSAPEasyAccessscreen.

2.

Click DisplayAbsenceQuotastoseedetailsofvacationandTDLbalances.

Entitl:BeginningBalance Rem:CurrentBalance Requested: TimeTaken AbQuotaTypes: 01 CurrentVacation 02 TDL 04Legacy(SubjecttoLoss)Vacation 06Holiday

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3.

Clickthe Expand buttonatthebottomofthescreentoseefurtherdetails.

4.

Clickthe AccrualInformation tabtoviewaccrualsbydate.

Thefirstthreeorfourentriesonthe AccrualInformation tabare derivedfrom informationsubmittedduring conversion. Accrualsare grantedassoonasthefirsttrialpayrollhasrun.

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DisplayAbsenceQuota(PT_QTA10)
Thistransactioncanbeusedtoproduceabsencereportsfordepartments. 1. 2. Ifusingavariant,be suretochangethePeriod datesbeforerunningthereport. Choosewhichquotasshouldappearinthereportin QuotaSelection box.

3.

Remembertochange Keydatefieldseachtimethisreportiscreatedtoobtainthe quotaavailabilityasofthatdate.Makingthedatesthesameasthelastday ofthe payrollcyclewilltakeintoaccountquotaaccrualand leaveuseasoftheendofthe cycle.

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QuotaCompensationPayouts(IT0416)
Infotype 0416isusedtocreateTDL/Vacationpayoutsforstaff retirementandseparation. (FacultyandPostdoctoralscholarpaymentsshouldbeprocessedusingIT2010.) Whenanemployeeretires,theRetirementActiononPA40willbecompletedbytheRetirement Office.Thepayoutswillbecompletedbythedepartment. QuotaPayoutsarecreatedusingPA30andcanbeviewedusingPA20. Infotype0416isfound undertheUKTimeDataTab.UserscanalsoentertheInfotypeintheDirectionselectionbox. Whencreatingquotapayouts,usersshould reviewUKpolicyandproceduretodetermine eligibility.Theemployeemaynotbeeligibleforpayoutofthetotalbalance.

1.

Tocreatearecord,clicktheCreate icon. Dependinguponthetypeofemployee (nonexemptorexempt),anappropriate selectionboxwillappear. Theboxbelow displayschoicesfornonexemptemployees.

2.

Choosetheappropriatepayouttype and pressEnter.

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3.

Theappropriatescreenwilldisplayforthepaymentchosen. Thedatein Startfield shouldbetheemployeeslastworkingday.

ThebalanceavailableforpaymentistheamountintheRem.column. 4. Enterthenumberofhourstobepaidinthe No.tocompensatefield.Pressenterand save. TherecordcanbeviewedforaccuracybyclickingontheEyeglassicononPA20/PA30. 5. Completethisprocessforeachpaymentnecessary.

NOTE:Inordertoenteradditionalpayouts,itmaybenecessarytoremovethecodefromthe STy fieldinthe DirectSelection sectionofthescreen.Thiscodewillautomaticallypopulateas thecodeforthelastpayouttypeprocessed.Itwillneedtobedeletedorchangedtothecorrect codebeforeadditionalpayoutscanbeentered.

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TimeEntry,Approval,andTransfer
InstructionsforTimeEntry(CAT2)
Personnelresponsibleforenteringtimeforpayrollpurposesmaychoosetodoentriesfor individualemployeesorenterforgroupsofemployees. Informationoncreatingavariantto describeagroupofemployeesisalsoincludedinthissection. TocompleteTimeEntryforoneemployee: 1. 2. EnterCAT2inthe Command fieldoftheSAPEasyAccessmenu. The TimeSheet:InitialScreen willappear:

3.

Clickonthe DataEntryProfileboxand thenclickonthe PossibleEntries icon. Doubleclickon UKBiweeklyTime. The TimeSheet:InitialScreen willnowhave BiweeklyselectedfortheDataEntryProfileField.PressEnter.

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4.

Clickon PersonnelSelection.

ThePersonnel NumberSelectionforFastDataEntrywill thenappear.

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5.

InthefirstPeriod field,key thebeginningdateofthepayperiod. Key theendingdateof thepayperiod inthe Tofield.

6.

Enterthe PersonnelNumber.

7.

Click

atthetopleftofthescreen. Thefollowingscreenwillappear:

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8.

Inthe KeyDatefield,enterthebeginningdateofthepayperiod fortimebeingentered. ClicktheboxtotheleftofthePersonnelNumbertohighlighttheline. Clickonthe iconontheleftsideofthescreen. Thiswillbringupthe TimeSheet: DataEntryViewscreen.

9.

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10.

InthePersonnelNumberfield,enterthePersonnelNumberexactlyasitislistedin line1,orpositionthecursoronthePersonnelNumberandclicktheAddLine icon.

11.

Clickonthe A/ATypefieldonthesamelinetochoosethe Absence/AttendanceCode. Clickonthe totherightofthefield.

12.

Thefollowingscreenwillappear.

Usethescrollbarorthearrowsontherightsideofthescreentoscrollthroughthecodes anddoubleclickontheappropriatecode. 13. Thiswilltakeyoubacktothe TimeSheetDataEntryViewwherethe selected A/A Typecodewill appear. NOTE: OnlyoneA/ATypemaybeenteredononeline. Anewlinemustbestarted foreachA/AType.

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14.

Notethepresenceofthetargethoursforeachdayoftheworkweekforthisemployee at thetopofthetimesheet.Thesehoursarepopulatedbasedon theWork Scheduleentered whentheemployeewashired. TabacrossthefieldsandentertimethatwouldbepaidunderA/AType 1005. Ifother A/Atypesneedtobeentered,start linesasrequiredandcompleteentries.

15.

Click

atthetopofthescreentosaveentries.

Anyerrorandwarningmessageswillbedisplayedatthebottomofthescreen. Forexample,ifTDLorvacationhourswereentered,butthebalanceis insufficienttocovertheabsence,anerrormessagewillappear. Ifthishappens,clickthe atthetopofthescreentochangetheformbackto dataentryso thatcorrectionscanbemade. Ifthelineneedstobedeleted,rightclickonthelineandchose DeleteLine. 16. 17. Afterallcorrectionsarecompleted,click atthetopofthescreentosaveentries.

Aftertimeentriesaresaved,thesystemreturnstheusertothe TimeSheet:Initial Screen.

Followingentry,timemustbeapproved.

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UsingTARGETHOURSforEasyEntry
Ifyouhavegroupsofemployeeswhoregularlyworkastandardschedule,youcaneasilyenter theirtimebyhavingCATScopytheirworkschedulesintothetimeentrygrid.

ThisemployeesworkschedulefromInfotype0007indicatesheworks8hoursaday,5daysa week,MondayFriday.Ifthisisaconsistentworking schedule,youcancauseCATStocopythis timeintothegrid,sothatyoudonothavetoenterit.Once thescheduleiscopied,youcaneditfor TDL,Vacation,orotherabsences. Tocopytheworkscheduleintothegrid,selectEDIT/ProposeTimes/TargetHoursfromthe Menu,orusetheTargetHours icon.

Respond YEStotheTargetHoursdialogbox,andthehourswillbecopiedasHoursWorked (AttendanceType1005).

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Ifyouhaveselectedagroupofemployees,thismenuselectionwillcopythe Work Scheduleinto allemployees.Therefore,youmaywantextravariantstosegregatethevariousgroupsifpossible.

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VariantforTimeEntry
Whenusersroutinelyentertime forthesamegroupofemployees,theymightopttousecreate anduseavarianttosavetime. TocreateaVariantforTimeEntry: 1. OnthePersonnelNumberSelectionforFastDataEntryscreen,clickon .

2.

SelectthecriteriafortheVariantbyclickingtotheleftofeachdesiredfieldnamein the SelectionOptionslist.

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3. 4.

Clickon theChoose

icontosendtothe Selectionfieldslistandcontinue

EnterthecriteriadataintothefieldsnowappearingintheSelectionarea.

5. 6.

ClickontheSave

icontosavethesettingsasaVariant.

Enteravariantname.Include Orgunitinformationandsufficientdescriptionand save.

TouseaVariantforTimeEntry: 1. Onthe TimeSheet:InitialScreen,clickonthe button.

2. OnthePersonnelNumberSelectionforFastDataEntry,ClickontheVariant icontoselectthevariantwhichdescribesthegroupofemployeesforwhichyouwishto entertime.Thenexecute . icon andcontinuethe

3. Selecttheemployeesfortimeentry.ClickontheEnterTime timeentryprocesson TimeSheet:DataEntryView.

Followingentry,timemustbeapproved.

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HolidayNote
ThereareinstancesinwhichemployeesmustworkonofficialUniversity holidaysand thentake thetimeoffatalaterdate. Insuchinstances,enterthenumberofhoursworkedontheholidayas regularhours(A/AType1005).PressEnter. Awarningwillappearatthebottomofthescreenindicatingthattimehasbeenenteredonanon workingday(Universityrecognizedholiday).PressEnteragain. AnotherwarningappearsbecausethereistimeenteredontheRegularHours. A/ATypeona scheduleddayoff. Thewarningshoulddisappearandthehoursshouldnowappearasregularworkinghours.The totalnumberofhoursreportedforeachA/ATypewillbelistedinthe Total column.

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ApproveWorkingTimes(CATS_APPR_LITE)
Toapprovetimeforoneemployee: 1. Key CATS_APPR_LITEintheCommandfieldoftheSAPEasyAccessMenu.If navigatingfromelsewhereinthesystem,key /n CATS_APPR_LITE. PressEnter. Toapprovehoursforoneemployee,enterthePersonnelNumberinthefieldandclick the icon.

2.

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3.

Reviewthetimeslisted.Clickeachrowthatshouldbeapproved.Tohighlightallrows, clickonthefirstrow,holddowntheshiftkeyand clickonthelastrow.Selectedrows willthenbehighlighted.

4.

ClickoneithertheApprove appeartoconfirm approval.

orRejecticon.Asystemmessagewill

Followingapproval,timemustbetransferred.

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VariantforTimeApproval
TocreateavariantforCATS_APPR_LITE: 1. 2. 4. ClickontheSelectionFields icon.

Selectthecriteriafieldsbyclickingontheselectionboxnexttoeachdesiredfield

nameintheSelectionOptionslist. ClickontheChoose icontosendittotheSelectionfieldlist.

5. 6.
7.

Click . EnterthecriteriadataintothefieldsnowappearingintheSelectionCriteriaarea. Enteravariantname.IncludeOrgunitinformationandsufficientdescriptionand save .

Toapprovetimeforseveralemployees: 1. 2. 3. 4. ClickontheSelectionFields icon. Selectthevariantforthegroupofemployeeswhosetimeneedsapproval. Clicktheexecute

icon.

Clickoneachtimeentrytoselectforapproval.Tohighlightagroupofrows,clickon

thefirstentry,holddowntheShiftkeyandclickonthelastentryinthegroup.
5. ClickoneithertheApprove appeartoconfirm approval.

orRejecticon.Asystemmessagewill

Followingapproval,timemustbetransferred.

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TimeTransfer(ZCAT6)
TocarryouttheTimeTransferprocessforoneemployee:

1.

Key ZCAT6intheCommandfieldofthe SAPEasyAccessMenu.Ifnavigatingfrom elsewhereinthesystem,key typing /n ZCAT6.PressEnter. Totransfertime,enterthePersonnelNumberinthefieldandclick the icon

2.

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3.

Afterexecution,anoutputscreenwilldisplaytransferredtime.Highlightedareaswill indicatepostingsandthestatusasunsuccessful,readandsuccessfulposting.

4.

Unsuccessfulpostingsarehighlightedinred,andwillrequirecorrectionsthrough CAT2. Anychangesmustbereprocessedthroughrelease,approvalandtransfer.

TransferNote:Ifthefirstpassatinitialtransferdoesnotproduceexpectedresults,use RepeatTransfer.

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VariantforTimeTransfer
TocreateavariantforZCAT6:

1.

Clickonthe MultipleSelectionicon.

2.

Foralargenumberofemployees,clickonthe pushbutton atthe bottomofthe MultipleSelectionforPersonnelnumberscreen. ChoosetheOrganizationalassignmenttaband enterthedesiredfieldvalues(suchas PersonnelArea,PersonnelSubarea,EmployeeGroup,EmployeeSubgroup, OrganizationalUnit,and/orCostCentervalues).

3.

4.

ClickontheStartSearch

icon.

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5.

NextclickontheindividualsectionboxesnexttoeachemployeeorclickontheSelect All icon.

6. 7. 8.

ClickontheCopy Execute Save

icon orpressEntertocopy theselectedemployees.

.
tosavethesettingsasavariant.

9.

Enteravariantname. Include Orgunitinformationandsufficientdescriptionandsave .

10.

Uponreturntothe TransferTimeDataSelection screen,clickon

Note:YoumaycreateavariantforasmallnumberofemployeesbyenteringtheirPersonnel Numbersandthenclickingontheexecute icon.

TouseavariantforZCAT6: 1. 2. 3. Onthe TransferTimeDataSelection screen,clickontheGetVariant DoubleclickonthedesiredVariant. Execute icon.

totransfer.

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InstructionsforDisplayWorkingTimes(CATS_DA)
Todisplayenteredtime: 1. 2. EnterCATS_DA intheCommandfieldoftheSAPEasyAccessmenu. Enterthedesiredtimeframeorusethe Period dropdownlist.

3.

Todisplaytimeforoneemployee,enterthe PersonnelNumberinthefieldand clickthe icon.

4.

Theemployeestimewilldisplay.

Timestatuswillbedisplayedinthe Statusfield: Timeinprocess,notreleased Timeapproved Timereleasedforapproval Timerejected

5.

Tochoosemorethanoneemployeefordisplay,click theGetVarianticon doubleclickonthedesiredvariant. Tocreateavariantfortimedisplay,clickontheSelectionFields icon.

and

6.

Selectthecriteriafield(s)youwantbyclickingontheselectionboxnexttothefield nameinthe SelectionOptionslist. ClickontheChoose Click . icontosendittothe Selectionfield list.

8. 9. 10 11.

Enterthecriteriadataintothefieldsnowappearinginthe SelectionCriteria area. Enteravariantname.Includeorgunitinformationandsufficientdescriptionandsave .

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TimeTransferVerification (ZVERXFER)
Timeadministratorscan verifythattimeenteredintoCAT2hasbeenapprovedandproperly transferredwith areportgeneratedwithTcode ZVERXFER. Withthisreport,systemuserscan see timethathasbeentransferred successfully,time thathasnotbeensuccessfullytransferred,or both.Thisreportcanberunforanygroupingofpeopleviavariantswhicharesetupandsavedin muchthesamewayasforCAT2 andothertimetransactions. 1. Torunthereport,key ZVERXFERintheCommandfieldoftheSAPEasyAccess screen.

2.

Completefieldson VerifyTransferredTime. Period Firstselectthetimeperiod forthereport. SelectionCriteria Theselectioncriteriacanbeexpandedbypressingthe Selection Fieldsicon.InthesameprocessasforCAT2,CATS_DA,etc.,selectallthefieldsyou maywishtousetoselectpeopleiftheyarenotalreadyavailable.Next,selectthe organizationunityouwishtocheckfor,ifany. AdditionalCriteria Selectwhetheryouwanttoseealltimethathasbeentransferred, only timewhichdidnotgettransferred,orboth. Ifyouwishtosavethisasavariant,dosointheusualfashionbyclickingtheSaveicon, naming thevariantandsavingitagain.

3.

Clickonexecute

icon.

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Results.Youwillreceiveascreenthatlookslikethe CATS_DAscreenwithallofthesame information.Thereisanadditionalcolumnontherightthatindicateswhetherthetimewas transferredwithayesorno.Allrecordsindicatingthatthetimedidnottransferaresortedfirst. Therearetworeasonswhyanentrymaybelabeled as no.First, thereisnocorrespondingrecord in IRISfortheabsenceorattendancecodeonthedateinquestion.Second,whilethereisa correspondingrecordforthedateandabsencecode,thehoursarenotthesame.

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