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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.
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.
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ForCATS_DA:
1. Clicktheyellowarrowtoexpandtheiconrow.
2.
Clickthisarrowtominimizetheiconrow.
3.
ClicktheExport
icontotransferthedatatoanExcelspreadsheet.
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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.
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Quotas
QuotaOverview(PT50)
Toviewbalancesandaccruals(aswelladjustmentsandconvertedbalances):
1.
EnterPT50intheCommandfieldontheSAPEasyAccessscreen.
2.
Click DisplayAbsenceQuotastoseedetailsofvacationandTDLbalances.
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3.
4.
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DisplayAbsenceQuota(PT_QTA10)
Thistransactioncanbeusedtoproduceabsencereportsfordepartments. 1. 2. Ifusingavariant,be suretochangethePeriod datesbeforerunningthereport. Choosewhichquotasshouldappearinthereportin QuotaSelection box.
3.
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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.
2.
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3.
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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.
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5.
6.
Enterthe PersonnelNumber.
7.
Click
atthetopleftofthescreen. Thefollowingscreenwillappear:
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8.
9.
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10.
11.
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.
Followingentry,timemustbeapproved.
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UsingTARGETHOURSforEasyEntry
Ifyouhavegroupsofemployeeswhoregularlyworkastandardschedule,youcaneasilyenter theirtimebyhavingCATScopytheirworkschedulesintothetimeentrygrid.
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VariantforTimeEntry
Whenusersroutinelyentertime forthesamegroupofemployees,theymightopttousecreate anduseavarianttosavetime. TocreateaVariantforTimeEntry: 1. OnthePersonnelNumberSelectionforFastDataEntryscreen,clickon .
2.
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3. 4.
Clickon theChoose
icontosendtothe Selectionfieldslistandcontinue
EnterthecriteriadataintothefieldsnowappearingintheSelectionarea.
5. 6.
ClickontheSave
icontosavethesettingsasaVariant.
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.
4.
orRejecticon.Asystemmessagewill
Followingapproval,timemustbetransferred.
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VariantforTimeApproval
TocreateavariantforCATS_APPR_LITE: 1. 2. 4. ClickontheSelectionFields icon.
Selectthecriteriafieldsbyclickingontheselectionboxnexttoeachdesiredfield
5. 6.
7.
icon.
Clickoneachtimeentrytoselectforapproval.Tohighlightagroupofrows,clickon
thefirstentry,holddowntheShiftkeyandclickonthelastentryinthegroup.
5. ClickoneithertheApprove appeartoconfirm approval.
orRejecticon.Asystemmessagewill
Followingapproval,timemustbetransferred.
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TimeTransfer(ZCAT6)
TocarryouttheTimeTransferprocessforoneemployee:
1.
2.
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3.
Afterexecution,anoutputscreenwilldisplaytransferredtime.Highlightedareaswill indicatepostingsandthestatusasunsuccessful,readandsuccessfulposting.
4.
TransferNote:Ifthefirstpassatinitialtransferdoesnotproduceexpectedresults,use RepeatTransfer.
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VariantforTimeTransfer
TocreateavariantforZCAT6:
1.
Clickonthe MultipleSelectionicon.
2.
3.
4.
ClickontheStartSearch
icon.
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5.
6. 7. 8.
.
tosavethesettingsasavariant.
9.
10.
totransfer.
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InstructionsforDisplayWorkingTimes(CATS_DA)
Todisplayenteredtime: 1. 2. EnterCATS_DA intheCommandfieldoftheSAPEasyAccessmenu. Enterthedesiredtimeframeorusethe Period dropdownlist.
3.
4.
Theemployeestimewilldisplay.
5.
and
6.
8. 9. 10 11.
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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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