MUNIS Leave Request System (Employee Self Service) Time Off Approver

Transcription

1 MUNIS Leave Request System (Employee Self Service) Time Off Approver The MUNIS software system will be utilized by all employees to request time off beginning April 2, REVIEW AN EMPLOYEE S TIME OFF REQUEST Go to Employee Self Service(ESS). This can be accomplished by one of the following methods: Method A (Method A can be used from within and from outside the ECISD network. This method will be used by the majority of ECISD employees.) a. Open Internet Explorer, b. From the ECISD home page, click on For Staff, c. Now click on Employee Access Website, d. Click on the Employee Self Service link. Method B (Method B can be used from within and from outside the ECISD network.) a. Open Internet Explorer, b. Type or copy and paste the following URL: Method C (Method C can only be used from within the ECISD network by employees who have log in access to MUNIS for financial, human resource or payroll responsibilities.) a. Open the MUNIS software, b. From My Favorites on your dashboard, click on Employee Self Services Page 1

2 Click on the Log In link. On the Login screen, enter your User Name and Password. Then click Log In. Your User Name is your employee ID number with no leading zeroes. The first time you log in, your Password will be the last 4 digits of your Social Security Number. At that time you will be asked to change your password to a new one and create a password hint. Your new password must be a least 6 characters long and contain at least one numeric character; it is case sensitive. Click on Employee Self Service. The Welcome to Employee Self Service page appears. As an approver, this page, the landing page, displays a notice when there are time off requests that require your attention. Page 2

3 At the bottom it also shows a list of time off information for employees for whom you are the time off approver, including a graphical summary of each employee s leave balances. To review a time off request you will need to access the Manage Time Off Requests page. You may navigate to this page through the menu option Time Off or by clicking on the notification link at the top of the Welcome page. As an approver, you will find the extra options of Employee Requests and Employee History under the Time Off menu option. Click on time off requests. Page 3

4 APPROVE TIME OFF REQUESTS THROUGH ESS If you wish to navigate anew to this page from your login to Employee Self Service (ESS), use the following menu thread: Employee Self Service > Time Off > Employee Requests. The Manage Time Off Requests page appears, displaying your employees requests and leave balance status. Details included with each request are Dates, Leave Amount, Leave Type, and Comments. We are not currently using the Leave Reason feature. Options allow you to Approve or Deny the employee s request or to Add the request to your Microsoft Outlook Calendar. When you click on Approve or Deny, the employee will receive an e mail notifying him of your action. The e mail does not give you the option of including a comment, so you may wish to notify the employee by some other means or through a personal e mail when you have denied a request. After the approver takes action on a request the page advances to the next request for review. Page 4

5 REVIEW AN EMPLOYEE S LEAVE HISTORY Click Employee History. If you wish to navigate anew to this page from your login to ESS, use the following menu thread: Employee Self Service > Time Off > Employee History. The Employee History page displays leave balances and previous time off request records for an employee. Page 5

6 The Employee drop down selection allows you to see all of your assigned employees. To review other employees records click on the name field or drop down arrow and then select a name from the list that is dropped down by clicking on it. Longer drop down lists may include a scroll bar at the right. The Calendar view button enables you to view leave information for all your employees at once in a calendar format. Page 6

7 When you click on Calendar view, the Time Off Calendar provides you a graphical summary of all time off requests for the year. You may graphically view which days were requested in any month by hovering over the month bar with your mouse and expanding the month by clicking on the >> button that will appear at the top of the bar. The days of the week values are for year to date, the number of times that day of the week was requested off. Details of which employee took that day off may be found by clicking on the day of the week. Page 7

8 APPROVE TIME OFF REQUESTS THROUGH E MAIL When an employee submits a request for leave you will receive an e mail notification. This e mail contains the request details and a hyperlink that will allow you to View the employee s Outstanding Requests. It also provides you with links to directly Approve or Deny the request. If you click on the View link you will be taken to the login page for ESS, and you will need to login before ESS takes you to the Employee Requests page. If you click on Approve or Deny to take action on the request directly from this e mail you need not login to ESS, although you will be directed to the ESS login page verifying your action. When you click on Approve or Deny, the employee will receive an e mail notifying him of your action just as would have happened had you made this action through your ESS login. As a reminder, the e mail does not give you the option of including a comment, so you may wish to notify the employee by some other means or through a personal e mail when you have denied a request. Page 8