PAYROLL/TIME JOB AID

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Winfred Wheeler
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1 Flex Furlough Time Admin PAYROLL/TIME JOB AID Processing, Tracking, And Reporting On Flex Furlough Hours To support Executive Order #11 and the Flexible Furlough Plan, the BEACON team has configured a new absence type to allow for the flexible furlough time off to be reported on employees time sheets. This absence type is not tied to a quota. Usage of this absence type can be reported through the Working Times Report in MSS or PT_BAL00 and CATS_DA for Time Administrators. Usage is also displayed on the Time Statement. To review OSHR policy, please visit Recording Flex Furlough Time On The Timesheet 1. In SAP, enter transaction code CAT2. NOTE: The new Flexible Furlough absence type can only be used on work dates between 6/1/09 and 12/31/09. It will not appear in the drop down list if the time sheet period displayed does not include a date within that range. 2. Adjust the date if necessary. 3. Select personnel numbers. 4. Click on the pencil icon. 5. Enter Absence Type 9710 or select it from the drop-down list NC OSC HR/Payroll Training Page 1 of 11

2 6. Enter up to 10 hours of time for absence type NOTE: The time sheet screen will allow an unlimited number of 9710 hours to be reported. However, the Time Evaluation process will generate an error message if the year to date total of reported 9710 hours exceeds 10 hours. To check on year to date usage, run the PT_BAL00 report (see below). NOTE: For policy information, go to the Office of State Personnel s Flexible Furlough Program Frequently Asked Questions. (Use the Back button to return to this document after reviewing the FAQs.) Reporting On Flexible Furlough Hours 9710 Usage Since the system allows employees to record more than 10 hours of Furlough Leave, Time Administrators can check the running totals using two reports. The CATS_DA report displays the total number of Furlough hours entered by employees in an Org Unit before managers have approved the time. If the CATS_DA report reveals excess Furlough hours recorded, the Time Administrator can notify manager(s) to catch the error before it is processed through Time Evaluation. The PT_BALT00 report displays the totals after Furlough hours have been approved by managers and Time Evaluation has run. Time Administrators can run to identify errors that must be corrected for Furlough hours processed over the 10 hour limit NC OSC HR/Payroll Training Page 2 of 11

3 CATS_DA: To Find The Org Unit Numbers To Use In CATS_DA Use PA20 1. On the SAP Easy Access screen, enter PA20 in the command field. 2. Click enter icon. 3. The Display HR Master Data screen displays. 4. Enter Personnel Number and IT Click the Display icon. 6. The Display Organization Assignment (0001) screen displays NC OSC HR/Payroll Training Page 3 of 11

4 7. Note the Org. Unit Number for use in the CATS_DA procedure that follows. CATS_DA: To Display Employee Furlough Hours Used By Org Unit(s)..Use CATS_DA 1. On the SAP Easy Access screen, enter CATS_DA in the command field. 2. Click enter icon. 3. The Display Working Times CATS_DA screen displays. 4. Click on the Selection Fields icon NC OSC HR/Payroll Training Page 4 of 11

5 5. The Choose Selection Fields screen displays. 6. Highlight Organizational Unit: 7. Click the selection icon. 8. Organizational Unit moves to Selection fields. 9. Click enter icon NC OSC HR/Payroll Training Page 5 of 11

6 10. The Organizational Unit displays in Display Working Times CATS_DA screen. 11. Click on Multiple Selection icon to select more than one Org Unit. 12. Enter Org. Units in selection fields. 13. Click the Copy icon NC OSC HR/Payroll Training Page 6 of 11

7 14. Enter 9710 in Att. /Absence type field on the Display Working Times CATS_DA screen. 15. Click the Execute icon. 16. Information on employees who have used Furlough hours will display with the hour totals for each NC OSC HR/Payroll Training Page 7 of 11

8 In this example, two employees have used 1 hour each and one employee has used 10 hours. CATS_DA Note: To Create A Variant For Saving Your Org Unit Data, Follow The Steps In The Create Selection Variant Accessible Through BEACON Help: PT_BAL00: To Find The Amount Approved During Specific Time Frames..Run PT_BAL00 1. Select the date range and personnel number(s). 2. Select Day balances and enter value TFXU NC OSC HR/Payroll Training Page 8 of 11

9 3. Execute the report Each row represents a single date and the number of 9710 hours used on that date. PT_BAL00: To Find The Cumulative Amount Approved In A Calendar Month..Run PT_BAL00 1. Select the date range and personnel number(s). 2. Select Cumulated balances and enter value TFXU NC OSC HR/Payroll Training Page 9 of 11

10 3. Execute the report. Each row represents the cumulated number of 9710 hours for an employee for a calendar month. PT_BAL00: To Find The Year-To-Date Amount Approved Run PT_BAL00 1. Select Today or a past date for which you want to see the YTD amount. NOTE: Time Type TFXT will be populated every day, so running this report for a date range may bring back multiple records, one for each day the employee had a YTD total. 2. Select the personnel number(s) NC OSC HR/Payroll Training Page 10 of 11

11 3. Select Day balances and enter value TFXT. In this example, the report was run for a date range of 6/10/09 through 6/10/09. The employee had used 4 hours on 6/9/09 and 4 more hours on 6/10/09. Their YTD amount will remain at 8 hours until they report more 9710 ours NC OSC HR/Payroll Training Page 11 of 11

This report provides an overview of all Jobs. Those jobs that have an end date other than 12/31/1999 have been abolished (delimited).

This report provides an overview of all Jobs. Those jobs that have an end date other than 12/31/1999 have been abolished (delimited). rev. 2.17.12 ERP Reports Personnel Administration S_PH9_46000224 - Education and Training S_PH9_46000221 - Birthday List S_PH9_46000222 - Family Members S_AHR_61016360 - HR Master Data Sheet S_AHR_61016362