Manager Self-Service Presented by: Amanda Noday, Payroll Manager Training Agenda • Manager Self-Service – – – – What is MSS? Transactions in MSS UPK Training Material SQL Reports • Hands-on Assistance – Enter your Summer PTFs during the workshop! • Summer Adjunct Faculty • Summer Graduates • Summer Student Assistants What is Manager Self-Service? A responsibility that provides tools needed to efficiently perform routine employment transactions and view employee information. – Personnel Transaction Form Entry/Approval – Employee Information Inquiry – Timecard Status Dashboard MSS Transactions – Employee Information Inquiry • View hire date, job title, salary, years of service, and total absences for any employee you supervise. – Timecard Status Dashboard • Shows timecard status summaries for employees you supervise. Approved, rejected, working, not entered, error. MSS Transactions – All Actions Awaiting Your Attention • Takes your to your Worklist Notification area for any transactions awaiting your approval. (PTFs, Timecards) NOTE: You will also receive an email for each of these transactions. You can turn this option on/off at any time. NOTE: To turn off approval workflow emails: Go TWU Manager Self-Service, Workflow Notifications, Preferences, and under Notifications choose “Do not send me mail”. MSS Transactions – Employee Record View Only • View basic employee record details for employees you supervise. Assignment details, termination history, salary/costing information. – Hire • Hire a new employee. – Rehire • Rehire an ex-employee MSS Transactions – Create Additional Assignment • Add another assignment for a current employee – Update Assignment • Change salary, costing, FTE, title, location – Task Payments • Submit a lump sum payment for a current employee MSS Transactions – Termination • Terminate an employee from the University – Change Manager • Change the supervisor for an employee – Maintain Qualifications • Enter a degree for a current employee (PhD, Masters) – Maintain Tenure • Change a current employee from non-tenure to tenure New Hire Paperwork? • New Hire Paperwork must still be completed for all new hire employees. – Faculty/Staff – turn in to Office of Human Resources – Students – turn in to Career Services • The I-9 in the new hire packet must be completed by first day of employment • Faculty/Staff New Hire Packets can also be printed online at: http://www.twu.edu/hr-records UPK Training Material What is UPK? User Productivity Kit - Training documents that allow you to “try” a transaction from start to finish outside of Oracle. Note: Self-Service Human Resources (SSHR) features are only available from on-campus computers Upon completion of these Manager Self-Service lessons, you will be able to: • Hire New Employees • Rehire Ex-Employees • Maintain Employee Assignments • View Employee Records • Enter Task Payments (Lump Sum Payments) • Terminate Employees • Address Actions Awaiting Your Approval UPK Material Manager Self Service UPK Link: https://upk.twu.edu/KContent/20/data/toc.html? launchFromKpath=1 Note: You can also access the UPK training material from the Payroll Website SQL Reports • Log in to Pioneer Portal • Choose My Tools • Web-Enabled Reports SQL Reports • • • • • • Approved Task Payments Report Manager Self Service – Pending Task Payments Pending New Hires Report Pending Task Payment Report Pending Termination Report Pending Update Assignments Report Contact Us Non-Academic PTFs Academic PTFs Student Assistant PTFs Susan Ferbend (940) 898-3551 sferbend@twu.edu Colleen Sallee (940) 898-3317 csallee@twu.edu Jane Sewald (940) 898-3561 jsewald@twu.edu Amanda Noday (940) 898-3562 anoday@twu.edu Julio Ramon (940) 898-3316 jramon@twu.edu Amanda Noday (940) 898-3562 anoday@twu.edu