Absence Management Employee Guide The University of Houston System (UHS) is excited to present our new Time Reporting & Absence Management (TRAM) process. We will be going from our old paper process to a new online electronic process to help be more efficient and effective. This training will walk employees through the process of submitting an absence request. University of Houston System HR ABSENCE MANAGEMENT EMPLOYEE GUIDE TABLE OF CONTENTS Introducing TRAM 2 TRAM Concepts & Terms 2 Information Needed 4 Computer Log In 4 AccessUH 5 P.A.S.S. Log in 7 Time Reporting 9 Absence Request 9 Absence Request History 10 Monthly Schedule 10 Filter by Type 12 Absence Name 13 Absence Request Form 14 Partial Days 16 Partial Day Hours 17 Completing & Submitting 18 Confirmation 19 Processes 20 Contact Information 20 1|Page ABSENCE MANAGEMENT EMPLOYEE GUIDE Introducing TRAM The University of Houston System (UHS) is excited to introduce the new TRAM (Time Reporting and Absence Management) system. TRAM is an automated and updated application for capturing and processing time and leave. This new system will take our paper process to an electronic system for the time reporting process to be more efficient and effective. Benefits of TRAM include: Decreases paper flow Elimination of paper timesheets Ability for timekeepers to directly enter information from timecards and leave forms into Time and Labor (rather than sending them to the Payroll department for input) Decreased chances of time-reporting errors Online Leave Validation Limited availability of Time Reporting Codes based on employee eligibility Employees paid for every minute they work TRAM Terms and Concepts In PeopleSoft Time and Labor we use the following terms: Time Reporter Time Approver Payroll Approver Reported Time Payable Time Workgroup Dynamic Group Absence Management 2|Page A Time Reporter (an hourly employee) enters his or her time into PeopleSoft on a daily basis. A Time Approver (TA) signs off on the time for an employee or group of employees. They are responsible for reviewing and cleaning up exceptions as well as enrolling employees in the system. Time Approvers reviews, corrects and approves reported time in PeopleSoft on a weekly basis. A Payroll Approver (PA) reviews, corrects and approves payable time. They are responsible for reviewing time and absence requests before they are submitted to Payroll. Payroll Approvers are responsible for making sure that employees are in the system under the correct Workgroups. Reported Time is the time entered by time reporters and managers. No rules have been applied and no processing done on the time data as yet. Payable Time is the term used once the time administration process has been run against the reported time. This process is run nightly. Time administration calculates rules such as overtime and generates exceptions if errors are found. A Workgroup is a set of time reporters who share compensation requirements such as pay frequency, union, work location. Examples are: o Police o Federal work study students o Salary exempt employees When an employee’s HR data changes for reasons such as promotions, demotions, or transfers, their characteristics for Workgroup membership may change, requiring an update in the Time and Labor Workgroup enrollment. When an employee is terminated, their Workgroup enrollment in Time and Labor must be inactivated. A Dynamic Group of time reporters is set up for reporting or processing purposes for example, a group of employees in the same department or who have the same supervisor. The members of a dynamic group may belong to different workgroups. As an example, a dynamic group for a facilities department might include an administrative associate, an engineer and a painter. Absence Management is the process for managing absences. Absence Management is the process for employees to request leave via P.A.S.S. 3|Page UHS is implementing a complete online system for Time Reporting and Absence Management (TRAM). This guide will walk you through the steps to request leave. Note: UH HR will no longer require the paper form in addition to the online reporting. Information Needed: You will need the following information to log in: Computer: CougarNet ID & CougarNet Password Computer ID & Password AccessUH: CougarNet ID & CougarNet Password P.A.S.S. Employee ID PeopleSoft Password Computer Log In Log into your computer or department assigned computer. Talk to your supervisor regarding available computers. You may request leave from any computer, including your home computer. To unlock the computer, use the function Control/ Alt/ Delete and then enter your CougarNet ID and CougarNet Password. If the computer is locked and this is not your computer, contact the department administrator for the computer ID and password. Click on an internet browser such as Internet Explorer or Moxzilla. Enter the address: https://uh.edu to access AccessUH or Enter the address: https://my.uh.edu to access P.A.S.S. 4|Page To Begin: Log into P.A.S.S. You can do this directly or by utilizing AccessUH. AccessUH can be found on the upper right hand corner of the HR website: www.uh.edu. AccessUH AccessUH allows the employee to log in once and have access to all their sites. 5|Page Logging Into AccessUH To log in, enter your CougarNet ID and CougarNet Password. AccessUH Depending on your access and position at UH, you may see various icons to all of the systems in which you have access. For TRAM purposes, click onto the P.A.S.S. account: 6|Page P.A.S.S. Log In: Log onto your PASS account directly via https://my.uh.edu and enter your Employee ID and Password: P.A.S.S. Select P.A.S.S. Employee Self-Service 7|Page Time Reporting From the Self Service Menu, there are multiple options. Select the “Time Reporting” menu. Time Reporting will allow you to: Create your Absence Request View your timesheet, absence request history, absence balances and your monthly schedule. Click on Absence Request to start your request. With the new system, there will no longer be a need to complete the paper form. The online version is the only required document needed for an employee leave request. 8|Page Once you click into Absence Request Select the date you will start your absence. Type in the date in MO/DY/YEAR format or click on the calendar icon to select the specific date. In the absence request form, you can also view your absence request history at the bottom of the page or view your monthly schedule at the top of the page. Employee Name Job Title Absence Request History Click onto the View Absence Request History at the bottom of the Request Absence Page or from the main menu. Click to absence request history to view your past leave requests. Select the specific dates to search. Click refresh to provide the results. You are able to edit your requests through the history. If the leave has already been approved, please contact your manager if changes need to be made. 9|Page Employee Name Job Title Monthly Schedule This calendar will shows: o The hours you are scheduled to work o Holidays o Requested days off To move back and forward in time, click on previous month or next month, or enter the month which you wish to review. 10 | P a g e 11 | P a g e Filter by Type Through this system, you can filter the types of absences by the drop down menu to "Filter by Type." This will only show the absence types associated with this type of leave in the Absence Name Field Select the absence in the Absence Name Employee Name Job Title 12 | P a g e Absence Name Or you can simply select the type of leave you wish to request by selecting from the "Absence Name" drop down menu. This menu will include all absence types. Employee Name Job Title 13 | P a g e When you select the type of absence, multiple fields will open up on the form. Complete the required fields that include the end date of your absence. To complete the end date, you can enter the last day of your leave in the field with the MO/DY/YEAR format or you may click on the calendar icon and select the date. Employee Name Job Title 14 | P a g e Multiple absence types will require an additional reason. As an example, for sick days, you will need to indicate if it is for you, a spouse, a child, or a parent. If there is additional information needed, you can add it to the comments field. After you complete the information requested, you can save for later or submit it to the next approver. Comments/Attachments You can add comments in the requestor comments You can also add attachments such as a jury notice. ***Please do not attach any medical or sensitive information.*** Employee Name Job Title 15 | P a g e Partial Days If you take partial days, you will need to indicate what days will be partial days and enter the hours that you will be missing in the duration field. You can view your current balance on the right hand side. If you do not have enough hours for your request, the system will not allow you to complete the request. Employee Name Job Title 16 | P a g e Partial Day Hours After you indicate that you will be taking partial days for your leave request, the field for the hours will appear. Enter the requested leave hours for the partial days in the new field. Employee Name Job Title 17 | P a g e Complete & Submit When you click on calculate duration, it will calculate the hours for the partial days in the duration field. When you complete the Absence Request, you can save for later or submit the form to the next approver. Employee Name Job Title 18 | P a g e Confirmation After you complete your Absence Request, When you submit the form, you will receive a confirmation. Click "ok." After you click “OK,” you will be able to view the status. Notice that the status is pending approval once you submit the request. The request will be sent to your department approvers for authorization. Employee Name & Title Employee Name 19 | P a g e Processes Once an absence request is approved, denied, or pushed back, the employee will be notified via email. The employee can also go to Pass and look under the absence request history to review the status of a request. It is important to enter your request as soon as possible. If you have a future leave request, you have up to 120 days in the future to enter your leave request. If you find that there is a mistake with an entry, talk to your supervisor or manager. The Absence Request will have to be pushed back. Once it is pushed back, you will be able to log into pass and edit the request through Absence Request History. If the time has already been approved, your manager will have to go into the system and manually adjust your time. UH is currently reviewing and revising system wide policies regarding TRAM. Updates will be available on the TRAM Website. Contact Information For updates regarding the rollout and information regarding TRAM, visit our TRAM website: http://www.uh.edu/TRAM If you have questions or concerns, email us at TRAM@uh.edu. 20 | P a g e