1 / 12

ePTO Project Overview

ePTO Electronic Paid Time Off System Laura Kress University Director, HR Records and Information Management Services Lora Headdy ePTO & HRMS eDoc System Manager. ePTO Project Overview .

sugar
Télécharger la présentation

ePTO Project Overview

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ePTOElectronic Paid Time Off SystemLaura KressUniversity Director, HR Records and Information Management Services Lora HeaddyePTO & HRMS eDoc System Manager

  2. ePTOProject Overview • Implement a web-based application for the recording and approval of time-off for Professional Staff (PAE) employees (approximately 4,200). System will be available through OneStart and will leverage the Workflow system for routing and approval. • Goals of the system: • Improve timeliness and accuracy of recording and approving time-off information • Provide employees with a tool to better manage their scheduled time-off • Provide supervisors with a tool that allows them to view and approve scheduled time-off for all of their employees

  3. ePTOProject Timeline • July 2009: ePTO system deployed at several departments across multiple campuses (approximately 200 PAE employees) • UHRS • Kokomo campus • FMS Administration, Treasurer’s Office, University Budget Office • Bloomington School of Optometry • IUPUI – Human Resource Administration, Payroll, Accounting, Finance & Administration, Budget & Fiscal Affairs • IUPUI Kelley School of Business • August 2009: ePTO system deployed at several large units (approximately 650 PAE employees) • UITS • Vice Provost for Research • IUPUI SPEA • September 2009 – January 2010: ePTO system deployed at all remaining units across IU • September – administrative units • October/November – academic units & regional campuses • December – administrative units • January – IUPUI School of Medicine

  4. ePTOFunctionality for Employees • Record time-off taken as well as time-off planned in future months • View balance information for PTO, Sick, and Holiday balances (as well as Honorary vacation for those employees who have it) for current and future months • Process annual transfer from PTO to Sick • View correction detail (who made the change, when, comments related to the change) in cases where usage or balance information has been corrected by a supervisor, PTO Administrator, or System Administrator

  5. ePTOEmployee – Calendar Screen

  6. ePTOEmployee – Time-off Detail Screen

  7. ePTOFunctionality for Supervisors • Approve/disapprove monthly time-off records submitted • Correct previously approved time-off usage records (all corrections will be logged and viewable by employee) • View monthly records of recorded time-off for all employees on a single page • View individual employee detailed usage and balance information (current and future)

  8. ePTOSupervisor – Approval Screen

  9. ePTOFunctionality for ePTO Administrators For employees for which they are responsible, these users can: • Approve/disapprove monthly time-off records submitted if supervisor is unable to • Correct previously approved time-off usage records (all corrections will be logged and viewable by employee) • View individual employee detailed usage and balance information (current and future) • Execute online inquiries to monitor reporting status, recording of critical time-off codes (absent without pay, FMLA related codes, etc.), employees who are approaching annual limits, etc.

  10. ePTOePTO Administrator Screen

  11. ePTOResponsibilities for Implementing Units • Implementation details have been provided to the HR Representatives for all units scheduled to implement in September. Below is a summary of the type of tasks that will be required: • Reports-to: Populating the “reports-to” value for all PAE staff in the unit. This data is used for two functions in ePTO – determining who to route the monthly calendar to for the employee and calendar access for ePTO administrators. In some cases, this information may be needed on additional, non-PAE positions. UHRS will work with the units to identify these cases. • Usage information: Providing a spreadsheet of usage detail for all PAE staff in the unit. Data needs to include all usage information from January 1, 2009 through the last approved month prior to implementation. • ePTO Administrators: Identifying who in the unit will act as ePTO administrators in the system • Employees in ePTO Override Table: Identifying PAE staff who need to be tracked in an override table in ePTO for cases such as: employee works alternative work schedule (example – 4X10), employee is on military leave, etc. • UHRS will work directly with campuses and departments as the system is rolled-out to assist with: • Training needs • Setting up the Workflow routing for employee to supervisor routing and approval • System security and set-up for ePTO administrators • Loading of PTO usage for the year • Ongoing system support

  12. Questions? Contact information: Laura Kress (lkress@indiana.edu) 856-0453 Lora Headdy (ldingram@indiana.edu) 855-4120 ePTO User Guides & online videos: http://www.indiana.edu/~uhrs/hrms/ePTO/index.html

More Related