manager self-service presented by: amanda noday, payroll manager

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Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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Page 1: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

Manager Self-Service

Presented by: Amanda Noday, Payroll Manager

Page 2: 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

Page 3: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 4: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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.

Page 5: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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”.

Page 6: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 7: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 8: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 9: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 10: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

UPK Training MaterialWhat 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

Page 11: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

UPK MaterialManager 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

Page 12: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

SQL Reports• Log in to Pioneer Portal• Choose My Tools• Web-Enabled Reports

Page 13: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

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

Page 14: Manager Self-Service Presented by: Amanda Noday, Payroll Manager

Contact UsNon-Academic PTFs Academic PTFs Student Assistant PTFs

Susan Ferbend(940) 898-3551

[email protected]

Colleen Sallee(940) 898-3317

[email protected]

Jane Sewald(940) 898-3561

[email protected]

Amanda Noday(940) 898-3562

[email protected]

Julio Ramon(940) 898-3316

[email protected]

Amanda Noday(940) 898-3562

[email protected]