university of wisconsin system hrs project unclassified employee leave entry employee self-service

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University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

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Page 1: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

University of Wisconsin SystemHRS Project

Unclassified Employee Leave Entry

Employee Self-Service

Page 2: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Reporting Considerations

• You must establish a standard work week for reporting purposes.• Your official schedule should total 40 hours per week (pro-rated for part-

time) including:• Classes• Office hours• Other regularly scheduled obligations• Time for research or other self-directed work required by your

appointment.• Default schedule for all unclassified employees is Monday through

Friday, 7:45 a.m. – 4:30 p.m.• With the approval of your supervisor you may file an alternate work

schedule. • A leave report is due monthly, regardless of whether any leave time is

used during the month.

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Page 3: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Agenda

• ESS/MSS Overview• Absence Reporting• Report Absences

• No Leave Taken• Half Day Absence • Full Day Absence • One Week Absence • Employee Best Practices

• Review Absence Submissions• Frequently Asked Questions• Additional Resources

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Page 4: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Welcome

What is HRS? • UW System's Human Resource System (HRS)• An integrated system for all human resources,

benefits and payroll operations for UW System• Went live on April 18, 2011• TL/AM – Time & Labor / Absence Management• Full implementation of Employee & Manager Self

Service 2012/2013

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Page 5: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

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What is ESS/MSS?

Employee Self-Service, or ESS, is an HRS capability that enables employees to report leave electronically, which is then sent to a supervisor for review and approval online.

Manager Self-Service, or MSS, is an HRS capability that enables supervisors to review their employee’s electronic absence entries for validation and approval online.

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Page 6: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Benefits of ESS/MSS

• Improved absence reporting - transparency for supervisors and employees.

• Increased management in absence entry for supervisors.

• Minimized duplicate absence entry from a paper form to the online form.

• Reduced paper leave reports• Secured method to enter absences.

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Page 7: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Who are Considered Unclassified?

Employees paid on monthly basis:

Faculty

Academic Staff - Instructional

Academic Staff - Non-Instructional

Limited Appointments (i.e. Directors, Administrators, etc.)

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Page 8: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Process Overview

Absence Management Employee Self Service brings many exciting improvements including the following features for unclassified employees:

• 24/7 access with up-to-date leave balances and leave usage information.

• Personalized, user friendly self-service reporting and approval pages that are simple to learn and use.

• Absence information entered• Enter as you go! Don’t wait until the end of the month.

• Allows employees to view absence balances through Self Service on the PeopleSoft My UW Extension Portal.

• Enables approvers to review and approve absences electronically.• Absence Management is part of the HRS System.

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Page 9: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Reporting

Whether you are a new or existing employee, it’s important to recognize that:

• Sick leave, vacation and personal holidays are important elements of the UW System total compensation package.

• Accountability for proper leave use and reporting are essential to ensure the on-going availability of these valuable benefits.

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Page 10: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Earned Leave – Twelve-Month Employees

• Full-time, twelve-month employees earn 22 days (176 hours) of vacation per year.

• Full-time, twelve month employees earn 8 hours of sick leave per month.

• Thirty-six hours per year of personal holiday leave are granted. You have until the end of the fiscal year to use them or they are lost.

• Nine legal holidays• NOTE: If you are employed on a part-time basis, your leave time is pro-

rated consistent with your percentage of employment.

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Page 11: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Types of Leave

• Sick Leave (UNC)• Vacation Leave (UNC)• Personal Holiday Hours (UNC)• Vacation Carryover Hours (UNC)• Jury Duty (UNC) For Tracking Only • ALRA (UNC) Processed through the payroll office only• Legal Holiday Hours – Not reported by employee except

under special circumstances• Leave of Absence – Processed through the payroll office only.• Hourly Sick Leave (UNC) DO NOT USE.

Note: UNC = Unclassified

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Page 12: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Leave Time

If you work full time – 40 hours per week, report leave like this:LEAVE HOURS REPORT ON LEAVE FORMLess than 2 hours Report Nothing2 – 6 hours Report 4 hoursMore than 6 hours Report 8 hoursOnly 12 month/annual employees earn vacation or personal holiday.

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Page 13: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Absences

• Each division/department will continue to use its current method of “requesting” an absence.

• HRS’ ‘Request Absence’ screens are to be used to “report absences” and should be updated as leave is taken for best work practices.

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Page 14: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Log Into My UW Portal & HRS

Logging in to My UW System portal at https://my.wisconsin.edu/

Click the UW Extension radio button.Click the Select button.

Note: You must have a valid username and password provided by a UW System campus.

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Log in to My UW System

• Log in to the MY UW System portal at https://my.wisconsin.edu • Click on University of Wisconsin – Extension • Click on the “Select” Button

Page 16: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Login to My UW System - Cont.

• Located on For Faculty and Staff > My UW System

Page 17: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Leave

• Click on ‘Enter Absence’ in the ‘TIME AND ABSENCE’ box

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Page 18: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Missing Leave Report• No more paper leave statements! (Except for prior report before ESS Go Live and unpaid LOA)• Click on “Outstanding Missing Leave Reports” Link• Document will open showing the prior missing leave report.

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Page 19: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Unclassified Missing Monthly Absences

• Missing / Past Due Leave Reports

• If you are not sure if you have a past due leave report, you can find out by checking on your UW System Portal.

• An Outstanding Missing Leave Report link appears under the Leave Reports tab in the Time and Absence module if there is a missing leave report.

• Click on the link to display a list of the prior missing leave reports.

• Missing / Online Absences

• An Outstanding Missing Leave Report link appears under the Leave Reports tab in the Time and Absence module if there is an online absence missing.

• Click on the link to display the list of the prior missing monthly absences.

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Page 20: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Absences Online

Employee Self-Service (ESS)

Entering No Leave Taken

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Page 21: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Name: No Leave Taken

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Where do I go to report an absence?

Page 22: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Name: No Leave Taken- Cont.

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Start Date always appears as the Current Date – modify as needed.

Page 23: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Name: No Leave Taken - Cont.

How to enter “No Leave Taken” for the month:Follow the 4 steps below:

1. Start Date: Enter the first of the month that you are reporting for (Ex. 05/01/2013, 06/01/2013). Both the start and end date (if it pops up) should be the same.

• “A” Basis (12 month employee) enter the first day of the month.• If new to the position this month, enter your first day (Hire/Transfer Date).

(Hint: Use calendar button to select date)

2. Absence name - “No Leave Taken”

3. End Date: Enter the first of the month that you are reporting for again. The

End Date must equal the Start Date (use the first day of the month).

4. Click the Submit button and Confirm.

*NOTE: Filter by Type – (Field is not used)

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Page 24: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Example: No Leave Taken - Cont.

• Select “No Leave Taken (UNC)”

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Page 25: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Complete Form and Submit - Cont.

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Example of Employee Starting in the Middle of the Month

Page 26: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Example of No Leave Taken

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Page 27: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting “Half Day Absence”

Employee Self-Service (ESS)

Enter Half Day Absence

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Page 28: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Absences – Half Day Example

• Enter Start Date• Select appropriate Absence Name:• Screen will change based on type of absence taken

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Page 29: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Completed “Request Absence” for a Half Day leave

Enter:

1. Start Date

2. Absence Name

3. End Date

4. Entry Type (Click Down Arrow)

(Select Hours Per Day)

5. Hours Per Day (Appears)

6. Enter Number of Hours

(Fill in Hours Per Day Box; Do Not Touch Duration Box)

7. Click “Calculate End Date or Duration”

8. Click “Submit”

Page 30: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Example of Entering Full Day Absence

Employee Self-Service (ESS)

Enter Full Day Absence

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Page 31: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reporting Absences – Full Day Example

Enter Start Date and Absence Name. Then complete the rest of the fields before clicking “Submit”.

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For one Day: Enter Start/End Date the

same

“Duration” field should default to ‘8’ after

“Calculate” button is clicked

Be sure to click

“Submit”

Page 32: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Entering a Full Week Absence

Employee Self-Service (ESS)

Enter Full Week Absence

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Page 33: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Full Week Entry Before Submission

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One week Monday – Friday

Do not include Weekend

Clicking “Duration” calculated 40 hours

Click “Submit”

Page 34: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Management

Supervisor/ Chair/Manager Approval

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Page 35: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

MSS Absence Approval

• Sign into ‘My UW System’ my.wisconsin.edu to enter your Portal site

• Login using your user name and password• Locate the ‘Manager Time and Approval’ box. • A list of employees with absences ready for approval

will be seen by clicking on the ‘Absence’ tab. • Only employees who have entered absences will be

listed.• Click on ‘Approve Absence’.

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Page 36: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Approving Absences

• Click on Approve Absence in the MANAGER TIME AND APPROVAL’ Module.

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John DoeJane Doe

Page 37: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Reported Absence Approval

• This will bring you to the ‘Absence Requests’ screen. • The list of employees and reported absences/changes based on the

“*Show Requests by Status” selected. Default status is ‘Pending’• All Staff (Classified/Unclassified) appear• To review and approve an absence, click on the employee’s name. This

opens a “Request Details” page.• Click on the appropriate action to take: (Approve, Deny, or Push Back).

• Approve – Verify the employee has enough leave time available• Deny – Not to be used at this time• Push Back – Used when the date/time/type of absence does not

match prior approved request

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Page 38: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

“Absence Request” Page

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Page 39: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

“Request Details” Page

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Check the current balance to make sure the employee has the time to use.

Check the “Hours Per Day” is selected for entry type with the amount of hours in the Hours Per Day box.

If multiple days are being reported, check to see that duration is calculating the correct amount of hours based on what has been entered in the hours per day box and the date range is accurate.

Page 40: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Employee – Verification & Push Back

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APPROVAL PROCESS

Page 41: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Employee – Verify Absence Approvals

• Check for Absence approvals at My UW System• Verify all absences have been ‘Approved’ • Rework shows an Absence was “Push Back”

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Page 42: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How to Handle a “Push Back”

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• Click Enter Absence• Towards the bottom is View Absence Request History • Click the Edit button to the far right on the absence that

says “Push Back”

Page 43: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Edit the Absence

Change what was incorrect and click on submit

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Page 44: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Employee Best Practices

• Enter Absences as taken – After the fact!• ALL absences must be entered and approved by supervisor by the 5th

day of the next month• Be sure to post a “No Leave Taken” using the first day of the month• All absences must be submitted or sick leave will be reduced• Communicate to your supervisors if you are unable to enter absences• Take your time and be patient • Don’t be afraid to ask questions.

NOTIFY HR and Payroll of any/all Supervisory changes!

Contact your Payroll Coordinator to record any leave without pay transactions.

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Page 45: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Log Out of HRS

Best Practice for Logging Out of Systems:

• Be sure to “sign out” in the upper right hand corner of your HRS screen and close the browser

• NOTE: If you do not see the “sign out” in HRS, click on Employee Self Service

• Be sure to “log out” in the upper right hand corner of the My UW System portal and close the browser.

• Not practicing these steps can cause the next person who logs in to be able to access your personal information and absences.

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Page 46: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Supervisors Approval Best Practices

• Approve Absences as submitted (weekly) • Approve ALL absences by the 5th of the following month• Approve Absences after the fact only!• Work with employees to correct errors• Approvals are necessary so employees’ leave is correct• Take your time and be patient • Don’t be afraid to ask questions

NOTIFY your Payroll Coordinator of any/all Supervisory changes!

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Page 47: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Who to Request Assistance from:

Audrey Beckwith, Payroll Coordinator - COOP-Extension.

Sreekumari Nair, Payroll Coordinator - all other Divisions.

Missing an Employee? If you are unable to see one of your employees, email your Payroll Coordinator.

Not Sure on Approval? If you are unsure about anything regarding absence approval, please email your Payroll Coordinator.

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Page 48: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

FAQ’S

Employee Self-Service (ESS)

Frequently Asked Questions

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Page 49: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What types of leave do I report?

Vacation Sick LeavePersonal HolidayALRAJury DutyNo Leave Taken

NOTE: All employees are required to report No leave Taken

when no leave is taken during the month.

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Page 50: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What types of leave is handled by payroll?

FMLA Military Catastrophic Leave of Absence

Note: Current process for reporting these types of

leave will not change.

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Page 51: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What if I am unable to access my portal?

• Internet Explorer is the recommended browser

• Clear your browser cache and reopen your browser (or try another computer to see if it works).

To clear browser cache in Internet Explorer:o Tools Menuo Internet Optionso General Tabo Browsing historyo Delete (check all boxes, please)

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Will HRS warn me If I do not have enough leave left?

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HRS will NOT warn you if you do not have enough leave.

Current balance for a particular leave type is displayed on the Absence Request Page when reporting an absence.

Link on the Absence Request Page titled ‘View Absence Balances’ which displays available hours for each of your leave types.

Page 53: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How much leave must I report?

• Reporting is explaining in Unclassified Personnel Guideline #10, www.uwsa.edu/hr/upgs/upg10.pdf

• Part-time employees report actual hours missed rounded in quarter hours.

• Full-Time employees report sick leave in half-days and full-days (4 and 8 hours).

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Page 54: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What happens if the hourly sick leave take is reported in ESS?

If an unclassified employee enters an HOURLY Sick Leave Take

This results in the employee entering the absence take but it is not charged as sick leave or deducted from his/her balance. 

The Hourly Sick Leave absence type processes as if the take was never entered.

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Page 55: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What if I saved my absences instead of submitting?

• Save for Later or Submit

Saved Absences can not be see by the Approver in the approval page.

Best Practice is not to Save absences. Submit puts the absence in the queue to be approved.

The absence can still be changed by visiting the Request History page and clicking on the edit button.

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Page 56: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Why should I have to report monthly leave time away from work?

• Normally, salaried professionals are exempt from overtime regulations and are not accountable for a 40-hour schedule.

• However, public employers require reporting of leave usage to provide accountability to the public.

• In Wisconsin, unused sick leave has a high value after retirement. Employers contribute to fund the program. Good documentation of your eligibility for sick leave credits is part of the UW’s responsibility to the public.

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Page 57: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What is my “official schedule”?

• The default schedule for all unclassified employees is Monday through Friday, 7:45 a.m. –4:30 p.m.

• With the approval of your department chair or supervisor, you may file an alternate schedule.

• You may change your official schedule whenever necessary.

• Your official schedule should total 40 hours per week (pro-rated for part-time), and should include all classes, office hours, other regularly scheduled obligations, and time for research or other self-directed work required by your appointment.

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Page 58: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How do I report legal holidays?

• Legal Holidays are loaded for all Unclassified Employees by the UW Service Center the month following the legal holiday, to align when other leave is reported by employees.• For example, the Memorial Day holiday will be loaded in June, before

the June payment is processed.

• Employees do not report leave for a Legal Holiday.

• Managers do not need to approve the Legal Holiday absence. • When UW Service center loads Legal Holiday, it will be automatically

approved.

• Balances will adjust if there is a change in FTE.

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Page 59: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What is the difference between Floating Holiday and Personal Holiday?

• Paid holidays which occur on a non-scheduled work day currently noted as a Floating Holiday, will be treated as a Personal Holiday.

• The HRS Payroll System recognizes the term Personal Holiday hours for all hours taken as Personal Holidays or Floating Holidays.

Note: Legal Floating Holiday is Different

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Page 60: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How are legal holidays counted if I work an alternate work schedule?

• Full-time, twelve-month pay basis employees earn 8 hours of holiday time for each paid holiday.

• If you work four 10-hour days/week, you will need to make up the additional 2 hours of time during the remaining week or take 2 hours of vacation on the holiday.

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Page 61: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How do I report leave If I work part time?

• If you are a less than full time Unclassified employee, your time is reported according to your work schedule.

• If you are a less than full time Unclassified employee, your time is reported in actual time in increments of quarter hours.

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Page 62: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Does a paper leave report still need to be used?

Not typically but it is needed in some situations. A generic leave report is still needed for:

• Absence reporting for months prior to date of GO LIVE for Online Reporting.

• Special leaves being coordinated through the Employee Leaves or Workers’ Compensation programs,

• When adding an absence to a finalized prior period where “No Leave Taken” was initially reported, or

• When deleting an absence from a finalized prior period.• Intermittent Employees reporting hours worked.• Locked out of the Portal.

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Page 63: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Why do I have to report the first day of the month for “No Leave Taken”?

• It is the UW Service Center policy to use the first day of the month for the Start Date and End Date for “No Leave Taken”.

• The End Date must be equal to the Start Date.

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Page 64: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What if I have a missing leave report at the end of the fiscal year?

• Reduction of Sick Leave Accrual for Failing to Report Monthly Absences.

• If you fail to report your absences for one or more months during a fiscal year, your sick leave balance may be reduced at the end of the fiscal year.

• Unclassified Personnel Guideline #10 http://www.uwsa.edu/hr/upgs/upg10.pdf

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Page 65: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What happens to my unused vacation at termination?

• Faculty, Academic Staff and Limited Appointees are entitled to be paid for any unused vacation, personal holiday and ALRA upon termination from eligible UW Extension employment.

• Supervisors, however, have the right to require the employee to use the vacation prior to termination (provided there is sufficient time to do so).

• All monthly absences must be reported and approved by your supervisor before any leave payout is done.

• Payment for unused paid leave may be made as a lump sum or by extending the employee on the payroll – at the discretion of the department.

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Page 66: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

When do I receive my leave payout?

• All monthly absences must be reported and approved by your supervisor before any leave payout is done.

• All absences must be entered into HRS before any payout is entered.

• All Payouts/Paybacks should be on the last active paycheck.

• If not, the UW Service Center has to be contacted to initiate additional steps.

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Page 67: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What if I overuse any paid leave?

• Faculty, Academic Staff and Limited Appointees are liable for ‘overuse’ of vacation, sick leave, personal holiday, and legal holiday for the fiscal year, they must repay any negative balances upon termination.

• Overused leave is generally repaid by reducing the final paycheck.

• All monthly absences must be reported before the final paycheck is processed to ensure the dollars owed are paid back in full upon leaving employment.

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Page 68: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What is a leave of absence?

• Leave Of Absence (LOA) • Payroll status changes to “leave of absence” which is unpaid.• A leave of absence for consecutive days. • This type of leave is granted for Medical purposes.

• Partial Leave of Absence (LOA)• Payroll status remains “active”• A reduced work schedule (FTE change) - consistently reduced

hours. • Sporadic or Intermittent unpaid leave is used in lieu of paid

leave.

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Page 69: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How does “Unpaid Leave of Absence” affect me?

• Unpaid Leave of Absence (LWOP)

• Payroll status changes to “leave of absence” which is unpaid

• A leave of absence for one pay period or longer• This will trigger a recalculation of Vacation, Sick Leave

and Legal Holiday • Under FMLA we are required to allow sporadic or

Intermittent leave• Military• Injury in the Workplace

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When do I report sick leave?

• Except for the initial entitlement, sick leave may be taken only after it has been earned.

• You are not required to use sick leave for doctor’s appointments, illnesses… You can substitute other paid leave (vacation, personal holiday…) if you do not want to use your sick leave.

• If you miss work due to illness for 5 or more consecutive days, you must provide a written physician’s certification (not required if leave is taken under the State or Federal Family Medical Leave Act).

• Medical certification records are maintained in Human Resources.

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Page 71: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What is the difference between allocated and earned balances?

• Allocated Balances are the amount of Vacation and/or Legal Holiday given to an employee at the beginning of the fiscal year based on employee data.• Employees are entitled to use their allocated leave through the end of the

fiscal year, assuming they do not go on an extended leave or depart from their position.

• HRS allocates your entire years’ legal holiday hours at the beginning of the fiscal year. Best Practice is not to use those hours in advance of the holiday to avoid running out of legal holiday before the end of the fiscal year.

• Once your full Vacation and/or Legal Holiday Allocation buckets are empty, they will not be filled up again until the new fiscal year.

• Earned balances are the amount of Vacation and/or Legal Holiday that an employee earns per pay period based on paid hours or hours worked.

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Page 72: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Do I lose sick leave not used in the year earned?

• No, your unused sick leave accumulates from year to year as long as you remain employed.

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Does the employee report time off for Jury Duty?

• The Jury Duty absence take is used to record paid leave the employee receives when on Jury Duty.

• This absence take does not affect the leave balances.

• It is a way to track jury duty only.

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Page 74: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

What happens if I entered the Sick Leave Hourly (UCL) absence take?

• The Sick Leave Hourly (UCL) absence leave type is for an unclassified employee that is paid an hourly or daily equivalent of a month salary rate.

• If this absence is entered as an unclassified absence type the sick leave hours are not reduced from the leave balance.

• The Sick Leave Hourly (UCL) absence leave type is not be used by any part time or full time unclassified employees.

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Page 75: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Am I required to report absences even if legal holiday appears on the HRS system?

• This classification is required to be in the Absence Management System.

• No Leave Taken is required to be submitted into Absence management, if the employee does not have any eligible absence takes

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What if I accidentally submit an absence type and the balance hours are low or I submitted the

wrong date?

• Once you click the Submit button you do not have access to edit your absence. Contact your supervisor right away. They can “push it back” to you so you can edit it.

• If your approver has already approved the absence, you will need to contact your Payroll Coordinator to make any changes.

• Best Practices is to always double check your absence before submitting and check your balances by clicking on the View Absence Balances link.

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Page 77: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

How do I report leave if I have multiple jobs?

Employees with Multiple Appointments

• Within the same Institution/Campus a separate online absence reporting for each appointment will be located on your portal.

• In different Institutions/Campuses, you may or may not be live with Employee Self Service so please review your portal and contact appropriate campus if necessary.

• Absences will be reported on primary appointment.

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How do I see the status of the time I have submitted?

• Click on the “Absence Name” hyperlink in Absence Request History to see details about the status. Every status change is time stamped and recorded including the supervisor approval of an absence.

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What are your responsibilities for reporting leave usage?

• Full-time employees report paid leave (vacation, personal holiday and sick leave and ALRA) in half and full-days (4 hours and 8 hours).

• Part-time appointees report actual hours missed.

• Submit your monthly absences to your supervisor or backup approver, whichever is applicable, no later than the 5th of the following month.

• A leave report is due monthly, regardless of whether any leave is used during the month.

• Reporting is explained in Unclassified Personnel Guideline (UPG) #10, www.uwsa.edu/hr/upgs/upg10.pdf

• Note: Some institutions may have different reporting requirements.

Page 80: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Resources Available – HRS Online Tutorials

Employee Self-Service (ESS)

Additional Resources

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Page 81: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Resources Available - HRS Online Tutorials

General Information about Self-Service:https://uwservice.wisc.edu/hrs/index.php

UW-Extension – Payroll & Benefits Training website:

http://www.uwex.edu/payroll/training.html

The UW System Unclassified Personnel Guidelines http://www.uwsa.edu/hr/upgs/upg.htm

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Available Resources- HRS Knowledge Base

HRS Online Knowledge Base:http://kb.wisc.edu/hrs/

• Searchable• Step by step documentation on time entry• Step by step documentation on time approval• Supported by the UW-System HRS project• General HRS support documentation

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Page 83: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Resources Available - HRS Online Tutorials

UW System Delivered Video Training:

The Absence Management training videos are great source of information of Absence Self-Service and provide step-by-step walk through the online absence reporting and the online absence approval processes

.

Employee Self Service – Enter a Half Day https://uwservice.wisc.edu/docs/tutorials/half-day-absence-unclassified/player.html

Employee Self Service – Enter a Full Day Absence 

https://uwservice.wisc.edu/docs/tutorials/full-day-absence/player.html

Manager Self Service – MSS – Approve, Deny, or Push Back Employeehttps://uwservice.wisc.edu/docs/tutorials/mss-approve-deny-request/player.html

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Page 84: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Your Impact

It is important to remember that you are a part of a larger community and your

actions can impact not only you but also your colleagues and your institution.

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Absence Management Terminology

• Absences: Absences from work must be taken as paid or unpaid leave. Use of leave must be approved by the employee's supervisor. Leave benefits vary by employee type.

• Absence Request: In HRS, Absence Request is not meant to be used for asking for time off from your supervisor, but as a means of “Reporting” an absence after it has been taken.

• Actual hours worked: The time actually worked by an employee, as opposed to scheduled hours or leave hours.

• Allocated Leave Balance: You are allocated your entre years’ vacation and Legal Holiday balance at the beginning of the fiscal year.

• Annual Leave Reserve Account (ALRA) The benefit allows eligible unclassified University of Wisconsin employees, who participate in the Wisconsin Retirement System (WRS) with 10 or more years of service, to bank a portion of their annual vacation entitlement each fiscal year.

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Absence Management Terminology- Cont.

• Annual Leave (Vacation Leave) All unclassified, and professional staff earn annual leave hours for each full month of their employment. Employees working less than a full time schedule accrue annual leave hours on a prorated basis.

• Approvals: Each employee must have a Supervisor (Time Approver) designated, as he/she cannot approve absences for him/herself.

• Catastrophic leave: A program that allows employees to donate specified types and amounts of leave to.

• employees who have been granted unpaid leaves of absence for catastrophic need. While some employees who are eligible to receive contributions of paid leave under this program may be on authorized state or federal family or medical leave, the determination of catastrophic leave is entirely separate from those laws and should not be confused with them. See s. ER 18.15, Wis. Adm. Code; and WHRH Ch. 660.

• Earned Leave Balance: The amount of Vacation/Legal Holiday that is earned per pay period based on hours worked/paid.

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Absence Management Terminology- Cont.

• Employee ID (EmplID): A unique 8 digit (Ex: 00890012) employee number that identifies the employee within the HRS Time and Labor/Absence system.

• Employee Self Service (ESS): ESS is an acronym for Employee Self Service. Unclassified employees will enter absences worked via ESS.

• Family and Medical Leave Act (FMLA): Federal and state laws establishing certain minimum benefits relating to an employee’s right to unpaid leave of absence for personal or family serious medical conditions, and/or for maternity, paternity or adoption of a child. 

• Full time equivalence (FTE): The amount of hours budgeted for a position. A position budgeted for 80 hours in a bi-weekly pay period would be 1 FTE; a position budgeted for 40 hours in a bi-weekly pay period would be .5 FTE.

• In Pay Status: On payroll receiving regular salary for working that day or having used paid leave, including shared leave (i.e. catastrophic) to remain on payroll.

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Absence Management Terminology- Cont.

• Leave of Absence With Pay (LOA): An absence from employment with pay (in pay status) granted at the employee's request following the approval of a high authority due to illness, disability, etc.

• Leave of Absence Without Pay (LWOP): Unpaid leave which may be allowed for time that an employee is absent for such reasons as disability, parental leave, child care emergencies, and education.

• Manager/Approver: An employee who is authorized to certify absences/information for employees who report to him/her. Responsible for ensuring that only appropriate absences/time is approved.

• Manager Self Service (MSS): MSS is an acronym for Manager Self Service. Supervisors and Back Up Approvers will review and approve time entered via MSS.

• Military Leave With Pay: The employee must be under military orders, a copy of which must be given to the department at the time of the leave request. This leave is in addition to vacation/sick leave and does not result in any reduction of accrued leave balances, benefits, performance ratings, privileges, or pay.

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Absence Management Terminology- Cont.

• Military Leave Without Pay): Under federal and state law all UW employees are entitled to military leave of absence without pay for active service in the uniformed services of the United States or the state of Wisconsin. The employee is also entitled to reinstatement to the former position with restoration of seniority and adjustment of salary for missed increments, if applicable.

• Personal Holiday: Annual pay basis unclassified employees who accrue a paid vacation entitlement are eligible to receive 4.5 days (36 hours) of personal holiday each fiscal year (or a prorated number of days for staff employed less than full-time).,. The scheduling of such a day shall be by mutual agreement between the supervisor and employee. The personal holiday shall be taken in the fiscal year in which it is earned or it is lost.

• Push Back: Changes need to be made to your absence.• Resignation: A separation action initiated by the employee to leave employment.

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Page 90: University of Wisconsin System HRS Project Unclassified Employee Leave Entry Employee Self-Service

Absence Management Terminology- Cont.

• Sick Leave: Paid leave granted to employees to be used for illness or injury or as otherwise allowed by University policy. All full-time unclassified staff earn 8 hours of sick leave for each month of full time employment. Employees working less than a full-time schedule accrue sick leave hours on a prorated basis.

• Take: Take is the HRS term for all the different types of absence, i.e. Vacation, Sick, Personnel Holiday etc.

• Termination: Cessation of employment.

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Questions?

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