user guide webfocus hr · need help with webfocus hr? 1 need help with webfocus hr? you need help...
TRANSCRIPT
User Guide
WebFocus HR
L’Université CanadienneCanada’s University
Last update: 30 janvier 2012
(for Super-approver- version 1.0)
L’Université CanadienneCanada’s University
Table of Contents
Need help with Webfocus HR? ...................................................................................................................1Introduction to Webfocus ...........................................................................................................................1Leave Reports .............................................................................................................................................3Annual Sick Leave Report ..........................................................................................................................3Carry Forward Report ................................................................................................................................4Leave Request in Progress Report .............................................................................................................7
NEED HELP WITH WEBFOCUS HR?
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Need help with Webfocus HR?
You need help with the Webfocus HR reports? Contact the Leave Administrator from the Heath, Wellness and Leave by telephone at extension 1473 or by email at mailto:[email protected].
Introduction to Webfocus
Webfocus is a web application where you can access customized reports created for the University community.
The reports created in Webfocus use the Fast Portal data.
INTRODUCTION TO WEBFOCUS
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To access Webfocus, you must open a Fast Portal session, click on Webfocus HR in Applications and then click on WebFOCUS HR (Leave).
LEAVE REPORTS
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Leave Reports
Three types of leave reports are available in the Webfocus HR application.
1) Annual Sick Leave Report
2) Carry Forward Report
3) Leave Request in Progress Report
Reports can be executed for a work unit, a department or a faculty but is limited to the organizational ranges for which you have been granted access on the Leave Management System.
Annual Sick Leave Report
The Report Annual Sick Leave outputs statistical data on sick leaves for the Administrative Staff.
This report shows the use of sick leaves by employee per position for a department in a faculty or service. The report gives statistics for a department compared to the faculty or service and the University.
1. Click on Annual Sick Leave Report.
CARRY FORWARD REPORT
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2. Select the parameters and click on Run.
STEP RESULT:
Carry Forward Report
This report contains the list of all employees who, on December 31st, will have exceeded the amount of hours that can be carried forward to the following year.
CARRY FORWARD REPORT
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1. Click on Carry Forward Report.
2. Select the parameters and click on Run.
3. Click on Open.
CARRY FORWARD REPORT
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4. Click on Yes.
STEP RESULT:
a) The column “Classe de l’employé” indicates the employee class and leave category.
b) The column “Solde disponible aujourd’hui” shows the balance on the date of production of the report.
c) The column “Solde anticipé au 31 décembre” shows the amount of hours that will have been accu-mulated on December 31st if the person does not take any additional annual leave prior to December 31st.
d) The column “Accumulation annuelle plus 10 jours” shows the maximum of hours that can be carried forward to the following year.
e) The variable “Heures à écouler d'ici au 31 décembre” shows the number of hours that have to be taken prior to December 31st.
NOTE: These values do not take into account the changes in the accumulation rate that can occur before December 31st.
LEAVE REQUEST IN PROGRESS REPORT
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Leave Request in Progress Report
This report generates a list of outstanding requests for the employees of your faculty or service.
The report shows the outstanding request(s) for an approver.
1. Click on Leave Request in Progress Report.
2. Select the parameters and click on Run.
LEAVE REQUEST IN PROGRESS REPORT
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3. Click on Open.
LEAVE REQUEST IN PROGRESS REPORT
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4. Click on Yes.
STEP RESULT:
The column “Statut de la transaction” indicates either “Leave” or “Cancel”, which means that the request is pending or that the request was made to cancel a leave.
It is important to verify the “Date de création” because it indicates the date since when the request has been outstanding.