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

2. Training Agenda Manager Self-Service – What is MSS? – Transactions in MSS – UPK Training Material – SQL Reports Hands-on Assistance – Enter your PTFs during the workshop!

3. 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

4. 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.

5. 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”.

6. 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

7. 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

8. 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

9. 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-recordshttp://www.twu.edu/hr-records

10. UPK Training Material What 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

11. UPK Material Manager 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

12. Student Assistant Codes Student Appointment Reason = 000 Appointment Dates = Hire date through 8/31 Pay Class = HRLY PTO Eligibility = NONE Timecard Type = S FTE =.50

13. Timecard Type Codes B – Badge Swipe Employee E – Exempt Employee H – Hourly Employee (i.e. clerical asst.) N – Non-exempt Employee S – Student/Work Study Employee

14. PTO Eligibility Types COVS = Comp, Overtime, Vacation, Sick (Non- exempt employee) VCS = Vacation, Comp, Sick (Exempt Employee) Sick = Sick only (Faculty) None = Does not accrue leave time (GA, Task Pay)

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

16. 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

17. Contact Us Non-Academic PTFsAcademic PTFsStudent Assistant PTFs Susan Ferbend (940) 898-3551 sferbend@twu.edu Colleen Sallee (940) 898-3317 csallee@twu.edu Jane Sewald (940) 898-3561 jsewald@twu.edu Amanda Noday (940) 898-3562 anoday@twu.edu Julio Ramon (940) 898-3316 jramon@twu.edu Amanda Noday (940) 898-3562 anoday@twu.edu