Requisition Approval and Manager Self-Service · Requisition Approval and Manager Self-Service ....

BRITE brings one business system to Broward Schools BRITE brings one business system to Broward Schools

Requisition Approval and

Manager Self-Service

BRITE brings one business system to Broward Schools

Requisition Approvals


Requisition Approval Process

Requisitioner Creates

Requisition (ME51N)

Requisition Approver

Views List of Reqs that Require Approval

(ZMPU_ME55)

Requisition Approver Approves or Rejects Reqs as appropriate

(ZMPU_ME55)

Second Level Approval Executed, If

Required (ZMPU_ME55)

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Requisition Used to Create Purchase

Order or Other Follow-On Document

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Approve/Reject a Purchase Requisition

Transaction Code: ZMPU_ME55

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Approve a Purchase Requisition

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Reject a Purchase Requisition

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Reviewing/Approving a Requisition with an Attached List

Transaction Code: ZMPU_ME55

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Resetting the Release Indicator

• An approver can reset the release indicator on a requisition as long as the purchase order or stock transport order has not yet been created

• Any changes that increase the dollar value of the requisition will automatically reset the release indicator

• Execute transaction ME54N (Individual Release) to reset the Release Indicator. Click the Release strategy tab, and click the Reset release button

Release reset button

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Reset a Requisition Approval

Transaction Code: ME54N

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Reset a Release Indicator

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Questions?

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Manager Self-Service


Key Terminology Portal A site that functions as a point of access to information on the web.

SAP will be accessed through the BRITE portal.

Interactive Form (iForm) An electronic form within SAP used to request an HR Action. Becomes part of employee’s record. (Adobe Acrobat Reader software required.)

Human Resource Action Processor (HRAP)

Replaces the ZPAF processor. The HRAP will initiate the iForms and access employee data.

Employee Self-Service (ESS)

Workplace for employees to view personal information and request changes.

Business Intelligence (BI)

Repository of SAP information for the purpose of reporting.

iViews Snapshot of specific pieces of employee information.

Universal Worklist (UWL)

The UWL contains the HR Actions requiring manager’s approval and/or any notifications of other actions pertaining to the manager’s employees.

SAP ECC Broward’s Finance, Human Resource, Payroll and Professional Development System. Employee master data is maintained beginning 2008; however, some historical data was converted.

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Unit One: Introduction to Manager Self-Service (MSS)

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What is Manager Self-Service (MSS)?

• On-line tool to allow administrators to manage their staff

• Accessible through intranet

• One –stop shopping for administrators to obtain information about their employees

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MSS Roles

The MSS role will be assigned to administrators who are a “chief” of an org unit: – School Based Administrators: Principals

– District Based Administrators: based on the organizational chart

– Delegates assigned for an administrators long term absence.

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Reviewing Forms for Approval Navigating the UWL –

Universal Worklist

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HR WORKFLOW APPROVAL PROCESS

Receives notification

Information is Executed in

SAP

Start

HRAP

Initiates i-Form;

attaches required docs to the on-line

action

Principal/ Director

(MSS Role)

Reviews Information in

the HOME UWL

Approve

Action

Information is Executed in

SAP

Finish

HRAP & Employee

HRIS/Staffing/ Budget

Or

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Process Execution Actions executed immediately upon approval by Administrator:

– Additional positions (with certain exceptions)

– Supplements – One-time (additional) payments – Delimit additional assignment

Administrator receives notification after executed by HRIS

– Separation of employment (voluntary, i.e. personal resignation)

Actions executed by the appropriate department upon approval by Administrator (identified department) :

– Remaining Additional positions (Staffing, Sub Central, HRIS)

– Change in pay (HRIS) – Demotion (HRIS) – Reassignment (HRIS) – Transfer (HRIS) – Working while on leave (HRIS) – Return from leave (HRIS) – Create position (ABA, Grants) – Maintain position (ABA, Grants) – Sick leave budget (ABA, Grants) – Termination (involuntary, i.e.,

abandonment of position) (Staffing)

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Reviewing HR Action Forms

Use the Home Tab – Universal Worklist (UWL)

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Reviewing HR Forms: Tasks

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Do not use these buttons 4

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HR Action Forms: Review the HR Action Form

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Reviewing the Form: HR Action Notes

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Approving the HR Action Form

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The forms listed are different than the previous form reviewed:

• Position Request From – Create & Maintain – Will caution approver to save prior to approving

– Approver can save the form or continue by approving (The HRAP person should have saved the form to their desktop)

• Supplements

• One time payments

Approving Other Forms

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Substitution Rules

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Substitute Rule This feature is used when an administrator will be temporary unavailable (e.g., vacation).

Gives another administrator at the location access to the administrator’s Universal Worklist (UWL) for the substitute to approve HR Actions.

Can have more than one substitute.

Access is given by the Current Administrator creating a substitute on-line from their UWL.

This does not give the substitute access to Manager Self Service (MSS). It only gives them access to your UWL using their own sign-on.

The current administrator will still be able to view tasks and notifications even though they appear in the substitutes UWL.

Once the Substitute approves an item, the item will be removed from the administrator’s task list.

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Designate Substitute 1

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Designate Substitute

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Delegate

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Delegate

This feature is used when a vacancy exists or an administrator is absent for an indefinite time period

Gives another administrator access to view and complete tasks in the administrator’s org unit (i.e. employee appraisals/evaluations, view employee data, etc.)

Access is granted by supervisor submitting an SAP Security Access Form to BRITE Security

Delegate will receive the MSS tab & functionality for that org unit

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Manager Self Service Functionality Work Overview & Team

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Navigating MSS

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Attendance Overview

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Reminder of Dates

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Team Viewer – MSS

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Coming soon

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Display Employee General Information

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Display Employee Information

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Employee iViews: Organizational Assignments

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Company Property

Personal Data

Employee iViews Of: Monitoring of tasks

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General Information: Absence Days

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Display Education & Instructional Information

Certification, Duty Assignment, Out of field

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Education

Certifications

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Duty Assignment

Out of Field

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Display Salary Information & Date Specifications

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Salary Information: Date Specifications

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Salary Information: One Time Payment and Deduction

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Additional Functionalities Coming Soon!

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Appraisals

Professional Growth Plan (PGP)

Individual Development Plan (IDP)

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Requisition Approval and Manager Self-Service · Requisition Approval and Manager Self-Service ....

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