Running the EBO Leave Reports Prerequisites .Running the EBO Leave Reports Purpose Learn how to run

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Transcript of Running the EBO Leave Reports Prerequisites .Running the EBO Leave Reports Purpose Learn how to run

Running the EBO Leave Reports

Purpose Learn how to run the Leave Reports in the EBO pane within the MyTime Leave System.

Trigger Perform this procedure when you want to view leave information about the employees within your EBO.

Prerequisites You must have a WVU Login account. (For more information on Login, please see

http://login.wvu.edu/.)

You must have EBO access within the MyTime Leave System.

Menu Path Use the following menu path(s) to begin this task:

Log into MyAccess at myaccess.wvu.edu.

Choose MyTime.

Choose Leave System.

Select the EBO pane.

Helpful Hints If you have any questions, please call the WVU ITS Service Desk at 304-293-4444 (toll free at 1-877-

3279260) or send an email to ITSHelp@mail.wvu.edu.

Procedure 1. Start the task using the menu path.

Leave System - EBO pane

http://login.wvu.edu/

2. Click the drop down arrow for the Select Supervisor field:

Supervisor List

3. Choose any supervisor's name.

You will have a chance later to choose your own unit.

4. Click (pointed out below by red arrow).

Supervisor Access

Report Choices

5. Perform one of the following:

If Go To

You want to learn how to run the Aged Requests report Step 6

You want to learn how to run the Leave Activity report Step 17

http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref13http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref13http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref13http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref27http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref27

You want to learn how to run the Leave Summary report

Step 28

You want to learn how to print a report

Step 45

You want to learn how to export a report

Step 50

You want to learn how to email a report

Step 57

6. Click .

Enter Parameters

7. In the Payroll Period Ended On field, enter a date using the format of two digits for the date, a

dash, three letters for the month, a dash, and four digits for the year.:

Field Name R/O/C Description

Payroll Period Ended

On

R Last date of pay period

Example: 30-NOV-2010

8. Click .

http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref43http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref43http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref43http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref63http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref63http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref63http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref68http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref68http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref68http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref75http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref75http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref75

The report appears.

Aged Requests Report

9. Click the drop down arrow by the EBO to see the list of all EBOs.

Choose EBO

10. Choose your EBO, or click All (in green below) to see all choices.

EBO List

11. Click the drop down arrow by the Org field (pointed out be arrow below) to see the list of all

Organizations within the EBO.

Org Drop Down Arrow

12. Choose your organization, or choose All (in green below) to see all organizations within the EBO.

Organization Choices

The screen refreshes to display your EBO's aged requests.

Report Results

The report shows the name of the employee(s) requesting leave, the assignment number, the

exemption status, the name of the employee's supervisor, the date the leave request was submitted, the

name of the person who submitted the leave request, the type of leave requested, the start and end dates

for the leave, the number of hours request, and an asterisk in one of two columns: the current payroll cycle

or a prior payroll cycle.

13. To exit the report, click the Exit link in the upper right corner (in green below):

Exit link

14. Click the X in the upper right corner of your browser.

15. You have completed looking at the instructions for the Aged Requests report.

16. Perform one of the following:

If Go To

You want to view instructions for the Leave Activity report Step 17

You want to see all choices in these instructions Step 5

17. After exiting the Aged Requests report, you may need to refresh your screen by pressing the F5

button to see a list of all reports.

Leave System - EBO pane

Reports

18. Click .

Enter Parameters - Windows Internet Explorer

http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref27http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref27http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref27http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref83http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref83http://mapfiles.wvu.edu/content/EBO%20Leave%20System%20Reports%20InfoPak/wi/html/%23step_ref83

19. Complete the following fields:

Field Name R/O/C Description

To Date and From

Date

R Beginning and end dates for report.

Example: 03-DEC-2010

Enter Parameters - Windows Internet Explorer

20. Click .

Leave Activity Report

21. Click the drop down arrow by the EBO to see the list of all EBOs.

Drop down arrow for EBO choices

22. Choose your EBO, or click All (in green below) to see all choices.

EBO choices

23. Click the drop down arrow by the Org field (pointed out be arrow below) to see the list of all

Organizations within the EBO.

Drop down arrow for organization choices

Organization choices

Leave Activity Report

The screen refreshes to display your EBO's leave activity for the date range you requested. The

report shows the name of the employee(s) requesting leave, the assignment number, the name of the

employee's supervisor, the date the leave request was submitted, the start and end dates for the leave

request, the number of hours requested, the type of leave requested, the leave type balance on the date

of the request, and the status of the request.

24. To exit the report, click the Exit link in the upper right corner (in green below):

Exit link

25. Click the X in the upper right corner of your browser .

X in upper right corner

26. You have completed looking at the instructions for the Leave Activity report.

27. Perform one of the following:

If Go To

You want to view instructions for the Leave Summary report Step 28

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You want to see all choices in these instructions Step 5

28. After exiting the Leave Activity report, you may need to refresh your screen by pressing the F5

button to see a list of all reports when you are back on the main Leave System Supervisor screen.

Leave System - EBO Pane

Reports

29. Click .

Enter Parameters - Windows Internet Explorer

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30. Enter the Period End Date using the format of two digits for the date, a dash, three letters for the

month, a dash, and four digits for the year.

Field Name R/O/C Description

Period End Date R Last Date of the pay period

Example: 30-NOV-2010

31. Perform one of the following:

If Go To

Type the Organization into the field Step 32

Use the flashlight to get help in locating an Organization Step 34

32. Type the entire organization name into the field or use the wildcard symbol to enter a portion of the

name.

Example: Environmental%

Use of Wildcard Symbol

This will retrieve any organization beginning with Environmental.

33. Go to step 40.

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