employee & manager self service guide - tutor perini · 4/1/2016 · 4. log into jd edwards...
TRANSCRIPT
Tutor Perini Corporation
Employee & Manager Self Service Guide JD Edwards EnterpriseOne Time Entry Training
JOB CHARGED EMPLOYEES
Tutor Perini Corporation Human Resources 4/1/2016
Page 1 of 20
Contents Introduction ...................................................................... 2
Accessing JDE Employee Self Service ................................ 4
Job Charged Time Entry .................................................... 7
Entering Time when assigned to a job .............................. 7
Make Changes to Time Entry .......................................... 11
Approving Time as a Manager ........................................ 12
Delegating Time Approval ............................................... 15
Approving Time as a Delegate ........................................ 17
Page 2 of 20
Introduction
Please note the following:
1. You will need your login credentials for both Citrix and JDE.
If you are not aware of your login credentials (Citrix is provided by TP IT, JDE is provided by
Master Data Group. Both have different formats) or are having issues logging in, Please call the
IT Helpdesk for assistance.
IT Helpdesk: 877-700-4005
2. For weekly paid employees: Your time must be entered and approved by your
supervisor by the end of your working day on Friday. Payroll will lock the system at
noon Mondays. This means your time will not be processed with the regular payroll if
you miss this deadline.
• If you are having issues logging your time, please contact your local Human Resources
representative.
• If you are having issues approving your direct reports' time, please contact your local
Human Resources representative.
• If you are a manager and are unable to access JDE to approve time before the noon
deadline, please do the following:
* If you are aware before the deadline, please assign a delegate to approve the
time on your behalf. The instructions for how to do this follow on page 15. For
example, if you are going on vacation and are aware ahead of time that you will
not be able to approve your employees' time, follow this method.
* If you are unable to approve due to unforeseen circumstances, please contact
your local Human Resources representative.
3. For weekly paid employees, certain holidays may have an impact on when time entry
must be completed and approved.
Page 3 of 20
Time Entry and Job Charge/Cost Codes
The table below reflects the different pay types you may use when entering time into JDE. It
also indicates if you should enter both your job number and cost code for each.
*** Vacation time: Vacation time does NOT require the entry of a cost code.
*** Unpaid Time Off:
Exempt (salaried) employees: Do NOT enter unpaid time off into JDE. Please contact
Human Resources so that we can work with the payroll team to ensure your unpaid time off
is processed appropriately.
Non-exempt (hourly) employees: Non-exempt employees should enter unpaid time off
into JDE.
Page 4 of 20
Accessing JDE Employee Self Service
1. To access JDE, you must first access . Citrix StoreFront
allows access to not only EnterpriseOne, but also other programs such as Reports Citrix StoreFront
Now, Prolog, and any other Microsoft Program you may have installed. You can access StoreFront
by navigating to the Citrix NetScaler Gateway by opening your Internet Explorer browser and
entering this path into the address bar: https://appstore.tutorperini.com or via a Citrix Receiver
shortcut on your desktop (installed by TP IT). App
2. Sign into Citrix by using your TPC Network log in ID – this is the user name and password that
you use to log into your computer.
Page 5 of 20
3. On the Citrix StoreFront landing page, click the JDE Employee Self Service icon (the “Apps” icon
will lead you to all of your programs). This will launch the JDE sign in page.
4. Log into JD Edwards EnterpriseOne using your JDE ID emailed to you (supplied by Master Data
Group). Click “Sign In.”
5. On the JDE ribbon (menu that scrolls left to right at the top of the screen) click on “Employee
Tasks & Inquiry” to bring you to the “ ” Tutor Perini Employee Page
Page 6 of 20
6. Click the “Enter / Approve Time Entry” button for:
a. Entering Time when assigned to a job for hourly (non-exempt).
b. Enter exception time [vacation, sick, etc.] for salaried (exempt) employees.
c. Managers to review and approve time entry.
Page 7 of 20
Job Charged Time Entry
Entering Time when assigned to a job Directions to be used when you are a non-exempt job charged employee, or an exempt job charged
employee who needs to charge time to a different job or cost code than normally assigned.
1. Log onto Citrix, then JDE
2. Navigate to the “Employee Tasks & Inquiry” page, click the “Enter / Approve Time Entry”
button.
3. On the “Time Entry Self Service Director” page, enter the “Pay Period Ending Date” - this will be
the last date of the Pay Period you wish to enter time for. Use the Visual Assist to select the
proper date on from the Calendar.
NOTE: JD Edwards will only let you enter time for the present pay period and one pay period prior. You
cannot enter time in advance. If you need to enter/correct time outside to the current or last pay
period, please contact the Payroll Department.
4. Click “Daily Time Entry”
Page 8 of 20
5. Ensure your Grid is set to “Job Cost Time Entry” If it is not pre-selected, use the drop-down box
to select.
6. Select the “Pay Type” by placing your cursor in the Pay Type field and clicking the Visual Assist
and selecting the appropriate option, click OK.
7. Enter the job number your time will be charged to in the “Charge To Unit” field.
8. Enter the appropriate cost code in the “Sub” (Cost Code) field.
Page 9 of 20
9. Enter the number of hours for each day that applies to the Charge To, Cost Code, and Pay Type
you selected under the appropriate date. Your day should be entered to include a break for
lunch. For example: if you worked from 8 am to 5 pm with a one hour lunch break starting at
noon, you would enter 4 hours on one row, and 4 hours on the next row down on the
appropriate day to reflect 8 hours worked.
a. If you are a non-exempt employee and worked overtime, this time would be entered as
regular hours. JD Edwards will automatically pay out the appropriate overtime. For
example:
i. If you worked from 8 am – 7 pm with a one hour lunch break starting at 12 pm,
you would enter 4 hours on row #one, and 6 hours on row #two under the
appropriate late day to reflect the 10 hours worked.
10. For all hours worked, you must enter your Time In and Time Out. The appropriate code can be
found by clicking on the Visual Assist, and using the “>” arrow to scroll down the list.
Page 10 of 20
11. Click the “Save” button to save your time entry. Your Time Card status will change to “Saved.”
Click on the Close button to exit the Screen.
12. When the pay period has ended, and all time has been entered, click on “Submit.” Your time
will be sent to your supervisor for approval. The time has been submitted when the Time Card
Status reflects “Waiting for Approval”
Page 11 of 20
Make Changes to Time Entry
1. If you have previously entered and saved your time – but not submitted – and need to make
changes to your time entry, you will need to enter a Change Reason Code. Select the
appropriate Change Reason Code by clicking on the Visual Assist in the Change Reason field
and selecting the Code that best matches the reason why the change was made. Click “OK”
2. Once the Change Reason Code has been selected, in the Change Reason Code field type in a
brief explanation as to why the change was made.
3. Click the Save button to save your time entry. Your Time Card status will change to “Saved”
status. Click on the close button to exit the screen.
4. When the pay period has ended, and all of your time has been entered, click on the “Submit
for Approval” button. The time has been submitted when the Time Card status reflects
“Waiting for Approval.”
Page 12 of 20
Approving Time as a Manager
1. Log onto Citrix, then JDE
2. Navigate to the “Employee Tasks & Inquiry” page, click the “Enter / Approve Time Entry”
button.
3. On the “Time Entry Self Service Director” page, enter the “Pay Period Ending Date” - this will be
the last date of the Pay Period you wish to enter time for.
4. Click on “Manager Review”
Page 13 of 20
5. Select the employee you would like to approve time for and click on Detail.
6. Review all time that has been entered under each day and the Time in and Time Out.
Page 14 of 20
7. If you would like to review the Vacation/Sick balance for the employee, click “Leave Balance
Review”
8. If the employee has made an error in reporting their time, click on the row that has the error
and click on “Reject.”
9. NOTIFY THE EMPLOYEE that they must go into their timecard and make a correction. JDE will
not automatically notify the employee that their time has been rejected.
10. Once all of the time has been entered correctly, select the appropriate rows and click on
“Approve.” All rows selected should disappear from the screen. Click “Save” and then “Close.”
No further action is necessary for this employee.
11. JDE will return you to the Self Service Manager Review and Approval screen. To refresh your
screen, click on “Find Timecards.” Once all employees have been approved the list will be
empty.
Page 15 of 20
Delegating Time Approval
1. From the Tutor Perini Employee Page click on “Delegate Time Card Approval.”
2. In the “Work with Manager Delegates Setup” window, enter the Employee ID of the employee
you wish to set up as a delegate to approve time on your behalf. This employee must be a
manager, and cannot be in the group of employees you approve time for. You can search for
the employee ID by placing your cursor in the “Delegate Number” field and clicking on the
Visual Assist.
Page 16 of 20
3. In the Address Book Master Search window, place your cursor in the field above “Alpha Name”
and type in the delegate’s last name with an asterisk (for example: Smith*). Click on “Find.”
4. When you find the appropriate name, select the radial button next to the name and click “OK” –
the Green Check Mark.
5. In the “Effective Date” field enter the pay period start date that you wish for the delegate to
begin approving time.
6. In the “Ending Date” field enter the pay period start date that you wish for the delegate to end
approving time.
7. In the “Authorization Type” field enter a “2” click “Save”
Page 17 of 20
Approving Time as a Delegate 1. Log onto Citrix, then JDE
2. Navigate to the “Employee Tasks & Inquiry” page, click the “Enter / Approve Time Entry”
button.
3. On the “Time Entry Self Service Director” page, enter the “Pay Period Ending Date” - this will be
the last date of the Pay Period you wish to enter time for.
4. Click on “Manager Review”
5. Enter the Employee ID number of the manager you have been delegated to approve time for.
Page 18 of 20
6. You can search for the employee ID by placing your cursor in the “Manager” field and clicking on
the Visual Assist.
7. In the Address Book Master Search window, place your cursor in the field above “Alpha Name”
and type in the delegate’s last name with an asterisk (for example: Smith*). Click on “Find.”
8. Once the Manager’s ID Number has populated in the “Manager” field, click on “Find Timecards”
Page 19 of 20
9. Select the employee you would like to approve time for and click on Detail.
10. Review all time that has been entered under each day and the Time in and Time Out.
Page 20 of 20
11. If you would like to review the Vacation/Sick balance for the employee, click “Leave Balance
Review”
12. If the employee has made an error in reporting their time, click on the row that has the error
and click on “Reject.”
13. NOTIFY THE EMPLOYEE that they must go into their timecard and make a correction. JDE will
not automatically notify the employee that their time has been rejected.
14. Once all of the time has been entered correctly, select the appropriate rows and click on
“Approve.” All rows selected should disappear from the screen. Click “Save” and then “Close.”
No further action is necessary for this employee.
15. JDE will return you to the Self Service Manager Review and Approval screen. To refresh your
screen, click on “Find Timecards.” Once all employees have been approved the list will be
empty.
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