Banner Leave Report, Request, and Approval

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Banner Leave Report, Request, and Approval BAS
Forum April 11, 2007
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Who Uses Banner Leave?

• Unclassified and faculty employees use Banner to
  report their vacation, sick leave, and personal
  leave time.
• Classified, unclassified hourly, and student
  employees use Kronos.

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Where Do I Access Leave in Banner?

• Time Reporting and Approval Channels - FlashLine
  portal, My Action Items Tab.
• Self Service - FlashLine portal, MyHR Tab,
  Employment Details Channel, Time Reporting.

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Time Reporting and Approval Channels
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Self Service
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• Leave Report
• Leave Request
• Leave Approval

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Leave Report

• Report vacation, sick leave, and personal time
  for current and previous pay periods.
• Pay periods are available for three months after
  the close of the pay period.
• Enter and save time as used.
• Submit time for approval at the end of the pay
  period.

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Leave Report (Cont.)

• Leave is deducted from balances when approved.
• Employee cannot access leave report once it has
  been submitted for approval.
• Employee is able to see the date submitted, the
  approvers name, and whether the period is
  pending approval or approved.

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Leave Request

• When available, Leave Request will be used to
  request leave for future pay periods.
• This functionality was briefly available in
  January.
• A Banner defect was identified. Units are
  currently testing the fix.
• Employees who submitted leave requests (or viewed
  leave request periods) are able to view these pay
  periods.

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Leave Request (Cont.)

• Leave is NOT deducted from balances until
  approved during the leave report period.
• Employee cannot access leave requests once it has
  been submitted for approval.
• Employee is able to view date submitted,
  approvers name, and status.

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Leave Approval

• Approvers are based on home org (department) code
  usually the department head.
• Overrides (based on position numbers) have been
  done for department head approvers and other
  units as requested and approved.

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Leave Approval - Updates

• Approver updates can be requested by a supervisor
  by sending an email to Academic Personnel
  (faculty) or Records (unclassified) with the
  following information
• Employee(s) name and position number(s)
• Approvers name and position number
• Org Code
• Approvers require Banner security.

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Leave Approval Channel

• Displays pay periods where the employee has
  submitted leave for your approval (pending) or
  has started a leave report (in process.)
• If overrides have been granted, the approver will
  see all employees in the org code, but will only
  be able to select and approve those assigned to
  him/her.

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Leave Approver Options

• The approver will have the option to
• Approve
• Return (to the Employee) for Correction
• Change the Record
• Delete
• Add Comments

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Leave Approval Adjustments

• Once the approver has approved the time,
  adjustments must be requested through Academic
  Personnel or Records. Email notification should
  include
• Employees Name
• Supervisors Name
• Date of the Edit
• Type of Leave
• Number of hours for adjustment

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Other Commonly-Asked Questions

• What should I do if the system does not accept my
  FlashLine password on the Certification page?
• Contact the Help Desk.
• What should I do if I cannot view the employees
  who report to me?
• There may be several reasons why you are not able
  to view the employees who report to you. Contact
  the Help Desk to open a service ticket so that
  the issue can be resolved.

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Questions (Cont.)

• Why cant I add additional days off on a pay
  period?
• Once an employee has submitted a time sheet for
  approval, only the approver can edit the leave.

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• Questions and Answers

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Training Aids

• Updated training aids for Leave Report/Request
  and Leave Approval are available on the training
  tab of the ERP website www.kent.edu/erp.