State of Connecticut Core-CT - PowerPoint PPT Presentation

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State of Connecticut Core-CT

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State of Connecticut Core-CT Time and Labor Employee Self Service Welcome to the Time and Labor Employee Self Service Course! Instructor Introduction Agenda ... – PowerPoint PPT presentation

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Title: State of Connecticut Core-CT


1
State of ConnecticutCore-CT Time and Labor
Employee Self Service
2
Welcome to the Time and Labor Employee Self
Service Course!
  • Instructor Introduction
  • Agenda
  • Participant Introduction
  • Training Facility Orientation
  • Ground Rules
  • Parking Lot

3
Your Objectives
  • WHAT DO YOU NEED MOST FROM TODAYS
    CLASS?

4
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

5
Ground Rules
  • Cell Phone Vibrate or Off
  • Avoid Side Conversations During Demos
  • Questions Are Welcome
  • What Do You Need to Stay Focused

6
Parking Lot
  • DURING CLASS, IF I DONT KNOW THE ANSWER TO A
    QUESTION YOU ASK, I WILL NOT GUESS AND POSSIBLY
    GIVE YOU THE WRONG ANSWER.
  • INSTEAD
  • I WILL WRITE YOUR QUESTION ON MY QUESTION PARKING
    LOT.
  • AND
  • AFTER CLASS, ILL ASK SOMEONE WHO KNOWS THE
    ANSWER.
  • THEN
  • I WILL SEND THE ANSWER TO YOU.

7
Training Tools
  • We will use tools created specifically for Self
    Service Employees.
  • Presentation
  • We use a PowerPoint presentation to guide us
    through our discussion of processes and key
    points related to using Core-CT
  • Rapid Builder Exercises
  • We use step-by-step instructional exercises to
    enable you to learn and practice the correct way
    to use the Employee Self Service system
  • Go-Live Labs
  • After we go-live with the new Employee Self
    Service system, you can come to one of these labs
    to enter, view and submit your information with a
    trainers assistance

8
Training Tools
  • Job Aids are available to reinforce the
    information introduced in this course. Job Aids
    summarize key information and outline critical
    processes in Core-CT.
  • General Job Aids
  • Module Specific Job Aids
  • They are located at this Core-CT link
  • http//www.core-ct.state.ct.us/hr/time_and_labor/D
    efault.htm

9
Self Service Navigation Paths
  • Enter Time
  • Self Service gt Time Reporting gt Report Time gt
    Timesheet
  • View Time
  • Self Service gt Time Reporting gt View Time gt
    Payable Time Summary
  • Or
  • Self Service gt Time Reporting gt View Time gt
    Payable Time Detail
  • View Exceptions and Entering Comments
  • Self Service gt Time Reporting gt Report Time gt
    Timesheet gt Reported Time Status (link)
  • View Personal Information
  • Self Service gt Personal Information gt Personal
    Information Summary

10
Time and Labor Basics - Words to Know
  • Time Reporter
  • An employee who reports and submits their time
    in Core-CT
  • Exception Time Reporter
  • Only reports time that is an exception to their
    Timesheets defaulted schedule, such as updating
    8 REG to 8 VAC
  • Positive Time Reporter
  • Reports total number of hours worked each day
    (no scheduled time)

11
Time and Labor Basics - Words to Know
  • TRC Time Reporting Code that identifies
    the type of reported time, such as
    REG is Regular time and OVT is Overtime
  • Time Administration
  • Core-CT overnight process that validates and
    converts reported and/or scheduled time into
    payable time ready for payroll
  • Payable Time Validated and Approved time
    that is ready to be collected by payroll
  • Exception
  • Invalid time that is unable to be collected by
    payroll until corrected

12
Class Agenda
  • Enter Time Exception Time Reporter
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

13
Overview - Employee Entering Time
  • Time Labor Self Service allows employees to
    enter their own time into Core-CT.
  • Employees access Core-CT via their own login and
    password
  • Employees enter their time either on a Positive
    or Exception basis
  • Employees view their leave accrual balances on
    their Timesheet page

14
Process Flow - Employee Entering Time
Yes
No
15
Key Points - Entering Time
  • When entering time, remember the following
  • Exception time reporting Schedule is assigned
    only exceptions to the defaulted schedule are
    entered, such as REG to VAC
  • Leave balances displayed on the Timesheet are
    updated real time
  • Time needs to be reported, validated, cleared
    from exceptions, and approved before it can
    become payable time

16
Walk-through and Exercise Exception Employee
Enter Time
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario Enter Time as an Exception self
    service employee

17
Navigation - Entering Time
18
Navigation - Entering Time
19
Navigation - Entering Time
20
Navigation - Entering Time
21
Entering Time (Exception Employee)
Ura Starr
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Entering Time (Exception Employee)
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Entering Time (Exception Employee)
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Entering Time (Exception Employee)
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Entering Time (Exception Employee)
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Entering Time (Exception Employee)
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Entering Time (Exception Employee)
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Review - Entering Time Exception Employee
  • When entering time, remember the following
  • Only enter updates to your Timesheets defaulted
    schedule
  • Timesheet leave balances are updated real time
  • Time needs to be reported, validated, cleared
    from exceptions and approved before it can become
    payable time

29
Class Agenda
  • Enter Time Positive Time Reporter
  • View Payable Time Summary
  • Manage Exceptions
  • Morning Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

30
Process Flow - Employee Entering Time
Yes
No
31
Key Points - Entering Time Positive Employee
  • When entering time, remember the following
  • Positive time reporting No schedules are
    assigned Positively must report all time to get
    paid for all time
  • Leave balances displayed on the Timesheet are
    updated real time
  • Time needs to be reported, validated, cleared
    from exceptions, and approved before it can
    become payable time

32
Walk-through and Exercise Positive Employee
Enter Time
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario Enter Time as a positive self service
    employee

33
Navigation - Entering Time
34
Navigation - Entering Time
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Navigation - Entering Time
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Navigation - Entering Time
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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Entering Time (Positive Employee)
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52
Review - Entering Time Positive Employee
  • When entering time, remember the following
  • Report all time on your Timesheet
  • Timesheet leave balances are updated real time
  • Time needs to be reported, validated, cleared
    from exceptions and approved before it can become
    payable time

53
Entering Time - Knowledge Check
  • Answer the following questions
  • What four steps are necessary for reported time
    to become payable time?
  • What is the difference between positive time
    reporting and exception time reporting?
  • What must both Exception and Positive time
    reporters do for Time Admin to process their
    Timesheet?

54
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Morning Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

55
Overview - View Payable Time
  • Time Labor Self Service allows you to view
    payable time.
  • View Payable Times Status
  • View each TRCs total hours summary
  • View Override Rate, Claim Number and Chartfield
    information

56
Process Flow - View Payable Time
Yes
View Payable Time
No
57
Key Points - View Payable Time
  • When viewing payable time, remember the
    following
  • The payable status is current as of the most
    recent Time Administration process run
  • Only time that is clear from exceptions is
    displayed on the Payable Time pages
  • Exceptions can be viewed on the Timesheet
  • Time with a status of Needs Approval is not
    loaded to Payroll

58
Walk-through and Exercise - View Payable Time
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario View Payable Time Summary

59
Navigation Viewing Payable Time Summary
60
Navigation Viewing Payable Time Summary
61
Navigation Viewing Payable Time Summary
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Navigation Viewing Payable Time Summary
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Viewing Payable Time Summary
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Viewing Payable Time Summary
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Viewing Payable Time Summary
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Viewing Payable Time Summary
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Viewing Payable Time Summary
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Viewing Payable Time Summary Exceptions Link
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Viewing Payable Time Summary
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Viewing Payable Time Summary - Detail
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Viewing Payable Time Summary - Detail
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Viewing Payable Time Summary - Detail
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Viewing Payable Time Summary - Detail
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Viewing Payable Time Summary
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Review - Viewing Payable Time
  • When viewing payable time, remember the
    following
  • The payable status is current as of the most
    recent Time Administration process run
  • Only time that is clear from exceptions and has
    run through the Time Administration process
    displays on the Payable Time pages
  • All entered time, including updates, must be
    valid and approved to be collected during
    Payrolls Wednesday night biweekly process
  • Only time with a status of Goes to Payroll is
    ready to be loaded to Payroll
  • You can view each TRCs Payable Times Status,
    total hours summary, Override Rate, Claim Number
    and Combo Code information
  • Summary is 7 days and Details is 31 days view
    (unless linked from Summary)

76
Knowledge Check - Viewing Payable Time
  • Answer the following questions
  • When does time appear on the Payable Time pages?
  • You can view Combo Code information on which tab?
  • How many days does Payable Time Summary display?
  • How many days does Payable Time Details display
    when linked from Payable Time Summary?

77
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Morning Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

78
Overview - Managing Exceptions
  • Core-CT provides a way for you to manage the
    exceptions generated by the Time Administration
    process.
  • An Exception is an invalid entry on a Timesheet,
    such as exceeding a SFAM annual limit
  • One Exception will block out that entire days
    entries, such as 6 REG and 2 SFAM
  • An Exception was entered on the Timesheet and
    must be corrected on the Timesheet
  • All Self Service Employees can locate and
    correct Exceptions on their Timesheet

79
Process Flow - Managing Exceptions
80
Key Points - Managing Exceptions
  • When managing exceptions, remember the following
  • Communication between Time and Labor, Payroll and
    Human Resources may be necessary to correct the
    exception
  • Exceptions corrected through the Timesheet page
    do not become effective until they are processed
    through the Time Administration process
  • Most exceptions can be located and corrected
    directly on the Timesheet
  • If one portion of time generates an error, all
    time reported for that day is in error

81
Walk-through and Exercise - Managing Exceptions
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario Locate and Correct Exceptions on the
    Timesheet

82
Navigation - Managing Exceptions
83
Navigation - Managing Exceptions
84
Navigation - Managing Exceptions
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Navigation - Managing Exceptions
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Managing Exceptions
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Managing Exceptions
87
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Managing Exceptions
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Review - Managing Exceptions
  • When managing Exceptions, remember the following
  • Exceptions are entered on the Timesheet and must
    be corrected or deleted from the Timesheet to
    clear the Exception
  • Exceptions can be viewed on the Timesheets
    Reported Time Status link
  • One Exception will block that entire day from
    processing
  • Corrected Exceptions must process through the
    Time Admin process to clear

99
Knowledge Check - Managing Exceptions
  • Answer the following questions
  • When are Exceptions displayed on the Timesheet?
  • What two things need to occur in order for
    Exceptions to clear?
  • What Timesheet link do you click to view
    Exceptions?

100
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

101
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

102
Overview Entering Comments
  • Core-CT provides a way for you to document and
    view information on the Timesheet, such as why a
    TRC was changed.
  • The Timesheet Comments icon is located in the
    Reported Time Status link on the Timesheet
  • You can enter up to 32,000 characters per line
    for a Comment
  • You can add unlimited rows for a Comment if
    32,000 characters is not enough
  • You can not delete a Comment once it is saved
  • You can add additional comments to an original
    comment at any time

103
Key Points - Entering Comments
  • When entering Comments, remember the following
  • A Comment can not be deleted
  • A Comment does not need to be submitted or go
    through the Time Admin process to be permanently
    saved

104
Walk-through and Exercise - Entering Comments
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario Enter a Comment on a Timesheet

105
Navigation - Entering Comments
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Navigation - Entering Comments
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Navigation - Entering Comments
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Navigation - Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Entering Comments
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Review Entering Comments
  • When entering Timesheet Comments, remember the
    following
  • The Timesheet Comments icon is located in the
    Reported Time Status link on the Timesheet
  • You may enter up to 32,000 characters per row
    you can click the Plus icon to add another row
    for the same comment
  • You can not delete a saved comment
  • You can return to a comment to enter additional
    information
  • You do not need to submit the Timesheet for the
    Comments to remain saved
  • If a comment has been entered on a date that has
    multiple Timesheet entries, a shaded Comments
    icon will appear beside each row of that
    Comments date
  • When viewing comments, all comments for a
    particular day will be displayed regardless of
    what page the comment was entered from

122
Knowledge Check Entering Comments
  • Answer the following questions
  • When is the Comments icon white and when it is
    shaded?
  • Can you delete a saved comment?
  • How can you add additional information for an
    existing comment?

123
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

124
Overview - View Payable Time
  • Time Labor Self Service allows you to view
    payable time.
  • View Payable Times Status
  • View each TRCs total hours summary
  • View Override Rate, Claim Number and Combo Code
    information

125
Process Flow - View Payable Time
Yes
View Payable Time
No
126
Key Points - View Payable Time
  • When viewing payable time, remember the
    following
  • The payable status is current as of the most
    recent Time Administration process run
  • Only time that is clear from exceptions is
    displayed on the Payable Time pages
  • Exceptions can be viewed and corrected on the
    Timesheet
  • Valid entries with a status of Needs Approval
    are not loaded to Payroll

127
Walk-through and Exercise - View Payable Time
  • Step-by-Step Demonstration.
  • First, we will walk-through the process together
  • Scenario View Payable Time Detail

128
Navigation - Viewing Payable Time Detail
129
Navigation - Viewing Payable Time Detail
130
Navigation - Viewing Payable Time Detail
131
Navigation - Viewing Payable Time Detail
132
Viewing Payable Time Detail
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Viewing Payable Time Detail Summary Page link
133
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Viewing Payable Time Detail Summary Page link
134
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Viewing Payable Time Detail Summary Page link
135
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Viewing Payable Time Detail Summary Page link
136
137
Review - Viewing Payable Time
  • When viewing time, remember the following
  • The payable status is current as of the most
    recent Time Administration process run
  • Only time that is clear from exceptions is
    displayed on the Payable Time pages
  • All entered time, including updates, must be
    validated and approved to be collected during
    Wednesday nights biweekly process
  • Only time with a status of Goes to Payroll is
    ready to be loaded to Payroll
  • You can view each TRCs Payable Times Status,
    total hours summary, Override Rate, Claim Number
    and Combo Code information

138
Knowledge Check - Viewing Payable Time
  • Answer the following questions
  • When is time populated on the Payable Time pages?
  • You can view Combo Code information on which tab?
  • When you navigate directly to Payable Detail, how
    many days display?
  • How many days does Payable Time Summary display?

139
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

140
Overview - View Personal Information
  • Time Labor Self Service allows you to view your
    Personal Information.
  • Home Address
  • Home Phone Number (s)
  • Emergency Contact (s)
  • Social Security Number
  • Date of Birth
  • Original Start Date

141
Key Points - View Personal Information
  • When viewing your personal information, remember
    the following
  • Only HR, Payroll and you can view your
    information
  • To update your information, contact your HR or
    Payroll Rep

142
Walk-through - View Personal Information
  • Step-by-Step Demonstration.
  • We will walk through the process together
  • Scenario View Personal Information
  • Special NoteSince the Personal Information is
    a one-page, view-only screen,
  • a Rapid Builder exercise was not created for it.

143
Navigation - Viewing Personal Information
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Navigation - Viewing Personal Information
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Navigation - Viewing Personal Information
146
Viewing Personal Information
101 Sheriff St.

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Viewing Personal Information

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Viewing Personal Information
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Review - Viewing Personal Information
  • When viewing personal information, remember the
    following
  • Your personal information can only be viewed by
    you, HR and Payroll
  • You can not make changes on the Personal
    Information page
  • Contact your HR or Payroll Rep if you need any
    information updated or corrected

150
Knowledge Check - Viewing Personal Information
  • Answer the following question
  • Who enters and updates your Personal Information?
  • Who can view your Personal Information?

151
Class Agenda
  • Enter Time
  • View Payable Time Summary
  • Manage Exceptions
  • Break
  • Enter Comments
  • View Payable Time Detail
  • View Personal Information
  • Conclusion

152
Overall Key Points - Employee Self Service
  • Entering Time Positive must enter all time
  • Exception only
    updates schedule-defaulted time
  • Viewing Time Payable Times Summary TRC Total
    Hours
  • Payable Times
    Detail Status
  • Correcting Exceptions View and Correct on
    Timesheet
  • Entering Comments Can not be deleted
    Can add more for the
    same date
  • Viewing Personal Time HR or Payroll enters
    You view

153
Training Materials
  • Training materials for Time and Labor Employee
    Self Service
  • Course Presentation
  • Rapid Builder Exercises are provided on your
  • State of CT CORE-CT web page
  • Desktop
  • Job Aids are provided on your
  • State of CT CORE-CT web page

154
Wrapping UP
  • Wrapping up the Time and Labor Employee Self
    Service course
  • Summary of completed (Employee Self Service)
    course objectives
  • Entering Time
  • Viewing Payable Time - Summary
  • Managing Exceptions
  • Entering Comments
  • Viewing Payable Time Details
  • Viewing Personal Information
  • Final Questions
  • Complete the course evaluation forms

155
Question and Answer
  • Questions?

156
Rapid Builder Practice Session
  • In this practice session, you will have time to
  • Study the course material
  • Perform Rapid Builder Step-by-Step exercises
  • Perform Rapid Builder Challenger Exercises
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