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BHEL SAP HR and Payroll Implementation
MANUAL TIME MANAGEMENT - APPLICATIONS IN ENTERPRISE PORTAL Version 1.0
4th Floor, PTI Building 4 Parliament Street New Delhi – 110 001
BHEL – SAP HR/Payroll Implementation
Contents
Section 1
Absences ..................... 4
1.1 General Information ........................................................................................................4 1.1.1 Leave application through ESS ........................................................................................6 1.1.1.1 Applying for Casual Leave ............................................................................................10 1.1.1.1.1 Modifying Applied Casual Leave............................................................................14 1.1.1.1.2 Deleting Applied Casual Leave ...............................................................................18 1.1.1.2 Applying for Earned leave .............................................................................................21 1.1.1.3 Applying for Commuted Sick Leave .............................................................................25 1.1.1.4 Applying for Special Casual leave .................................................................................28 1.1.1.5 Applying for Compensatory Off ....................................................................................31 1.1.2 Approving Leave Requests ............................................................................................33 1.1.3 Tracking Leave Approval Process .................................................................................38
Section 2
Leave Encashment ................... 40
2.1 General Information ......................................................................................................40 2.1.1
Applying for Leave Encashment ....................................................................................40
Section 3 3.1.1
Manager Self Service .............. 46
Performing Time Related Activities in MSS .................................................................46
List of Figures Figure 1: SAP Net Weaver Home page ........................................................................................................... 6 Figure 2: Overview screen ............................................................................................................................... 6 Figure 3: Working Time screen ....................................................................................................................... 7 Figure 4: Quota Overview screen .................................................................................................................... 7 Figure 5: Quota Overview screen (Absence Quotas from 01/08/2009) ........................................................... 7 Figure 6: Leave Request screen ....................................................................................................................... 8 Figure 7: Team calendar Overview .................................................................................................................. 8 Figure 8: Calendar Overview ........................................................................................................................... 9 Figure 9: Time s(Absence Quota) Overview ...................................................................................... 9 Figure 10: Applied leaves Overview ............................................................................................................. 10 Figure 11: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 10 Figure 12: Leave Request (Casual Leave - Review and Send) screen ........................................................... 11 Figure 13: Leave Request (Casual Leave - Completed) screen ..................................................................... 12 Figure 14: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 12 Figure 15: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 13 Figure 16: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 13 Figure 17: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 14 Figure 18: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 14 Figure 19: Leave Request screen ................................................................................................................... 15 Figure 20: Leave Request (Overview of Leave) screen ................................................................................. 15 Figure 21: Leave Request (Casual Leave) screen .......................................................................................... 16 Figure 22: Leave Request (Casual Leave - Change) screen .......................................................................... 16
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Figure 23: Leave Request (Modify Casual Leave - Review and Send) screen .............................................. 17 Figure 24: Leave Request (Modify Casual Leave - Completed) screen ........................................................ 17 Figure 25: Leave Request screen ................................................................................................................... 18 Figure 26: Leave Request (Overview of Leave) screen ................................................................................. 19 Figure 27: Leave Request (Casual Leave) screen .......................................................................................... 19 Figure 28: Leave Request (Casual Leave - Delete) screen ............................................................................ 20 Figure 29: Leave Request (Delete Casual Leave - Review and Send) screen ............................................... 20 Figure 30: Leave Request (Delete Casual Leave - Completed) screen .......................................................... 21 Figure 31: Leave Request (Earned Leave – Display and Edit) screen ........................................................... 22 Figure 32: Leave Request (Earned Leave - Review and Send) screen .......................................................... 23 Figure 33: Leave Request (Earned Leave - Completed) screen ..................................................................... 23 Figure 34: Leave Request (Earned Leave– Display and Edit) screen ............................................................ 24 Figure 35: Leave Request (Earned Leave– Display and Edit) screen ............................................................ 24 Figure 41: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 25 Figure 42: Leave Request (Commuted Sick Leave - Review and Send) screen ............................................ 26 Figure 43: Leave Request (Commuted Sick Leave - Completed) screen ...................................................... 26 Figure 44: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 27 Figure 45: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 27 Figure 46: Leave Request (Special Casual Leave– Display and Edit) screen ............................................... 28 Figure 47: Leave Request (Special Casual Leave - Review and Send) screen .............................................. 29 Figure 48: Leave Request (Special Casual Leave - Completed) screen ........................................................ 30 Figure 49: Leave Request (Special Casual Leave – Display and Edit) screen .............................................. 30 Figure 62: Leave Request (Compensatory Off – Display and Edit) screen ................................................... 31 Figure 63: Leave Request (Compensatory Off - Review and Send) screen................................................... 32 Figure 64: Leave Request (Compensatory Off - Completed) screen ............................................................. 32 Figure 65: Leave Request (Compensatory Off – Display and Edit) screen ................................................... 33 Figure 66: SAP Net Weaver Home page with Universal Worklist for Approver .......................................... 34 Figure 67: Task screen ................................................................................................................................... 34 Figure 68: Leave Approval (Casual Leave– Display and Edit) screen .......................................................... 35 Figure 69: Leave Approval (Casual Leave– Display and Edit) screen .......................................................... 35 Figure 70: Leave Approval (Casual Leave– Review and Send) screen ........................................................ 36 Figure 71: Leave Approval (Casual Leave– Completed) screen ................................................................... 36 Figure 72: SAP Net Weaver Home page with Universal Worklist for Approver .......................................... 37 Figure 73: SAP Net Weaver Home page ....................................................................................................... 38 Figure 74: SAP Net Weaver Home page (Tracking tab) ............................................................................... 38 Figure 75: History details screen ................................................................................................................... 39 Figure 76: History details Overview screen ................................................................................................... 39 Figure 77: SAP Net Weaver Home page ....................................................................................................... 40 Figure 78: Overview screen ........................................................................................................................... 40 Figure 79: Benefits and Payment screen ........................................................................................................ 41 Figure 80: Leave Encashment Request screen ............................................................................................... 41 Figure 81: Time s Overview screen.................................................................................................. 42 Figure 82: Applied leave encashment requests screen ................................................................................... 42 Figure 83: Change/Delete leave encashment request screen ......................................................................... 43 Figure 84: Leave encashment submit screen ................................................................................................. 43 Figure 85: Leave encashment (Review & Send) screen ................................................................................ 44 Figure 86: Leave encashment (Completed) screen ........................................................................................ 44 Figure 87: SAP Net Weaver Home page ....................................................................................................... 46 Figure 88: Service Map screen....................................................................................................................... 46 Figure 89: Work Overview screen ................................................................................................................. 47 Figure 90: Team Calendar ............................................................................................................................. 48 Figure 91: Absence days of the selected employee ....................................................................................... 48
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Section 1
Absences
1.1 General Information This document specifies the features / applications of Time Management module in Enterprise Portal. Employees having ESS/MSS s can apply for various kinds of Absence types(leaves) and Earned Leave Encashments. Employees having MSS s can have information pertaining to employees absences details. Following absences types can be applied through Employee Self Service facility Table 1: List of Absences to be Applied through ESS
Absence Types Casual leave Earned leave Half Pay leave Commuted sick leave Special casual leave Casual leave first half Casual leave second half Optional holiday Compensatory Off Workflow related to sanction or cancellation of leave is based upon position to reporting position relationship. Taking into of delegation of powers for approval, the workflows for the above kind of leaves have been categorized into 3 groups:
Category 1: Casual leave,Optional Holiday,Casual leave first half,Casual leave second half
These Leave types have only one level approval process i.e,
Approval process for leave application Employee-> Controlling Employee
Approval process for leave modification (change in existing sanctioned leave) Employee-> Controlling Employee
Approval process for leave deletion (cancellation of an existing sanctioned leave)
a) Employee->Controlling Employee ( in case Grade of 1st level reporting Employee is in Executive grade) -> Time
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b) Employee->Controlling Employee (in case Grade of 1st level reporting Employee is not in Executive grade)-> Controlling Employee 1->Time Note: Time s to cross-check offline before approving the deletion of already sanctioned leave. On deletion the absence quota of the leaves are updated in Infotype 2006 in R/3
Category 2: Earned leave, Half Pay Leave , Compensatory Off
These leave types follows two level approval process based on the Employee Group of Controlling Employee. For cases where the immediate controlling employee belongs to Employee group = Executive, the leave will be sanctioned and approved. For cases where the immediate controlling employee does not belong to Employee Group = Executive, the workflow will be routed to the 2nd level Controlling Employee. Irrespective of the Employee Group of 2nd level controlling employee the workflow will terminate here for approval.
Approval process for leave application
a) Employee ->Controlling Employee (if first level sanctioning authority is in Executive grade) b)Employee->Controlling Employee ( if first level sanctioning authority is not in Executive grade)->Controlling Employee1 (sanctioned by next level reporting employee)
Approval process for leave modification a) Employee ->Controlling Employee(If Executive) b)Employee->ControllingEmployee(Non-Executive)->ControllingEmployee1
Approval process for leave deletion a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
Category 3: Commuted sick leave, Special casual leave
Sanction for these leave types require ing documents. Hence the workflow related to these leave types after approval of sanctioning authority will be routed to Unit Time . After submission of leave application in ESS, employee has to obtain a printout of the leave application and alongwith the documents submit the same to Unit HR
Approval process for leave application a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
Approval process for leave modification a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
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Approval process for leave deletion a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
1.1.1
Leave application through ESS
1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 1: SAP Net Weaver Home page
2. Select Employee Self-Service
.
The Overview screen appears.
Figure 2: Overview screen
3. Select Working Time. The Working Time screen appears.
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Figure 3: Working Time screen 4. Select Quota Overview. The Quota Overview screen appears. The screen displays the details of absence quotas of the employee like Deductible from, Deductible to, Entitlement, etc.
Figure 4: Quota Overview screen Except for EL & HPL Casual Leave, Optional Holiday & Family Station leave will have annual validity period. Family Station Leave will be displayed for all such employees only who are entitled to. The On Key Date field specifies the date from which the quota overview is to be displayed. For example, if you enter the date as 01/08/2009 in the On Key Date field and you click the Display button the screen displays details of absence quotas from 01/08/2009.
Figure 5: Quota Overview screen (Absence Quotas from 01/08/2009) 5. Select Leave Request from the Working Time screen.
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The Leave Request screen appears.
Figure 6: Leave Request screen An employee can apply for leaves by using the Leave Request screen.
General information about this screen:
Show Team Calendar: It provides employees with a overview of the absences of employees in the team. The Team Calendar comprises a calendar that displays an overview of employee absences for the team. The team herein means the particular Organization Unit wherein the employees’ data has been maintained. link, following section appears:
On clicking the Show Team calendar
Figure 7: Team calendar Overview Display Data for: Period for which the calendar is to be viewed can be specified. - It indicates the Full-day absences that have been approved through all the Absent levels.eg EL, HPL etc - Several half day or full day absences can exist for one day. So, Multiple Entries this indicates the posted absences and requested leaves.
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Sent - This indicates the leave requests that have not yet been approved. This includes new requests and requests for changes to be made. - This indicates the requests for those absences are to Deletion Requested be deleted. This includes absences that have already been approved that an employee would like to cancel. * Note : The absences processed through R/3 also are also indicated in this display.
Show Calendar: It displays the calendar of a year. But, at a time displays the calendar for 3 months.
link, the following section appears
On clicking the Show Calendar
Figure 8: Calendar Overview
Show Time s:. This enables employees to an summary of the Leave accrued vis-à-vis leave availed. link, the following section appears:
On clicking the Show Time s
Figure 9: Time s(Absence Quota) Overview
Show Overview of Leave: This gives the employees an overview of all of their applied absences with the period and status.
On clicking the Show Overview of Leave appears:
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Figure 10: Applied leaves Overview Leave Since: Period from which the leaves are to be viewed can be specified.
1.1.1.1
Applying for Casual Leave
The employee can apply for a Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Casual leave is displayed below.
Figure 11: Leave Request (Casual Leave– Display and Edit) screen
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2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown Leave.(Mandatory)
Date
Enter the period for which you wish to apply for Casual leave. You can also select the date by clicking the Calendar icon. (Mandatory)
Reason
Select a reason for applying for the leave from the drop down list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Casual leave.
Note for Approver
Enter a note for the Casual leave approver.
3. Click the Review and Send
list,
including
select
street,
or Review
Casual
city
and
button.
The Casual Leave - Review and Send) screen appears.
Figure 12: Leave Request (Casual Leave - Review and Send) screen 4. Check and the Casual leave details and then click the Send
button.
The Leave Request (Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
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Figure 13: Leave Request (Casual Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email in his BHEL mail id. In case of Casual leave, the leave request has to go through one level of approval. The levels of approval is shown in the following workflow: I. When an employee applies for a leave, the request goes to the Controlling Employee,and the Controlling Employee can approve/reject it. In this case, the approval process gets terminated here.
Conditional checks for Casual leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 14: Leave Request (Casual Leave– Display and Edit) screen
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2. When an employee wants to avail casual leave during the transition period i.e. moving from a validity period to another: Example: If an employee applies for Casual leave for the period 29.06.2009 to 02.07.2009. An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 15: Leave Request (Casual Leave– Display and Edit) screen In this case, the employee has to the Time offline, so that the Time can create quota for few days in next block for the employee.
3. Start: If an employee enters the start date in continuation with Earned leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 16: Leave Request (Casual Leave– Display and Edit) screen
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4. Start: If an employee enters the start date in continuation with Half Pay leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 17: Leave Request (Casual Leave– Display and Edit) screen 5. Start: If an employee enters the start date in continuation with Commuted sick leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 18: Leave Request (Casual Leave– Display and Edit) screen
1.1.1.1.1
Modifying Applied Casual Leave
The employee can modify the applied Casual leave by using the Leave Request screen. This leave has not yet been approved by the Controlling Employee.
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1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears
Figure 19: Leave Request screen
2. Click the Show Overview of Leave
link.
The Leave Request (Overview of Leave) screen appears
Figure 20: Leave Request (Overview of Leave) screen 3. The already approved leave is selected which is required to be changed (in this case, Casual Leave). The Leave Request (Casual Leave) screen appears
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Figure 21: Leave Request (Casual Leave) screen
4. Click the Change
button.
The Leave Request (Casual Leave - Change) screen appears.
Figure 22: Leave Request (Casual Leave - Change) screen 5. After making the necessary changes, click the Review
button.
The Leave Request (Modify Casual Leave - Review and Send) screen appears.
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Figure 23: Leave Request (Modify Casual Leave - Review and Send) screen 6. Check and the details of leave, then click the Send
button.
The Leave Request (Modify Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 24: Leave Request (Modify Casual Leave - Completed) screen
Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Casual leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
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NOTE:
The changes and deletion in the already applied leave can be done by the requestor only after receiving the confirmation email regarding approval of the earlier applied leave notification.
1.1.1.1.2
Deleting Applied Casual Leave
The employee can delete applied Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears
Figure 25: Leave Request screen
2. Click the Show Overview of Leave
link.
The Leave Request (Overview of Leave) screen appears
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Figure 26: Leave Request (Overview of Leave) screen 3. The already approved leave is selected which is to be deleted (in this case, Casual Leave). The Leave Request screen appears
Figure 27: Leave Request (Casual Leave) screen
4. Click the Delete
button.
The Leave Request (Casual Leave - Delete) screen appears
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Figure 28: Leave Request (Casual Leave - Delete) screen 5. Click the Review
button.
The Leave Request (Delete Casual Leave - Review and Send) screen appears
Figure 29: Leave Request (Delete Casual Leave - Review and Send) screen
6. In case the leave request has to be deleted, finally click the Delete
button.
The Leave Request (Delete Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been deleted
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Figure 30: Leave Request (Delete Casual Leave - Completed) screen Whenever a deletion is done, the leave delete request will undergo a workflow; the request will go through the following levels of approval:
Employee Controlling Employee (If controlling employee is in Executive grade) Time
Employee Controlling Employee (If controlling employee is not in Executive grade) Controlling Employee 1 Time
On getting approved by the final level, the leave request gets deleted. On completion of the approval process, the leave requestor gets a notification email.
NOTE:
For all the absence types, the leave deletion request will follow the same workflow. But whenever a new leave request is applied then the request will follow the workflow specific to the absence type.
The changes and deletion of already applied leave can be done by the leave requestor only after receiving the email notification for leave approval.
1.1.1.2
Applying for Earned leave
The employee can apply for an Earned leave by using the Leave Request screen.
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1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Earned leave is displayed below
Figure 31: Leave Request (Earned Leave – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Earned Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Earned leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select a reason for applying for the leave from the drop down list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Earned leave.
Note for Approver
Enter a note for the Earned leave approver.
3. Click the Review and Send
including
street,
or Review
city
and
button.
The Leave Request (Earned Leave - Review and Send) screen appears.
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Figure 32: Leave Request (Earned Leave - Review and Send) screen 4. Check and the Earned leave details and then click the Send
button.
The Leave Request (Earned Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent
Figure 33: Leave Request (Earned Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
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In case of Earned leave, the leave request has to go through the following two levels of approval:
Employee Controlling Employee (Executive)
Employee Controlling Employee (Non-Executive) Controlling Employee1
Conditional checks for Earned leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Earned Leave– Display and Edit) screen as displayed below
Figure 34: Leave Request (Earned Leave– Display and Edit) screen 2. Start: If an employee enters the start date in continuation with Casual leave: An error message appears on the Leave Request (Earned Leave– Display and Edit) screen as displayed below
Figure 35: Leave Request (Earned Leave– Display and Edit) screen
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NOTE: For steps to be followed for Deletion/Modification of Earned leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Earned leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.3
Applying for Commuted Sick Leave
The employee can apply for a Commuted Sick leave, by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Commuted Sick leave is displayed below.
Figure 36: Leave Request (Commuted Sick Leave – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Commuted sick Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Commuted sick leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the dropdown list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
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Approver
Displays the name of the approver who will approve the Commuted sick leave.
Note for Approver
Enter a note for the Commuted sick leave approver.
3. Click the Review and Send
or Review
button.
The Leave Request (Commuted Sick Leave - Review and Send) screen appears.
Figure 37: Leave Request (Commuted Sick Leave - Review and Send) screen button. 4. Check and the Commuted Sick leave details, and then click the Send The Leave Request (Commuted Sick Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 38: Leave Request (Commuted Sick Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. And on completion of the approval process, the leave requestor gets a notification email. In case of Commuted Sick Leave, the leave request has to go through the following levels of approval:
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Employee Controlling Employee (Executive) Time
Employee Controlling Employee (Non-Executive) Controlling Employee 1 Time
Conditional checks for Commuted Sick Leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Commuted Sick Leave – Display and Edit) screen as displayed below.
Figure 39: Leave Request (Commuted Sick Leave – Display and Edit) screen 2. Start: If an employee enters the start date in continuation with Casual leave: An error message appears on the Leave Request (Commuted Sick Leave – Display and Edit) screen as displayed below.
Figure 40: Leave Request (Commuted Sick Leave – Display and Edit) screen
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NOTE: For steps to be followed for Deletion/Modification of Commuted sick leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Commuted sick leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.4
Applying for Special Casual leave
The employee can apply for a Special Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Special Casual leave is displayed below.
Figure 41: Leave Request (Special Casual Leave– Display and Edit) screen 2. Enter details as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Special casual Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Special casual leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the
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dropdown list.(Mandatory) Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Special casual leave.
Note for Approver
Enter a note for the Special casual leave approver.
3. Click the Review and Send
including
street,
or Review
city
and
button.
The Leave Request (Special Casual Leave - Review and Send) screen appears.
Figure 42: Leave Request (Special Casual Leave - Review and Send) screen button. 4. Check and the Special Casual leave details and then click the Send The Leave Request (Special Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
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Figure 43: Leave Request (Special Casual Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
In case, of Special Casual leave, the leave request has to go through the following two levels of approval:
Employee Controlling Employee (Executive) Time
Employee Controlling Employee (Non-Executive) Controlling Employee 1 Time
Conditional checks for Special Casual Leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Special Casual Leave – Display and Edit) screen as displayed below.
Figure 44: Leave Request (Special Casual Leave – Display and Edit) screen
NOTE:
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For steps to be followed for Deletion/Modification of Special casual leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Special casual leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.5
Applying for Compensatory Off
The employee can apply for a Compensatory Off by using the Leave Request screen. Compensatory Off – absence type as per Personnel Manual clause No11 sub-section E1 of Vol II. Employee will be able to apply for Compensatory Off only if the a quota for the same has been created by Unit Time . 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Compensatory Off is displayed below.
Figure 45: Leave Request (Compensatory Off – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Compensatory off. (Mandatory)
Date
Enter the period for which you wish to apply for Compensatory off. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the dropdown list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
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street,
city
and
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Approver
Displays the name of the approver who will approve the Compensatory off.
Note for Approver
Enter a note for the compensatory off approver.
3. Click the Review and Send
or Review
button.
The Leave Request (Compensatory Off - Review and Send) screen appears.
Figure 46: Leave Request (Compensatory Off - Review and Send) screen 4. Check and the Compensatory Off details and then click the Send
button.
The Leave Request (Compensatory Off - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 47: Leave Request (Compensatory Off - Completed) screen After being sent to the approver,the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
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In case, of Compensatory off the leave request has to go through the following two levels of approval:
Employee Controlling Employee(Executive)
Employee Controlling Employee(Non-Executive) Controlling Employee1
Conditional checks for Compensatory Off: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Compensatory Off – Display and Edit) screen as displayed below.
Figure 48: Leave Request (Compensatory Off – Display and Edit) screen
NOTE: For steps to be followed for Deletion/Modification of Compensatory off requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Compensatory off. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.2
Approving Leave Requests
This section describes the steps through which the approver can approve or reject leave requests by employees. 1. to the SAP Net Weaver portal as an approver. The SAP Net Weaver Home page appears with Universal Worklist.
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Figure 49: SAP Net Weaver Home page with Universal Worklist for Approver The recently applied leaves by employees appear in the work list of the approver after 1 minute duration. 2. In case recently applied leaves by employees does not appear in the list, click Refresh as shown in the screenshot above. The leave request appears in the list. 3. Select the leave request to be approved by clicking on its left side. Once selected, its colour changes as shown in the following screen.
Figure 50: Task screen 4. Click the Launch WebDynpro
button.
The Leave Approval (Casual Leave– Display and Edit) screen appears.
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Figure 51: Leave Approval (Casual Leave– Display and Edit) screen 5. Based on whether the leave request is to be approved or rejected, choose the Approve or Reject buttons accordingly. To approve the leave, click the Approve button. The following screen appears.
Figure 52: Leave Approval (Casual Leave– Display and Edit) screen 6. Click the Review
button.
The Leave Approval (Casual Leave– Review and Send) screen appears.
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Figure 53: Leave Approval (Casual Leave– Review and Send) screen 7. Click the Approve Request
button.
The Leave Approval (Casual Leave– Completed) screen appears with the approved leave details. The screen displays the following message: You have approved the leave request.
Figure 54: Leave Approval (Casual Leave– Completed) screen 8. Close the Leave Approval (Casual Leave– Completed) screen. You return to the Home page with Universal Worklist.
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9. Click Refresh as shown, then the approved leave request will disappear from the list as shown in the following screen:
Figure 55: SAP Net Weaver Home page with Universal Worklist for Approver This shows that the leave request approval process has been completed. Approver has also the option to view the quota entitlements of the requester. Approver is also able to view the history of the sanctioned leaves of the requester.
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1.1.3
Tracking Leave Approval Process
This section describes how after applying for a leave, the leave requestor can track the approval process of the leave request. 1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 56: SAP Net Weaver Home page 2. Click the Tracking tab. The SAP Net Weaver Home page (Tracking tab) appears. All the leave requests applied by the employee are displayed in the list. The status of the applied leave is displayed in the Status column.
Figure 57: SAP Net Weaver Home page (Tracking tab)
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3. Select the leave request for which you wish to track approval process. Once selected its colour changes, 4. Click the selected request. The following screen appears.
Figure 58: History details screen 5. Click the View history details button. The following screen appears.
Figure 59: History details Overview screen This screen displays the workflow of the leave request i.e. the details, such as: Processed By: Displays all the approvers involved in the workflow Executed At: Displays when the request was processed by the approver Action: Displays all the actions involved in the approval process.
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Section 2
Leave Encashment
2.1 General Information This section describes how an employee can apply for EEL leave encashment. Employees can apply for encashment of Earned Leave through ESS application. Encashment of Earned Leave is issible only once in a Financial year. System also checks the current block details of Earned Leave which is not issible for encashment.
2.1.1
Applying for Leave Encashment
1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 60: SAP Net Weaver Home page .
2. Select Employee Self-Service The Overview screen appears.
Figure 61: Overview screen
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3. Select Benefits and Payment. The Benefits and Payment screen appears.
Figure 62: Benefits and Payment screen 4. Select Leave Encashment Request. The Leave Encashment Request screen appears.
Figure 63: Leave Encashment Request screen 5. To view Time details, click the Show Time s link. The following screen appears. The screen displays details of the quota that the employee is entitled to avail. Time details indicates the block wise EL quota has been credited and subsequently used up on of either by availing or encashment.
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Figure 64: Time s Overview screen 6. Click Hide Time s link to hide the time overview section from the screen. 7. To view Leave Encashment details, click the Show Leave Encashments link. The following screen appears. The screen displays the leave encashment requests applied by the employee and also the details of the request like Status, Days to be encashed, etc.
Figure 65: Applied leave encashment requests screen 8. Click the View link in the Notes column. The show the details as shown
When the request gets approved, the Approver id also appears on the screen.
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9. Click the ‘Leave Encashment Request’ present on the ‘Leave encashment overview’ screen. . The following screen appears.
Figure 66: Change/Delete leave encashment request screen 10.
To change or delete the already applied leave encashment request, click the Change or Delete
buttons accordingly.
11. To apply for a leave encashment, click Submit New Request button. The following screen appears.
Figure 67: Leave encashment submit screen 12.
Enter details as described in the following table:
Field Name
Description
Time
From the dropdown list, select the time
Leave Encashment Method
From the dropdown encashment method
Days to be encashed
Enter the number of days to be encashed
Off- cycle payment
Mark the checkbox(in case,offcycle) if payment will be done in the middle of the month and if the
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Time Management
the
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checkbox is not selected, then the payment will be done after the payroll run i.e. at the end of the payroll period(regular). Note for Approver 13.
Enter a note for the leave encashment approver
Click the Review
button.
The following screen appears.
Figure 68: Leave encashment (Review & Send) screen 14.
Click the Send
button.
The following screen appears. This screen displays the following message: Your request has been sent successfully.
Figure 69: Leave encashment (Completed) screen After being sent to the approver,the leave encashment request has to go through an approval workflow. On completion of the approval process, the requestor gets a notification email.
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In case of Leave encashment, the request has to go through following two levels of approval:
Employee Payroll
For steps to be followed to approve and track leave encashment request, refer to sections 1.1.2 and 1.1.3 respectively.
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Section 3 3.1.1
Manager Self Service
Performing Time Related Activities in MSS
1. to the SAP Net Weaver portal as Manager. The SAP Net Weaver Home page appears.
Figure 70: SAP Net Weaver Home page
2. Select Manager Self Service
.
The Service Map screen appears.
Figure 71: Service Map screen
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3. Select the Overview
tab.
The Work Overview screen appears.
Figure 72: Work Overview screen This screen displays representation.
the
overview
of
Absence
&
Attendance
through
a
Graphical
- This sector of Pie chart displays the approved absences. - This sector of Pie chart displays the attendance that has been maintained.
- This sector of Pie chart displays the half day absences maintained.
- This sector of Pie chart displays the absences that are in ‘Sent’ status and are neither approved nor rejected. In the ‘Employee list’ dropdown list, the option: Directly Subordinate Employees means that the Head of an Organizational unit can view the details of the employees who are under him only in his organizational unit & sub units. All Employees means that the Head of an organizational unit can view the details of all the employees in his organization units & sub units who are under him and also under other heads of his sub units. 4. Click the Show Overview
button.
The Percentage details also become visible as shown below
This shows the working status of an employee.
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5. Click the Hide Graphic
button.
The pie chart disappears from the screen. 6. Click the Team option present under the ‘Detailed Navigation’ The following screen appears
Figure 73: Team Calendar The screen displays the calendar for all the employees present in the manager’s organizational unit, if the option ‘Directly Subordinate Employees’ is being selected. Different colors in the calendar signify different conditions. The ‘Orange’ color indicates the current date. Absent levels.
- It indicates the Full-day absences that have been approved through all the
- Several half day or full day absences can exist for one day. So, Multiple Entries this indicates the posted absences and requested leaves. - This indicates the leave requests that have not yet been approved. This Sent includes new requests and requests for changes to be made. - This indicates requests for absences to be deleted. Deletion Requested This includes absences that have already been approved that an employee would like to cancel. The period for which the calendar is to be viewed can also be selected. On selecting the General Information under Employee Information the following screen appears.
Figure 74: Absence days of the selected employee
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The calendar displays the absence days of an employee, since the employee is on study leave so the period appears in ‘Yellow color’. The period of absence is also specified in the Period block. The period for which the leave details need to be displayed can be selected from ‘Personalize settings’. In this case, 2 years have been selected.
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MANUAL TIME MANAGEMENT - APPLICATIONS IN ENTERPRISE PORTAL Version 1.0
4th Floor, PTI Building 4 Parliament Street New Delhi – 110 001
BHEL – SAP HR/Payroll Implementation
Contents
Section 1
Absences ..................... 4
1.1 General Information ........................................................................................................4 1.1.1 Leave application through ESS ........................................................................................6 1.1.1.1 Applying for Casual Leave ............................................................................................10 1.1.1.1.1 Modifying Applied Casual Leave............................................................................14 1.1.1.1.2 Deleting Applied Casual Leave ...............................................................................18 1.1.1.2 Applying for Earned leave .............................................................................................21 1.1.1.3 Applying for Commuted Sick Leave .............................................................................25 1.1.1.4 Applying for Special Casual leave .................................................................................28 1.1.1.5 Applying for Compensatory Off ....................................................................................31 1.1.2 Approving Leave Requests ............................................................................................33 1.1.3 Tracking Leave Approval Process .................................................................................38
Section 2
Leave Encashment ................... 40
2.1 General Information ......................................................................................................40 2.1.1
Applying for Leave Encashment ....................................................................................40
Section 3 3.1.1
Manager Self Service .............. 46
Performing Time Related Activities in MSS .................................................................46
List of Figures Figure 1: SAP Net Weaver Home page ........................................................................................................... 6 Figure 2: Overview screen ............................................................................................................................... 6 Figure 3: Working Time screen ....................................................................................................................... 7 Figure 4: Quota Overview screen .................................................................................................................... 7 Figure 5: Quota Overview screen (Absence Quotas from 01/08/2009) ........................................................... 7 Figure 6: Leave Request screen ....................................................................................................................... 8 Figure 7: Team calendar Overview .................................................................................................................. 8 Figure 8: Calendar Overview ........................................................................................................................... 9 Figure 9: Time s(Absence Quota) Overview ...................................................................................... 9 Figure 10: Applied leaves Overview ............................................................................................................. 10 Figure 11: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 10 Figure 12: Leave Request (Casual Leave - Review and Send) screen ........................................................... 11 Figure 13: Leave Request (Casual Leave - Completed) screen ..................................................................... 12 Figure 14: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 12 Figure 15: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 13 Figure 16: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 13 Figure 17: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 14 Figure 18: Leave Request (Casual Leave– Display and Edit) screen ............................................................ 14 Figure 19: Leave Request screen ................................................................................................................... 15 Figure 20: Leave Request (Overview of Leave) screen ................................................................................. 15 Figure 21: Leave Request (Casual Leave) screen .......................................................................................... 16 Figure 22: Leave Request (Casual Leave - Change) screen .......................................................................... 16
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Figure 23: Leave Request (Modify Casual Leave - Review and Send) screen .............................................. 17 Figure 24: Leave Request (Modify Casual Leave - Completed) screen ........................................................ 17 Figure 25: Leave Request screen ................................................................................................................... 18 Figure 26: Leave Request (Overview of Leave) screen ................................................................................. 19 Figure 27: Leave Request (Casual Leave) screen .......................................................................................... 19 Figure 28: Leave Request (Casual Leave - Delete) screen ............................................................................ 20 Figure 29: Leave Request (Delete Casual Leave - Review and Send) screen ............................................... 20 Figure 30: Leave Request (Delete Casual Leave - Completed) screen .......................................................... 21 Figure 31: Leave Request (Earned Leave – Display and Edit) screen ........................................................... 22 Figure 32: Leave Request (Earned Leave - Review and Send) screen .......................................................... 23 Figure 33: Leave Request (Earned Leave - Completed) screen ..................................................................... 23 Figure 34: Leave Request (Earned Leave– Display and Edit) screen ............................................................ 24 Figure 35: Leave Request (Earned Leave– Display and Edit) screen ............................................................ 24 Figure 41: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 25 Figure 42: Leave Request (Commuted Sick Leave - Review and Send) screen ............................................ 26 Figure 43: Leave Request (Commuted Sick Leave - Completed) screen ...................................................... 26 Figure 44: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 27 Figure 45: Leave Request (Commuted Sick Leave – Display and Edit) screen ............................................ 27 Figure 46: Leave Request (Special Casual Leave– Display and Edit) screen ............................................... 28 Figure 47: Leave Request (Special Casual Leave - Review and Send) screen .............................................. 29 Figure 48: Leave Request (Special Casual Leave - Completed) screen ........................................................ 30 Figure 49: Leave Request (Special Casual Leave – Display and Edit) screen .............................................. 30 Figure 62: Leave Request (Compensatory Off – Display and Edit) screen ................................................... 31 Figure 63: Leave Request (Compensatory Off - Review and Send) screen................................................... 32 Figure 64: Leave Request (Compensatory Off - Completed) screen ............................................................. 32 Figure 65: Leave Request (Compensatory Off – Display and Edit) screen ................................................... 33 Figure 66: SAP Net Weaver Home page with Universal Worklist for Approver .......................................... 34 Figure 67: Task screen ................................................................................................................................... 34 Figure 68: Leave Approval (Casual Leave– Display and Edit) screen .......................................................... 35 Figure 69: Leave Approval (Casual Leave– Display and Edit) screen .......................................................... 35 Figure 70: Leave Approval (Casual Leave– Review and Send) screen ........................................................ 36 Figure 71: Leave Approval (Casual Leave– Completed) screen ................................................................... 36 Figure 72: SAP Net Weaver Home page with Universal Worklist for Approver .......................................... 37 Figure 73: SAP Net Weaver Home page ....................................................................................................... 38 Figure 74: SAP Net Weaver Home page (Tracking tab) ............................................................................... 38 Figure 75: History details screen ................................................................................................................... 39 Figure 76: History details Overview screen ................................................................................................... 39 Figure 77: SAP Net Weaver Home page ....................................................................................................... 40 Figure 78: Overview screen ........................................................................................................................... 40 Figure 79: Benefits and Payment screen ........................................................................................................ 41 Figure 80: Leave Encashment Request screen ............................................................................................... 41 Figure 81: Time s Overview screen.................................................................................................. 42 Figure 82: Applied leave encashment requests screen ................................................................................... 42 Figure 83: Change/Delete leave encashment request screen ......................................................................... 43 Figure 84: Leave encashment submit screen ................................................................................................. 43 Figure 85: Leave encashment (Review & Send) screen ................................................................................ 44 Figure 86: Leave encashment (Completed) screen ........................................................................................ 44 Figure 87: SAP Net Weaver Home page ....................................................................................................... 46 Figure 88: Service Map screen....................................................................................................................... 46 Figure 89: Work Overview screen ................................................................................................................. 47 Figure 90: Team Calendar ............................................................................................................................. 48 Figure 91: Absence days of the selected employee ....................................................................................... 48
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Section 1
Absences
1.1 General Information This document specifies the features / applications of Time Management module in Enterprise Portal. Employees having ESS/MSS s can apply for various kinds of Absence types(leaves) and Earned Leave Encashments. Employees having MSS s can have information pertaining to employees absences details. Following absences types can be applied through Employee Self Service facility Table 1: List of Absences to be Applied through ESS
Absence Types Casual leave Earned leave Half Pay leave Commuted sick leave Special casual leave Casual leave first half Casual leave second half Optional holiday Compensatory Off Workflow related to sanction or cancellation of leave is based upon position to reporting position relationship. Taking into of delegation of powers for approval, the workflows for the above kind of leaves have been categorized into 3 groups:
Category 1: Casual leave,Optional Holiday,Casual leave first half,Casual leave second half
These Leave types have only one level approval process i.e,
Approval process for leave application Employee-> Controlling Employee
Approval process for leave modification (change in existing sanctioned leave) Employee-> Controlling Employee
Approval process for leave deletion (cancellation of an existing sanctioned leave)
a) Employee->Controlling Employee ( in case Grade of 1st level reporting Employee is in Executive grade) -> Time
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b) Employee->Controlling Employee (in case Grade of 1st level reporting Employee is not in Executive grade)-> Controlling Employee 1->Time Note: Time s to cross-check offline before approving the deletion of already sanctioned leave. On deletion the absence quota of the leaves are updated in Infotype 2006 in R/3
Category 2: Earned leave, Half Pay Leave , Compensatory Off
These leave types follows two level approval process based on the Employee Group of Controlling Employee. For cases where the immediate controlling employee belongs to Employee group = Executive, the leave will be sanctioned and approved. For cases where the immediate controlling employee does not belong to Employee Group = Executive, the workflow will be routed to the 2nd level Controlling Employee. Irrespective of the Employee Group of 2nd level controlling employee the workflow will terminate here for approval.
Approval process for leave application
a) Employee ->Controlling Employee (if first level sanctioning authority is in Executive grade) b)Employee->Controlling Employee ( if first level sanctioning authority is not in Executive grade)->Controlling Employee1 (sanctioned by next level reporting employee)
Approval process for leave modification a) Employee ->Controlling Employee(If Executive) b)Employee->ControllingEmployee(Non-Executive)->ControllingEmployee1
Approval process for leave deletion a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
Category 3: Commuted sick leave, Special casual leave
Sanction for these leave types require ing documents. Hence the workflow related to these leave types after approval of sanctioning authority will be routed to Unit Time . After submission of leave application in ESS, employee has to obtain a printout of the leave application and alongwith the documents submit the same to Unit HR
Approval process for leave application a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
Approval process for leave modification a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
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Approval process for leave deletion a) Employee->Controlling Employee(Executive)-> Time b) Employee->Controlling Employee(Non-Executive)-> Controlling Employee 1>Time
1.1.1
Leave application through ESS
1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 1: SAP Net Weaver Home page
2. Select Employee Self-Service
.
The Overview screen appears.
Figure 2: Overview screen
3. Select Working Time. The Working Time screen appears.
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Figure 3: Working Time screen 4. Select Quota Overview. The Quota Overview screen appears. The screen displays the details of absence quotas of the employee like Deductible from, Deductible to, Entitlement, etc.
Figure 4: Quota Overview screen Except for EL & HPL Casual Leave, Optional Holiday & Family Station leave will have annual validity period. Family Station Leave will be displayed for all such employees only who are entitled to. The On Key Date field specifies the date from which the quota overview is to be displayed. For example, if you enter the date as 01/08/2009 in the On Key Date field and you click the Display button the screen displays details of absence quotas from 01/08/2009.
Figure 5: Quota Overview screen (Absence Quotas from 01/08/2009) 5. Select Leave Request from the Working Time screen.
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The Leave Request screen appears.
Figure 6: Leave Request screen An employee can apply for leaves by using the Leave Request screen.
General information about this screen:
Show Team Calendar: It provides employees with a overview of the absences of employees in the team. The Team Calendar comprises a calendar that displays an overview of employee absences for the team. The team herein means the particular Organization Unit wherein the employees’ data has been maintained. link, following section appears:
On clicking the Show Team calendar
Figure 7: Team calendar Overview Display Data for: Period for which the calendar is to be viewed can be specified. - It indicates the Full-day absences that have been approved through all the Absent levels.eg EL, HPL etc - Several half day or full day absences can exist for one day. So, Multiple Entries this indicates the posted absences and requested leaves.
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Sent - This indicates the leave requests that have not yet been approved. This includes new requests and requests for changes to be made. - This indicates the requests for those absences are to Deletion Requested be deleted. This includes absences that have already been approved that an employee would like to cancel. * Note : The absences processed through R/3 also are also indicated in this display.
Show Calendar: It displays the calendar of a year. But, at a time displays the calendar for 3 months.
link, the following section appears
On clicking the Show Calendar
Figure 8: Calendar Overview
Show Time s:. This enables employees to an summary of the Leave accrued vis-à-vis leave availed. link, the following section appears:
On clicking the Show Time s
Figure 9: Time s(Absence Quota) Overview
Show Overview of Leave: This gives the employees an overview of all of their applied absences with the period and status.
On clicking the Show Overview of Leave appears:
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Figure 10: Applied leaves Overview Leave Since: Period from which the leaves are to be viewed can be specified.
1.1.1.1
Applying for Casual Leave
The employee can apply for a Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Casual leave is displayed below.
Figure 11: Leave Request (Casual Leave– Display and Edit) screen
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2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown Leave.(Mandatory)
Date
Enter the period for which you wish to apply for Casual leave. You can also select the date by clicking the Calendar icon. (Mandatory)
Reason
Select a reason for applying for the leave from the drop down list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Casual leave.
Note for Approver
Enter a note for the Casual leave approver.
3. Click the Review and Send
list,
including
select
street,
or Review
Casual
city
and
button.
The Casual Leave - Review and Send) screen appears.
Figure 12: Leave Request (Casual Leave - Review and Send) screen 4. Check and the Casual leave details and then click the Send
button.
The Leave Request (Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
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Figure 13: Leave Request (Casual Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email in his BHEL mail id. In case of Casual leave, the leave request has to go through one level of approval. The levels of approval is shown in the following workflow: I. When an employee applies for a leave, the request goes to the Controlling Employee,and the Controlling Employee can approve/reject it. In this case, the approval process gets terminated here.
Conditional checks for Casual leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 14: Leave Request (Casual Leave– Display and Edit) screen
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2. When an employee wants to avail casual leave during the transition period i.e. moving from a validity period to another: Example: If an employee applies for Casual leave for the period 29.06.2009 to 02.07.2009. An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 15: Leave Request (Casual Leave– Display and Edit) screen In this case, the employee has to the Time offline, so that the Time can create quota for few days in next block for the employee.
3. Start: If an employee enters the start date in continuation with Earned leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 16: Leave Request (Casual Leave– Display and Edit) screen
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4. Start: If an employee enters the start date in continuation with Half Pay leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 17: Leave Request (Casual Leave– Display and Edit) screen 5. Start: If an employee enters the start date in continuation with Commuted sick leave: An error message appears on the Leave Request (Casual Leave– Display and Edit) screen as displayed below.
Figure 18: Leave Request (Casual Leave– Display and Edit) screen
1.1.1.1.1
Modifying Applied Casual Leave
The employee can modify the applied Casual leave by using the Leave Request screen. This leave has not yet been approved by the Controlling Employee.
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1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears
Figure 19: Leave Request screen
2. Click the Show Overview of Leave
link.
The Leave Request (Overview of Leave) screen appears
Figure 20: Leave Request (Overview of Leave) screen 3. The already approved leave is selected which is required to be changed (in this case, Casual Leave). The Leave Request (Casual Leave) screen appears
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Figure 21: Leave Request (Casual Leave) screen
4. Click the Change
button.
The Leave Request (Casual Leave - Change) screen appears.
Figure 22: Leave Request (Casual Leave - Change) screen 5. After making the necessary changes, click the Review
button.
The Leave Request (Modify Casual Leave - Review and Send) screen appears.
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Figure 23: Leave Request (Modify Casual Leave - Review and Send) screen 6. Check and the details of leave, then click the Send
button.
The Leave Request (Modify Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 24: Leave Request (Modify Casual Leave - Completed) screen
Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Casual leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
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NOTE:
The changes and deletion in the already applied leave can be done by the requestor only after receiving the confirmation email regarding approval of the earlier applied leave notification.
1.1.1.1.2
Deleting Applied Casual Leave
The employee can delete applied Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears
Figure 25: Leave Request screen
2. Click the Show Overview of Leave
link.
The Leave Request (Overview of Leave) screen appears
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Figure 26: Leave Request (Overview of Leave) screen 3. The already approved leave is selected which is to be deleted (in this case, Casual Leave). The Leave Request screen appears
Figure 27: Leave Request (Casual Leave) screen
4. Click the Delete
button.
The Leave Request (Casual Leave - Delete) screen appears
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Figure 28: Leave Request (Casual Leave - Delete) screen 5. Click the Review
button.
The Leave Request (Delete Casual Leave - Review and Send) screen appears
Figure 29: Leave Request (Delete Casual Leave - Review and Send) screen
6. In case the leave request has to be deleted, finally click the Delete
button.
The Leave Request (Delete Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been deleted
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Figure 30: Leave Request (Delete Casual Leave - Completed) screen Whenever a deletion is done, the leave delete request will undergo a workflow; the request will go through the following levels of approval:
Employee Controlling Employee (If controlling employee is in Executive grade) Time
Employee Controlling Employee (If controlling employee is not in Executive grade) Controlling Employee 1 Time
On getting approved by the final level, the leave request gets deleted. On completion of the approval process, the leave requestor gets a notification email.
NOTE:
For all the absence types, the leave deletion request will follow the same workflow. But whenever a new leave request is applied then the request will follow the workflow specific to the absence type.
The changes and deletion of already applied leave can be done by the leave requestor only after receiving the email notification for leave approval.
1.1.1.2
Applying for Earned leave
The employee can apply for an Earned leave by using the Leave Request screen.
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1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Earned leave is displayed below
Figure 31: Leave Request (Earned Leave – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Earned Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Earned leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select a reason for applying for the leave from the drop down list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Earned leave.
Note for Approver
Enter a note for the Earned leave approver.
3. Click the Review and Send
including
street,
or Review
city
and
button.
The Leave Request (Earned Leave - Review and Send) screen appears.
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Figure 32: Leave Request (Earned Leave - Review and Send) screen 4. Check and the Earned leave details and then click the Send
button.
The Leave Request (Earned Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent
Figure 33: Leave Request (Earned Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
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In case of Earned leave, the leave request has to go through the following two levels of approval:
Employee Controlling Employee (Executive)
Employee Controlling Employee (Non-Executive) Controlling Employee1
Conditional checks for Earned leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Earned Leave– Display and Edit) screen as displayed below
Figure 34: Leave Request (Earned Leave– Display and Edit) screen 2. Start: If an employee enters the start date in continuation with Casual leave: An error message appears on the Leave Request (Earned Leave– Display and Edit) screen as displayed below
Figure 35: Leave Request (Earned Leave– Display and Edit) screen
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NOTE: For steps to be followed for Deletion/Modification of Earned leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Earned leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.3
Applying for Commuted Sick Leave
The employee can apply for a Commuted Sick leave, by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Commuted Sick leave is displayed below.
Figure 36: Leave Request (Commuted Sick Leave – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Commuted sick Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Commuted sick leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the dropdown list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
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Approver
Displays the name of the approver who will approve the Commuted sick leave.
Note for Approver
Enter a note for the Commuted sick leave approver.
3. Click the Review and Send
or Review
button.
The Leave Request (Commuted Sick Leave - Review and Send) screen appears.
Figure 37: Leave Request (Commuted Sick Leave - Review and Send) screen button. 4. Check and the Commuted Sick leave details, and then click the Send The Leave Request (Commuted Sick Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 38: Leave Request (Commuted Sick Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. And on completion of the approval process, the leave requestor gets a notification email. In case of Commuted Sick Leave, the leave request has to go through the following levels of approval:
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Employee Controlling Employee (Executive) Time
Employee Controlling Employee (Non-Executive) Controlling Employee 1 Time
Conditional checks for Commuted Sick Leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Commuted Sick Leave – Display and Edit) screen as displayed below.
Figure 39: Leave Request (Commuted Sick Leave – Display and Edit) screen 2. Start: If an employee enters the start date in continuation with Casual leave: An error message appears on the Leave Request (Commuted Sick Leave – Display and Edit) screen as displayed below.
Figure 40: Leave Request (Commuted Sick Leave – Display and Edit) screen
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NOTE: For steps to be followed for Deletion/Modification of Commuted sick leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Commuted sick leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.4
Applying for Special Casual leave
The employee can apply for a Special Casual leave by using the Leave Request screen. 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Special Casual leave is displayed below.
Figure 41: Leave Request (Special Casual Leave– Display and Edit) screen 2. Enter details as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Special casual Leave. (Mandatory)
Date
Enter the period for which you wish to apply for Special casual leave. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the
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dropdown list.(Mandatory) Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
Approver
Displays the name of the approver who will approve the Special casual leave.
Note for Approver
Enter a note for the Special casual leave approver.
3. Click the Review and Send
including
street,
or Review
city
and
button.
The Leave Request (Special Casual Leave - Review and Send) screen appears.
Figure 42: Leave Request (Special Casual Leave - Review and Send) screen button. 4. Check and the Special Casual leave details and then click the Send The Leave Request (Special Casual Leave - Completed) screen appears. The screen displays the following message: The leave request has been sent.
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Figure 43: Leave Request (Special Casual Leave - Completed) screen After being sent to the approver, the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
In case, of Special Casual leave, the leave request has to go through the following two levels of approval:
Employee Controlling Employee (Executive) Time
Employee Controlling Employee (Non-Executive) Controlling Employee 1 Time
Conditional checks for Special Casual Leave: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Special Casual Leave – Display and Edit) screen as displayed below.
Figure 44: Leave Request (Special Casual Leave – Display and Edit) screen
NOTE:
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For steps to be followed for Deletion/Modification of Special casual leave requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Special casual leave. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.1.5
Applying for Compensatory Off
The employee can apply for a Compensatory Off by using the Leave Request screen. Compensatory Off – absence type as per Personnel Manual clause No11 sub-section E1 of Vol II. Employee will be able to apply for Compensatory Off only if the a quota for the same has been created by Unit Time . 1. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working Time Leave Request. The Leave Request screen appears. A sample screenshot in the process of applying for Compensatory Off is displayed below.
Figure 45: Leave Request (Compensatory Off – Display and Edit) screen 2. Enter details, as described in the following table: Field Name
Description
Type of Leave
From the dropdown list, select Compensatory off. (Mandatory)
Date
Enter the period for which you wish to apply for Compensatory off. You can also select the date by clicking the Calendar icon.(Mandatory)
Reason
Select the reason for applying leave from the dropdown list.(Mandatory)
Address during Leave
Enter the address state.(Mandatory)
No.
Enter your number.
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Approver
Displays the name of the approver who will approve the Compensatory off.
Note for Approver
Enter a note for the compensatory off approver.
3. Click the Review and Send
or Review
button.
The Leave Request (Compensatory Off - Review and Send) screen appears.
Figure 46: Leave Request (Compensatory Off - Review and Send) screen 4. Check and the Compensatory Off details and then click the Send
button.
The Leave Request (Compensatory Off - Completed) screen appears. The screen displays the following message: The leave request has been sent.
Figure 47: Leave Request (Compensatory Off - Completed) screen After being sent to the approver,the leave request has to go through an approval workflow. On completion of the approval process, the leave requestor gets a notification email.
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In case, of Compensatory off the leave request has to go through the following two levels of approval:
Employee Controlling Employee(Executive)
Employee Controlling Employee(Non-Executive) Controlling Employee1
Conditional checks for Compensatory Off: 1. Date: If an employee enters the start date or end date as “Holiday/Off day”: An error message appears on the Leave Request (Compensatory Off – Display and Edit) screen as displayed below.
Figure 48: Leave Request (Compensatory Off – Display and Edit) screen
NOTE: For steps to be followed for Deletion/Modification of Compensatory off requests, refer to sections 1.1.1.1.1 and 1.1.1.1.2 respectively. Whenever a change is done, the leave change request will undergo a workflow which is same as the leave application approval workflow of Compensatory off. On getting approved by the final level, the changes get done. On completion of the approval process, the leave modifier gets a notification email in his BHEL id.
1.1.2
Approving Leave Requests
This section describes the steps through which the approver can approve or reject leave requests by employees. 1. to the SAP Net Weaver portal as an approver. The SAP Net Weaver Home page appears with Universal Worklist.
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Figure 49: SAP Net Weaver Home page with Universal Worklist for Approver The recently applied leaves by employees appear in the work list of the approver after 1 minute duration. 2. In case recently applied leaves by employees does not appear in the list, click Refresh as shown in the screenshot above. The leave request appears in the list. 3. Select the leave request to be approved by clicking on its left side. Once selected, its colour changes as shown in the following screen.
Figure 50: Task screen 4. Click the Launch WebDynpro
button.
The Leave Approval (Casual Leave– Display and Edit) screen appears.
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Figure 51: Leave Approval (Casual Leave– Display and Edit) screen 5. Based on whether the leave request is to be approved or rejected, choose the Approve or Reject buttons accordingly. To approve the leave, click the Approve button. The following screen appears.
Figure 52: Leave Approval (Casual Leave– Display and Edit) screen 6. Click the Review
button.
The Leave Approval (Casual Leave– Review and Send) screen appears.
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Figure 53: Leave Approval (Casual Leave– Review and Send) screen 7. Click the Approve Request
button.
The Leave Approval (Casual Leave– Completed) screen appears with the approved leave details. The screen displays the following message: You have approved the leave request.
Figure 54: Leave Approval (Casual Leave– Completed) screen 8. Close the Leave Approval (Casual Leave– Completed) screen. You return to the Home page with Universal Worklist.
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9. Click Refresh as shown, then the approved leave request will disappear from the list as shown in the following screen:
Figure 55: SAP Net Weaver Home page with Universal Worklist for Approver This shows that the leave request approval process has been completed. Approver has also the option to view the quota entitlements of the requester. Approver is also able to view the history of the sanctioned leaves of the requester.
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1.1.3
Tracking Leave Approval Process
This section describes how after applying for a leave, the leave requestor can track the approval process of the leave request. 1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 56: SAP Net Weaver Home page 2. Click the Tracking tab. The SAP Net Weaver Home page (Tracking tab) appears. All the leave requests applied by the employee are displayed in the list. The status of the applied leave is displayed in the Status column.
Figure 57: SAP Net Weaver Home page (Tracking tab)
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3. Select the leave request for which you wish to track approval process. Once selected its colour changes, 4. Click the selected request. The following screen appears.
Figure 58: History details screen 5. Click the View history details button. The following screen appears.
Figure 59: History details Overview screen This screen displays the workflow of the leave request i.e. the details, such as: Processed By: Displays all the approvers involved in the workflow Executed At: Displays when the request was processed by the approver Action: Displays all the actions involved in the approval process.
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Section 2
Leave Encashment
2.1 General Information This section describes how an employee can apply for EEL leave encashment. Employees can apply for encashment of Earned Leave through ESS application. Encashment of Earned Leave is issible only once in a Financial year. System also checks the current block details of Earned Leave which is not issible for encashment.
2.1.1
Applying for Leave Encashment
1. to the SAP Net Weaver portal. The SAP Net Weaver Home page appears.
Figure 60: SAP Net Weaver Home page .
2. Select Employee Self-Service The Overview screen appears.
Figure 61: Overview screen
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3. Select Benefits and Payment. The Benefits and Payment screen appears.
Figure 62: Benefits and Payment screen 4. Select Leave Encashment Request. The Leave Encashment Request screen appears.
Figure 63: Leave Encashment Request screen 5. To view Time details, click the Show Time s link. The following screen appears. The screen displays details of the quota that the employee is entitled to avail. Time details indicates the block wise EL quota has been credited and subsequently used up on of either by availing or encashment.
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Figure 64: Time s Overview screen 6. Click Hide Time s link to hide the time overview section from the screen. 7. To view Leave Encashment details, click the Show Leave Encashments link. The following screen appears. The screen displays the leave encashment requests applied by the employee and also the details of the request like Status, Days to be encashed, etc.
Figure 65: Applied leave encashment requests screen 8. Click the View link in the Notes column. The show the details as shown
When the request gets approved, the Approver id also appears on the screen.
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9. Click the ‘Leave Encashment Request’ present on the ‘Leave encashment overview’ screen. . The following screen appears.
Figure 66: Change/Delete leave encashment request screen 10.
To change or delete the already applied leave encashment request, click the Change or Delete
buttons accordingly.
11. To apply for a leave encashment, click Submit New Request button. The following screen appears.
Figure 67: Leave encashment submit screen 12.
Enter details as described in the following table:
Field Name
Description
Time
From the dropdown list, select the time
Leave Encashment Method
From the dropdown encashment method
Days to be encashed
Enter the number of days to be encashed
Off- cycle payment
Mark the checkbox(in case,offcycle) if payment will be done in the middle of the month and if the
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checkbox is not selected, then the payment will be done after the payroll run i.e. at the end of the payroll period(regular). Note for Approver 13.
Enter a note for the leave encashment approver
Click the Review
button.
The following screen appears.
Figure 68: Leave encashment (Review & Send) screen 14.
Click the Send
button.
The following screen appears. This screen displays the following message: Your request has been sent successfully.
Figure 69: Leave encashment (Completed) screen After being sent to the approver,the leave encashment request has to go through an approval workflow. On completion of the approval process, the requestor gets a notification email.
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In case of Leave encashment, the request has to go through following two levels of approval:
Employee Payroll
For steps to be followed to approve and track leave encashment request, refer to sections 1.1.2 and 1.1.3 respectively.
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Section 3 3.1.1
Manager Self Service
Performing Time Related Activities in MSS
1. to the SAP Net Weaver portal as Manager. The SAP Net Weaver Home page appears.
Figure 70: SAP Net Weaver Home page
2. Select Manager Self Service
.
The Service Map screen appears.
Figure 71: Service Map screen
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3. Select the Overview
tab.
The Work Overview screen appears.
Figure 72: Work Overview screen This screen displays representation.
the
overview
of
Absence
&
Attendance
through
a
Graphical
- This sector of Pie chart displays the approved absences. - This sector of Pie chart displays the attendance that has been maintained.
- This sector of Pie chart displays the half day absences maintained.
- This sector of Pie chart displays the absences that are in ‘Sent’ status and are neither approved nor rejected. In the ‘Employee list’ dropdown list, the option: Directly Subordinate Employees means that the Head of an Organizational unit can view the details of the employees who are under him only in his organizational unit & sub units. All Employees means that the Head of an organizational unit can view the details of all the employees in his organization units & sub units who are under him and also under other heads of his sub units. 4. Click the Show Overview
button.
The Percentage details also become visible as shown below
This shows the working status of an employee.
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5. Click the Hide Graphic
button.
The pie chart disappears from the screen. 6. Click the Team option present under the ‘Detailed Navigation’ The following screen appears
Figure 73: Team Calendar The screen displays the calendar for all the employees present in the manager’s organizational unit, if the option ‘Directly Subordinate Employees’ is being selected. Different colors in the calendar signify different conditions. The ‘Orange’ color indicates the current date. Absent levels.
- It indicates the Full-day absences that have been approved through all the
- Several half day or full day absences can exist for one day. So, Multiple Entries this indicates the posted absences and requested leaves. - This indicates the leave requests that have not yet been approved. This Sent includes new requests and requests for changes to be made. - This indicates requests for absences to be deleted. Deletion Requested This includes absences that have already been approved that an employee would like to cancel. The period for which the calendar is to be viewed can also be selected. On selecting the General Information under Employee Information the following screen appears.
Figure 74: Absence days of the selected employee
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The calendar displays the absence days of an employee, since the employee is on study leave so the period appears in ‘Yellow color’. The period of absence is also specified in the Period block. The period for which the leave details need to be displayed can be selected from ‘Personalize settings’. In this case, 2 years have been selected.
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