04_11_16_FMLA Take - Timesheet TRC

In this topic, you will submit an FMLA Take using the Timesheet TRC.

Steps:

1. Click in the My HR field.

   Step 1

2. Click the Timesheet link.

   Step 2

3. For this example, the user has already entered and saved the regular worked time.

   Step 3

4. Next, we need to enter FMLA takes for 2 hours on Thursday 4/7 and 8 hours on Tuesday 4/12.

   Step 4

5. Click the horizontal scrollbar.

   Step 5

6. To enter the 2 hours of FMLA Take for Thursday, 4/7 a new row must be inserted.

    

   Click the Add a new row button.

   Step 6

7. Click the Time Reporting Code (TRC) drop-down list.

   Step 7

8. Click the 00 FMTAK - FMLA Take list item.

   Step 8

9. The Quantity field will be used to enter the total hours needed.

    

   Click in the Quantity field.

   Step 9

10. a valid value
     e.g.
    Enter
     "2"
     into the Quantity field.
    Step 10

11. Now with the two lines for Thursday, 4/7 there is a total of 8 hours. The system will add it up once the timesheet is saved or submitted.

    Step 11

12. Click the Time Reporting Code (TRC) drop-down list.

    Step 12

13. Click the 00 FMTAK - FMLA Take list item.

    Step 13

14. Click in the Quantity field.

    Step 14

15. a valid value
     e.g.
    Enter
     "8"
     into the Quantity field.
    Step 15

16. We are half way done. Every FMLA Take must be covered by an absence request. Now we will save the timesheet and then input the absence requests.

     

    Click the Save for Later button.

    Step 16

17. Click the Yes button.

    Step 17

18. Once you have entered the FMLA takes and saved, you will need to add a comment indicating the type of FMLA you are using. This is especially important if you have multiple FMLA authorizations for yourself and other(s).

    Step 18

19. Click the Comments button.

    Step 19

20. Click in the Comment field.

    Step 20

21. a valid value
     e.g.
    Enter
     "FMLA-Self on 4/12."
     into the Comment field.
    Step 21

22. Click the OK button.

    Step 22

23. Click the vertical scrollbar.

    Step 23

24. Now we will create the partial absence request for Thursday, 4/7, which it is for 2 hours.

     

    Click the Absence tab.

    Step 24

25. Click the vertical scrollbar.

    Step 25

26. Click the Add Absence Event button.

    Step 26

27. Click the Choose a date button.

    Step 27

28. Click the 7 link.

    Step 28

29. When selecting a paid absence type to cover the FMLA Take, you can choose whichever absence type you want.

     

    For this example, choose Annual Leave.

    Step 29

30. Click the Absence Name drop-down list.

    Step 30

31. Click the Annual Leave Take list item.

    Step 31

32. Click the Reason drop-down list.

    Step 32

33. Click the Annual Leave list item.

    Step 33

34. When needing only a few hours you will use the Partial Day option.

     

    Click the Details link.

    Step 34

35. Click the Partial Days drop-down list.

    Step 35

36. Use the Start Day Only option. We are only requesting 2 hours of the day and we are only requesting it for the start date of 4/7.

     

    For more information on how to ue the Partial Days options view Request Future Time Off topics.

     

    Click the Start Day Only list item.

    Step 36

37. Click in the Start Day Hours field.

    Step 37

38. a valid value
     e.g.
    Enter
     "2"
     into the Start Day Hours field.
    Step 38

39. Click in the Duration field.

    Step 39

40. a valid value
     e.g.
    Enter
     "2"
     into the Duration field.
    Step 40

41. Click the Calculate End Date or Duration button.

    Step 41

42. Click the vertical scrollbar.

    Step 42

43. Click the OK button.

    Step 43

44. Notice the Duration field displays the amount of time requested. Make sure this is accurate when requesting partial days. If partial time is not entered correctly it will display 8 hours and the system assumes you are taking a full day off.

    Step 44

45. Remember to Forecast your request and then wait for the validation message.

     

    Click the Forecast button.

    Step 45

46. Click the Yes button.

    Step 46

47. After forecasting is complete, submit the request. Do not leave it in saved status as this will require you to forecast again.

    Forecast and then submit immediately after.

     

    Click the Submit button.

    Step 47

48. Click the OK button.

    Step 48

49. Click the OK button.

    Step 49

50. Notice the first request is in Needs Approval status as well as the regular time entry. Now we need to submit an absence request for Tuesday, 4/12.

    Step 50

51. Note: two requests cannot be submitted at the same time when they require forecasting.

    Click the vertical scrollbar.

    Step 51

52. Click the Add Absence Event button.

    Step 52

53. Click the Choose a date button.

    Step 53

54. Click the 12 link.

    Step 54

55. Click the Annual Leave Take drop-down list.

    Step 55

56. Click the Annual Leave Take list item.

    Step 56

57. Click the Reason drop-down list.

    Step 57

58. Click the Annual Leave.

    Step 58

59. Forecast the request which, in this example it is for the full 8 hours (no need to go into the details).

     

    Click the Forecast button.

    Step 59

60. Click the Yes button.

    Step 60

61. After the forecast is complete, submit the request immediately to ensure it goes out for approval. If status shows "saved" you will need to forecast again.

     

    Click the Submit button.

    Step 61

62. Click the OK button.

    Step 62

63. Click the OK button.

    Step 63

64. Click the vertical scrollbar.

    Step 64

65. Notice the status indicates Needs Approval for both requests.

    Step 65

66. Click the vertical scrollbar.

    Step 66

67. The FMLA

    Click the Home link.

    Step 67

68. Click the Sign out link.

    Step 68

You have completed submitting an FMLA Take using the Timesheet TRC.

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