06_01_17_Contract Renewal Request with Attached Contract


Concept

In this topic you will go through the steps of requesting a contract renewal and attaching the contract.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Manager Self Service menu.

    Step 3

  4. Click the Job and Personal Information menu.

    Step 4

  5. Click the Contract Renewal menu.

    Step 5

  6. Click the "Search" button to view previously submitted requests.

     

    To submit a new request select the"Add a New Value" tab.

    Step 6

  7. Click the Add a New Value tab.

    Step 7

  8. Click the Instructions tab.

    Step 8

  9. Click the Attachments tab.

    Step 9

  10. Click the Attach button.

    Step 10

  11. To attach a file, click the Browse button to search for the document on your computer then select the document.

     

    In this example, the document was selected for you.

    Step 11

  12. Click the Upload button.

    Step 12

  13. Click the Form tab.

    Step 13

  14. Click in the Employee ID field.

    Step 14

  15. Enter "000003370" into the Employee ID field.

    Step 15

  16. The Employee ID will auto populate the Subject and Employee Name.

    Step 16

  17. Click in the Contract Start Dt field.

    Step 17

  18. The Start of the Contract

     

    a valid value
     e.g.
    Enter
     "6/28/17"
     into the Contract Start Dt field.

    Step 18

  19. Click in the Contract End Dt field.

    Step 19

  20. The End of the Contract

     

    Enter "6/26/2018" into the Contract End Dt field.

    Step 20

  21. Click in the Contract Position field.

    Step 21

  22. Verify the Position matches the Attached Contract Number.

     

    Enter "C01002D" into the Contract Position field.

    Step 22

  23. Click the Save button.

    Step 23

  24. The Preview Approval button allows you to see who the request will route to for approval after you submit.

    Step 24

  25. Click the Submit button.

    Step 25

  26. The approver(s) will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 26

  27. The Reviewers have read-only access to the form.

    Step 27

  28. Click the Vertical scrollbar to move down the page.

    Step 28

  29. Click the OK button.

    Step 29

  30. Approver Status will show the current status of the contract renewal (i.e. pending, approved, denied).

     

    Cancel Approval will allow you to cancel the contract renewal request before it has been approved.

    Step 30

  31. Click the Home link.

    Step 31

  32. Click the Sign out link.

    Step 32

You have completed the steps of requesting a contract renewal and attaching the contract.

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