Supervisor Instructions - go

Time Reporting System
(TRS)
Presented by:
Accounting and Fiscal Services, Human Resources and the Office of
Information Technology
University
of California,
Irvine
2009.
Rights
Reserved
University
of California,
Irvine
2007.
All All
Rights
Reserved
Agenda
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Payroll Main Menu and TRS Resources
TRS Deadlines
TRS User Roles
Supervisor Responsibilities
Accessing and Logging in to the Time Reporting System
Supervisor Timesheet Actions - Review, Approve,
Return, Edit
Timesheet Workflow
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Payroll Main Menu
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
TRS Resources
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
TRS Deadlines - Supervisor
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
TRS User Roles
4 Roles:
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Employee
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Supervisor (Primary and Secondary)
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Review
Submit
Return
Edit
Approve SDF
Departmental Time Administrator (DTA)
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Save
Edit
Submit
Recall
Assign Primary and Backup Supervisors
Submits Time to the IDTC roster via TRS
Return Timesheet
Central Time Reporting Office (Central Payroll Office)
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Training
Troubleshooting
Control access to TRS
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Supervisor Responsibilities Cont.
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Departmental Supervisors have 3 essential TRS Responsibilities:
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Review – all current and Past Pending Timesheets for accuracy
Approve – all current and Past Pending Timesheets as applicable
Return – Timesheets that need to be corrected or adjusted by an
employee
Edit - In extreme cases where an employee cannot access TRS a
Supervisor has the ability to make edits on behalf of the employee.
This editing function is only available when the status of the
timesheet reads ”Submitted to Supervisor.”
Approve Shift Differential (SDF) - Supervisors will have the ability
to approve SDF hours for non-exempt employees in eligible title
codes.
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Accessing TRS
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Accessing TRS
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Accessing TRS
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Login
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Accessing Timesheets
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Past Pending Timesheet Section
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of California,
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of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Current Monthly Timesheet Section
View timesheet
Workflow
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Future Timesheet Section
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Reviewing Timesheets
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Reviewing Timesheets - Monthly
Exempt
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
MO Exempt Timesheet With Leave
Reported
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Reviewing Timesheets Monthly Non-Exempt
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Reviewing Timesheets Monthly Non-Exempt
University
of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Reviewing Timesheets – Bi-weekly
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Approving SDF Hours
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of California,
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Reserved
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of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
View Workflow
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of California,
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Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
View Timesheet Workflow
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Search Timesheets
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
TRS Icons
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Delete Function: Delete timesheet entry
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Time Sheet Function: Access timesheet
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Tracking Function: Provide status information of a timesheet
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of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
TRS Status Codes
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None: no action has been perform on this timesheet
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SAVED: status is updated to SAVED when employee saves the timesheet
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Recalled by Employee: Employee has request a timesheet be returned
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RETURNED BY SUPERVISOR: supervisor returns the timesheet to the employee
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SUBMITTED TO SUPERVISOR: employee submits the timesheet to their supervisor
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SUBMITTED TO DTA : supervisor approves the timesheet
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SUBMITTED TO PPS: DTA reviews the timesheets and submits the information to
PPS
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PPS ERROR : one or more of the entries submitted to TRS failed with an error
response
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COMPLETED – A timesheet has been successfully processed
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved
Resources
TRS Help Desk
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Office:
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TRS email
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949-824-3292
[email protected]
TRS Resources
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http://snap.uci.edu/viewXmlFile.jsp?resourceID=4337
University
of California,
All Rights
Reserved
University
of California,
IrvineIrvine
2007.2009.
All Rights
Reserved