Professional Documents
Culture Documents
Ess Manual PDF
Ess Manual PDF
USER MANUAL
TIME MANAGEMENT - APPLICATIONS
IN ENTERPRISE PORTAL
Version 1.0
Contents
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 Accounts(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
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 Accounts 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
Section 1 Absences
Following absences types can be applied through Employee Self Service facility
Absence Types
Casual leave
Earned leave
Optional holiday
Compensatory Off
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.
Display Data for: Period for which the calendar is to be viewed can be specified.
Absent - It indicates the Full-day absences that have been approved through all the
levels.eg EL, HPL etc
Multiple Entries - Several half day or full day absences can exist for one day. So,
this indicates the posted absences and requested leaves.
Sent - This indicates the leave requests that have not yet been approved. This
includes new requests and requests for changes to be made.
Deletion Requested - This indicates the requests for those absences are to
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.
Show Time Accounts:. This enables employees to an summary of the Leave accrued
vis--vis leave availed.
On clicking the Show Time Accounts link, the following section appears:
Show Overview of Leave: This gives the employees an overview of all of their
applied absences with the period and status.
Leave Since: Period from which the leaves are to be viewed can be specified.
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
Figure 12: Leave Request (Casual Leave - Review and Send) screen
4. Check and verify 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.
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.
Figure 14: Leave Request (Casual Leave Display and Edit) screen
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 contact the Time administrator offline, so that the Time
administrator 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
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. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working
Time Leave Request.
The Leave Request screen appears
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
Figure 23: Leave Request (Modify Casual Leave - Review and Send) screen
6. Check and verify 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.
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.
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. From the Home page of SAP Net Weaver portal, choose Employee Self-Service Working
Time Leave Request.
The Leave Request screen appears
3. The already approved leave is selected which is to be deleted (in this case, Casual Leave).
The Leave Request 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
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
Admin
Employee Controlling Employee (If controlling employee is not in Executive grade)
Controlling Employee 1 Time Admin
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.
The employee can apply for an Earned 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
Earned leave is displayed below
Figure 31: Leave Request (Earned Leave Display and Edit) screen
Figure 32: Leave Request (Earned Leave - Review and Send) screen
4. Check and verify 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
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
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
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.
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 Enter the address including street, city and
Leave state.(Mandatory)
Contact No. Enter your contact number.
The Leave Request (Commuted Sick Leave - Review and Send) screen appears.
Figure 37: Leave Request (Commuted Sick Leave - Review and Send) screen
4. Check and verify the Commuted Sick leave details, and then click the Send button.
The Leave Request (Commuted Sick Leave - Completed) screen appears. The screen
displays the following message: The leave request has been sent.
In case of Commuted Sick Leave, the leave request has to go through the following levels of
approval:
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
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.
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
dropdown list.(Mandatory)
Address during Enter the address including street, city and
Leave state.(Mandatory)
Contact No. Enter your contact 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.
Figure 42: Leave Request (Special Casual Leave - Review and Send) screen
4. Check and verify the Special Casual leave details and then click the Send button.
The Leave Request (Special Casual Leave - Completed) screen appears. The screen
displays the following message: The leave request has been sent.
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 Admin
Employee Controlling Employee (Non-Executive) Controlling Employee 1 Time
Admin
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:
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. 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 Enter the address including street, city and
Leave state.(Mandatory)
Contact No. Enter your contact number.
The Leave Request (Compensatory Off - Review and Send) screen appears.
Figure 46: Leave Request (Compensatory Off - Review and Send) screen
4. Check and verify 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.
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 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
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.
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 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
Figure 53: Leave Approval (Casual Leave Review and Send) screen
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.
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.
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.
When the request gets approved, the Approver id also appears on the screen.
9. Click the Leave Encashment Request present on the Leave encashment overview screen.
. The following screen appears.
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.
In case of Leave encashment, the request has to go through following two levels of approval:
Employee Payroll Administrator
For steps to be followed to approve and track leave encashment request, refer to sections
1.1.2 and 1.1.3 respectively.
- 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.
Sent - This indicates the leave requests that have not yet been approved. This
includes new requests and requests for changes to be made.
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.
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.