OCSA Self Service User Manual v · OCSA Self-service User Manual v.02 Page 9 of 62 Description of fields: Field name Explanation Month to be Paid The month of payment, provided that

OCSA Self Service User Manual v.02

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OCSA

SELF-SERVICE

USER MANUAL

Version 02

OCSA Self-service User Manual v.02

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TABLE OF CONTENTS

1. Introduction .................................................................................................................... 3

2. Hours Worked (Locums) ................................................................................................ 4

2.1 Select the employee record .................................................................................... 4

2.2 Capture Hours Worked ........................................................................................... 5

2.3 Approve Hours Worked ......................................................................................... 13

2.3.1 1st Approval .................................................................................................... 13

2.3.1.1 Workflow after approval/denying of Hours Worked transaction ............... 16

2.3.2 2nd Approval ................................................................................................... 18

2.3.2.1 Workflow after approval/denying of Hours Worked transaction ............... 21

2.4 View screens ........................................................................................................ 23

3. Overtime ...................................................................................................................... 24

3.1 Capture Overtime.................................................................................................. 27

3.2 Approve Overtime ................................................................................................. 30

3.2.1 Workflow after approval/denying of Overtime transaction............................... 33

3.3 View screens ........................................................................................................ 35

4. Standby Allowance ...................................................................................................... 36

4.1 Capture Standby Allowance .................................................................................. 36

4.2 Approve Standby Allowance ................................................................................. 38

4.2.1 Workflow after approval/denying of Standby transaction ................................ 41

4.3 View screens ........................................................................................................ 43

5. Call Out Allowance ....................................................................................................... 44

5.1 Capture Call Out Allowances ................................................................................ 44

5.2 Approve Call Out Allowance ................................................................................. 46

5.2.1 Workflow after approval/denying of Call Out Allowance ................................. 49

5.1 View screens ........................................................................................................ 51

6. Travel reimbursements ................................................................................................ 52

6.1 Capture Travel Reimbursements .......................................................................... 52

6.2 Approve Travel Reimbursement............................................................................ 55

6.2.1 Workflow after approval/denying of Travel Reimbursement ........................... 58

6.1 View screens ........................................................................................................ 60

7. Reports ........................................................................................................................ 61

7.1 Transactions ......................................................................................................... 61

7.2 How to run a report ............................................................................................... 61

7.3 Pending Transactions ........................................................................................... 62


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1. Introduction The following development is only for OCSA employees in Company OC and OH. This user manual will explain step by step how to:

• Capture, approve and view the following:

o Hours Worked (Locums) o Overtime o Standby Allowances o Call Out Allowances o Travel Reimbursements

• Run reports Approving structure: Hours Worked (Locums) – Two levels of Approval

• Levels of Approval: Clinic Manager Captures, The OH Regional Business Manager is the 1st level approver and the EXCO member is the 2nd level approver.

SEARCH View: List only all OH Regional Business Manager and the OH Regional Business Manager’s direct supervisors.

All other Allowances – One level of Approval

• For Clinic Staff: Clinic Manager Captures, The OH Regional Business Manager is the only approver

Or

• For Head Office staff: any employee (EXCO or Payroll staff) that have access to the manager screen can capture, the employee’s direct supervisor is the only approver

SEARCH View: List only all OH Regional Business Manager and the employee’s direct supervisor.


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2. Hours Worked (Locums) Navigation: Main Menu > Manager Self Service > OCSA Locum Hours > Capture Locums

2.1 Select the employee record The Clinic manager captures the National ID of the Locum on the Search screen:

• If the National ID number does not exist on the database, this message will appear – ‘No matching values were found’

o The appointment documents must be forwarded to the payroll department to appoint this employee onto the system.

o If the National ID number exists but the employee record is inactive on the database, this message will appear.

o If the employee record is active on the database, the screen will be available for capturing.


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2.2 Capture Hours Worked Navigation: Main Menu > Manager Self Service > OCSA Locum Hours > Capture Locums

• Capture either the Empl ID (Employee number) or the National ID

• Click on the button


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The Capture screen will open up


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• *1st Level Approver: Click on the

o Select the applicable OH Regional Business manager that must do the 1st approval from the dropdown list

• The Name, email address and job title of the selected 1st Level Approver will appear


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Description of fields:

Field name Explanation

Month to be Paid The month of payment, provided that the approval of the transaction is done before payroll closing date

Hourly Rate e.g 125.25

No of Hours e.g 8.75

Date Worked From Click on the calendar icon and select the relevant date

Date Worked To Click on the calendar icon and select the relevant date

Number of Days Number of days will default (from date – to date)

Value The value will default based on the (Hourly Rate x No of Hours)

Division Click on the icon and select the relevant Division

CostUnit Click on the icon and select the relevant Cost Unit

CostCentre Click on the icon and select the relevant Cost


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Locum Reason Click on the icon and select the relevant Reason

Available reasons:

The reason: ‘Capture reason in comment box’ must be selected when none of the other reason in the

dropdown is relevant

DOCUMENT OF RECORD

Click on the icon

Click on and select the applicable file (saved onto your computer)

Click on

The uploaded document will appear


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Note: if more than one transaction is capture for the same “Date Worked From” – the uploaded documents

will both appear on the second record and also on the Approval screen.

Once all fields are completed – click on the button

The record is now saved and a new screen will be ready to capture the next transaction for this employee

Click on the button to return to the search page


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To select another employee click on the at the bottom of the screen


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2.3 Approve Hours Worked Navigation: Main Menu > Manager Self Service > OCSA Locum Hours > Approve Locums

2.3.1 1st Approval Workflow process:

Once the Clinic manager submitted the Hours Worked transaction, an email is sent to the 1st

level approver (selected on the capture screen)

Example of Email

-----Original Message-----

From: Tersia Viljoen On Behalf Of [email protected]

Sent: 22 April 2016 01:02 PM

To: Tersia Viljoen

Subject: Please Approve Hours Worked (Locums) on PeopleSoft

Dear ANNEMIE VAN ZYL

Please be advised that I, TERSIA VILJOEN, have captured the above-mentioned

transaction for this employee which needs your approval:

Details:

Employee ID: 10100004

Name: DANISILE JORDAN

Amount: 6750

Date Worked From: 2016-04-04

Date Worked To: 2016-04-09

Number of Days: 6

Cost Code: HOKZN - HEAD OFFICE KWA-ZULU NATAL 1

Cost Unit: HOKZN - HEAD OFFICE - KZN

Division: EAST - EAST REGION

Reason: Additional Capacity Required

Please click on the link below (which will open the PeopleSoft Sign-On Screen) and

after signing on, select the appropriate item from your WORKLIST to approve/deny

this transaction:

http://mipdcvmpp09.mmih.biz/psp/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_LOCM_

APP.GBL?EMPLID=10100004&REQUEST_SEQ_NBR=58&SEQNUM=1

Regards

• The 1st level approver clicks on the link at the bottom of the email, signs onto

PeopleSoft and the relevant approval screen will appear


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Transaction Details:

The transaction details will appear under this section

Transaction Authorisation Details:

The 1st level Approver’s details will appear together with the

radio buttons

1st level Approver to select the Approved or Denied radio button

Comments 1st level Approver can capture any comments if applicable. This

field is not mandatory

Document of Record

Click on the button and the uploaded document will

open up

Once the applicable radio button is selected, click on


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2.3.1.1 Workflow after approval/denying of Hours Worked transaction

If the transaction is denied, this email will be sent to the person that captured this transaction -----Original Message-----


Sent: 19 April 2016 09:53 PM

To: Tersia Viljoen

Subject: Hours Worked (Locums) Denied

Dear CHERYL ROUX

Please be advised that the abovementioned transaction that you have captured for

the under-mentioned employee has been denied by ANNEMIE VAN ZYL.

Details:

National ID No: 7008090338084





Number of Days: 6

No. of Hours: 7.5

Rate per Hour: 456.25

Value: 3421.87

Cost Code: HOGP - HEAD OFFICE GAUTENG 1

Cost Unit: HOGPEAST - HOGPEAST


Reason: Vacant Post

Approvers Comment:

; [10100012] I WILL HAVE TO DENY AS I THINK IT IS A CAPTURING ERROR

You can contact the above-mentioned person for further details on this transaction.

---------------------------------------------------------------------------This

email message was brought to you through PeopleSoft Workflow Technology HRDEV


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The screen will look like this – not further approval is possible


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2.3.2 2nd Approval Workflow process:

Once the 1st level Approver approved the transaction, an email is sent to the 2nd level

approver (selected on the capture screen)

Example of Email



Sent: 22 April 2016 01:15 PM

To: Tersia Viljoen

Subject: Please Approve Hours Worked (Locums) on PeopleSoft

Dear ALAN MORRISON JONES

Please be advised that the abovementioned transaction that was captured for the

following employee has been approved by me ANNEMIE VAN ZYL and now needs your

approval:

Details:






Number of Days: 6

No. of Hours: 9

Rate per Hour: 750

Value: 6750




Reason: Additional Capacity Required

Approvers Comment:



this transaction:

http://mipdcvmpp09.mmih.biz/psp/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_LOCM_


Regards

• The 2nd level Approver clicks on the link at the bottom of the email, signs onto



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Transaction Authorisation Details:

The 1st level Approver’s details will appear together with the Approval button selected

Approver The selected 2nd level approver’s name will appear

2nd level Approver to select the Approved or Denied radio buttons

Comments 2nd level Approver can capture any comments if applicable. This

field is not mandatory

Document of Record


open up


Click on the button to return to the search

page

Approver The selected approver’s name will appear


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2.3.2.1 Workflow after approval/denying of Hours Worked transaction

If the transaction is denied, this email will be sent to the person that captured this transaction -----Original Message-----


Sent: 19 April 2016 10:05 PM

To: Tersia Viljoen

Subject: Hours Worked (Locums) Denied [2nd Level]

Dear CHERYL ROUX



Details:






Number of Days: 14

No. of Hours: 8

Rate per Hour: 889

Value: 7112.00

Cost Code: EMFT - First Aid Health & Safety 1

Cost Unit: ACADEMY - ACADEMY

Division: AOE - ACADEMY

Reason: Vacant Post

Approvers Comment:



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If the transaction is approved, this email will be sent to the person that captured this transaction as well as to the employee -----Original Message-----


Sent: 19 April 2016 10:10 PM

To: Tersia Viljoen

Cc: Catharina Tolmay; Tersia Viljoen

Subject: Hours Worked (Locums) Approved

Dear CHERYL ROUX


the under-mentioned employee has been approved.

Details:






Number of Days: 1

No. of Hours: 1

Rate per Hour: 789

Value: 789

Cost Code: OCSAHO - OCSA - HEAD OFFICE 1

Cost Unit: OCSAHO - OCSA HEAD OFFICE

Division: OCHO - OCSA HEAD OFFICE

Reason: Vacant Post

Approvers Comment:

Kind Regards

----------------------------------------------------------------------------------

This email message was brought to you through PeopleSoft Workflow Technology HRDEV


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2.4 View screens Navigation: Main Menu > Manager Self Service > OCSA Locum Hours > View Locums Navigation: Main Menu > Employee Self Service > OCSA Locum Hours > View Locums

All details on Hours worked will list


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3. Overtime Overtime @ 1.0 Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Capture Overtime x 1.0


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Overtime @ 1.5 Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Capture Overtime x 1.5


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Overtime @ 2.0 Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Capture Overtime x 2.0


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3.1 Capture Overtime

• To Be Approver: Click on the

o Select the applicable OH Regional Business manager or Direct Supervisor from the dropdown list

• The Name, email address and job title of the selected To be Approver will appear


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Hourly Rate e.g 300.25

No of Hours e.g 8.75

Value The value will default based on the Hourly Rate x No of Hours x

type of overtime

Date Worked Click on the calendar icon and select the relevant date

Month to be Paid The month of payment, provided that the approval of the transaction

is done before payroll closing date




Reason Capture Reason

This is mandatory

Click on the button to add another record, click on the

button to delete a record




page

On Submit this message will appear


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3.2 Approve Overtime Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Approve Overtime

Workflow process:

Once the Clinic manager/Manager submitted the Overtime transaction, an email is sent to

the To be Approver (selected on the capture screen)

Example of Email



Sent: 19 April 2016 10:15 PM

To: Tersia Viljoen

Cc:

Subject: Please Approve Overtime @ 1.5 for 10100004 (DANISILE JORDAN) Date Worked:

2016-04-11


Please be advised that I, CHERYL ROUX, have captured the abovementioned transaction

for this employee which needs your approval:

Details:



Date Worked: 2016-04-11

No. of Hours: 3

Rate per Hour: 250

Cost Code: OSCLEC - ON-SITE CLINIC - EASTERN CAPE 1

Cost Unit: GUBB - GUBB & INNGS


Reason: Project



this transaction:

http://mipdcvmpp09.mmih.biz/psp/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_OVT_A

PPR.GBL?EMPLID=10100004&REQUEST_SEQ_NBR=33&EFFDT_USED=2016-04-11

Regards,

CHERYL ROUX

• The To be Approver clicks on the link at the bottom of the email, signs onto



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Approval Status:

radio buttons

Approver to select the Approved or Denied radio button


Reason The reason that the capturer has entered will appear

Comments The approver can capture any comments if applicable. This field

is not mandatory



page

This message will appear if the payroll is in progress and you are not allowed to approve the

transaction.

You will need to wait until the payroll is finalised before you will be able to approve the

transaction.


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3.2.1 Workflow after approval/denying of Overtime transaction

If the transaction is denied, this email will be sent to the person that captured this transaction Example of Email



Sent: 19 April 2016 10:20 PM

To: Tersia Viljoen

Subject: Overtime @ 1.5 Denied for 10100004 (DANISILE JORDAN) Date Worked: 2016-04-

11

Dear CHERYL ROUX

Please be advised that the above-mentioned transaction that you have captured for

the below-mentioned employee has been denied:

Details:




No. of Hours: 3

Rate per Hour: 250




Reason: Project

Approver's Comment: No Comments

Please contact me for more information.

Kind regards,

ANNEMIE VAN ZYL

----------------------------------------------------------------------------



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If the transaction is approved, this email will be sent to the person that captured this transaction as well as to the employee Example of Email



Sent: 19 April 2016 10:22 PM

To: Tersia Viljoen

Cc: Catharina Tolmay; Tersia Viljoen

Subject: Sunday/Public Holiday Overtime @ 2.0 Approved for 10100004 (DANISILE

JORDAN) Date Worked: 2016-04-05

Dear CHERYL ROUX

Please be advised that the above-mentioned transaction that you have captured for

the below-mentioned employee has been approved:

Details:




No. of Hours: 3.25

Rate per Hour: 456

Cost Code: HOGP - HEAD OFFICE GAUTENG 1

Cost Unit: HOGPWEST - HOGPWEST

Division: WEST - WEST REGION

Reason: Project

Approver's Comment:

Kind regards,

ANNEMIE VAN ZYL

-----------------------------------------------------------------------------------



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3.3 View screens Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > View Overtime

Navigation: Main Menu > Employee Self Service > Overtime/Standby Allowance > View All OCSA Overtime

The All details on Overtime transactions will list per the separate tabs: View Normal Overtime, View 1.5 x Overtime and View Sunday/Public Holiday Overtime Note: The Denied transactions will not show on the Employee View screens, only on the Manager view screens


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4. Standby Allowance

4.1 Capture Standby Allowance Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Capture Standby Allowances


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To Be Approver Select the icon and select the applicable OH Regional Business

manager or Direct Supervisor from the dropdown list (See Overtime)



Amount Capture amount




Click on the icon and capture the reason for this transaction






page


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4.2 Approve Standby Allowance Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > Approve Standby Allowances

Workflow process:

Once the Clinic manager/Manager submitted the Standby transaction, an email is sent to the

To be Approver (selected on the capture screen)

Example of Email



Sent: 19 April 2016 10:28 PM

To: Tersia Viljoen

Subject: Please Approve Standby Allowance on PeopleSoft


Please be advised that I, CHERYL BRENDA ROUX, have captured the above-mentioned


Details:



Amount: 7500




Reason: testing



this transaction:

http://mipdcvmpp09.mmih.biz/psp/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_STNB_


Regards




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Transaction Authorisation Details

radio buttons




is not mandatory



page


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4.2.1 Workflow after approval/denying of Standby transaction




Sent: 19 April 2016 10:31 PM

To: Tersia Viljoen

Subject: Employee No: 10100004. Standby Allowance Denied.

Dear CHERYL ROUX



Details:




Value: 7500




Reason:

Approvers Comment:

testing


---------------------------------------------------------------------------



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Sent: 19 April 2016 10:31 PM

To: Tersia Viljoen

Cc: Tersia Viljoen

Subject: Employee No: 10100004. Standby Allowance Approved.

Dear CHERYL ROUX



Details:




Value: 7500

Cost Code: FAMILY - Family Planning 1

Cost Unit: ACADEMY - ACADEMY

Division: AOE - ACADEMY

Reason:

Approvers Comment:

I will approve this time

Kind Regards

-----------------------------------------------------------------------------------



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4.3 View screens Navigation: Main Menu > Manager Self Service > OCSA Overtime/Standby Allow > View Standby Allowances

Navigation: Main Menu > Employee Self Service > Overtime/Standby Allowance > View Standby Allowances (OC)

Note: The Denied transactions will not show on the Employee View screens, only on the Manager view screens


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5. Call Out Allowance

5.1 Capture Call Out Allowances Navigation: Main Menu > Manager Self Service > Call Out Allowance > Capture Call Out Allowances


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Amount Capture amount

Date Worked Click on the calendar icon and select the relevant date




Click on the icon and capture the reason for this transaction






page


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5.2 Approve Call Out Allowance Navigation: Main Menu > Manager Self Service > Call Out Allowance > Approve Call Out Allowances

Workflow process:

Once the Clinic manager/Manager submitted the Call Out transaction, an email is sent to the

To be Approver (selected on the capture screen)

Example of Email



Sent: 19 April 2016 10:38 PM

To: Tersia Viljoen

Subject: Please Approve Call Out Allowance on PeopleSoft


Please be advised that I, CHERYL BRENDA ROUX, have captured the above-mentioned


Details:



Amount: 750


Cost Code: OCHYG - Ocsa Hygiene Division

Cost Unit: OCHYG - Ocsa Hygiene Division

Division: OCHY - OCSA HYGIENE

Reason: Month of May



this transaction:

http://mipdcvmpp09.mmih.biz/psp/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_COUT_


Regards




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radio buttons


Approver: The selected approver’s name will appear

Approver Comments The approver can capture any comments if applicable. This field

is not mandatory



page


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5.2.1 Workflow after approval/denying of Call Out Allowance




Sent: 19 April 2016 10:41 PM

To: Tersia Viljoen

Subject: Employee No: 10100004. Call Out Allowance Denied.

Dear CHERYL ROUX



Details:





Value: 750

Cost Code: OCHYG - Ocsa Hygiene Division

Cost Unit: OCHYG - Ocsa Hygiene Division

Division: OCHY - OCSA HYGIENE

Reason:

Approvers Comment:

Month of May


-----------------------------------------------------------------------------------



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Sent: 19 April 2016 10:41 PM

To: Tersia Viljoen

Cc: Catharina Tolmay;

Subject: Employee No: 10100004. Call Out Allowance Approved.

Dear CHERYL ROUX



Details:





Value: 888

Cost Code: HOMP - HOMP 1

Cost Unit: HOMP - HEAD OFFICE - MPUMALANGA

Division: WEST - WEST REGION

Reason:

Approvers Comment:

Kind Regards

-----------------------------------------------------------------------------------



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5.1 View screens Navigation: Main Menu > Manager Self Service > Call Out Allowance > View Call Out Allowances

Navigation: Main Menu > Employee Self Service > Call Out Allowance > View Call Out Allowances

Note: The Denied transactions will not show on the Employee View screens, only on the Manager view screens


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6. Travel reimbursements

6.1 Capture Travel Reimbursements Navigation: Main Menu > Manager Self Service > OCSA Travel Reimbursement > Capture Travel Reimbursement


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Odometer Open Capture the Odometer Opening Kilometres

Odometer

Closing

Capture the Odometer Closing Kilometres

Month to be Paid The month of payment, provided that the approval of the transaction is

done before payroll closing date

Kilometres The kilometres will default from the Odometer Open and Closing fields

OR

Only the Kilometres can be captured without the Odometer Open and

closing data

Period From Click on the calendar icon and select the relevant date

Place From Capture the place from

Period To The same date as the Period From will default in – but can be

overwritten

Place To Capture the place from

Reason Capture the reason for the transaction






DOCUMENT OF RECORD


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Click on the icon

Click on and select the applicable file (saved onto your

computer)

Click on

The uploaded document will appear



Click on the button to return to the search page

This message will appear when transaction is submitted


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6.2 Approve Travel Reimbursement Navigation: Main Menu > Manager Self Service > OCSA Travel Reimbursement > Approval Travel Reimbursement

Workflow process:

Once the Clinic manager/Manager submitted the Travel Reimbursement transaction, an

email is sent to the To be Approver (selected on the capture screen)

Example of Email


From: [email protected]

[mailto:[email protected]]

Sent: 19 April 2016 10:47 PM

To: Tersia Viljoen

Subject: Please Approve Travel Reimbursement transaction on PeopleSoft


Please be advised that I, CHERYL ROUX, have captured the abovementioned transaction

for this employee which needs your approval:



Kilometers X R2.84: 28116.00

Period From: 2016-04-04

Place From: Cape Town

Period To: 2016-04-22

Place To: Limpopo




Reason: Inspections



this transaction.

http://mipdcvmpp09.mmih.biz/psc/HRDEV/EMPLOYEE/HRMS/c/MP_ROLE_MANAGER.MP_OCSA_TRAVL

_APP.GBL?EMPLID=10100004&REQUEST_SEQ_NBR=161

Regards,

CHERYL ROUX




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radio buttons


Reason The reason that was captured will appear



is not mandatory

Document of Record


open up



page


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6.2.1 Workflow after approval/denying of Travel Reimbursement





Sent: 19 April 2016 10:51 PM

To: Tersia Viljoen

Subject: Employee No: 10100004. Travel Reimbursement Denied.

Dear CHERYL ROUX

Please be advised that the abovementioned transaction that you have capture for the

under-mentioned employee has been denied by ANNEMIE VAN ZYL.





Place From: Cape Town

Period To: 2016-04-22

Place To: Limpopo




Reason: Inspections

Approvers Comment: No Comments

Please contact me for more information.

Kind Regards

----------------------------------------------------------------------------------

This email message was brought to you through PeopleSoft Workflow Technology HRDEV.


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Sent: 19 April 2016 10:52 PM

To: Tersia Viljoen

Cc: Tersia Viljoen

Subject: Employee No: 10100004. Travel Reimbursement Approved.

Dear ALAN MORRISON JONES

Please be advised that the abovementioned transaction that you have capture for the

under-mentioned employee has been approved.

Details:





Place From: Pretoria

Period To: 2016-04-05

Place To: Centurion

Cost Code: OSCLKZN - ON-SITE CLINIC - KWA-ZULU NATAL 1

Cost Unit: HILLSIDE - Hillside


Reason: Training

Approvers Comment: No Comments

Thank you.

This email message was brought to you through PeopleSoft Workflow Technology HRDEV.


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6.1 View screens Navigation: Main Menu > Manager Self Service > OCSA Travel Reimbursement > View Travel Reimbursement Navigation: Main Menu > Employee Self Service > Travel Reimbursement > View OCSA Travel Reimbursement


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7. Reports

7.1 Transactions Run report to list all transactions that was captured for a specific employee during a specific period Navigation: Main Menu > Manager Self Service > OCSA Reports

Navigation: Main Menu > Manager Self Service > OCSA Reports > Hours Worked (Locums) Navigation: Main Menu > Manager Self Service > OCSA Reports > Overtime Navigation: Main Menu > Manager Self Service > OCSA Reports > Standby Navigation: Main Menu > Manager Self Service > OCSA Reports > Travel Reimbursement Navigation: Main Menu > Manager Self Service > OCSA Reports > Call Out Allowance Navigation: Main Menu > Manager Self Service > OCSA Reports > Hours Worked Reasons

7.2 How to run a report

• Enter the Transactions Captured FROM, Transactions Capture TO and the Employee ID

o All the transactions for the employee will list that was captured within the selected period

� The system will prompt you to save or open the document in XLS


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7.3 Pending Transactions Run report to list all pending transactions Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions

Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions > Locum Hours Worked Pending Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions > Call Out Pending Transactions Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions > Overtime Pending Transactions Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions > Standby Transactions Pending Navigation: Main Menu > Manager Self Service > OCSA Reports > Outstanding Transactions > Travel Transactions Pending

Documents

OCSA Self Service User Manual v · OCSA Self-service User Manual v.02 Page 9 of 62 Description of fields: Field name Explanation Month to be Paid The month of payment, provided that