Sign Off Agreements
The Sign Off Agreements screen is where the message is defined which displays when an employee signs off on their time card. The labels of the approval button and the denial button are also set up here.
This agreement can be used to denote extra accountability when the employee approves the time card, for example to verify the information as it relates to a Grant.
Note
To enable and configure Sign Off Agreements, the following must be set:
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Employee needs TA Employee (Signoff/Unsignoff) role. The supervisor or manager needs the TA Administrator role.
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TA Application Indicator TA Solution Standard 3 must be set to Y.
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Organization Unit Indicator TA Solution Standard 7 must be set to either I or to P (with a parent organization unit set to I).
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SYS Application Indicator TA Solution Standard 7 determines whether requests are Assume Approval or Assume Denial when dealing with employee signoffs (Assume Denial is default).
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SYS Application Indicator TA Solution Standard 8 determines whether a one-day or two-day window is used at the end of a pay period to determine if an employee signoff should be removed (two-day window is default).
Note
The one-day or two-day window allows time for transaction maintenance before the Pay Period Close process. This window occurs after the last day of the pay period. For example, if the pay period ends on Sunday, this window allows for transaction maintenance through Monday or Tuesday.
Examples:
Indicators are set to Assume Denial and two days. An employee signs off, then within the two-day window:
|
Who Initiates |
Action |
Sign Off Removed? |
|---|---|---|
|
Employee |
Adds, edits, or deletes a request |
No |
|
Manager/Supervisor |
Cancels or denies a request |
No |
|
Manager/Supervisor |
Approves a request |
Yes |
|
Manager/Supervisor |
Adds, edits, or deletes a transaction |
Yes |
Indicators are set to Assume Approval and two days. An employee signs off, then within the two-day window:
|
Who Initiates |
Action |
Sign Off Removed? |
|---|---|---|
|
Employee |
Adds, edits, or deletes a request |
Yes |
|
Manager/Supervisor |
Cancels or denies a request |
Yes |
|
Manager/Supervisor |
Approves a request |
No |
|
Manager/Supervisor |
Adds, edits, or deletes a transaction |
Yes |
Note
If the SYS Application Indicator TA Solution Standard 7 is set to Assume Approval, during the "Review Requests Report" step of the Pay Period Close process, a message appears stating that any unhandled pending requests will be canceled and the affected employees' signoffs may be removed.
If this feature is activated, when an employee clicks on the Employee Sign Off button in the employee record, a message box displays the text entered in the Message Text field. The employee then has the option to select one of two buttons.
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If the employee selects the Denial button, no sign off is recorded. A message displays saying, "You have chosen not to sign off on your time card at this time."
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If the employee selects the Approval button, the sign off is completed and the approval is date/time stamped. This sign off message is also added to the Time Card Report with the date/time of acceptance.
If this feature is not activated, when an employee clicks on the Employee Sign Off button, the sign off is accepted without the message box being displayed.
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Depending on the page displayed, the following fields may be available: |
The following additional section options are available in the left pane: |
Approval Button
The button that indicates the employee IS approving his/her time card information. The value entered here displays on the button, such as Accept, Approve, or Agree.
Code
The short, alphanumeric value that identifies this sign off agreement record.
Denial Button
The button that indicates the employee is not approving the time card information. The value entered here displays on the button, such as Deny, Cancel, or Disagree.
Description
The label describing this sign off agreement record.
Effective Date
The date when the employee sign off agreement becomes effective.
Expiration Date
The date when the employee sign off agreement is no longer in effect, if applicable.
Message Text
The message that displays in the information box when the employee selects the Employee Sign Off button.
Special formatting, such as bold, italics, or bulleted lists, is available to configure the message; formatting counts toward the maximum characters allowed in this field.
Note
Note the following restrictions when adding message text:
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You can paste text into the Message Text field when adding a new sign off agreement; however, unsupported formatting will be removed, leaving only the basic text. For example, underlined, colored, and hyperlinked text would be reduced to basic text. But you can create a hyperlink after the text is pasted.
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You cannot paste images into the Message Text field.
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You cannot use angle brackets, such as <text>, in the text.
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Tabbing or using multiple spaces in a row will get removed so that only a single space occurs between words and sentences. If you need to separate words by more than one space, use an alternate approach, such as multiple underscores or dashes. However, you can hit Enter multiple times to create vertical spacing.