1. Banner HR -Leave Report and Approver Training

2. Banner HR- Self Service
Your New “One Stop Shop”
Direct deposit information
Pay stubs
Detailed Benefits and Deductions
Job data
Leave Reports/Balances
Student time sheets
Open Enrollment

3. Leave Report How to submit: Two Employee classes: Go to my.opsu.edu
Select Self-Service Banner icon.
Click on Employee
Select Leave Report link
Choose correct leave period.
Press Leave report
PB-Non-Exempt Employees submit bi-weekly leave reports. They must enter hours worked and time off.
PL-Exempt Employees submit monthly leave reports. Only reports time taken off.
Both employee classes submit paper forms for requested time off.

4. Leave Report Cont.
Non-exempt Employees

5. Leave Report Cont.
Exempt Employees

6. Leave Report Cont. Non-Exempt Employees Exempt Employees Select date
Enter hours worked.
Enter any time off, in box at top of table.
Paid Time off (Most common)
Compensatory Time
Family Medical Leave
Administrative Leave
Press Save after entering hours.
Hours should equal 7.5 hours.
Compensatory time is earned at time of approval.
Copy is a handy tool, used fill in Leave report with hours worked.
Select date
Enter any time off, in box at top of table.
Paid Time off (Most common)
Family Medical Leave
Administrative Leave
Full day off equals 7.5 hours.
Press Save after entering hours.
Press Next to find the following week. Or Previous to go back.
Submit for approval only once at the end of the pay period.
If submitted early can request Approver to Return for Correction.

7. Leave Report Cont. When to submit
Employees can see when leave report is due. See upper right hand corner of table.
Remember to submit only once.
To request time off ahead of time, submit a paper paid leave form.
Press Submit for Approval by noon.
Employees will not be able to access their leave report after 12pm.

8. Questions????

9. Payroll Position Class
HR-Approver Training
Payroll Position Class
PH – OPSU Monthly Hourly (Student/Hourly Timesheets)
PB - Non-Exempt Bi-Weekly Leave Reports
PL - Exempt Monthly Leave Reports

10. Status Terms
In Progress: Timesheet or Leave report that has been started.
Not started: Employee has not started timesheet or leave report.
Pending: Timesheet or Leave Report has been submitted waiting for approval.
Returned for correction: Timesheet that has been sent back for correction by Approver or Super user (HR).
Error: Timesheet or Leave report has an error that must be corrected before submission is allowed.
Completed: Timesheet has been submitted and approved.

11. Approving Timesheets Select PH Pay period
To review individual timesheets select employees name. Click on employee’s name.

12. Approving Timesheets Cont.
Review timesheet in detail. Be sure to scroll down to ensure all information is accurate. Make sure AM/PM’s are correct.
FYI: Holiday pay is double time. (Schedule carefully)
Click Approve button listed under timesheet. (Or Return for Correction.) Note: Page will refresh and display message that timesheet was approved.

13. Approving Timesheets Cont.
Click Previous button to return to the Approver Summary Page.

14. Approving Timesheets Cont.
Returning a timesheet for correction
If you find problems on a timesheet that the employee must correct, return the timesheet for correction.
Click the Add Comment if explanation of corrections is necessary. Press Save. Click Previous button.
Click Return for Correction. Note: Page will refresh and state Time transaction was successfully returned.
In the upper right hand corner; the transaction status will state “Returned for correction”.

15. Approving Timesheets Cont.
Overriding a timesheet
You may need to make a correction to an employee timesheet, if so follow the steps below:
Click on Change Record button or link.
Click on the hyper-link for the hours to be changed.
Comment will be required on clock in/clock out changed.
Click Previous Menu to return to timesheet. Repeat as necessary.
Once corrected. Click Approve.

16. Returning Time After Approval (Timesheets or Leave Reports)
If an Approver accidently approves a timesheet or leave report that needs corrected.
Go into the employees timesheet or leave report.
Click Return time and it will allow the approver to change the record and approve again.
However, the Approver can only access this during the Approver’s window that closes the following day at 3pm. **Can look at submit by date to see when due.**

17. Questions?????

18. Approving Leave Reports
Select PB or PL Then Pay period
To review individual Leave Reports select employees name.

19. Approving Leave Reports Cont.
Review Leave Report in detail. Ensure leave is in correct leave category and time taken off matches your records.
Click Approve button listed under Leave Report. (Or Return for Correction.) Note: Page will refresh and display message that timesheet was approved.

20. Approving Leave Reports Cont.
Returning a Leave Reports for correction
If you find problems on a Leave Report that the employee must correct, return for correction.
If the employee submits Leave report too early and needs to add time or make corrections, return for correction.
Click the Add Comment if explanation of corrections is necessary. Press Save. Click Previous button.
Click Return for Correction. Note: Page will refresh and state Time transaction was successfully returned.
In the upper right hand corner; the transaction status will state “Returned for correction”.

21. Setting up a Proxy (Backup Approver)
A Proxy is a person who can act as an Approver in the Approver’s absence.
Log into my.opsu.edu
Click Self-Service icon.
Select Employee tab.
Click on Timesheet or Leave report.
Select hyper link Proxy set up.

22. Setting up a Proxy (Backup Approver) Cont.
Scroll through the list of names. (The list is LONG as it contains every name in the OSU/A&M system)…. So keep scrolling!! Until you find the name you are looking for. 
Check Add. Press Save.
There can be unlimited proxies. Note: Proxies can see everything you see. Your role as an approver is important, choose proxies you can trust.

23. Acting as Proxy Go to my.opsu.edu Select Self-Service
Click on Employee Tab
Select either leave or timesheet.
Drop down on Act as Proxy and choose Approver’s name.
Press Select.
Once selection is made follow the Approver guide for either the Leave Report or Timesheet or both.

24. Questions?????? Contact Dana or Melissa in Payroll with questions:
Dana – ext or
Melissa - ext or