Last Update:

04/23/08 5:29 PM

   
 

Display Quota Overview

ESS

Change History

Update the following table as necessary when this document is changed.

 

Trigger:

 Perform this procedure to display your quota overview.

 

Business Process Procedure Overview

 Employee Self-Service (ESS) enables employees to perform their own administrative tasks in support of life and work events.

 

The Quota Overview service is located in the 'My Working Time' Workset in ESS.  Employees can use this service to monitor their quota entitlements and to plan time off.

 

 

  

 

Procedure:

 

 

1. Start all ESS applications by logging on to the BEACON Portal.

BEACON Portal: Log On Screen

2. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

NCID

The NCID is used by all NC State employees to access SAP

R

Enter value in NCID.

Example: zsapxss0001

Password

The employee's system password

R

Enter value in Password.

Example: ********

3. Click the Log on  button.

Information:  After the initial log-on, there will be no additional log-on prompts to access business functions due to Single Sign-On (SSO).

Information:  After the user is logged on, the business packages and tabs on the main page will vary by the user, depending on their roles and authorizations.  For example, only managers will see a tab on their screen for My Staff (MSS) when they log on to the portal.

Critical:  When using web applications that maintain or create data, always ensure you leave the application (or log off) when you complete your work.  This will prevent record locking.

4. After logging on, the user will be defaulted to the BEACON Home Page.

BEACON Portal Home Page

5. Click the My Data (ESS)  tab.

ESS: Overview Page

Information:  The Overview page shows all the available Worksets in ESS.  A Workset is a grouping of web applications by functional area (e.g. Benefits, Time Management, etc.).

6. Users can go to the next level of navigation, the Area page, by selecting the Workset in three possible actions.  Select the Workset, 'My Working Time,' by performing one of the following functions:

Activity

Notes

 

 Select the Workset tab.  The Workset tabs are located below the Business Package tab (i.e. ESS, MSS, etc.).

 

 Click the icon for the Workset, 'My Working Time.'

 

 Click the main hyperlink for the Workset, 'My Working Time.'

 

Area: My Working Time

Information:  The Area page includes all the associated web applications for that Workset, the links to access the applications, and a short description of each application (if applicable).

7. To go to the Quota Overview service, click the hyperlink. 

Quota Overview

Information:  The following two balances are displayed:

· Entitlement - The entitlement balance shows the amount the employee has accrued so far.

· Remainder - The remainder balance shows the current balance (Entitlement minus Used).

Information:  To narrow the display to a specific Entitlement Type, select the Entitlement Type from the drop-down and click .  The system will default to display 'All Types.'

Information:  The balances are displayed as of the current date.  To reconcile balances for a date in the past, contact your Time Administrator.

8. The system task is complete.

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