RCCD E T RI E VE CE NT RAL T RAI NI NG RCCD E le c tr - - PowerPoint PPT Presentation

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RCCD E T RI E VE CE NT RAL T RAI NI NG RCCD E le c tr - - PowerPoint PPT Presentation

Jul 07, 2023 36 likes •346 views

RCCD E T RI E VE CE NT RAL T RAI NI NG RCCD E le c tr onic F or ms T r aining for Or iginator s and Appr ove r s OVE R VIE W Vac ation / T ime -Off Re que sts Abse nc e Affidavits Payr oll / Galaxy Pr e fe

slide-1
SLIDE 1

RCCD E T RI E VE CE NT RAL T RAI NI NG

RCCD E le c tr

  • nic F
  • r

ms T r aining for Or iginator s and Appr

  • ve r

s

slide-2
SLIDE 2

OVE R VIE W

Vac ation / T ime -Off Re que sts Abse nc e Affidavits Payr

  • ll / Galaxy
slide-3
SLIDE 3

BE F ORE WE CONT I NUE …

 Pr

e fe r r e d Br

  • wse r

is Chr

  • me (but most mode r

n, up-to-date br

  • wse r

s should wor k fine . IE not suppor te d)

 R

  • le s: OR

IGINAT OR S AND ACT OR S

 ORIGINAT

ORS ar e anyone who c an ac c e ss and submit a for m.

 ACT

OR S ar e par t of the Appr

  • val Wor

kflow and c an “ac t” upon an e for m.

slide-4
SLIDE 4

ACCE SS AND SE CURI T Y

 Single Sign-On thr

  • ugh Por

talGuar d

 Ac tive Dir

e c tor y Authe ntic ation

 Inte gr

ate d and Ac c e ssible thr

  • ugh GO.RCCD.E

DU

 Single Sign-On Re sour

c e s

 Rive r

side City Colle ge - http:/ / www.r c c .e du/ about/ it/ Page s/ wifi.aspx

 Nor

c o Colle ge - http:/ / www.nor c oc olle ge .e du/ Page s/ WiF i.aspx

 Mor

e no Valle y Colle ge - http:/ / www.mvc .e du/ stude nts/ lostpasswor d.c fm

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SLIDE 5

ACCE SS AND SE CURI T Y – WAL K T HRU

 GO.RCCD.E

DU

 Use r

name = mye mail@r c c d.e du

 Passwor

d is the same as your Ne twor k and E mail (Offic e 365) passwor d

 F

ir st time use r s

 Alte r

nate e mail

 One -time Passc ode  Mobile Phone se tup  Can be skippe d 3x

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SLIDE 6

YOU CAN NOW ACCE SS E T RI E VE CE NT RAL

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SLIDE 7

E T RI E VE CE NT RAL

slide-8
SLIDE 8

 I

nb o x

 Ac tivity  F

  • rms

 Dra fts  E

xpa nd/ Co lla pse

ACT I VI T Y c o nta ins a list/ histo ry

  • f e fo rms yo u ha ve sub mitte d
  • r a c te d upo n

(Appro ve d/ De c line d/ e tc …) F ORMS c o nta ins a list o f e F

  • rms yo u ha ve a c c e ss to

c o mple te a nd sub mit. DRAF T S c o nta ins a ny e fo rm yo u b e g a n b ut ha d no t ye t Sub mitte d. E XPAND/ COL L APSE a llo ws yo u to minimize o f ma ximize the Me nu Co lumn.

E T RI E VE CE NT RAL

  • NAVI

GAT I ON

I NBOX c o nta ins e fo rms tha t we re de live re d to yo u e ithe r dire c tly o r thro ug h a n a ppro va l wo rkflo w.

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SLIDE 9

COMPL E T I NG AN E F ORM

 Clic k on F

OR MS to vie w the list of e for ms

 Ope n the Vac ation / T

ime -off R e que st e for m

 IMPOR

T ANT : Sinc e this is a live syste m, ple ase use my name (R e ne Balingit) as the Atte ndanc e Pe r son so that I c an r e move any pr ac tic e r e que sts fr

  • m the syste m.
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SLIDE 10

E T RI E VE CE NT RAL – ORI GI NAT OR OPT I ONS

Sub mit

Atta c hme nts

Do wnlo a d

Print

SUBMI T a llo ws yo u to se nd yo ur c o mple te d e fo rm fo r a ppro va l. AT T ACHME NT S a llo ws yo u inc lude a do c ume nt o r ima g e a lo ng with yo ur c o mple te d e fo rm. DOWNL OAD a llo ws yo u sa ve a c o py o f yo ur e fo rm in a PDF file . PRI NT is se lf-e xpla na to ry

  • T

he re c a n b e fo rma t issue s

  • WYSI

WYG Mo b ile Vie w

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SLIDE 11

E T RI E VE CE NT RAL – COMPL E T I NG T HE E F ORM

 Auto-fille d  Dr

  • p-down list

 Date F

ie ld Cale ndar s

 If you pr

e fe r to use Inte r ne t E xplor e r , type in the date in the following for mat YYYY/ MM/ DD

 Inse r

t/ Re move e xtr a line s De skto p Vie w

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SLIDE 12

E T RI E VE CE NT RAL – ASSI GNI NG APPROVAL

 Supe r

visor Se le c t

T ype in the pe r son’s name

Se le c t the c or r e c t pe r son

Pr e ss E NT E R to se le c t your appr

  • ve r

 Atte ndanc e Pe r

son Se le c t

T ype in the pe r son’s name

Se le c t the c or r e c t pe r son

Pr e ss E NT E R to se le c t your atte ndanc e pe r son

IMPORT ANT : Sinc e this is a live syste m, ple ase use my name (Re ne Balingit) as the Atte ndanc e Pe r son so that I c an r e move any pr ac tic e r e que sts fr

  • m the syste m.
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SLIDE 13

E T RI E VE CE NT RAL – ACK NOWL E DGE AND SUBMI T

 Ac knowle dge me nt of ac c ur

ac y Che c k Box

 Submit and/ or

  • the r
  • ptions
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SLIDE 14

E T RI E VE CE NT RAL – E RROR ME SSAGE S

 Pop-up in uppe r

r ight-hand c or ne r

 Will ide ntify missing or

inc or r e c tly for matte d infor mation

 Br

ie fly displaye d

slide-15
SLIDE 15

APPROVAL ROUT I NG

 Appr

  • ve r
  • Supe r

visor

 E

mail notific ation

slide-16
SLIDE 16

E T RI E VE CE NT RAL – ACT OR OPT I ONS

 Appro va l Ro uting

slide-17
SLIDE 17

E T RI E VE CE NT RAL – ACT OR OPT I ONS

 E

mail Notific ation

 Dir

e c t to e for m  Inbox Notific ation  Clic k on Inbox

 E

xpand L ist

 Clic k onc e to se le c t pac kage  Clic k a se c ond time to vie w

slide-18
SLIDE 18

E T RI E VE CE NT RAL – ACT OR OPT I ONS

 Now vie wing a submitte d Vac ation / T

ime -off Re que st e for m

 R

e vie w infor mation submitte d

 Ac t upon the r

e que st Mo b ile Vie w

slide-19
SLIDE 19

 Appro ve  De c line  Re fe r  Re turn  Histo ry  Atta c hme nts  L

  • c ke d

 Unlo c ke d  Do wnlo a d  Print  Mo re APPROVEa llo ws the Ac to r to

a ppro ve the e fo rm whic h will a uto ma tic a lly ro ute the e fo rm to the ne xt a ppro ve r o r a uto ma te d a c tivity.

E T RI E VE CE NT RAL – ACT OR OPT I ONS

De c line a llo ws the Ac to r to

re je c t the re q ue st fo r a ppro va l

  • f the e fo rm whic h will

a uto ma tic a lly ro ute

Re fe ra llo ws the Ac to r to ha ve

a no the r pe rso n re vie w the re q ue st a nd a c t upo n it. Se a rc h b y la st na me first

R e tur n a llo ws the Ac to r to se nd

the re q ue st b a c k to a ny pe rso n in the wo rkflo w. Se a rc h b y la st na me first

Attac hme nts a llo w yo u to

inc lude a file (ima g e o r do c ume nt) with the e fo rm. No F ile T ype re stric tio n o r size

L

  • c ke d this b utto n indic a te s

po sse ssio n fro m a g ro up me mb e r. No o the r pe rso n c a n Ac t upo n the e fo rm.

Histor y c o nta ins the Pa c ka g e

a nd Audit Histo ry fo r re q ue sts a nd no te s. A re d ic o n will a ppe a r if the re a re unre a d no te s.

Unloc ke d this b utto n indic a te s

no po sse ssio n o f the e fo rm. Gro up me mb e rs ma y a c t upo n the e fo rm.

Download this b utto n a llo ws

yo u to do wnlo a d a c o py o f yo ur e fo rm into a .PDF file . WYSI WYG

PR INTis se lf-e xpla na to ry

  • T

he re c a n b e fo rma t issue s

  • WYSI

WYG

MOR EHidde n ic o ns. Use the

c o lla pse ic o n to re duc e Ma in Me nu a nd e xpo se ic o ns

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SLIDE 20

E T RI E VE CE NT RAL – ACT OR OPT I ONS

 Inhe r

it – What do you me an by “Inhe r it” appr

  • val abilitie s?

 R

e fe r an e for m

 Obtains pr

ivile ge s of the pe r son who r e fe r r e d the e for m

 May be e le vate d  T

e mpor ar y

Re fe r

slide-21
SLIDE 21

E T RI E VE CE NT RAL – ACT OR OPT I ONS

Histo ry

 Pac kage Histor

y

 Whe re its b e e n  Whe re it is

 Audit Histor

y

 What was e nte r

e d

 Who E

nte r e d it

 What was Change d  Who Change d it

slide-22
SLIDE 22

E T RI E VE CE NT RAL – ACT OR OPT I ONS

Histo ry

 Audit Histor

y – Vie w Change s

 Clic k on VIE

W CHANGE S

 Clic k CL

OSE to display e ntir e sc r e e n.

 Clic k on to vie w the Histor

y

  • f that fie ld.

 R

e fr e sh your br

  • wse r

to c le ar the ic ons.

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SLIDE 23

APPROVAL ROUT I NG

 Appr

  • ve r
  • Supe r

visor

 E

mail notific ation

 Atte ndanc e T

r ac king – Pr imar y Atte ndanc e Pe r son

 Use Re fe r

for se c ondar y Atte ndanc e Pe r son for T r ac king

 Data Stor

e d in SQL database

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SLIDE 24

E T RI E VE CE NT RAL – ABSE NCE AF F I DAVI T

slide-25
SLIDE 25

E T RI E VE CE NT RAL – ABSE NCE AF F I DAVI T

 L

aunc h the e for m fr

  • m the F

OR MS list

 Comple te the e for

m

 L

e ave T ype dr

  • p-down

 T

  • p 10 liste d ar

e most popular

 Re maining ar

e Alphabe tize d

slide-26
SLIDE 26

E T RI E VE CE NT RAL – ABSE NCE AF F I DAVI T

 E

mploye e Info Se c tion

 E

mploye e T ype is re q uire d

 We e ke nds?  Auto -po pula te d

slide-27
SLIDE 27

E T RI E VE CE NT RAL – ABSE NCE AF F I DAVI T

 We e ke nd Sc he dule s  4/ 10 sc he dule  L

e ave T ype : Vac ation, Comp T ime , or PN

 Par

tial Days Re por te d Se par ate ly Pa rtia l Da ys

Wo rk We e ke nds? Off Da ys 4/ 10 De fine Off Da ys

slide-28
SLIDE 28

E T RI E VE CE NT RAL – ABSE NCE AF F I DAVI T

 Appro va l Ro uting

 Supe rviso r  Atte nda nc e Pe rso n

 Co nfirma tio n Che c k Bo x  Sub mit  IMPOR

T ANT : Sinc e this is a live syste m, ple ase use my name (Re ne Balingit) as the Atte ndanc e Pe r son so that I c an r e move any pr ac tic e r e que sts fr

  • m the syste m.
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SLIDE 29

E T RI E VE CE NT RAL – ACT OR OPT I ONS

 Similar

to Vac ation/ T ime -off R e que st

 Appr

  • ve r
  • Supe r

visor

 E

mail notific ation

 Atte ndanc e T

r ac king – Pr imar y

 Use R

e fe r for se c ondar y Atte ndanc e T r ac king

 Data Stor

e d in SQL database

slide-30
SLIDE 30

APPROVAL ROUT I NG - COMPL E T E

 SQL

Re por ting

 Atte ndanc e Pe r

son – R e c onc iliation

 Payr

  • ll – Ge ne r

ate Monthly Galaxy Upload

 De par

tme ntal Monthly Re por ts Obsole te

slide-31
SLIDE 31

SUMMARY

 L

  • g in thro ug h GO.RCCD.E

DU

 F

ORMS Va c a tio n / T

ime -o ff Re q ue sts & Ab se nc e Affida vit

 We e ke nd sc he dule  Par

tial Days liste d individua lly

 Confir

m b e fo re Submitting

 Histor

y to I

nc lude a c omme nt, me ssage, o r note

 E

mail no tific a tio ns

 Mobile F

rie ndly