Integrated Time and Attendance System ITAS

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Integrated Time and Attendance System (ITAS)

• ITAS Coordinator Web

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Main Menu

• Login to ITAS
• Click on Administrative Officer (ITAS Coordinator)

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Dashboard

• Dashboard will list all of your employees.
• Employees are in alpha order to change order to
  SSN click on tab marked SSN. Click on tab
  Personal to change alpha order from ascending to
  descending.
• You will need to use the scroll bars at the
  bottom of the screen and to the right of the
  screen.
• Using right scroll bar check to be sure you
  have all your employees.

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Dashboard continue

• Using the scroll bar at the bottom of your
  screen look at all the different headings.
• Clicking on the headings only changes the order
  from ascending to descending or vise versa.

5
ADD NEW EMPLOYEE Profile

• Click on New Emp
• Type in Social Security Number without dashes
• Click on New
• Click OK

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New Emp Personal Tab

• Complete each field
• Boxes with beside them indicate that this is
  mandatory information. ITAS will not let you
  leave profile until all mandatory information is
  completed.
• Click OK

7
Confirmation Screen

• Screen appears after every change made to
  employee profile or timecard.
• You have the option to turn off the confirmation
  screen by checking the box.

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NEW Emp Profile - Payroll

• This information is required to assure employee
  will be paid correctly.
• Complete all required boxes.
• Boxes with are mandatory.
• Although the Service Computation Date box is not
  mandatory ITAS cannot determine when an
  employees leave category should change if it is
  left blank.
• Click OK
• Click on Create Leave Balance

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New Emp Profile Tour of Duty

• Information used to create timecard.
• Tour Type click on down arrow and choose
  type. Then click GO button.
• ITAS will pre fill boxes in accordance with tour
  type chosen.
• Boxes with are mandatory.
• Click on the appropriate leave category.
• Click on Required Lunch Break for full time
  employees.

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New Emp Tour of Duty continue

• Check Distribution of Biweekly Basic Work
  Requirement to assure employees start and end
  times and tour hours are correct. Flexible work
  schedules start and end times are not required.
• This is what is used to populate the employee
  timecard.
• If you change tour type then you must
• Update employee tour start and end times.
• Update tour hours
• Click OK

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New Emp-Timecard

• New employees will not have a timecard in ITAS
  until you click the create timecard button.

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New Emp-Create Timecard

• Tour of Duty Tab is where you will create
  employees timecard once you have updated tour
  information and received confirmation.
• Click on Create Timecard
• Once timecard has been created the button will
  no longer appear on screen.

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NEW Emp-Options Screen

• Click the check boxes to set the employees
  access level. 
• A 5 digit TK number must be entered if the
  employee is a Timekeeper.
•   Click OK

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New Emp-Leave Balance Screen

• New employee annual and sick leave accrual will
  be updated automatically at end of pay period.
• Far right hand side of screen were it say
  Annual enter 240 maximum carry-over
• If employee has previous service leave balances
  then you will update this screen as appropriate.
• Projected Annual Leave Balances
• Click on More to see additional leave options.

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New Emp Leave Balance continue

• Click on Begin Balance and enter annual leave
  that will be earned by employee through end of
  leave year.
• ITAS defaults leave restrictions in certain
  leave categories. i.e. FLMA, etc
• ITAS requires you enter a Remark relating to
  update of balances
• Click OK button to update balances.

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Timecard

• Check new employees timecard. Tour hours and
  Regular hours should match.
• You will notice pay period date box. This will
  allow you to switch to previous pay period and
  review that pay periods timecard.
• Exit Click on Dashboard.

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Leave Request

• Leave request screen has a new look!
• From Dashboard scroll over to Leave request and
  click under leave request column for selected
  employee.
• For more leave types click on the button
  and this will give you additional leave options
  as they pertain to the employee.
• You can now enter a remark on your leave
  request.
• Existing Requests will list any existing leave
  request.

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Leave Request - continue

• Complete start date and end date. If partial
  day must complete start time and end time.
• Click on the box beside the leave option and
  enter the number of hours requesting. Although
  ITAS has many options an employee will see only
  options that pertain to them.
• Click OK to submit leave request.

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Relationships-Approving Official

• Change supervisor/employee relationship just
  click on the box beside employees name adds or
  removes the relationship.
• Click OK to update.
• Click the down arrow button to change from
  supervisor/employee to supervisor/alternate
  supervisor relationships.
• Click GO to change.

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Relationships-Timekeeper

• Change Timekeeper/employee relationship just
  click on the box beside employees name adds or
  removes the relationship.
• Click OK to update
• Click down arrow button to change from
  timekeeper/employee to timekeeper/alternate
  timekeeper relationships.
• Click GO to change.

21
LTP-Donations

• Leave Transfer Program use for donations of
  leave or to setup an employee under a voluntary
  leave transfer program.
• ITAS indicates number of hours available for
  donation and hours already donated.
• Go to section Donations click on down arrow
  and select employee/reason for whom you wish to
  donate leave.
• Tab to Hours Type click on down arrow and
  select type of hours.
• Tab to hours enter number of hours.
• Date should default to day of request.
• Click OK

22
LTP-New Account

• Leave Transfer Program use for donations of
  leave and to setup an employee under a voluntary
  leave transfer program.
• Go to section Accounts click on down arrow
  and select reason.
• Tab to Emergency Type click on down arrow and
  select type of emergency.
• Tab to Begin Date enter date of emergency.
• End Date enter the end date of emergency.
• Click OK

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LTP-New Account Added

• New Account has been established for employee.
• You will see reason, emergency type and begin
  date. Also see column for end date, Received,
  Used and Available leave and close box.
• If you close the account by accident it can be
  reopen.

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Organization Tab

• Used to modify or add new organization
  information.
• Click on organization
• To modify different organizations, select the
  appropriate organization.
• Click GO button to display the information.
• Modify information
• Click OK

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Organization New

• Scroll to bottom and click on New to add
• Add new organization type in organization code.
• Tab to abbr enter in organization
  abbreviations.
• Tab to Description enter organization
  complete description.
• Tab To Common Account Number enter number
  beginning with first digit for fiscal year.
  (i.e.5Z111111)
• Lunch Duration equals 0.50
• Click box for Mass Approval and Global leave
  posting.
• Click OK

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Organization-Add continue

• Once confirmation has been completed new
  information should be checked for accuracy.
• If accurate click on dashboard to exit.

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REPORTS

• ITAS offers variety of reports.
• Click on Reports
• Select a report by clicking on down arrow in
  Reports box.
• Fill in applicable parameter. Only applicable
  parameters are used for each report. Others will
  be ignored.
• Click OK
• The requested report will open in new browser
  window.
• To print the report user the browser print
  function.

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Reports continue

• Sample Report
• Print by using browser print function