Sign Off Agreements

The Sign Off Agreements screen is where the message is defined which displays when an employee signs off on his/her 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 his/her 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:

Employee needs TA Employee (Signoff/Unsignoff) role. The supervisor or manager needs the TA Administrator role.
TA Application Indicator TA Solution Standard 3 must be set to Y.
Organization Unit Indicator TA Solution Standard 7 must be set to either I or to P (with a parent organization unit set to I).
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).
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:

Action	Result
Employee adds a new request, or edits or deletes an existing request	Signoff is not removed
Manager denies or cancels a request, or the Pay Period Close process cancels a request	Signoff is not removed
Manager approves a request	Signoff is removed

Indicators are set to Assume Approval and two days. An employee signs off, then within the two day window:

Action	Result
Employee adds a new request, or edits or deletes an existing request	Signoff is removed
Manager denies or cancels a request, or the Pay Period Close process cancels a request	Signoff is removed
Manager approves an existing request	Signoff is not removed

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 requests will be denied by the system and the affected employees' signoffs will 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.

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."
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.

Depending on the page displayed, the following fields may be available:

The following additional section options are available in the left pane:

General

Factors

Roles

Calculation Rule Hierarchy

Device Assignments

Schedule Partners

Pay Code UDF Categories

Productivity Coverage Sets

Organization Unit Parent/Child Relationships

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 bullets, is available to configure the message; formatting counts toward the maximum characters allowed in this field.