Viewing and/or Handling Schedule Incentive Agreements
Once Schedule Incentive Agreements records have been selected from the Search screen, the user has the option to either approve or deny them.
- Click on the Approve button to approve this employee's schedule incentive agreement and to activate the employee's authorization to participate in Schedule Incentive. The effective date and time of the agreement is automatically entered by the system based on the time the request is approved.
- Click on the Deny button to deny approval of this agreement. If a signed request is required to participate in Schedule Incentive, the employee is not eligible to participate. The employee can submit another agreement through the employee Schedule Incentive Agreement screen in the employee record.
- The
Reviewer Comments field is available to add a notation as to why the agreement was approved or denied.Free-form text field for the reviewer to add any comments regarding the approval/denying of the employee Schedule Incentive Agreement Terms.
- If more than one record was selected, use the arrows in the Agreement Navigator in the left pane to scroll to other records.
Note: If system indicators are set to automatically approve schedule incentive requests, the system automatically sets the effective date and time when the employee signs the agreement. A supervisor still has the option to suspend an employee agreement through this screen.
Agreement
The code identifying this schedule incentive agreement record. The terms are previously set up on the Schedule Incentive Agreement configuration screen.
Approved By (Code)
The employee code of the user who reviewed and approved the schedule incentive agreement for the employee.
Approved By (Name)
The name of the user who reviewed and approved the schedule incentive agreement for the employee.
Effective
The date the schedule incentive agreement becomes effective. This is the date when the agreement is approved by the supervisor.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Employee
The name and code of the employee who signed the agreement is automatically entered by the system.
Employee Comments
Free-form text field to view any comments entered by the employee regarding the Schedule Incentive Agreement Terms, including missing license or education tracking information.
Reviewer Comments
Free-form text field for the reviewer to add any comments regarding the approval/denying of the employee Schedule Incentive Agreement Terms.
Schedule Incentive Agreement Terms
Free-form text field where the terms of the Schedule Incentive feature are written out. The employees must accept the terms of the agreement in order to be eligible to participate in the Schedule Incentive process.
Note: Employees accept the Schedule Incentive Agreement Terms in the Employee Record>Incentive Agreement page.
Signed
The date and time the schedule incentive agreement was signed by the employee. This is automatically entered by the system when the record is signed and saved.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Signed By
The name and employee code of the user who signed the schedule incentive agreement.
Status
The current status of the employee's schedule incentive agreement. Options are Approved, Denied, Suspended, and Requested.
