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.
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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.
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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.
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The Reviewer Comments field is available to add a notation as to why the agreement was approved or denied.
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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.
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Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following related topics are available: |
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.
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 on .
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.
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.