Overview
The following is an overview of how to Submit Contracts from the Manager View, within Panthersoft HR Employee Self Service.
Process
First login to Panthersoft HR Employee Self Service.
Navigation Path
Main Menu > Human Resources Admin > Contracts > View Contracts by Person.
Creating a Contract
BEFORE creating a contract and to avoid duplicate contract entries/overpayments validate there are no active contracts by:
- Contract (“Find an Existing Value”) or
- View Contracts by Person
“Key Fields” cannot be changed. If change is needed, then you must cancel and create a new contract:
- Contract Category
- Empl ID
- Set ID
- Salary Administration Plan
Contract Details
Once the header information is added, you will be able to enter contract details. The status of the contract will display as “Pending” until it is submitted by the initiator.
- Effective Date: Default to today’s date.
- End Date: If end date is less than or equal to the current pay period end date then the system will automatically select the lump sum check box.
- Lump Sum: A contract can also be designated by the initiator to be a lump sum (paid at the end of the contract).
- Biweekly Rate: Calculated by the module based on contract amount, and start and end dates.
- Course Details: Section available only for teaching contracts (primary instructor).
- Percent of Distribution: All contracts are 100% funded from one combination code.
- Comments: For informational purposes only.
Action Fields
- Submit: Action that will start the approval process for a contract. The contract status will change to “Submitted.”
- Save: This will not submit the contract for approval. The contract status will remain “Pending.” The initiator can “save” the information and come back at a later time to submit for approval.
Graduate Assistant Contracts
- Career Details: Values are automatically populated from campus solutions based on student records. The required GPA is validated based on Graduate School requirements.
- Academic Year and Session: Once the fields are selected the start and end dates will default; can be modified by the initiator.
- Biweekly Rate: Calculated by the module based on contract duration (start/end) and amount.
- Percent of Distribution: All contracts are 100% funded from one combination code.
Approver Worklist
The approvers will have pending transactions on their Worklist. It will also provide the link to the contract pending approval.
Additional Fields
- Personalize: Allows you to sort the contract list by columns in ascending or descending order.
- Find: Allows you to enter any contract detail displayed for quick find.
- View All: By default, lists three contracts. When more than three contracts are available, you can click on “View All” to expand list to all.
- Employee can also use the “first/last” and “back/forward” arrows to view contract list.
- Zoom : Brings contract list forward. Click Return to zoom back.
- Download : Will download contact list to an excel spreadsheet (.xls format).
- Contract Number: Click on hyperlink to view contract details such as funding source, view supporting documents and approval process monitor.
- Contract Status:
- Submitted – Pending one or more approvals.
- Approved – All approvals completed, contract is ready for payroll processing.
- Processed – Payroll has processed the contract for payment.
- Denied – Contract did not pass through the approval process.
- Cancelled – Contract approved, but later cancelled. Click on contract number hyperlink to see contract for cancellation reason.
-
- Superseded: Changes to processed contract were submitted. New contract replaces superseded contract.
-
-
- When contract is opened (via number hyperlink), you can reference the superseding/superseded contract.
-
Any questions or concerns regarding the details of a contract should be directed to the corresponding department. A department representative will contact Human Resources or Payroll if needed.