TACS: Time and Attendance Collection System Supervisor ...

[Pages:197]DRAFT

TACS TRAINING

TACS: Time and Attendance Collection System

Supervisor Training

Participant's Workbook

Course 31267-01 April 2012

Finance

Payroll

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Participant's Workbook

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TACS TRAINING

Use of Training Materials

These course materials are intended for training purposes only. They have been prepared in conformance with existing USPS policies and standards and do not represent the establishment of new regulations or policies.

Copyright 2012 by Finance United States Postal Service, Washington DC 20260-5240

All rights reserved. No part of this publication may be reproduced in any form or by any means without permission, in writing, from Finance.

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TACS TRAINING

Certain parts of this publication may contain copyrighted materials from other sources the reproduction of which for this specific training use has been interpreted not to exceed the fair use clause of the copyright regulation (Ref. 371.5 ASM).

A Commitment to Diversity

The Postal Service is committed to fostering and achieving a work and learning environment that respects and values a diverse workforce. Valuing and managing diversity in the Postal Service means that we will build an inclusive environment that respects the uniqueness of every individual and encourages the contributions, experiences, and perspectives of all people.

It is essential that our work and learning environments be free from discrimination and harassment on any basis.

In our classrooms, on the workroom floor, in casual conversation, and in formal meetings, employees and faculty are asked to encourage an open learning environment that is supportive to everyone.

Course materials, lectures, classroom debates, and casual conversation should always reflect the commitment to safety and freedom from discrimination, sexual harassment, and harassment on any prohibited basis.

EAS training staff has a professional obligation to provide a safe, discrimination-free, and sexual harassment-free learning environment. Instructors are expected to support this commitment. Class participants are asked to support the goal of zero tolerance of behavior that violates these commitments.

If you find course material that is presented in the classroom or in self- instructional format that does not follow these guidelines, please let an instructor know immediately.

If classroom discussions do not support these principles, please point that out to the instructor as well.

Diversity is a source of strength for our organization. Diversity promotes innovation, creativity, productivity, and growth, and enables a broadening of existing concepts.

The Postal Service's policy is to value the diversity of our employees, customers, and suppliers, to do what is right for our employees and the communities we serve, thereby ensuring a competitive advantage in the global marketplace.

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Table of Contents

Module 1 ? Introduction

1

About TACS

3

Functionality and Benefits of TACS

4

Business Function

6

System Use

6

Sample Reports

7

TACS Assistance

7

Course Objectives

8

Module 2 ? Logging in and Navigating in TACS

9

Security

10

Finding TACS from the Blue Page

10

Logging into TACS

12

Navigating in TACS

13

System Menu

14

Site Menu

15

External Menu

16

Help Menu

17

Display Error

19

Show Key and Button Short Cuts

19

Calendar

19

Additional HELP Tools

20

Window Menu

20

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Module 3 ? The Employee Menu

22

Badge Maintenance Module

23

Employee Maintenance Module

26

Job Assign/Weekly Schedule Tab

28

Daily Varied Schedule Tab

31

Daily Schedules Tab

31

Prior Assignment Tab

33

Leave Information Tab

34

Module 4 ? The Time Menu

35

Clock Ring Editor

38

Navigating in the Clock Ring Editor

41

Radio Buttons

42

Finding an Employee Record

43

How the Find Feature Works

43

Headings

44

Job Assignment Button

48

Pre-Process Button

49

Add Button

50

Delete Button

52

Duplicate Button

53

Change Button

53

P/L Error Button

53

Overtime and Higher Level Authorization

56

Overtime Authorization

56

Higher Level Authorization

60

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Entering Leave

66

Transferring Hours

67

PPWK Holds

71

Single Employee Holds

72

Entire Pay Location Holds

72

Individual Exercise #1

73

Module 5 ? The Reports Menu ? Basics and the Big Four 78

TACS Report Parameters

79

The Report Queue

81

Daily Report Pulls

84

The Clock Ring Error Report

85

Individual Exercise #2

86

The Missing Time Report

89

The Unauthorized Overtime Report

92

The Hours/Type Inquiry Report

93

Individual Exercise #3

96

Module 6 ? The Reports Menu ? All the Rest

98

Reports Exercise

105

Individual Exercise #4

111

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