Training


 


 


Time & Attendance Users

Time & Attendance Video Series for Employees

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an employee.
Format: Online Training
To View:

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Instructions for Long-Term PTO Cash In

Employees who have a Long-Term PTO (LTPTO) balance of two hours or more may request a “cash in” payment for that time. Eligible employees should use the API Time and Attendance system to request a Cash In. These documents provide instructions for such requests, along with important information.   (Last Modified 11/22/16)
Format: Reference/Handout
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Time & Attendance Managers

Time and Attendance Overview Training

This session is designed to provide individuals with editor and approver permissions with a better understanding of the time and attendance tool. Participants will learn how the tool integrates with overall payroll operations. They will see a high level demonstration of the tool, explore basic functionality of the tool, and discuss departmental business processes that must be considered to use the tool effectively and efficiently. They will also review different reports available to editors and approvers and applicability of some of the most widely used reports. Please note, this is not a hands-on training and focus will not be given to the scheduling and educational tracking components of the tool. A series of online videos are available to supplement this training session.

Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Department Payroll Representatives
Duration: 2.5 hours
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke's LMS (pdf)
September 2012 Presentation used for Go-Live (University/School of Medicine) (pdf)

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Time & Attendance Video Series for Approvers

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an approver.
Format: Online Training
To View:

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Time & Attendance Video Series for Editors

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an editor.
Format: Online Training
To View:

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Guide for Managers/Supervisors: Time and Attendance Upgrade

This guide is designed for managers to review with employees prior to and/or in conjunction with the launch of the time and attendance upgrade. The guide reviews what is changing and what is not changing as a result of the upgrade in terms of Duke Policies and business processes. Additionally, screen shots are provided of critical information important to employees. Finally, reminders focus employees on what they should do, how they should prepare, and where they can go to view online training videos.   (Last Modified 09/20/12)
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Staffing & Scheduling & EdTrack Users

ACTS3 Staffing & Scheduling/EdTrack User Group Meeting for DUH

This class will point out some shortcuts and special features in Staffing & Scheduling. There will also be time to address questions and problem solving from the participants.
Target Audience: Any Staffing & Scheduling/EdTrack user
Format: Classroom Training
To Register:

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ACTS5 Staffing & Scheduling/EdTrack User Group Meeting for DRH

This class will point out some shortcuts and special features in Staffing & Scheduling. There will also be time to address questions and problem solving from the participants.
Target Audience: Any Staffing & Scheduling/EdTrack user
Format: Classroom Training
To Register:

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ACTS6 Staffing & Scheduling/EdTrack User Group Meeting for DHRH

This class will point out some shortcuts and special features in ActiveStaffer. There will also be time to address questions and problem solving from the participants.
Target Audience: Any Staffing & Scheduling/EdTrack user
Format: Classroom Training
To Register:

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Self Scheduling

Self scheduling directions for use with API Healthcare
Format: Manual or Guide
To View:
View Handout (pdf)

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Registering and Withdrawing from a Class

Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


EdTrack Managers

EDS26 Tracking Unit Based Classes

This 2 hour class covers how to run EdTrack reports, entering degrees and certifications for employees, and tracking unit based education such as staff meetings, read and sign posters, and unit based inservices.
Target Audience: Managers and one designee per cost center.
Duration: 2 hours
Format: Classroom Training
To Register:
Related Materials: EdTrack User's Guide (pdf)

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Creating and Committing a Class

Format: Manual or Guide
To View:
View Handout (pdf)

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EdTrack Manual

Target Audience: This handout provide EdTrack Managers the following information: Class Registration via EdTrack, To Withdraw from a scheduled class that is NOT LIMITED, Employee Transcript Report – Allows the employee to run their own education report, Supervisor Employee Transcript, Employee Education Completion Report – best used to check a specific course attendance, Custom Pooled Reports, Life Support Report, Certification Report – see steps for Life Support report, Pooled Courses without Expiration Dates Report – see steps for Life Support report, Exporting to Excel, Schedule a class, See if the class already exists, Create a new class, Add a Classroom, Add an instructor, Add employees to existing class, Transaction Entry (committing a class), To enter a degree or certification, Adding a License, Update a License
Format: Manual or Guide
To View:
View Manual (pdf)

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Running Reports

Format: Manual or Guide
To View:
View Handout (pdf)

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Searching for an Employee or Employee Class Schedule

Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Scheduling Managers & Schedulers

EDS732 API Staffing and Scheduling for Managers/Schedulers

This three hour class will cover how the system was initially set up, how to open, create, edit and print a schedule, how to create filters, and how to run reports
Target Audience: New Department Managers or Scheduling Committee Members
Duration: 3 hours
Format: Classroom Training
To Register:
Related Materials: Handout: Staffing and Scheduling for Managers (pdf)

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EDS734 API Staffing and Scheduling for Schedule Maintenance

This 2 hour class covers how to keep a schedule updated daily. Participants will learn to enter calls outs, cancels, floats, indicate that an employee left work early, and add an employee to the schedule. Participants will also learn to run the daily roster report so that the charge nurse will have an accurate list of who is working on the next shift.
Target Audience: Department Managers and Schedulers
Duration: 2 hours
Format: Classroom Training
To Register:
Related Materials: Handout: API Staffing and Scheduling for Schedule Maintenance (pdf)

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Time & Attendance Video Series for Approvers

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an approver.
Format: Online Training
To View:

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Scheduled Maintenance Activity Code Cheat Sheet

Format: Reference/Handout
To View:
View Handout (pdf)

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Self Scheduling

Self scheduling directions for use with API Healthcare
Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Employee Orientation

Nursing Orientation

These new Nursing employee documents outline important information such as tracking your work time at Duke, Paid Time Off (PTO) guidelines, pay premiums, pay & holiday schedules, and reviewing or changing your personal information online.   (Last Modified 11/03/11)
Target Audience: New Nursing employees at DUHS.
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.