CU Boulder Human Resources

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If an open Percent of Time Change case has: 1) a Begin Date or 2) an End Date in the current month, it will show up in the Homepage report “HRSC - Open Cases Due This Month.”

 

*Click on the images below to enlarge.

Resolving a ‘Begin Date Percent of Time Change Case

  1. Open Percent of Time Change cases that require action in the current month will show up on the Homepage report. You won’t know if it requires action on the Begin Date or End Date until you view the case.

    Select a Percent of Time Change case by clicking on the case number.


  2. If the Begin Date is in the current month, make the necessary FTE updates in HCM


  3. Once the Begin Date FTE is updated in HCM, double-click on the FTE Updated in HCM field in Salesforce


  4. Document the date the Begin Date FTE was updated in HCM, and then click Save


  5. When FTE Updated in HCM is populated, percent of time change cases with a Begin Date in the current month will: 1) be considered resolved, and 2) be removed the Homepage report until the End Date is in the current month.

Closing an ‘End Date Percent of Time Change Case

  1. Open Percent of Time Change cases that require action in the current month will show up on the Homepage report. You won’t know if it requires action on the Begin Date or End Date until you view the case.

    Select a Percent of Time Change case by clicking on the case number.


  2. If the End Date is in the current month, make the necessary FTE updates in HCM


  3. Once the End Date FTE is updated in HCM, double-click on the Date Closed field in Salesforce


  4. Document the date the End Date FTE was updated in HCM in the Date Closed field, and then click Save


  5. When Date Closed is populated, percent of time change cases with an End Date in the current month will: 1) be considered closed, and 2) be removed the Homepage report.







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