LeaveTraq (Printable Version - in Adobe PDF)
More Than Simply a Better Way to Request Leave
E-Z Instructions
LeaveTraq is organized around roles. How you use LeaveTraq depends on which role you are performing while in the system. Each employee of Texas Cooperative Extension and Texas Agricultural Experiment Station who is eligible for paid leave has at least one role - employee. A role is a function or duty performed by you as you fulfill the requirements of your job.
The roles used in LeaveTraq are:
I. Employee
II. Manager
III. Administrator (Unit/Department or Central)
The following instructions are designed to give you a quick start in how to use LeaveTraq. A more comprehensive understanding of the program can be gained by reviewing the documentation in the Help Section.
I. Employee Instructions:
The first time you use LeaveTraq
A. Logon at http://leave.tamus.edu
1. Employee ID is your TAMUS Universal Identification Number (UIN) (or temporarily, your social security number (no spaces)
2. Password is set initially to your date of birth (mm/dd/yyyy)
B. Reset your password first time you login.
C. Set book mark for future use of LeaveTraq. (Suggest you set short-cut on desktop for quick access to LeaveTraq. Contact your computer support person for help if needed.)
D. Review the personal data listed on your "Home" tab. (Click on "more >" under the Title. Report any errors to your unit/departmental leave administrator.)
E. We recommend you click on "Help" button to read the help screens under the Employee Roles link. This information will explain how to use the system as well as basic concepts.
F. Logout when finished.
Employee day-to-day use:
A. Logon at http://leave.tamus.edu
B. Click on tab above your name for the function needed, e.g., Request Leave. You can refer to the Help pages for additional instruction and/or definitions.
C. Logout when finished.
II. Manager Instructions:
The first time you use LeaveTraq
A. Complete steps A. thru E. of the Employee Instructions.
B. Click on Manager tab to change the tabs across page above your name.
C. Click on My Employees to confirm the list of employees reporting leave to you for approval. Report discrepancies in the list to your unit/departmental leave administrator.
D. Click on My Delegates to establish the delegates you want as back-up to your in-box.
E. Logout when finished.
Manager day-to-day use:
A. Login at http://leave.tamus.edu
B. Review pending documents as appropriate. See Help pages for additional instructions and/or definitions. Currently, managers can only take two actions on pending documents: approve or reject.
C. Logout when finished.
III. Administrator (Unit/Departmental or Central) Instructions:
The first time you use LeaveTraq
A. Complete steps A. thru E. of the Employee Instructions.
B. Click on Departmental Admin or Central Admin tab to change the tabs across the page above your name.
C. Establish the relationship for each employee listed under Employee List.
1. Click on Relationship tab; select "More >" to add additional managers
2. Click on the Edit button for each employee
3. Enter the PIN for each manager assigned to the specific employee
4. Save the information, go to next employee
D. You can appoint delegates for managers in your unit/department if requested.
E. Logout when finished.
Administrator day-to-day use:
A. Login at http://leave.tamus.edu
B. Review pending documents as appropriate, e.g., complete administrative review. See Help for instructions regarding duties during this review. We suggest you read the section Concepts for Leave Administrators.
C. Logout when finished.
February 7, 2003