Time Management Functions

Post on 02-Jan-2016

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Time Management Functions. Payroll Admin Role. Organization Chart. Inherited. Nothing. Setup. None. To access Bill, Staff Person 3’s timecard: Click on the Time Bookmark Click on the Timecard Link. Click on the All Timecards Link. Click on the double box under - PowerPoint PPT Presentation

Transcript of Time Management Functions

Time Management Functions

Payroll Admin Role

Organization Chart

InheritedInherited

Nothing

SetupSetup

None

To access Bill, Staff Person 3’stimecard:Click on the Time BookmarkClick on the Timecard Link

Click on the All Timecards Link

Click on the double box underPlease enter a Resource Name

Type the Resource Name and click on the Filter Button

You may now enter in time for Bill or research a timecard issue

To approve Bill’s time as a Payroll Admin:Click on the Time BookmarkClick on the Time Approval Link

Click on the All Timecards link

Click on the double box underPlease enter a Resource Name

Select Middle Manager 2, Jennifer (Bill’s Supervisor) and click Find under Filter Criteria to the left of the screen

You will now see Bill’s timecardFor approval or rejection by going“through” the supervisor, Jennifer

To enter an Absence RequestFor Bill:Click on the Time BookmarkClick on the Absence Link

Click on All Balances link

Click on the double box underPlease enter a Resource Name

Type the Resource name next to Search and click the Filter button

Click Add Request to add anabsence request for Bill

To view an absence request:Click the Time bookmarkClick the Absence linkClick the All Absence Requests link

Click on the double box underPlease enter a Resource Name

Select your resource and clickthe Find Button under Filter Criteriato the left – you can expand the daterange in this area also

Now you may view Bill’s absencerequest and see it is in a submittedstatus

To approve Bill’s absence request:Click on the Time BookmarkClick on the Time Approval Link

Click the All Absence RequestsLink

Click on the double box underPlease enter a Resource Name

Select the supervisor of theresource whose time you want toapprove then click the Findbutton under Filter Criteria on theleft

Now you can access Bill’s requestfor approval or rejection

Re-open Function

Once employees Submit and Close the timecard or a supervisor approves it its un-editable as indicated by displaying in grey print

In this case because Submit and Close is still available we recognize the cards been approved not submitted/closed.

In order to make the timecard editable the Payroll Admin Submits and Closes the timecard by clicking the Submit and Close button

Immediately after you submit and close Re-open appears. Click Re-open to make the timecard editable.

This is what the timecard looks like after Reopening it is editable as indicated by displaying in darker print