CDI’s Web Timesheets Application · CDI’s Web Timesheets Application US Staffing Approver Guide...
Transcript of CDI’s Web Timesheets Application · CDI’s Web Timesheets Application US Staffing Approver Guide...
CDI’s Web Timesheets Application
US Staffing Approver Guide
Version 2.02
Overview
Access to CDI’s Web Timesheets Application
CDI Web Timesheets Login Page
Home Page for Approvers
Timesheet Approval Window
Timesheet Detail Window
Timesheet Inquiry Window
Preferences
Notifications and Alternate Set-up
CDI US Staffing User Guide Web Timesheets Application
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Overview
This User Guide provides assistance and guidance for the Approvers of timesheets
using CDI’s Web Timesheets Application. The Web Timesheets application is an
online time-keeping system that allows easy access for CDI’s employees and
subcontractors to create and submit timesheets and for approvers (Client Hiring
Managers, CDI payroll administrators) to review, approve, or reject those
timesheets. The application includes the ability to submit time across multiple
placements, to have multi-level approvals (approval at both the customer and
payroll level), incorporates Fair Labor Standards Act (FLSA) rules to ensure the
employee’s time is submitted with FLSA guidelines appropriate to their employee
type.
IMPORTANT INFORMATION
All Weekly timesheets must be approved by the deadline specified by your
account team every Monday.
Logout of the application and Close your Web Brower upon completion of your
time entry activities.
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Access to CDI’s Web Timesheets Application
To access the CDI’s Web Timesheets application, enter the following URL in your
browser.
https://cditime.cdicorp.com
Click on the link for CDI United States to access the login screen for the CDI’s US Timesheets Application.
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CDI Web Timesheets Login Page
Approvers should receive their User ID via email, once on-boarding activities are
completed. This User ID will allow you to access CDI’s Web Timesheets
application. Please contact your CDI Account Manager if you did not receive your
User ID. Your initial password is the same as your User ID. You may change your
password under the Preferences box from the Home Page. Passwords must be at
least eight characters, and include both upper and lowercase letters, a number,
and a special character.
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Home Page for Approvers
Review pending Timesheets: Allows you to view a listing of all timesheets submitted for approval but not yet approved. Preferences: (See the Preferences section of this guide)
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Timesheet Approval Window
From the list of pending timesheets, click on the User ID to review timesheets for
accuracy. This will open the Timesheet Detail Window, which will allow the
Approver to review and approve or reject a specific timesheet entry on an
individual Timesheet.
XYZ
XYZ
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Timesheet Detail Window
Reviewing Timesheet Detail and Taking Action
Approve: Checking a timesheet entry and then selecting the Approve
button will allow the checked line(s) to be removed from the approval
window and made available for import into the payroll processing system.
Reject: Checking a timesheet entry and then selecting the Reject button
will allow the checked Line(s) to be rejected if the approver is not satisfied
with the details that appear on the timesheet. The Approver is then
prompted to enter a reason in the Comments field for the
employee/subcontractor. If a timesheet is rejected, a rejection comment
must be added, noting any issues with the submitted hours.
Timesheets must be approved on Monday by the deadline provide by
your Account Team
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Note: Rejecting a timesheet makes the timesheet available for editing or deleting
again by the employee/subcontractor. A rejected timesheet is not available for
Import into the payroll processing system. The employee/subcontractor will
receive a notification that the timesheet was rejected and must correct and re-
submit the timesheet immediately.
The Approver is responsible for following up to ensure the timesheet is corrected
and re-submitted correctly. Please make every effort to contact the
employee/subcontractor.
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Timesheet Inquiry Window
Search for timesheets option will allow the approver to access the Timesheet Inquiry Window.
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Timesheets to Show: Check the appropriate status of the timesheets you
are interested in reviewing. The timesheets associated with the options
that were selected will appear in the bottom of the screen and will be
available for the approver to access.
Open Timesheets: Timesheets created and saved by the
employees/subcontractors but not yet submitted for approval
Submitted / Partially Submitted Timesheets: Timesheets that need to be
reviewed for approval
Approved Timesheets: Timesheets that have already been approved and
are ready for payroll processing.
Rejected Timesheets: Timesheets that have been placed back on the
employee/subcontractor’s queue for correction and resubmission.
To Access a Timesheet: Click on the “View” hyperlink in the results window.
This will open the Timesheet Detail Window that will display the original data
entry made by the employee/subcontractor.
Additional Search Criteria: Additional criteria may be used to refine the
search in the Timesheet Inquiry Window. Specific search data can be typed
into the boxes above the results area.
• Job ID
• Job
• Customer ID
• Customer
• User ID
• Temp
• Exported
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Preferences
Change Password: Enables the user to change password by first entering their current password followed by a new password. The new password must be retyped to confirm the password entered.
Change Password Screen
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Notifications and Alternate Set-up
The Approver must update the notification preferences. If no preferences are
selected, the approver (and alternate approver) will not receive email
notifications from the Web Timesheets application.
The application allows you to enter up to three email addresses to
which notifications will be sent. Emails are generated and sent to the
approver based on the schedule that is setup by the approver. Choose
the times you wish to be notified that one or more timesheets are
awaiting your approval.
To activate the sending of emails to the approver, the “Send
Notifications to my email address” check box must be selected. The
approver should also select the option to “Keep sending me repeat
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notifications until I have processed all timesheets” to receive repeat
notifications if any pending timesheets remain in queue.
The approver can configure the times they want email notification, by
selecting from the grid.
Alternate Approver: The approver can select an alternate Approver who can
access pending timesheets whenever the primary Approver is unavailable to
approve submitted timesheets. A drop-down list of Alternative Approvers is
available and these alternates can only be assigned by the Primary Approver.
Once an Alternate Approver has been assigned, up to two email addresses can be
entered for the Alternate Approver.
The Approver has the following option available in relation to the Alternate
Approver.
• Copy all notification emails to the Alternate Approver
• Notify Alternate Approver after a set number of hours
• Do not notify the Alternate Approver by email
The selections made by the Approver in this window can be enabled by the
Approver by pressing “Save” or can be canceled if the Approver does not want to
make them permanent by pressing “Cancel”.