Time Management Functions

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Time Management Functions Payroll Admin Role

description

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

Page 1: Time Management  Functions

Time Management Functions

Payroll Admin Role

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Organization Chart

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InheritedInherited

Nothing

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SetupSetup

None

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

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Click on the All Timecards Link

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Click on the double box underPlease enter a Resource Name

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Type the Resource Name and click on the Filter Button

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

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

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Click on the All Timecards link

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Click on the double box underPlease enter a Resource Name

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

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

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

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Click on All Balances link

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Click on the double box underPlease enter a Resource Name

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

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Click Add Request to add anabsence request for Bill

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

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Click on the double box underPlease enter a Resource Name

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

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

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

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Click the All Absence RequestsLink

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Click on the double box underPlease enter a Resource Name

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

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Now you can access Bill’s requestfor approval or rejection

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Re-open Function

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

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

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

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

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