Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor...

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Time Management Functions Payroll Admin Role

Transcript of Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor...

Page 1: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Time Management Functions

Payroll Admin Role

Page 2: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Organization Chart

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InheritedInherited

Nothing

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SetupSetup

None

Page 5: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 6: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the All Timecards Link

Page 7: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the double box underPlease enter a Resource Name

Page 8: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Type the Resource Name and click on the Filter Button

Page 9: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 10: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 11: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the All Timecards link

Page 12: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the double box underPlease enter a Resource Name

Page 13: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 14: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 15: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 20: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 21: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the double box underPlease enter a Resource Name

Page 22: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 23: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 24: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 25: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click the All Absence RequestsLink

Page 26: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Click on the double box underPlease enter a Resource Name

Page 27: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 28: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

Now you can access Bill’s requestfor approval or rejection

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Re-open Function

Page 30: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 31: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 32: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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

Page 33: Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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