SERP CE Training Overview Jan 4 th, 2013

Agenda We will cover the following content: How and when to confirm timesheet Start new project and add new team members Consultant time entry Reimbursement © Pactera. Confidential. All Rights Reserved.2

How and When to Confirm Time Sheet The time sheet will be locked at 11pm of the last day of the month. If the timesheet is locked, it will show grey. The hours cannot be confirmed. Please see the screenshot below. Pleas make sure to confirm all the time sheet before the deadline. The user access to the “PM Confirm Timesheet” page. SERP -> PM Confirm Timesheet Query the Timesheets using the following parameters. Year Month State: Submitted AM/PM examine the timesheets, and then click Confirm button © Pactera. Confidential. All Rights Reserved.3

Confirmed Timesheet You can search for the confirmed timesheet by changing the status to confirmed and select the date you want. © Pactera. Confidential. All Rights Reserved.4

Managed Projects PM Project Management -> PM Develop Project List - > Project Status: Executing © Pactera. Confidential. All Rights Reserved.5

New Project When we receive the following from SERPSupport, a new project is created in SERP and waiting for you to start it. PM Project Management -> PM Develop Project List - > Project Status: Assigned Click Start Project to start it on the project start day © Pactera. Confidential. All Rights Reserved.6

Add Team Members – 1 Click and highlight (green) the project listed in the PM Develop Project list -> Click Project team manage, the Project Team Management page will show up. Click “Add new member” page, enter the employee name to search for the resource for the project (need to complete the enter Date and Quit Date in order to add the resource in the project) © Pactera. Confidential. All Rights Reserved.7

Add Team Members - 2 Once finding the right person, click Join XXX to add the new member into the project. Some time the employee will express that there is no project under their name in SERP. It is because the employee is not added into any project in the system. Once the new member (employee) is added into the project, he will see the project when he logs into SERP system. © Pactera. Confidential. All Rights Reserved.8

How to Enter Time in SERP SERP -> Fill in Timesheet – Enter Work and Manhour fields – Click Add button – Click Submit © Pactera. Confidential. All Rights Reserved.9

Reimbursement - 1 PA -> Personal Operation -> Disbursement List – Click Create You can search for the expenses you have saved or submitted by changing Year and Month © Pactera. Confidential. All Rights Reserved.10

Reimbursement – 2 Add Expense Click Add to add expense category, date… Enter Approver Name Click Submit at the bottom of the page © Pactera. Confidential. All Rights Reserved.11

Contact I feel giving them a phone call is the most effective way to solve any emergency issues. Some time the system is very slow. We need to have patient to use SERP serpsupport Phone: © Pactera. Confidential. All Rights Reserved.12