0000-04_name Workforce Timekeeper™ Manager Training Manual.

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Presentation transcript:

_name Workforce Timekeeper™ Manager Training Manual

_name Content Access the system 1.Logging –in a)Log In Screen b)Homepage View Access 2.To Do List View a)Exception Count Genie 1.Exception Count 2.View Employee Timecard 3.View Missed Punch Exception 4.Correcting Missed Punch Exception 5.Reviewing Late In /Early out Exception b)Calendar View of Attendance c)Scheduling Genie 1.Add Shift d)Employee Leave Request Genie e)Overtime Genie f)Compensatory Off Genie g)Reports Genie h)To Do List Completion 2

_name Content 3. Quick Link View a)Setup 1.Hyperfind Queries 2.Pattern Templates 1.Pattern Template Creation b)Inbox c)Group Edit Results d)Reports e)Quick Find f)Compensatory Off Genie g)Overtime Genie h)Hours Summary i)Leave summary j)On Premise k)Employee Information l)Schedule Editor m)Work & Absence Summary n)Change Password 3

_name 4 Manager login page Enter Username and password here Login URL

_name 5 Manager Home Page The view can be expanded by clicking this arrow button The view can be expanded by clicking this arrow button

_name View Exception Count 6 Displays Total Exception count per Employee in range of period Displays Total Exception count per Employee in range of period Choose Time Period in Drop down Choose Time Period in Drop down Double Click to view Employee/Click Details to view details about exception Double Click to view Employee/Click Details to view details about exception

_name View Employee Timecard 7 Click Timecard to View Employee Timecard Click Timecard to View Employee Timecard

_name View Employee Timecard 8 Employee Schedules can be viewed here Employee Schedules can be viewed here

_name View Missed Punch Exceptions 9 Double click against 1 under Missed Punch Column to clear Missed Punch Exception of the Employee Double click against 1 under Missed Punch Column to clear Missed Punch Exception of the Employee

_name View Missed Punch Exception 10 Missed Punch Exception for the Date displayed in Red Block Missed Punch Exception for the Date displayed in Red Block

_name Reviewing Late In Exception 11 Click Late in Exception Click Mark as Reviewed to review punches Click Mark as Reviewed to review punches

_name Calendar View of Attendance 12 Click Calendar View of Attendance Genie to view Graphical view of Employees Timecard Click Calendar View of Attendance Genie to view Graphical view of Employees Timecard

_name 13 Different Time period can be selected for the view Calendar View of Attendance

_name Overtime Genie 14 Select Overtime Genie To view Overtime related data Select Overtime Genie To view Overtime related data

_name Overtime Genie 15 Select Approvals  Approve Overtime To approve overtime Select Approvals  Approve Overtime To approve overtime If any Unapproved Over time exist select the employee If any Unapproved Over time exist select the employee

_name Overtime Genie 16 Select All to approve all unapproved hours Select Some to approve only some unapproved hours and give amount in the column Click Ok

_name Compensatory Off Genie 17 Select Comp Off Genie To view Comp Off related data Select Comp Off Genie To view Comp Off related data Select Approvals  Approve Overtime To approve Comp Off Select Approvals  Approve Overtime To approve Comp Off If any Unapproved Comp Off exist

_name Compensatory Off Genie 18 Select All to approve all unapproved hours Select Some to approve only some unapproved hours and give amount in the column Click Ok

_name Scheduling Genie 19 Click Actions  Select All to assign Shifts to all Employees Click Actions  Select All to assign Shifts to all Employees Choose Time Period from Drop Down Choose Employee Category From Drop Down Choose Employee Category From Drop Down

_name Scheduling Genie 20 Click Shift  Add Pattern

_name Adding Shift to Employees 21 Then Click on Insert Pattern Give Work Start Date as Week Start Date, Pattern start Date as Previous Sunday Date Select Forever to assign the pattern for long, or give End Date if to assign a pattern for some period

_name Adding Shift to Employees 22 Select a Pattern to assign and then click on Ok

_name Adding Shift to Employees 23 Click Ok and then Save

_name Adding Pay codes to Employees 24 Click Pay Code  Add Select a day for which pay codes needs to assign Select a day for which pay codes needs to assign

_name Adding Pay codes to Employees 25 Select a Pay Code to add from the drop-down list Click on Ok after filling all the details and then save Give the amount and then click override Shift (Whole/Partial)

_name Employee Leave Request Genie 26 Employee Leave Request Genie Will show employee Tasks & Messages Employee Leave Request Genie Will show employee Tasks & Messages Click Tasks to view Employee Active Task As of date Click Tasks to view Employee Active Task As of date Double Click Leave Request Form to Approve Leave Double Click Leave Request Form to Approve Leave

_name Employee Leave Request Genie 27 Click Submit to Approve employee Leave Request Click Submit to Approve employee Leave Request

_name Employee Leave Request Genie 28 Double Click Message to view Employee Leave Details Double Click Message to view Employee Leave Details Click Message

_name Reports Genie 29 Default Report List Reports Genie Will helps to take reports

_name Run Report 30 1.Choose Any Report Choose Any Report from the list Time Period can be selected from the drop down Time Period can be selected from the drop down Then click on Set Options

_name Run Report 31 Can Select either Absence/Exceptions Choose Option Once all options are selected Click Run Report

_name Run Report 32 Check the Status Click Refresh Status Until run Status changes from waiting Click Refresh Status Until run Status changes from waiting

_name Run Report 33 Once the Status Complete Click On View Report

_name View Of Report 34

_name To Do Checklist Completion 35 After Viewing all Checklist Its mandatory to Click Done After Viewing all Checklist Its mandatory to Click Done Click Done to Complete Checklist

_name To Do Checklist Completion 36 Click OK

_name Quick Links 37 Drag Quick Link to Center

_name Quick Links 38 List of Quick links available click on each link to open

_name Setup Links 39 Setup Link provides access to Manager to Create Hyper find Queries and Pattern Templates Setup Link provides access to Manager to Create Hyper find Queries and Pattern Templates

_name Hyperfind Queries List 40 Hyper find Queries are used to View particular set of employees Hyper find Queries are used to View particular set of employees Click New to create new Hyper find Query Click New to create new Hyper find Query

_name Pattern Template Creation 41 Pattern Templates used to assign shift to Employees for Weekly/Monthly/Yearly Period Pattern Templates used to assign shift to Employees for Weekly/Monthly/Yearly Period Click New to Create new Pattern Available Pattern Templates

_name Pattern Template Creation 42 Select Days to assign Pattern Click Insert Shift to assign shift Select Shift from the list Click OK

_name Pattern Template Creation 43 Select Days to assign Pay code Click Pay code Editor Select Week Off Pay code Enter Pay code Amount Enter Start Time &Click OK

_name Pattern Template Creation 44 Click Save Enter a Name and Description

_name Inbox Link 45 Inbox Tasks include Employee Active Task as of Date Inbox Tasks include Employee Active Task as of Date

_name Inbox Message View 46 To View all the Messages Double click to view Message Details

_name Group Edit Results View 47 Displays result when edit done for set of Employees Displays result when edit done for set of Employees Check the Status of Group Edit

_name Reports Link 48 To Obtain the required Reports

_name Quick Find Link 49 Quick find helps to search for a Particular employee In a given time period Quick find helps to search for a Particular employee In a given time period

_name Overtime Link 50 Overtime Genie displays list of unapproved hours of employees it can be approved to get overtime Overtime Genie displays list of unapproved hours of employees it can be approved to get overtime

_name Compensatory Off Link 51 Compensatory Off Genie displays list of unapproved hours of Staff employees it can be approved to get Compensatory Off Compensatory Off Genie displays list of unapproved hours of Staff employees it can be approved to get Compensatory Off

_name Hours Summary Link 52 Displays Total Worked Hours details

_name Leave Summary Link 53 Choose Hyperfind Query-> Terminated Employees list only Terminated Employees Displays Total Leave details (Availed/Cancelled/Pending/Rejected/Balance)

_name On Premise Link 54 Displays Employees On Premise with the Exception details Displays Employees On Premise with the Exception details Indicated Employee is On Premise Indicated Employee is having exceptions Indicated Employee is having exceptions

_name Employee Information Link 55 Employee Information list all reporting employees Data

_name Schedule Editor Link 56 Schedule Editor Link list Employees Shift Details Schedule Editor Link list Employees Shift Details

_name Change Password Link 57 Current Password can be changed using Change Password Link Current Password can be changed using Change Password Link Enter Old, New & Verify Password Enter Old, New & Verify Password Once Entered Click Change Password Now

_name 58 ©2007, Kronos Incorporated. Kronos, and the Kronos logo are registered trademarks and “Improving the Performance of People and Business” is a trademark of Kronos Incorporated or a related company. All other products or company names mentioned are used for identification purposes only and may be trademarks of their respective owners. All rights reserved. Printed in the U.S.A. 58