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

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Presentation on theme: "Time Management Functions Payroll Admin Role. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff."— Presentation transcript:

1 Time Management Functions Payroll Admin Role

2 Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff Person 2 Jennifer, Middle Mgr. 2 Bill, Staff Person 3 Bethany, Staff Person 4 Alex, Middle Mgr. 3 Charlene, Part Time Person

3 Inherited Nothing

4 Setup None

5 To access Bill, Staff Person 3’s timecard: Click on the Time Bookmark Click on the Timecard Link

6 Click on the All Timecards Link

7 Click on the double box under Please enter a Resource Name

8 Type the Resource Name and click on the Filter Button

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

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

11 Click on the All Timecards link

12 Click on the double box under Please enter a Resource Name

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

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

15 To enter an Absence Request For Bill: Click on the Time Bookmark Click on the Absence Link

16 Click on All Balances link

17 Click on the double box under Please enter a Resource Name

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

19 Click Add Request to add an absence request for Bill

20 To view an absence request: Click the Time bookmark Click the Absence link Click the All Absence Requests link

21 Click on the double box under Please enter a Resource Name

22 Select your resource and click the Find Button under Filter Criteria to the left – you can expand the date range in this area also

23 Now you may view Bill’s absence request and see it is in a submitted status

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

25 Click the All Absence Requests Link

26 Click on the double box under Please enter a Resource Name

27 Select the supervisor of the resource whose time you want to approve then click the Find button under Filter Criteria on the left

28 Now you can access Bill’s request for approval or rejection

29 Re-open Function

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

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

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

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

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


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