Electronic Time Sheet Preparing Guide for Administrators/Supervisors - PowerPoint PPT Presentation

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Electronic Time Sheet Preparing Guide for Administrators/Supervisors

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Electronic Time Sheet Preparing Guide for Administrators/Supervisors

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  1. Electronic Time SheetTraining Guide for Supervisors/Managers Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  2. Agenda • Search Feature • Approving/Rejecting Timesheets • Work Schedule/Vacation Request Approval • Inquiries and Reports • Summary Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  3. Learning Objectives • Be able to launch the search feature. • Be able to select search criteria. • Be able to execute a search. • Be able to approve/reject the timesheet • Be able to approve employee vacation request • Be able to run the Employee Activity Report • Be able to run the charge activity report Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  4. Locate your Employee Timesheet Search Tool If you have Supervisor privileges, the “Search” tool is available. Click here to perform a search. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  5. Locate your Employee Timesheet Search Dialog Box Provides the supervisor with a quick way to find timesheets for all their employees under a certain category, such as all who have “Open/Signed” status. 1. Select appropriate TS Schedule. 5. Select the TS period. 2. Select your functional role. 3.Click to select employee group. 4. Select and deselect filter options 6. Click “Execute”. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  6. Locate your Employee Timesheet Search Dialog Box From here you can open the first timesheet, take action, and the tool opens the next employee’s timesheet automatically. 1. Click to select one or more employees, or use Top Check box to “Select All”. 2. Click “OK” and the tool opens the first selected employee’s timesheet for you. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  7. Agenda • Search Feature • Approving/Rejecting Timesheets • Work Schedule/Vacation Request Approval • Inquiries and Reports • Summary Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  8. Learning Objectives • Be able to locate your employee’s timesheet in the Time Collection Desktop screen and approve employee timesheet. • Be able to reject an employee timesheet. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  9. Approve Timesheet Locate Timesheets Open “My Tasks” and a list of all timesheets requiring your approval appears here. Only one shown in this example. Click here to select this employee timesheet for approval. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  10. Approve Timesheet Locate Timesheets My Task Details dialog box appears with name of employee displayed. Click “Launch” to open and review this timesheet. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  11. Approve Timesheet Approve Timesheet Check all Charges Direct/Indirect/Fringe Projects,hours and warnings before approving your employee’s timesheet to cut down the TS corrections. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  12. Approve Timesheet Approve Timesheet Click on the icon shown below to approve. Click on to approve this timesheet. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  13. Approve Timesheet Approve Timesheet You can see the digital signature in the Approval Box Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  14. Reject Timesheet Reject Timesheet Click on the icon shown below to Reject a timesheet that has errors. Click on to reject this timesheet. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  15. Reject Timesheet Reject Timesheet Enter the reason for rejection. Make it clear to the employee what needs correcting. The employee automatically receives a desktop notification via e-mail. 1. Enter a clear and concise explanation. 2. Click here to reject this timesheet and send notification. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  16. Agenda • Search Feature • Approving/Rejecting Timesheets • Approve/Reject Vacation Request • Inquiries/Reports • Summary Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  17. Vacation Approval Process • Supervisors:Learn to approve your employee’s vacation request as their primary supervisor. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  18. Vacation Approval Process Click on the Employee Name Link Click on the Leave Request Pending Approval ‘+’ sign and Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  19. Vacation Approval Process Click on the ‘Launch’ Button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  20. Vacation Approval Process Click on Pending Vacation Day Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  21. Vacation Approval Process Click on ‘Approve’ button to approve your employee’s vacation request Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  22. Vacation Approval Process Once your approve the vacation request, the vacation day color turns to Green Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  23. Vacation Rejection Process Click on ‘Reject’ button to reject your employee’s vacation request Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  24. Vacation Rejection Process Enter Appropriate Reason for Rejection and click ‘Ok’ Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  25. Agenda • Search Feature • Approving/Rejecting Timesheets • Approve/Reject Vacation Request • Inquiries/Reports • Summary Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  26. Learning Objectives • Able to run the employee activity report • Able to run the charge activity report. • Charge Activity Report works only for the Project Managers. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  27. Employee Activity Report As a Primary supervisor you can able to run this report to see the employee activity with in date range Select the drill down options Select your functional role and highlight the your name. Select the date range Click on ‘Execute’ button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  28. Employee Activity Report • You can able to preview/print the employee activity report in PDF or Excel format.. Click on ‘Preview/Print’ button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  29. Employee Activity Report Select your print format option, Employee Selection and Level and click ‘Submit’ button. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  30. Charge Activity Report • If you are a Project Manager, you will be able to run the charge activity report to view the working hours charged to the projects by employees. Change the Drill Down Options(Level1, Level2, Level3) as per your requirement. Click on Charge Activity Link. Change the Date range ( Start and End Dates) as per your requirement. Click on Execute button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  31. Charge Activity Report Click on Preview/Print Button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  32. Charge Activity Report Select your Print Option and Charge Selection and Level and click on ‘Submit’ button Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  33. Agenda • Search Feature • Approving/Rejecting Timesheets • Approve/Reject Vacation Request • Inquiries/Reports • Summary Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  34. Summary Use the search feature to quickly find your employee’s timesheets. Use your My Desktop feature to see a list of tasks you need to perform such as approving or rejecting timecards. Make sure you check charges thoroughly before approving! Use the Approve and Reject icons at the bottom right of the timesheet to take action. Use the Charge Activity Report if you are a Project Manager. Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information

  35. Contact Us Contact Us If you need to revise a timesheet after it has been electronically “signed” and approved by your manager, you will need to contact the your Payroll Department. Contact: When sending an email for assistance please include your full name, employee number, and the company you work for. If you are a CTSC employee, please email: timecollection@chenegatechnology.com All other employees, email: timecollection@chenega.com Electronic Timesheet Training ModuleCompany Confidential and Proprietary Information