Difference between revisions of "Online Timesheets - PinvoiceR"
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A warning message appears to advise the client they cannot edit this once approved. They can then click "approve hours". Once this step is complete the hours can then be imported into
A warning message appears to advise the client they cannot edit this once approved. They can then click "approve hours". Once this step is complete the hours can then be imported into . See here for details [[Import_Hours]]
Latest revision as of 05:33, 5 August 2019
About Online Timesheets
For customers using both RecruitOnline & PinvoiceR the online timesheet system allows employees to lodge their hours and have them approved by their supervisor.
The first step to a candidate creating an online timesheet is booking them into a job see Temp_Orders:_Fill_Job
Make sure the client contact has login details to access the portal, they will also need to have a Timesheet Approval Level set (Manager / Supervisor)
Employee Enters Hours
Once an employee has completed their hours they can log onto the candidate portal and enter their hours via the online timesheet system. See the Assign_Candidate_Login_Details page for further info on how to assign log in details to a candidate.
Once the employee has has logged in they can select "Temporary Staff" from the top menu and then select "Timesheets"
Then the employee can add a timesheet by clicking the "add timesheet button" - this will then display a list of their current jobs. The employee selects the appropriate job and click's on Add/ Edit and the screen to enter hours will be displayed.
The employee enters the date, hours worked and amount of break time and then clicks save Changes
- NOTE - The form will automatically add the hours to the next day/ row - these will not upload, only the rows with a selected start AND finish time will upload once the save changes button is clicked
The employee needs to approve the hours they have entered in their timesheet. They can do this by selecting 'Approve hours" at the bottom left of the screen. Please note the "Payroll notes" section can be used for communication between the employee and the employer for other pay instructions eg: Travel time, requesting certificates etc
A warning message will be displayed advising the employee that they can no longer edit the hours past this point. If all ok the employee chooses "Approve Hours".
A message in the system is then generated to the client contact in ROL to approve the hours.
Client Approve Employee's Hours
The client logs into the Client Portal and selects "jobs" and then "timesheets" from the top menu.
The client chooses the job from the list on the screen by clicking on it. A list of the timehsheets/ hours is displayed to approve.The client can then approve the hours by clicking "approve Hours" at the bottom left of screen
A warning message appears to advise the client they cannot edit this once approved. They can then click "approve hours". Once this step is complete the hours can then be imported into PinvoiceR. See here for details Import_Hours