1. 1 Tarleton State University

2. 2 OVERVIEW  Web-based:  Created by TAMU Business Computing Services Group (BCS)  On-line timesheets can be completed from anywhere with a computer  Support Screen allows you to email support staff questions  Help Screen is available at the “?” button

3. 3 Processes 1 st It is my assumption that you currently have a system in place to verify the validity and accuracy of time reported to payroll. 2 nd It is my expectation that you will continue to maintain a system that verifies the validity and accuracy of time reported.

4. 4 Access Time Traq through SSO

5. 5 Roles  Employee  Manager  Department Approver  Departmental Admin  Central Administrator  Payroll Administrator

6. 6 Payroll Process Overview  Employee fills out on-line timesheet & submits to Manager  Manager or Dept Admin (usually Dept Approver) allocates accounts  Manager approves or rejects the timesheet  Dept. Approver reviews & submits timesheets for the entire adloc to Payroll

7. 7 The Employee

8. 8 From the employee's perspective, TimeTraq is a simple application.

9. 9 Employee’s Role  Access TimeTraq thru SSO  Enter hours worked on a daily, weekly, biweekly period  Submit to Manager

10. 10 Getting Started  Log in to SSO and select the TimeTraq link  TimeTraq will display the Employee Timesheets screen on startup TimeTraq automatically creates timesheets for employees Employees with multiple jobs can work with timesheets from either job  Select a timesheet by clicking the gray select button or its ID number Each TimeTraq timesheet is assigned a unique ID; refer to this number if you need help with a timesheet.

11. 11 Time sheet screen

12. 12 Entering Time  Employees normally only have to enter the Regular Work hours  Select the correct work week by clicking on the tab with the date range you want to enter  Enter your regular work hours each day  Click the green Save button to save your changes. Select the next work week and enter that week’s time  When you’ve entered all of your time and want to exit this screen, click the Save/Exit button  If ready to submit, click Submit Timesheet button

13. 13 TIMESHEET ENTRY

14. 14 Submitting a Timesheet  “Sign” your timesheet by certifying that the time entered is true and correct (this is done by checking the box at the bottom of the screen)  Press the Submit Timesheet button to send the timesheet to your manager  TimeTraq will display the Timesheet Review screen showing that your timesheet was submitted

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18. 18 The Manager

19. 19 Manager  In TimeTraq, the manager's primary responsibilities are to: Ensure that their employees submit true and accurate Timesheets in a timely manner; and, Approve submitted Timesheets as quickly as possible. In TimeTraq, documents that require a manager's approval show up in his/her Manager Inbox screen. Manager Inbox screen Managers can configure their own Preferences so that he/she receives an email when Timesheets need to be approved.Preferences

20. 20 Setting Preferences

21. 21 Manager (con’t)  Set up a delegate to approve timesheets in your absence  To add a delegate, search by last name or enter the other manager’s UIN, then click the green Add Delegate button  To suspend another manager’s ability to act as your delegate, click the red Deactivate button. To re-activate a manager’s delegate authority, click the blue Reactivate button

22. 22 Delegates (a must)

23. 23 Manager  Managers work primarily with the Manager Inbox and Timesheet Overview screens. Managers can return a timesheet to an employee for correction.Manager Inbox Timesheet Overview  If a Timesheet needs further review, it can be selected from the inbox and displayed on the Timesheet Overview screen. This screen displays detailed information about the Timesheet, including hours worked by day adjustments, approvals, etc.Timesheet Overview screen

24. 24 Manager  If an employee has not completed his/her timesheet and are not reachable, the manager has 2 options: Complete the timesheet for the employee Cancel the timesheet  If an employee didn’t work any hours during that pay period the manager must cancel the timesheet  A MANAGER CAN NOT ALLOW ONE TIMESHEET TO HOLD UP PAYROLL

25. 25 Timesheet Overview Screen Approve a timesheet submitted by an employee Edit a timesheet for an employee Cancel a timesheet that is not needed Reopen a timesheet that has been canceled Reject a timesheet with errors back to an employee Recall a timesheet you’ve approved  Timesheets approved by another approver or that have been paid cannot be recalled

26. 26 Timesheet Overview

27. 27 Reopen after Cancelling

28. 28 Editing Timesheet

29. 29 Submitting a Timesheet for the Employee

30. 30 Submitting Timesheet for Employee (Con’t)

31. 31 Submitting Timesheet for Employee (Con’t)

32. 32 Successful Submission

33. 33 Manager’s Outbox  The Manager’s Outbox screen allows you to see timesheets you’ve taken action on, including approvals, rejections, etc.  Timesheets that you’ve approved can be recalled from this screen – if they haven’t been approved by another manager or sent to payroll  This screen also allows you to review the outboxes of other managers for whom you are a delegate

34. 34 Manager’s Outbox

35. 35 The Departmental Approver / Departmental Administrator

36. 36 Departmental Administrator  CANCEL TIMESHEETS  Assign Managers to Employees  Allocate accounts  Prepare Adjustments

37. Account Allocation  Time Traq automatically allocates the time worked to all “lines” on the budget screen  The dept admin needs to go in and reallocate 37

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39. Adjustments  Use an adjustment to add hours worked previous to the current time period.  Time Traq will look up the correct rate based on the Adjustment date  Adjustment must be marked as “Done”  Put in a lump sum of the hours  Describe what days this if for in the Comments 39

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42. 42 Departmental Approver  DESIGNATION OF DEPARTMANTAL APPROVAL letter is required to be signed by Department Head giving authority for this role. (Only if you are not the Department Head)  The Departmental Approver is the “official” signature.  Once your department is on Time Traq you can not go back to HPPR’s.

43. 43 Departmental Approver  Ensure employees/managers submit/approve timesheets in a timely manner  Submit Adloc to payroll to be processed.  AN ADLOC APPROVER CAN NOT ALLOW ONE TIMESHEET OR ADLOC TO HOLD UP PAYROLL

44. 44 RP (reporting period) Review Screen  Timesheet Status Column can show various stages: New-timesheet, has not been started Open-timesheet has some time entered Submitted-timesheet sent to manager Approved-timesheet sent to Dept. Approver Cancelled-manager deleted timesheet Payroll-Dept. Approver sent to BPP

45. 45 Departmental Approver  To review the timesheets for an adloc, click the RP Review tab to display the adloc’s Reporting Period Review screen If the pay period you wish to review isn’t selected by default, you can switch to it using the Pay Period dropdown You can also limit your view to timesheets in a specified status using the Status and Match dropdowns

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47. 47 Departmental Approver  To review a timesheet, click the gray “>” button or the ID number. This will display the Timesheet Review screen from which you can: View summary information about the timesheet View detailed work events View any adjustments that may exist View the approval log View the account information  If there is a problem with a particular timesheet, work with the manager to get it resolved  To continue your review, click the RP Review tab again

48. 48 Departmental Approver  When all timesheets are complete the Adloc-Rpt Period Summary screen will display a green Submit to Payroll button. When your review is complete, click this button to approve the payroll The submission process is done “off-line” and you will be sent an email when the process is complete

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51. 51 Departmental Approver  When a timesheet is submitted in TimeTraq, a detailed breakdown of its hours by account and object class is created  The Approver can use TimeTraq reports to obtain a summary of the payroll and the accounts to be charged: Adloc Payroll Detail by Name Adloc Payroll Detail by Account

52. 52 REPORTS  TimeTraq reports are delivered in PDF format to your computer; therefore, Adobe Acrobat Reader is required to view them  To run a report, choose it from the list and fill in the selected report’s additional criteria Note that dates should be entered in “mm/dd/yyyy” format

53. 53 REPORTS  Commonly run reports : Adloc Payroll Detail, by name or account  Lists the hours worked by employees in an adloc and the account(s) the time will be charged to Adloc Payroll Detail, by name or account, from P2Pay  Lists the hours/amounts in BPP’s P2Pay database for an adloc Overtime Payments  Lists overtime charges for an adloc Timesheet Adjustments  Lists adjustments made to timesheets in a given pay period

54. 54 REPORTS  Commonly run reports, cont.: Approval Exceptions  Lists timesheets entered/submitted by manager/administrators On Call/Callback  Lists costs associated with on call work Employees w/o Managers  Lists employees whose job does not have an approver in TimeTraq

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56. 56 SECURITY  Do not share your SSO password with anyone  TimeTraq will automatically log you out after 17 minutes of inactivity  You can manually log out of SSO by clicking the SSO Logout button on any TimeTraq screen or by closing your browser window  Always close your browser window(s) after using any confidential web site like TimeTraq

57. 57 HELP SCREEN  https://sago- apps.tamu.edu/timetraq/Help/EN/Default.htm https://sago- apps.tamu.edu/timetraq/Help/EN/Default.htm  TimeTraq Help and Documentation TimeTraq Help and Documentation  TimeTraq Tutorials TimeTraq Tutorials  Release Notes Release Notes  Key Concepts  Roles  Frequently Asked Questions  Error Codes  Screen-by-screen Help  Data Object Properties  Data Object Statuses

58. Putting Employees on Time Traq  If you don’t see an employee 1 st ) Make sure you have your blue copy back from HR 2 nd ) Have the Dept admin look under RP Review– you may need to setup a manager 3 rd ) Call the Payroll Office 58

59. Taking an Employee off of Time Traq  COMPLETE TERMINATING PAF AND SEND TO HR  Once an employee is out of the budget file, Time Traq will quit generating timesheet. 59

60. 60 Schedules Normal Cycle  The adloc is due when the HPPRs are due. (The day after the reporting period ends at noon)  Importance of a designee for Manager  If the adloc approver is out… Off Cycle  Christmas, Thanksgiving, Spring Break etc.  YOU MAY NOT PROJECT HOURS, except…  Adjustments

61. 61 Tarleton State University Payroll Department x 9608  Connally Miller, Manager  Rebecca Sikes  Marissa Thackerson

62. 62 QUESTIONS?