© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. TeammateTime Corporate.

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Presentation transcript:

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. TeammateTime Corporate Manager Training Time & Attendance

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 2 Agenda Daily and weekly time and attendance tasks, such as: –Editing Timecards –Fixing unpaired punches –Entering non-worked hours (sick, vacation) –Reviewing punch edit approvals –Closing a pay period –Running reports

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 3 Tour of the Site Manager You perform most daily tasks from the Home tab and manage teammate profiles from the Employee tab. Perform tasks by clicking buttons (also called “widgets”). A red number on a button means there is something for you to read or do. Buttons for related tasks are grouped under menus or “task flows.”

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 4 Daily Overview Click the Daily Overview button to see the shift schedule and punches for the current day.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 5 Daily Overview Click the name of a teammate to view or edit the teammate’s timecard. The Daily Overview page displays your teammates’ punches and current status for today. Hover over a warning icon to see the punch exception message, such as “Long Meal.” You can change the date here.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 6 To edit a punch, click in the Time field and type the time. Use the Call Off button to cancel a shift or the No Show button to log a no-show. Click Submit to save edits. Note: To close without saving changes, click Cancel. Edit a Timecard

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 7 Edit a Timecard Note: All timecard edits and approvals will be done electronically in TeammateTime. This replaces the timecard edit tracking sheet. Important: If you enter a teammate’s punch for today’s shift, you need to tell the teammate to close the Web Clock and launch it again. Each time the you launch the Web Clock, it gets updated information from TmT. Click the Audit Reason drop-down arrow, select the reason you made the edit (such as “Forgot to Punch”), and then click the OK button.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 8 Unpaired Punches Click the Unpaired Punches button to view and fix the unpaired punches. Unpaired punches are missing punches. For example, a teammate forgot to punch out at the end of shift.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 9 Unpaired Punches To fix a teammate’s unpaired punch, click the teammate’s name.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 10 Unpaired Punches In the Time field, type the missing punch and then click Submit. Locate the time field that is missing a punch time.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 11 Unpaired Punches Remind your teammates to review and approve or reject punch edits. They should refer to their Quick Tips for instructions. Click the Audit Reason drop-down arrow, select the reason you made the edits, and then click the OK button.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 12 Time Off Requests Click the All Time Off Requests button to view the requests.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 13 Approve Time Off Requests Click the Request Calendar tab to view all Time Off Requests in a calendar view. A list of time off requests that are awaiting approval displays.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 14 Approve Time Off Requests Click the Pending tab to return to the list of requests pending approval. All of your teammates’ time off requests and approval status display in the calendar view.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 15 Approve Time Off Requests To view a time off request, click the teammate’s name.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 16 Approve Time Off Requests Review the request. You can also click the Peer Requests tab to see other time off requests that conflict with this one. Click the Approve or Deny button.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 17 Scroll Down to Reveal Buttons Hover over the down arrow bar to scroll down and reveal more buttons in this section. (Don’t click.)

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 18 Approaching Overtime The Approaching Overtime button displays the number of teammates who are approaching overtime for the current week. Click the button to see details.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 19 Timecard Summary The Timecard Summary button gives you access to view teammate timecards and edit punches.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 20 More Tasks Click the More Tasks menu button to expand the menu.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 21 Non-Worked Hours The Non-Worked Hours button allows you to enter pay adjustments for non-worked hours, such as vacation and sick time. Click the Non-Worked Hours button.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 22 Non-Worked Hours Click the Add Adjustment button. Then click the teammate’s name in the list.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 23 Non-Worked Hours Click Submit. Fill in the form: Job: Select the TM’s job from the list. Type: Select from list, such as Sick Pay or Vacation Pay. Amount: Type the hours. Reference: Select the date of the non-worked hours. Comment: Enter any notes. Fill in the form: Job: Select the TM’s job from the list. Type: Select from list, such as Sick Pay or Vacation Pay. Amount: Type the hours. Reference: Select the date of the non-worked hours. Comment: Enter any notes.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 24 Review Punch Edit Approvals Before closing a pay period, review the status of timecard edit approvals. You need to go into the Core to do this.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 25 Review Punch Edit Approvals Log in to Core and click Punch Edit Approval.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 26 Review Punch Edit Approvals The Punch Edit Approval page is read-only for managers. Review the status of each punch edit approval. Click the green Pencil icon to view comments entered by the teammate. Teammates should always enter a comment when they reject a punch. If possible, teammates should approve all punch edits before the close of the pay period. However, if they do not you can still close the pay period; teammates will be paid based on the edited punches. Review the status of all punch edit approvals.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 27 Close Pay Period The Close Pay Period menu in Site Manager provides a workflow for closing the pay period each week. Important: You cannot close a pay period before the pay period is over. Click the Close Pay Period menu button to expand the menu.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 28 Close Pay Period: Unpaired Punches If a red number appears, click the Unpaired Punches button and fix the unpaired punches. To close a pay period, you must complete the tasks in the order displayed under the Close Pay Period menu.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 29 Close Pay Period: Run Pay Engine Click the Run Pay Engine button. After fixing all missing punches, the Run Pay Engine button becomes active.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 30 Close Pay Period: Timecard Summary Click the Timecard Summary button. Review the timecard summary. Make any necessary edits to the timecards. After running the pay engine, the Timecard Summary button becomes active.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 31 Close Pay Period Click the Close Pay Period button. An icon on the button will spin while the pay period is closing and data is being exported to Payroll. After clicking the Timecard Summary button, the Close Pay Period button becomes active.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 32 Close Pay Period When the pay period has finished closing, all buttons in this workflow become grayed out until it is time to close the next pay period.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 33 Quick Pay Request & Reports Let’s briefly look at the following in the Core: Quick Pay Requests Running Reports

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 34 Quick Pay Request Some locations require immediate payment after termination. In this situation, you should submit a Quick Pay Request. Refer to the instructions in your TmT Manager’s Guide.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 35 Running Reports From your dashboard in the Core, you can access a number of reports. Refer to the TmT Manager’s Guide for help using reports.

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 36 Review Daily and weekly time and attendance tasks, such as: –Editing Timecards –Fixing unpaired punches –Entering non-worked hours (sick, vacation) –Reviewing punch edit approvals –Closing a pay period –Running reports

© 2008 General Parts International, Inc. Written permission is required to copy or forward to anyone other than the intended recipient. Slide 37 Questions?