Supervisor Timesheet Approval Handbook 1. Hire Has Been Approved! Next, a student completes a timesheet! Then, you approve the timesheet! 2.

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Presentation transcript:

Supervisor Timesheet Approval Handbook 1

Hire Has Been Approved! Next, a student completes a timesheet! Then, you approve the timesheet! 2

3 Southwestern employees go to your portal landing page and find the Timesheet X login link. Off-campus supervisors, or Southwestern employees, may use ACCESSING THE TIMESHEETX WEB PAGE

4 This is the landing page. Click on Supervisors to proceed with your login.

5 Southwestern Supervisors: Your user name is your Southwestern credentials but use just the front portion of your address. For example, jsmith instead of Off Campus Supervisors: Your user name is your complete address. For example,

1.You will be placed on the “To Do Items” page. To view only the timesheets pending approval, uncheck all the boxes in the “Filter by timesheet status” box. 2.Then Scroll down to the bottom of the page so see the timesheets. REVIEW TIMESHEETS 6

1.You can simply hover over the magnifying glass to review the timesheet details. 2.If you wish to examine an individual timesheet in more detail, just click on the magnifying glass. 3.See next slide. 7

1.If you are satisfied with the timesheet(s) entries, click on the box next to the name(s) and then click on the Approve Timesheets icon above. 2.If you clicked on the magnify glass, go to the next slide. 8

1.If you need to make changes to the timesheet, click ‘Edit’ next to the entry you wish to modify. MODIFY OR APPROVE A TIMESHEET 9

1.The timesheet will now be locked until you save your changes. 2.Click ‘Add new Entry’ if you wish to add an entry. 3. After making your changes or additions, click “Update” MODIFY A TIMESHEET 10

1.You may now approve the timesheet by clicking “Approve”. MODIFY A TIMESHEET (Continued) 11

1.If you need to reject the timesheet so the student can make the changes themselves, click “Reject”. REJECT A TIMESHEET 12

REJECT A TIMESHEET 1.Enter the reason you are rejecting the timesheet and click ‘Reject Time Sheet’. 2.An will be sent to the student notifying them that their timesheet has been rejected. 13

YOU’RE FINISHED! CALL FINANCIAL AID IF YOU HAVE QUESTIONS AT