Presentation is loading. Please wait.

Presentation is loading. Please wait.

0000-04_name Workforce Timekeeper™ HR Training Manual.

Similar presentations


Presentation on theme: "0000-04_name Workforce Timekeeper™ HR Training Manual."— Presentation transcript:

1 0000-04_name Workforce Timekeeper™ HR Training Manual

2 0000-04_name Content Access the system 1.Logging –in a)Log In Screen b)Homepage View Access 2.To Do List View a)Exception Count Genie 1.Exception Count 2.View Employee Timecard 3.View Missed Punch Exception 4.Correcting Missed Punch Exception 5.Reviewing Late In /Early out Exception b)Calendar View of Attendance c)Scheduling Genie 1.Add Shift d)Employee Leave Request Genie e)Overtime Genie f)Compensatory Off Genie g)Reports Genie h)To Do List Completion 3.To Do Sign Off View a)Pay period Close Genie b)Pending Sign Off Genie c)Terminated Employee Sign Off 2

3 0000-04_name Content 4. Quick Link View a)Setup 1.Hyperfind Queries 2.Pattern Templates 1.Pattern Template Creation b)Inbox c)Group Edit Results d)Reports e)Exception f)Compensatory Off Genie g)Overtime Genie h)Hours Summary i)Leave summary j)Pay Roll summary k)Pay Roll Summary Roll Up l)Pay Period Close m)Pending Sign off n)Terminated Employee Sign Off o)On Premise p)Employee Information q)Schedule Editor r)Work & Absence Summary s)Change Password t)Devices u)Interfaces 3

4 0000-04_name 4 HR login page Enter Username and password here Login URL

5 0000-04_name 5 HR Home Page The view can be expanded by clicking this arrow button The view can be expanded by clicking this arrow button

6 0000-04_name View Exception Count 6 Displays Total Exception count per Employee in range of period Displays Total Exception count per Employee in range of period Double Click to view Employee/Click Details to view details about exception Double Click to view Employee/Click Details to view details about exception Choose Time Period in Drop down Choose Time Period in Drop down

7 0000-04_name View Employee Timecard 7 Click Timecard to View Employee Timecard Click Timecard to View Employee Timecard

8 0000-04_name View Employee Timecard 8 Employee Schedules can be viewed here Employee Schedules can be viewed here

9 0000-04_name View Missed Punch Exceptions 9 Double click against 1 under Missed Punch Column to clear Missed Punch Exception of the Employee Double click against 1 under Missed Punch Column to clear Missed Punch Exception of the Employee

10 0000-04_name View Missed Punch Exception 10 Missed Punch Exception for the Date displayed in Red Block Missed Punch Exception for the Date displayed in Red Block

11 0000-04_name Correcting Missed Punch Exception 11 Missed Punch Exception Click Add Punch to correct Missed Punch Exception Click Add Punch to correct Missed Punch Exception

12 0000-04_name Correcting Missed Punch Exception 12 Select the Out Punch from Drop down option Select the Out Punch from Drop down option Click Add

13 0000-04_name Correcting Missed Punch Exception 13 Click Save Timecard After Correction

14 0000-04_name Reviewing Late In Exception 14 Click Late in Exception Click Mark as Reviewed to review punches Click Mark as Reviewed to review punches

15 0000-04_name Reviewing Late In Exception 15 Click Save Timecard After Review

16 0000-04_name Calendar View of Attendance 16 Click Calendar View of Attendance Genie to view Graphical view of Employees Timecard Click Calendar View of Attendance Genie to view Graphical view of Employees Timecard

17 0000-04_name 17 Different Time period can be selected for the view Calendar View of Attendance

18 0000-04_name Overtime Genie 18 Select Overtime Genie To view Overtime related data Select Overtime Genie To view Overtime related data

19 0000-04_name Overtime Genie 19 Select Approvals  Approve Overtime To approve overtime Select Approvals  Approve Overtime To approve overtime If any Unapproved Over time exist select the employee If any Unapproved Over time exist select the employee

20 0000-04_name Overtime Genie 20 Select All to approve all unapproved hours Select Some to approve only some unapproved hours and give amount in the column Click Ok

21 0000-04_name Compensatory Off Genie 21 Select Comp Off Genie To view Comp Off related data Select Comp Off Genie To view Comp Off related data Select Approvals  Approve Overtime To approve Comp Off Select Approvals  Approve Overtime To approve Comp Off If any Unapproved Comp Off exist

22 0000-04_name Compensatory Off Genie 22 Select All to approve all unapproved hours Select Some to approve only some unapproved hours and give amount in the column Click Ok

23 0000-04_name Scheduling Genie 23 Click Actions  Select All to assign Shifts to all Employees Click Actions  Select All to assign Shifts to all Employees Choose Time Period from Drop Down Choose Employee Category From Drop Down Choose Employee Category From Drop Down

24 0000-04_name Scheduling Genie 24 Click Shift  Add Pattern

25 0000-04_name Adding Shift to Employees 25 Then Click on Insert Pattern Give Work Start Date as Week Start Date, Pattern start Date as Previous Sunday Date Select Forever to assign the pattern for long, or give End Date if to assign a pattern for some period

26 0000-04_name Adding Shift to Employees 26 Select a Pattern to assign and then click on Ok

27 0000-04_name Adding Shift to Employees 27 Click Ok and then Save

28 0000-04_name Adding Pay codes to Employees 28 Click Pay Code  Add Select a day for which pay codes needs to assign Select a day for which pay codes needs to assign

29 0000-04_name Adding Pay codes to Employees 29 Select a Pay Code to add from the drop-down list Click on Ok after filling all the details and then save Give the amount and then click override Shift (Whole/Partial)

30 0000-04_name Employee Leave Request Genie 30 Employee Leave Request Genie Will show employee Tasks & Messages Employee Leave Request Genie Will show employee Tasks & Messages Click Tasks to view Employee Active Task As of date Click Tasks to view Employee Active Task As of date Double Click Leave Request Form to Approve Leave Double Click Leave Request Form to Approve Leave

31 0000-04_name Employee Leave Request Genie 31 Click Submit to Approve employee Leave Request Click Submit to Approve employee Leave Request

32 0000-04_name Employee Leave Request Genie 32 Double Click Message to view Employee Leave Details Double Click Message to view Employee Leave Details Click Message

33 0000-04_name Reports Genie 33 Default Report List Reports Genie Will helps to take reports

34 0000-04_name Run Report 34 1.Choose Any Report Choose Any Report from the list Time Period can be selected from the drop down Time Period can be selected from the drop down Then click on Set Options

35 0000-04_name Run Report 35 Can Select either Absence/Exceptions Choose Option Once all options are selected Click Run Report

36 0000-04_name Run Report 36 Check the Status Click Refresh Status Until run Status changes from waiting Click Refresh Status Until run Status changes from waiting

37 0000-04_name Run Report 37 Once the Status Complete Click On View Report

38 0000-04_name View Of Report 38

39 0000-04_name To Do Checklist Completion 39 After Viewing all Checklist Its mandatory to Click Done After Viewing all Checklist Its mandatory to Click Done Click Done to Complete Checklist

40 0000-04_name To Do Checklist Completion 40 Click OK

41 0000-04_name To-Do Sign Off 41 Drag To Do Sign Off to Center

42 0000-04_name Pay Period Close 42 Pay Period Close Link list Employees Sign Off & Exception Details Pay Period Close Link list Employees Sign Off & Exception Details If All Exceptions are cleared in the list select all employees and click Approvals -- > Sign off If All Exceptions are cleared in the list select all employees and click Approvals -- > Sign off

43 0000-04_name Pending Sign Off Genie 43 Pending Sign off Genie helps to know what all departments sign off has not been done Pending Sign off Genie helps to know what all departments sign off has not been done

44 0000-04_name Terminated Employees Sign Off Link 44 Choose Hyperfind Query-> Terminated Employees list only Terminated Employees Terminated Employee Sign Off Genie list all Terminated Employees Terminated Employee Sign Off Genie list all Terminated Employees If All Exceptions are cleared in the list select all employees and click Approvals -- > Sign off If All Exceptions are cleared in the list select all employees and click Approvals -- > Sign off

45 0000-04_name To-Do Sign Off Completion 45 Choose Hyperfind Query-> Terminated Employees list only Terminated Employees Once all completed click done

46 0000-04_name Quick Links 46 Drag Quick Link to Center

47 0000-04_name Quick Links 47 List of Quick links available click on each link to open

48 0000-04_name Setup Links 48 Setup Link provides access to Manager to Create Hyper find Queries and Pattern Templates Setup Link provides access to Manager to Create Hyper find Queries and Pattern Templates

49 0000-04_name Hyperfind Queries List 49 Hyper find Queries are used to View particular set of employees Hyper find Queries are used to View particular set of employees Click New to create new Hyper find Query Click New to create new Hyper find Query

50 0000-04_name Pattern Template Creation 50 Pattern Templates used to assign shift to Employees for Weekly/Monthly/Yearly Period Pattern Templates used to assign shift to Employees for Weekly/Monthly/Yearly Period Click New to Create new Pattern Available Pattern Templates

51 0000-04_name Pattern Template Creation 51 Select Days to assign Pattern Click Insert Shift to assign shift Select Shift from the list Click OK

52 0000-04_name Pattern Template Creation 52 Select Days to assign Pay code Click Pay code Editor Select Week Off Pay code Enter Pay code Amount Enter Start Time &Click OK

53 0000-04_name Pattern Template Creation 53 Click Save Enter a Name and Description

54 0000-04_name Inbox Link 54 Inbox Tasks include Employee Active Task as of Date Inbox Tasks include Employee Active Task as of Date

55 0000-04_name Inbox Message View 55 To View all the Messages Double click to view Message Details

56 0000-04_name Inbox Message View 56 Displays result when edit done for set of Employees Displays result when edit done for set of Employees Check the Status of Group Edit

57 0000-04_name Reports Link 57

58 0000-04_name Quick Find Link 58 Quick find helps to search for a Particular employee In a given time period Quick find helps to search for a Particular employee In a given time period

59 0000-04_name Overtime Link 59 Overtime Genie displays list of unapproved hours of employees it can be approved to get overtime Overtime Genie displays list of unapproved hours of employees it can be approved to get overtime

60 0000-04_name Compensatory Off Link 60 Compensatory Off Genie displays list of unapproved hours of Staff employees it can be approved to get Compensatory Off Compensatory Off Genie displays list of unapproved hours of Staff employees it can be approved to get Compensatory Off

61 0000-04_name Exception Link 61 Displays all the Exceptions for the given date range Displays all the Exceptions for the given date range

62 0000-04_name Hours Summary Link 62 Displays Total Worked Hours details

63 0000-04_name Leave Summary Link 63 Choose Hyperfind Query-> Terminated Employees list only Terminated Employees Displays Total Leave details (Availed/Cancelled/Pending/Rejected/Balance)

64 0000-04_name Payroll Summary Link 64 Payroll Summary Genie displays total paid and unpaid hours /leave/Worked hours for all employees Payroll Summary Genie displays total paid and unpaid hours /leave/Worked hours for all employees

65 0000-04_name On Premise Link 65 Displays Employees On Premise with the Exception details Displays Employees On Premise with the Exception details Indicated Employee is On Premise Indicated Employee is having exceptions Indicated Employee is having exceptions

66 0000-04_name Employee Information Link 66 Employee Information list all reporting employees Data

67 0000-04_name Schedule Editor Link 67 Schedule Editor Link list Employees Shift Details Schedule Editor Link list Employees Shift Details

68 0000-04_name Pay Roll Summary Roll Up Link 68 Genie displays summary of payroll related data for all departments Genie displays summary of payroll related data for all departments Select On a Department to view the details

69 0000-04_name 69 Pay Roll Summary Roll Up Link Genie displays summary of payroll related data of employees Genie displays summary of payroll related data of employees

70 0000-04_name Devices Link 70 Devices genie displays status of Devices

71 0000-04_name Interfaces Link 71 Select an Interface from list Click Run

72 0000-04_name Workforce Manager Home Link 72 Click Ok

73 0000-04_name Change Password Link 73 Current Password can be changed using Change Password Link Current Password can be changed using Change Password Link Enter Old, New & Verify Password Enter Old, New & Verify Password Once Entered Click Change Password Now

74 0000-04_name 74 ©2007, Kronos Incorporated. Kronos, and the Kronos logo are registered trademarks and “Improving the Performance of People and Business” is a trademark of Kronos Incorporated or a related company. All other products or company names mentioned are used for identification purposes only and may be trademarks of their respective owners. All rights reserved. Printed in the U.S.A. 74


Download ppt "0000-04_name Workforce Timekeeper™ HR Training Manual."

Similar presentations


Ads by Google