Timesheet approval Instructions

1. Timesheet approval Instructions

2. Approving your employee’s Timesheet • Editing time entries for your employees • Who to contact with questions

3. Approvingyour Employee's Timesheet 1) Go to the “My Team” tab, then select “Time Management” 2) Select the “Summary” Tab to list your employees and use the filters to find or click on the table headers to sort.

4. Approving your Employee's Timesheet 3) You will usually be reviewing the “Last pay Period”, but can select other views 4) Click on the employee to see their timesheet detail.

5. Approving your Employee's Timesheet 5) Clicking on an Employee’s name brings you to the “Timesheets" Tab that contains the employee’s PTO Accrual balances, Summary & Detailed timesheet. (Detailed Timesheet on next slide)

6. Approving your Employee's Timesheet 6) Above the Detailed Timesheet are the tools to edit and approve your employee’s timesheet. If you agree with the timesheet as is, click the “Approve” button.

7. Editing your Employee's Timesheet • To view a list of your employees while on the Detailed Timesheet tab, click on the show/hide indicator in the upper left corner. • This way you do not have to toggle back and forth from the Timesheets tab to the Summary Tab. • To hide the list click the show/hide indicator in the upper right side of the box.

8. Editing your Employee's Timesheet If a maroon box appears on a timesheet, there is a missed punch Click in the maroon box (an edit icon will appear) and enter an OUT time.

9. Editing your Employee's Timesheet Time entries will default to AM, so enter a ‘p’ to indicate PM, or enter in military time. Then click Save. The timesheet is fixed!

10. Editing your Employee's Timesheet To remove an entire row, click on the row until the edit icon appears. Then click Delete. The row is removed.

11. Editing your Employee's Timesheet • If a missed punch causes the in/out times to be reversed part way down the sheet, you can INSERT & repost the existing times to the correct positions. • Find the date where the missed punch caused the misalignment and click on Insert/Repost. • Select the date where you need to insert the punch & enter the time of the missing punch. • Click OK

12. Editing your Employee's Timesheet • You will see this message. • Click OK • The timesheet is now corrected and time to Approve. Click on Approve. • Timesheet is Approved and status has changed to “Payroll.” • No more changes can be made.

13. Deadline for Time Approval Timesheet approvals will be due by Noon EST on Mondays. Please refer to the Payroll Calendar for pay periods that have Holiday’s

14. Who to Contact with Questions? If you have questions contact: A copy of this presentation will be posted on UltiPro On the Home Screen under “Payroll Information” OR Contact: Payroll@CleanSlateCenters.com