TLM SBE Only Guide (Hire/Terminate & Edit/Process Timesheets)

Follow
  1. Select the hamburger menu icon mceclip2.png in the top left, then navigate to Team mceclip0.png> My Team > Employee Setup2021-01-20_15h32_40.png

  2. Click the ellipses icon 2021-01-20_15h35_22.png in the top right then select 'Add New'mceclip1.png
  3. Enter all applicable information for your new hire, only fields with a * are required  2021-01-20_15h39_14.png
      • Account Type = Security level for your new hire
          • Employee = access to only their own employee information. No edit data access
          • Supervisor = access to editing employee timesheets, hiring new employees, limited edit access to employee data
          • Admin = full access to editing employee data, editing timesheets, and hiring new employees
      • Checking the box Can Edit Personal Time will allow the employee to edit their own timesheet
      • Check the box Populate Holidays to have the employee receive 8 hours automatically for each company holiday
          • If unchecked, the employee will only receive worked hours for the holiday
  4. When all required fields are complete, select ‘Save’

 

Terminating an Employee

  1. Select the hamburger menu icon mceclip2.png in the top left, then navigate to Team mceclip0.png> My Team > Employee Setup
  2. Select the edit employee information icon mceclip3.png next to the employee name you need to terminatemceclip4.png
  3. Enter a Terminated Date and check the box Lockedmceclip5.png
  4. Click 'Save'

 

 

Adding/Editing Time Entries

  1. Select the hamburger menu icon mceclip2.png in the top left, then navigate to Team mceclip0.png> Time > Timesheets > Current  mceclip6.png
  2.  Select the mceclip1.pngicon on the left to edit an employee's timesheet
      1.  To edit existing time entries (i.e.: an employee clocked in but did not clock out):
          1. Enter the correct From or To time by typing directly into the time entry box
          2. Click the mceclip8.png on the left to add another time entry line (if necessary) 
          3. After all entries are updated click 2021-01-19_12h29_34.pngmceclip7.png
      2. To add a time entry (i.e.: an employee forgot to clock in and out for an entire day):
          1. Click the mceclip8.png on the left next to the day you need to add a time entry to
          2. Enter the From and To time by typing directly into the time entry box
          3. Click the mceclip8.png on the left to add another time entry line (if necessary)     
          4. After all entries are updated click 2021-01-19_12h29_34.png mceclip9.pngmceclip10.png
      3. To add a Time Off entry : (i.e. to record a Sick or Vacation day)
          1. Click the mceclip8.png on the left next to the date you need to add Time Off to
          2. In the Time Off column click the lookup list icon mceclip11.png to choose from a list of available Time Off Codes (i.e. Sick, Vacation, Holiday, Unpaid, etc) mceclip12.png
          3. In the Raw Total column enter the number of hours for the Time Off
          4. After all Time Offs are entered click 2021-01-19_12h29_34.pngmceclip13.png
  3. If needed, select the icon mceclip15.pngon the right to review any notes left by the employee or select the mceclip14.png icon to enter a note onto the employees timesheet
  4. After all entries are updated click 2021-01-19_12h29_34.png
    1.  

 

Processing Timesheets

  1. Select the hamburger menu icon in the top left then navigate to Team mceclip0.png> Time > Timesheets > Previous  mceclip17.png
  2. Select the edit icon mceclip16.png to view/edit each timesheet. Ensure all missing punches are corrected and any Time Off hours (Sick, Vacation, etc) have been added to the timesheet before processing
  3. Select ‘Process & Export’ at the bottom of the timesheets                                                                                                                              mceclip18.png
  4. Complete each Time Prep step. To complete the steps, click on the hyperlinked words – the check box at the far left is solely an organizational tool:
      1. Click REAPPLY PAY CALCULATIONS to calculate all timesheets and apply rules for Overtime, Double Time, etc
      2. Click PROCESS RECORDS to gather time and prepare it for export. This step maps the hours on the timesheets to codes necessary for export
      3. Click REVIEW RESULTS to review all time totals that will be included in the export file
          1. Employees will be listed multiple times in the report - each row showing the different Pay Categories recorded on the timesheet (i.e. Regular, Overtime, Double Time, Sick, etc)
      4. Click CREATE PAYROLL INTERFACE to create the payroll export file of the timesheet hours
          1. Select the mceclip19.png icon to export the file  2021-01-20_16h09_34.png
        1. Click mceclip20.pngto go back to the Time Prep steps
      5. Click LOCK PAY PERIOD to lock the timesheets and uphold the integrity of your historical data