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

1. Select the hamburger menu icon in the top left, then navigate to Team > My Team > Employee Setup

2. Click the ellipses icon in the top right then select 'Add New'
3. Enter all applicable information for your new hire, only fields with a * are required 
   • • 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 in the top left, then navigate to Team > My Team > Employee Setup
2. Select the edit employee information icon  next to the employee name you need to terminate
3. Enter a Terminated Date and check the box Locked
4. Click 'Save'

Adding/Editing Time Entries

1. Select the hamburger menu icon in the top left, then navigate to Team > Time > Timesheets > Current 
2.  Select the icon on the left to edit an employee's timesheet
   1. 1.  To edit existing time entries (i.e.: an employee clocked in but did not clock out):
         1. 1. Enter the correct From or To time by typing directly into the time entry box
            2. Click the  on the left to add another time entry line (if necessary) 
            3. After all entries are updated click
      2. To add a time entry (i.e.: an employee forgot to clock in and out for an entire day):
         1. 1. Click the 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  on the left to add another time entry line (if necessary)     
            4. After all entries are updated click
      3. To add a Time Off entry : (i.e. to record a Sick or Vacation day)
         1. 1. Click the 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 to choose from a list of available Time Off Codes (i.e. Sick, Vacation, Holiday, Unpaid, etc)
            3. In the Raw Total column enter the number of hours for the Time Off
            4. After all Time Offs are entered click
3. If needed, select the icon on the right to review any notes left by the employee or select the  icon to enter a note onto the employees timesheet
4. After all entries are updated click
   1.  

Processing Timesheets

1. Select the hamburger menu icon in the top left then navigate to Team > Time > Timesheets > Previous 
2. Select the edit icon 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                                                                                                                             
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. 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. 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. 1. Select the icon to export the file  
         2. Click to go back to the Time Prep steps
      5. Click LOCK PAY PERIOD to lock the timesheets and uphold the integrity of your historical data