onTIMEedge – Manage Timesheets in Stafftrak

OnTIMEedge timesheets submitted by a worker (via Employee portal) and approved by a client (via Client portal), may be viewed, edited, Member approved, and a Payroll Run created in the Stafftrak Tools area.

MANAGE E-ORDER TIMESHEETS IN STAFFTRAK

1

Within Stafftrak, select Tools in the lower left corner, then select E-Order.

To refine timesheets returned enter start date, along with other criteria, then select the Search button.

2

Stafftrak will display timesheets which match your Search.

****Changes to timesheet may still be made at this step.

3

Under the Approval area there are 3 columns to show status:

AS = Worker submitted their hours Y/N.

CL = Client Approver has approved the hours Y/N.

MEM = Member has approved the hours Y/N

****Note: when MEM has approved hours = “Y”, it is final. NO further changes may be made!

4

MEMBER – EDIT TIMESHEET Prior to MEM approval, edits may be made to timesheet hours by selecting the pencil icon next to the Person. Type corrected hours and select Save to finish.

5

WORKER – UNSUBMIT Select the pencil icon next to the timesheet you wish to edit.

A timesheet submitted by a Worker (but not yet approved by the Approver) may be Unsubmitted by selecting the UN SUBMIT button. This gives the Worker access to their timesheet to re-submit their hours.

APPROVER – UNAPPROVE Select the pencil icon next to the timesheet you wish to edit.

A timesheet approved by the Approver (but not yet approved by the Member) may be Unapproved by selecting the UN APPROVE button. This allows Client to modify hours and re-approve the timesheet.

6

As a final step, Members approve timesheets. Within the E-Order Timesheet screen to the left of the timesheet line select the checkbox, then select the Approve button.

This changes the MEM Approval area to “Y” and NO further changes may be made.

CREATE E-ORDER PAYROLL RUN

1

After timesheet hours are approved, Create a Payroll Run from the E-Order screen.

Select checkbox(es) next to the timesheets you wish to add to the run, then select the Create button.

2

Enter the Run ID (2 digit number) in the dialog box along with any other necessary information and select Create to complete.

****Note: to add E-Order timesheets to an existing payroll run – enter the same Run ID number of the existing payroll run you wish to add the e-order timesheets to.

3

The E-Order timesheet screen will now show the Run ID number.

To proceed with Payroll, open into the Payroll area of Stafftrak.