Overview
If it's your first time using the software, or you need a bit of a reminder, here are some checklists to get you started.
Logging in and Setting Up
Confirm your login details from the email notification sent by your employer or recruiter | |
Go to the URL in the email to set up your password and security questions | |
Enter your login username and password. For forgotten login details, select Forgot Password and follow the prompts. | |
Set up two-factor authentication (2FA) | |
Upon login, review and accept any outstanding compliance documents | |
Check that all personal and banking details have been entered. Highlighted fields should be filled out. |
Submitting Timesheets
Access timesheets from your Dashboard (Log Time or via Timesheet Summary) or from the Timesheets tab | |
Select New Block | |
Select the job, project, or pay item required for each day or time block that you need to enter in the timesheet period | |
Enter other timesheet data (eg Start Time, Finish Time, Breaks) | |
Attach any supporting documentation by clicking 'Add' within the active time block | |
If your employment is finishing, tick 'My employment finishes this week' | |
If you have sustained a workplace injury, set the drop-down to 'I did sustain a reportable workplace injury' | |
If you haven't worked during the timesheet period, tick 'I did not work for this period' | |
Select Submit to send the completed timesheet to your Primary Approver | |
If there are multiple jobs reported in the one timesheet view, select which jobs to submit then click Confirm |
Submitting Expenses
Open the Expenses tab | |
Click New Expense Report | |
Enter a name for your expense report and click Save | |
Click on the report name to open the expense report | |
Select New Expense to add your expenses, enter the information and click Save. Repeat this process for any other expenses to be included in the report. | |
Click Submit Report to submit your expense claim for approval |
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