timesaver training - payroll clerks

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ORACLE' USER PRODUCTIVITY KIT TimeSaver Training - Payroll Clerks Navigating TimeSaver 8 as a Payroll Clerk 1

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Page 1: TimeSaver Training - Payroll Clerks

ORACLE' USER PRODUCTIVITY KIT

TimeSaver Training - Payroll Clerks

Navigating TimeSaver 8 as a Payroll Clerk

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Page 2: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Good day.Welcome to TimeSaver Training for Payroll Clerks. This document is intended to assist with review of timecards at the end of the pay period.

It is assumed that you havereviewed the separatedocuments: TimeSaver training for an Employee andTimeSaver Training forManagers & Supervisors.

To begin, open TimeSaver 8from the icon on yourdesktop.

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Page 3: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Enter your employee ID and your password.

Hit enter or the right arrow key to log on.

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Page 4: TimeSaver Training - Payroll Clerks

As a Payroll Clerk, the system opens to the QuickFind genie.

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Page 5: TimeSaver Training - Payroll Clerks

To find the Pay Period Close-Payroll Clerk genie, click the Genies down arrow and select from the drop down.

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Page 6: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Definitions

Workspaces: Used to navigate quickly between Manage My Department, My Information, and GoToLinks.

Widgets: Used to perform specific tasks.

Genies: Used to find timecard audits, located in the Manage My Department Workspace. To find a Genie, click the down arrow under Genies.

Please note: Clicking the browser arrows will log you out.

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Page 7: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

The Workspace Carousel in the upper right corner includes GoToLinks and My Information where you find your own timecard.

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TimeSaver Training - Payroll Clerks

You may make edits and/or approve your own timecard from this workspace only.

Edits or Approval of your own timecard cannot be performed from the Genies.

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Page 9: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

The Related Items pane shows additional Widgets such as Timecards, Reports, Change My Password, and Help.

The pane may be minimized by clicking the arrow.

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Page 10: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

You may maximize your views by clicking the window icon at upper right.

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Page 11: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

You may customize the view of genies by eliminating columns.

Click the Column Selection icon and uncheck columns you do not wish to view.

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TimeSaver Training - Payroll Clerks

To select all rows, click the Select All Rows icon. All rows will be highlighted.

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Page 13: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To review the highlighted timecards, click Timecards. OR click the Go To icon and select Timecards from the drop down.

The timecards will open in a new window.

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Page 14: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Click the right and left arrows to move through timecards individually.

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Page 15: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

On the Manage My Department tab, you may open a single timecard by double clicking on a row.

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To reveal employee information, right click on employee name.

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TimeSaver Training - Payroll Clerks

Let's look at Totals and Accruals of an employee's timecard.

Click on the down arrow to show more content. You can adjust the window by grabbing the arrow and sliding the bar up and down.

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Page 18: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To find timecard Totals, click the Totals tab.

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TimeSaver Training - Payroll Clerks

Choose from the left filter box, All, Shift, Daily, or Period to Date.

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Page 20: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

On the right filter box, choose All, Account, or Pay Code.

Another way to audit employee(s) labor is using the Reports Widget. Find the Hours by Labor Account.

Please reference the Reports videos for instructions.

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TimeSaver Training - Payroll Clerks

Now click the Accruals tab.

Best practice suggests that you click in the last day of the pay period to see accurate accruals.

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Page 22: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Let's add a Comment. Right click in a cell.

Hours must be entered and saved to add a comment.

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Page 23: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Click the Comment icon.

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Page 24: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Select type of comment from the drop down list.

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TimeSaver Training - Payroll Clerks

Add a clarifying note if needed.

Click Add. Click OK.

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TimeSaver Training - Payroll Clerks

Review for accuracy and click OK.

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Page 27: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Remember to save by clicking the Save icon.

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Page 28: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To see the comment, hover the cursor over Comment bubble.

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Page 29: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To find another time period, click the down arrow in the upper right corner in the Previous Pay Period hyperfind. Select from the drop down.

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Page 30: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To find a range of dates, click the calendar and select dates.

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Page 31: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Managers open to a Genie similar to the Payroll Clerk Genie. However, managers do not see the Payoffs, Sign Offs, Miles/Flat, Hire Date, and Totals Up To Date columns.

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Page 32: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Pay Period Close-Payroll Clerk Cheat Sheet.

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TimeSaver Training - Payroll Clerks

Most timecard issues will be found when auditing the first 5 columns of the Pay Period Close-Payroll Clerk genie.

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Page 34: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To add or change a schedule from a timecard, click the Go To icon and selection Schedules from the drop down.

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Page 35: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Double click timecard row to open the Schedule Editor.

Please see instructions for entering a Schedule.

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Page 36: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

To Sign Off all timecards, click the Select All Rows icon, then the Approval icon. Select Sign Off from drop down.

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TimeSaver Training - Payroll Clerks

Click Yes.

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Page 38: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Click Sign Out to log off.

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Page 39: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

Please be alerted that using the browser arrows will erroneously log you off TimeSaver.

Please log off by clicking Sign Out.

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Page 40: TimeSaver Training - Payroll Clerks

TimeSaver Training - Payroll Clerks

This concludes the TimeSaver Training for Payroll Clerks.

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