03_23_16_Understanding the Time and Labor Dashboard


Concept

In this topic, you will review the Time and Labor Dashboard.


Steps:

  1. Click the Time And Labor Dashboard tab.

    Step 1

  2. The Time and Labor Dashboard is separate from the Manager Dashboard allowing Managers to view schedule deviations and act on overtime requests, absence requests, and reported time approvals.

    Step 2

  3. When an employee submits an overtime request, leave request, or timesheet, their direct manager will be notified of the approval request via email and the Time and Labor Dashboard.

     

    Note: If the direct manager is unable to approve a request, the manager's manager will have access through their Time and Labor Dashboard to approve on behalf of the first manager.

     

    Once a request has been acted upon, the request is removed from both managers' dashboards eliminating the possibility that 2 people can take action on the same request.

    Step 3

  4. Overtime Requests, Absence Requests, and Unscheduled Personal Absences are displayed on the left side of the page.

    Step 4

  5. Reported time approvals and schedule deviations are displayed on the right side of the page. (Pagelets may be moved and display of this page varies by user).

    Step 5

  6. Notice each section gives you the option to approve, deny, or pushback directly from the dashboard.

     

    It is recommended however, that you click the employee's name for the desired request to view the request details, then approve, deny, or pushback.

     

    Note: Employees’ time and absence records will appear on the Time and Labor dashboard for up to 28 days following the employee’s departure from the organization. This allows the Manager and the payroll team time to complete any necessary adjustments.

    Step 6

  7. When you are logged in to CONNECT, your position number is automatically populated in the 'Reports To Position Number' field.

     

    This number filters the employees displayed on the dashboard to your direct reports.

     

    If you clear this field and click 'Search', you will see your direct and indirect reports.

    Step 7

  8. The Selection Criteria fields allow you to enter additional criteria to further filter the approval requests displayed on the dashboard.

    Step 8

  9. Click the Look up Last Name button.

    Step 9

  10. Click the BOOZE link.

    Step 10

  11. Click the Search button.

    Step 11

  12. Notice Angelina Jolie is now the only employee displayed on the dashboard.

    Step 12

  13. Click the Clear button to clear the search criteria that were previously entered.

    Step 13

  14. Notice the position number and last name fields are cleared.

     

    Clicking Search now will display direct and indirect reports.

    Step 14

  15. Click the Search button.

    Step 15

  16. Notice that all submitted requests are displayed on the dashboard.

    Step 16

  17. Click the LINNEA BOOZE link to view the details of her overtime request.

    Step 17

  18. View the request details. From this page, you can approve, deny, or pushback the request.

    Step 18

  19. For this example, click the Close (X) button to close the Overtime Request Details page.

    Step 19

  20. Click the TANIKA HUNTER link to view the details of her absence request.

    Step 20

  21. View the request details.

    Step 21

  22. Click the Vertical scrollbar to move down the page.

    Step 22

  23. From this page, you can approve, deny, or pushback the request.

    Step 23

  24. For this example, click the Return button.

    Step 24

  25. Click the ANGELICA JAMES link to view the details of her timesheet.

    Step 25

  26. By clicking in to the employee's reported time, you have the ability to select all rows of time or individual rows of time to approve, deny, or push back.

     

    When selecting 'Push Back' select only the row(s) that need to be pushed back. Do NOT push back the entire timesheet.

     

    CONNECT requires the employee to change every field that contains pushed back data before they can resubmit the timesheet. If only one correction needs to be made by pushing back, you do not want your employee to have to change their entire timesheet.

    Step 26

  27. Click the checkbox for the 03/28/2015 row.

    Step 27

  28. At this point, you can approve, deny, or pushback a single row of time for Angelina.

    Step 28

  29. Click the Select All link to select all rows.

    Step 29

  30. At this point, you can approve or deny all rows of time.

     

    Remember, you do not want to push back an entire timesheet.

    Step 30

  31. Click the Deselect All link to deselect all rows of time.

    Step 31

  32. For this example, click the Return button.

    Step 32

  33. If you want to submit time on behalf of one of your employees, you can navigate directly to their timesheet from the dashboard.

     

    Click the Timesheet link for Angelina.

    Step 33

  34. Click the JAMES link.

    Step 34

  35. As a manager, you can:

    1) Update and submit an employee's timesheet

    2) Approve an employee's timesheet

     

    Note: If you submit the timesheet on behalf of the employee, you will no longer be able to approve it. The timesheet will be routed to your manager or payroll for approval.

    Step 35

  36. Click the Vertical scrollbar to move down the page.

    Step 36

  37. The Schedule Deviation graph is an analytical tool that shows the number of scheduled hours, scheduled hours to date, reported hours, approved hours, and the schedule deviation for your employees for the current time period.

     

    The Reported Time column accounts for employee's absences.

     

    You can click into the graph or an employee name to view their time.

    Step 37

  38. You can navigate to previous or future time periods using the left and right arrows.

    Step 38

  39. Unscheduled Personal Absence

    This pagelet provides managers with a quick view of unscheduled personal absence occurrences.

    Step 39

  40. Click the Vertical scrollbar to move up the page.

    Step 40

  41. Click the Home link.

    Step 41

  42. Click the Sign out link.

    Step 42

You have completed the topic "Understanding the Time and Labor Dashboard".

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