Revision as of 03:24, 17 June 2021

Timesheet Wizard

The Timesheet Wizard aims to provide a faster and simpler way for users to quickly create and/or submit timesheets straight from the dashboard. 4The whole process can be completed in a smart pop-up window which will be triggered though the START button on the Subscribe-HR Human Resources dashboard.

Timesheet Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Timesheet Wizard. These navigation options are outlined below.

1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
5. Create - Allows you to 'save' a New Record you've created.
6. Edit - Allows you to Edit a Record.
7. Save - Allows you to Save a Record.
8. Delete - Allows you to Delete a Record.
9. Previous - Allows you to go Back one step.
10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

Creating and submitting a timesheet through the Timesheet Wizard

1. After logging into the Subscribe-HR HCM Platform, make sure you are in the Human Resources dashboard by selecting Recruitment from the top left dropdown of the dashboard.
2. On the top right, click the "START" option and select "Submit Timesheet". Click Select to proceed.
3. If you are performing this through the Manager or People & Culture dashboard, a popup will prompt for you to select which employee you are creating a timesheet for.
4. The Current Week's timesheet will appear. you can click the left and right arrows in the top right of the wizard to go to the previous and next weeks respectively. Otherwise you can click in between on the Current Week button to select the date from the calendar that this timesheet begins on. You will only be able to edit current timesheets that have not been submitted.
5. Once complete, you can click Submit to save and process the timesheet or click the save button to just save the timesheet but not send it through for approval.