Time and Attendance (TnA) User Manual
Contents
1. Request Type Date Overtime Leave Request 2013 05 16 No data to display Seve Request 2013 05 24 1 1 Total Leave Request Z Total Leave Cancellation 0 Total Application 2 All available modules for Approver will be shown BPO International Inc BPO International Inc Leave OB Management System Alternatively to access the Leave Management OB System click Leave OB Management under the Time and Attendance menu in the homepage Time Employee and attendance management Leave Management Quotes How Overtime Man agement n the slaughte Time Management The system will direct user to the Leave OB Management System LMS entry page All the available modules for the users are shown in icons Leave OB Management Leave OB Application Leave OB Summary Leave OB Usage Report Leave OB Balance Report w Leave OB Cancellatio Leave OB Approval im MP Leave OB Employee Report Approver BPO International Inc A Leave OB Approval Leave OB Approval This module allows Primary Approver and or Final Approver to approve or reject any pending leave OB applications filed by an employee 1 From the LMS entry page click Leave OB Approval Leave OB Management m T a Leave OB Application Leave OB Summary Leave OB Usage Report Leave OB Balance Report w Leave OB Cancellation Leave OB Approval Leave OB Employee Report Approver 2 Enter Last Name or Employ2. BPO International Inc Overtime Management System Approver may access the Overtime Management System from the TnA Homepage gt Time gt Em loyee and attendance management LEAVE MANAGEMENT OVERTIME MANAGEMENT ENS ES ON Saks dm S E Ogaa a wis LEAVE APPLICATION OVERTIME APPLICATION Name Request Type Date Leave Name Request Type Date Overtime Leave Request 2013 05 16 No data to display Leave Request 2013 05 24 All available modules to Approver is shown BPO International Inc Overtime Management System BPO International Inc To access the Overtime Management System click Overtime Management under the Time and Attendance menu in the homepage Time Employee and attendance managefnent Overtime Request System af L Overtime Application Overtime Summary Usage Report _ Overtime Cancellation Overtime Approval Employee Report Approver BPO International Inc A Overtime Approval Overtime Approval This module allows Approver s to approve or reject any pending overtime application filed by an employee 1 From the OTMS entry page click Overtime Approval Overtime Request System Overtime Application Overtime Summary Usage Report Dvertime Cancellation Overtime Approval Employee Report Approver 2 Enter Last Name of an employee or Employee ID to view specific overtime requests Click SEARCH MEM MM tan Note 4
3. OBRY LEAVE APPLICATION Name Request Type Leave Request Leave Request Leave Request Leave Request Date Leave 2013 09 05 2013 09 04 2113 08 03 2013 07 29 BPO International Inc BPO International Inc B Leave OB Cancellation cont 2 Tick the appropriate checkbox to approve or deny a leave application request Leave Employee List Action Reason for Approve Employee No Employee Name Leave Type Date Applied Date Leave re Denied Cancellation Request LI 3 SUBMIT ACTION WL 2013 06 04 2013 06 25 test 03 42 44 khi HM 10 perpage 3 Click SUBMIT Notes e Email notification are sent the Employee and Approvers based on the action done by the Approver e Approved Leave Cancellation Requests are returned to leave credit balance and are considered unused BPO International Inc C Leave OB Employee Report This module displays the existing leaves OB filed by an employee 1 From the LMS entry page click the Leave OB Employee Report Leave OB Management Ll eave OB Employee Report Leave OB Application Leave OB Summary Leave OB Usage Report Leave OB Balance Report Leave OB Cancellation Approver Leave OB Approval Leave OB Employee Report 2 Refine search by using the following criteria Employee Name Employee ID Leave Type Leave Status or by date range Click SEARCH Leave OB E
4. User may Opt to leave the fi Iters To view all records do not put any value on the input box below then click SEARCH button blank to view all overtime approval request BPO International Inc A Overtime Approval cont 3 Tick the corresponding checkbox to approve or reject an overtime application Overtime Employee List Em Date Total Name Date OT Reason Status Approver Status Ap No Applied Hours zi 2013 05 03 2013 02 11 17 00 00 01 00 00 8 00 Thisisa Waiting for ONG Pending as tat Final Approver 3 test Final Approval 1 OM 10 per page 4 Click SUBMIT ACTION Notes e Email notifications are sent to the Employee and Approvers based on the action done by the Approver e OT applications which were wither approved and or rejected by the Approver will no longer be displayed on page BPO International Inc Overtime Cancellation App This interface allows final approver to confirm any overtime cancellations requested by an employee 1 From the OTMS entry page click Overtime Cancellation Overtime Request System O H Overtime Application Overtime Summary Usage Report 2 Enter Last Name of an employee or Employee ID to view specific overtime cancellation requests Click SEARCH Overtime Cancellation Note User may opt leave the filters blank to view all overtime cancellation request To view all records do not put any value o
5. his module is for the approval of employee s timesheet Employee Name ia Email Address eee Message Payroll Date 2013 07 25 Regular Thu 2013 07 11 08 10 18 54 08 10 18 54 0 0 07 50 01 54 0 0 0 day Regular Fri 2013 07 12 07 47 17720 7 47 17 20 0 0 06 00 0 0 0 0 day Time Sat 2013 07 13 0 0 Off Time Sun 2013 07 14 0 Off Regular Mon 2013 07 15 ro Wo Em da y A Timesheet Approval cont 5 To close this window click on CLOSE To request employee to update the timesheet enter comments in the Approver Remark field then click SEND BACK TO EMPLOYEE To update timesheet on behalf of employee enter comments in the approver remarks field and click on UPDATE TIMESHEET ee ee i L T 9 Ll p i SEND BACK TO EMPLOYEE UPDATE TIME SHEE ed for Approval A Timesheet Approval cont 6 The Approver can now Approve the timesheet Click APPROVE Employee No Employee Name Department Position TS Status Approver Status Option i Information Technology MANAGERIAL Pending to Final amp pprover s ONG Pending as 151 Final F APPROVE CHECK ALL UNCHECK ALL BPO International Inc B Timesheet Summary Report This module provides a summary view of Approver s personal timesheets and or summary of employee timesheets under Approver 1 From the TMS menu list click the Tim
6. AGERIAL Pending to employee ONG Pending as 1st Final Approver Human Resources ASSISTANT MANAGER Pending to employee ONG Pending as 181 Final Approver Brand and Marketing Group EXECUTIVE Approved ONG Pending as 1st Final Aporover Accounting ASSISTANT MANAGER Pending to employee ONG Pending as 1st Final Approver Information Technology EXECUTIVE Pending to employee ONG Pending as 1st Final Agorover Accounting ASSISTANT MANAGER Pending to employee ONG Pending as 191 Final Approver APPROVE CHECK ALL UHCHECK ALL BPO International Inc A Timesheet Approval cont 2 Select Payroll Date Employee LastName or Employee ID to view selected timesheet details Click SEARCH Timesheet Approval To view all records do not put any value on the input box below then click SEARCH button Select Payroll Date Employee Lastname Employee ID SEARCH mn 3 Review the timesheet details by clicking the pencil icon under the Option column Employee Ho Employee Hame Department Position TS Status Approver Status ption D aMEL LE MANAGERIAL Pending to Final amp pprover s ONG Pending as 121 Final APPROVE CHECK ALL UNCHECK ALL BPO International Inc A Timesheet Approval cont 4 Employee timesheet details appears Note e Entries which were updated by the Employee are highlighted in RED BH Time and Attendance Reports
7. Application Leave OB Summary Leave OB Usage Report Leave OB Balance Report Leave OB Cancellation Leave OB Approval Leave OB Employee Report Approver 2 Enter Last Name or Employee ID of an employee view a specific leave OB cancellation request Click SEARCH Leave OB Cancellation ue af dja f amp OBRY To view all records do not put any value on the input box below then click SEARCH button Note User may opt to leave the filters blank to view all leave cancellation request BPO International Inc B Leave OB Cancellation cont 3 Tick the appropriate checkbox to approve or deny the leave cancellation request Leave Employee List Employee Employee Name Leave Type Date Applied VL 2013 05 02 07 53 55 VL 2013 05 02 07 53 59 W H 10perpage 4 Click SUBMIT ACTION Notes Action Reason said Te Approve Cancellation Request Test Vacation Approved cancelled Cancelled Vacation Approved SUBMIT ACTION e Email notification are sent to the Employee and Approvers based on the action done by the Approver e Approved Leave Cancellation Requests are returned to leave credit balance and are considered unused B Leave OB Cancellation cont Alternatively the Approver can confirm any Leave Cancellations directly from TnA homepage 1 From the list of Leave Management list click on specific Leave Cancellation LEAVE MANAGEMENT
8. PDF file Access to Time and Attendance 1 nA BPO International Inc A Login to Time and Attendance 1 Open of the following browsers available the computer Note e For MAC users Mozilla Firefox is to be used e f you wish to use other web browsers that are not included the list please contact the system developers Browser name Version and Developer Internet Explorer 8 by Microsoft Corporation Firefox also known as Mozilla Firefox 3 6 by Mozilla Corporation Chrome also known as Google Chrome 5 0 by Google A Login to Time and Attendance cont 2 Type http www bposerve com teradyne uat the address bar and press ENTER to the site 3 Type USERNAME and PASSWORD 4 Click Login pd 35 Time and Attendance System www bposerve com teradyne uat www bposerve com teradyne uat Time and Attendance System v 1 2013 C EPO In ternational Inc Forgot Password 4 Mozilla Frefex3 6 Internet Explorer amp Google ChromeS 0 BPO International Inc A Login to Time and Attendance cont For First Time Users follow steps 5 to 13 5 6 f 8 L Type the current password Enter a new password Re type the new password Click Next e The new password must follow these criteria e Length minimum of 8 characters e Should be alphanumeric e May have special characters such as etc e No space between cha
9. Time and Attendance TnA User Manual Approvers Guide BPO International Inc Table of Contents Time and Attendance TnA IV Overtime Management System A System Overview A Overtime Approval B System Features B Overtime Cancellation C System Modules C Overtime Employee Report ll Access to Time and Attendance V Time Management System A Login to Time and Attendance A Timesheet Approval B Forgot your Password B Timesheet Summary Ill Leave Management System A Leave Approval B Leave Cancellation C Leave Employee Report Time and Attendance TnA System BPO International Inc A system Overview contains the following modules Leave Management Overtime Management Time Management TIMEKEEPING External Sources of T nA Data 1 Employee Management and Company Management files contains information such as personal information company schedules and business rules 2 Biometric logs generated by the company s timekeeping device and uploaded into the TnA system to generate information on working hours Table Overview of Time amp Attendance Process B System Features A Leave Management System Online leave approval Online approval of leave cancellation requests Automatically updates leave credit balances Checking of employee s leave summary and leave credits Automated email notification to users and approvers Incorporates approved leave applications on timeshee
10. d Mozilla Firefoxd 6 Internet Explorer8 Google ChromeS 0 BPO International Inc B Forgot your Password cont 2 Enter the Employee ID and click Verify Verify your identity Employee ID 112488 Verify 3 Answer the user selected Security Questions correctly Click Verify TI Account Question 1 Verify your identity In what city or town was your first job Question 2 What is your mother s middle name The new password must follow these criteria B Forgot your Password cont 4 Enter a new Password Re type the new password in the Confirm Password field Click Reset Password e Length minimum of 8 characters e Should be alphanumeric e May have special characters such as etc e No space between characters 5 User is directed to the Login page where they can login using their new password Reset password du ID New Password Confirm Password Reset password Time and Attendance System v 1 2013 BPO International Inc Mozilla Firefox3 6 Internet Explorer8 Google Chrome5 0 Leave OB Management System LMS Leave OB Management System Approver may access the Leave OB Management System from TnA Homepage gt Time Emplo ee and attendance management LEAVE MANAGEMENT OVERTIME MANAGEMENT E T FTE E SORRY q OF 5 LEAVE APPLICATION OVERTIME APPLICATION Name Request Type Date Leave
11. ee ID of an employee to view specific Leave Requests Click SEARCH Leave OB Approval E onr To view all records do not put any value on the input box below then click SEARCH button Note e User may opt to leave the filters blank to view all leave approval request C BPO International Inc A Leave OB Approval cont 3 Tick the appropriate checkbox to approve or reject a leave application Leave Employee List request Emp Ho Name Type Date Applied Date Leave WL 2013 05 07 2013 05 08 00 50 18 WL 2013 05 07 2013 05 08 01 11 28 WL 2013 05 07 2013 05 10 01 11 28 H 44 11 He HL 10 perpage 4 Click SUBMIT Notes Hours 4 Reason This is a test Vacation This is a test Vacation This is a test Vacation Action Status Approver Approve Reject Remarks Waiting for ONG Pending as 15 Final Aporover L Set on Final another time Approval Waiting for ONG Pending as 151 Final Appr Final B Waiting for ONG Pending as 181 Final Approve Approval Final Approval Approwed check all uncheck all Rejected check all uncheck all 4 SUBMIT e Email notifications are sent to the Employee and Approvers based on the action done by the Approver Leave applications rejected by the Approver are returned to the leave credit balance and are considered unused BPO International Inc A Leave OB Approval cont Alternativ
12. ely the Approver can approve Leave Applications directly from TnA homepage 1 From the list of Leave Management list click on specific Leave Application LEAVE MANAGEMENT IIITTT LEAVE APPLICATION Hame Request Type Date Leave Leave Request 2013 06 18 Leave Request 2013 06 17 Leave Request 2013 06 18 Leave Request Leave Request BPO International Inc A Leave OB Approval cont 2 Tick the appropriate checkbox to approve or reject a leave application request Leave Employee List Action Employee Employee PT ciini Type Date Applied Date Leave Hours Reason Status Approver a Approve Reject Remarks lo lame Ho VL 2013 06 04 2013 09 06 8 this is a Waiting for Pending as 1st Firal Approve 03 05 59 test Final Approval Approwed check all uncheck all 2 10 per page Rejected check all uncheck all a SUBMIT ACTION 4 5 Click SUBMIT Notes e Email notifications are sent the Employee and Approvers based on the action done by the Approver Leave applications rejected by the Approver are returned to the leave credit balance and are considered unused BPO International Inc B eave O Can lati O nN Approver This interface allows Final Approver to confirm any leave OB cancellations requested by an employee 1 From the LMS entry page click Leave OB Cancellation Leave OB Management Leave OB
13. esheet Summary BPO International Inc Time Employee and attendance management Leave Management Overtime Management CP Time Management t sia om mi in da afa Lo oy A LEAVE APPLICATION Timesheet Summary Individual Timesheet BPO International Inc B Timesheet Summary Report cont 2 Refine search by using the following criteria Payroll Date Employee Last Name Employee ID Status and Report type Click GO Timesheet Summary Reports Note Select Payroll Date Selecting User Report generates Approver s own timesheet summary Employee ID e oelecting Employee Report generates a Select Status Employee s own timesheet summary Select Report User Report 3 Click VIEW to view details of the selected timesheet 5 Export to Excel p Generate PDF Report Employee Regular Day Rest Day HoliDay Rest Day Holiday Status Action Employee No Last Name First Name Payroll Date A Leave Late UT REG EXH AOT OTND SFTHD EXH AOT NDEXH AOT HD EXH AD es 2013 02 25 890903 oj Approved 0 0 0080 1 39 0 0 120 0 0 00 0 0 Su Page 1 of 1 WO 10 per page v 4 Click exit to close the timesheet details window Timesheet Detail Report Employee eT Payroll Date 2013 02 25 BPO International Inc B Timesheet Summary Report cont Optional Step Timesheet summary reports are a
14. lso exportable to excel Just click Export EpETEM eem to excel Employee No LastName FirstName Payroll Date A ee 2013 02 25 Page 1 of 1 mM 10 per page Opening overtime employeereports 20130509 162133 xls You have chosen to open at timesheet employeereports 20130225 162133 xls which is a Microsoft Excel 97 2003 Worksheet 4 8 KB from http www bposerve com TO download the report click Save To What should Firefox do with this file just view the file click Open Cancel Optional Step Timesheet summary reports can also be viewed as PDF Just click Generate PDF Report PDF Report will open 2073 02 03 Sun Automatic Zoom Time and Attendance TnA User Manual Approvers Guide END BPO International Inc
15. mployee Report Notes User may opt to leave the filters blank to Toi al records do any value on tne pt box below then cick SEARCH buio view all leave applications Employee names displayed in drop down m menu are those under the Approver only Leave From 2013 05 07 Leave To 2013 05 31 BPO International Inc C Leave OB Employee Report cont 3 Leave Details screen will appear Export to excel Employee No Leave Type Date Applied VL VL VL Optional Step Online leave employee reports are also exportable to excel Just click Export to excel Employee Name 2013 05 07 2013 05 07 2013 05 02 To download the report click Save To just view the file click Open Date Leave Reason Leave Hours Status This is a test WHOLE DAY Approved Vacation 2013 05 10 This is a test WHOLE DAY Approved Vacation 2013 05 08 2013 05 14 Vacation Test WHOLE DAY Approved Employee Employee Hame Leave Type Opening Leave Employee Reports 20130509 134336 xls You have chosen to open Leave Employee Reports 20130509 134336 xls which is a Microsoft Excel 97 2003 Worksheet 5 9 KB from http www bposerve com What should Firefox do with this file Open with Microsoft Excel default Save File Do this automatically for files like this from now on Cancel Overtime Management System OTMS
16. n the input box below then click SEARCH button B Overtime Cancellation cont 3 Tick the appropriate checkbox to approve or deny an overtime cancellation request Overtime Employee List Emp Ho Date Applied Date Hours E 2013 02 13 6 25 Hh M 10 per page 4 Click SUBMIT ACTION when done Notes Action Reason for PETEN Approve Night Diff Overtime Cancellation ics Request 1 25 Cancel Approved 4 SUBMIT ACTION e Email notification are sent to the employee and approvers based on the action done by the Approver he approved overtime cancellation request will no longer be displayed on the page BPO International Inc Ls C Overtime Employee Report Employee Report This module displays the existing overtime applications filed by the staff of the approver 1 From the OTMS entry page click the Employee Report Overtime Request System Overtime Application Overtime Summary Usage Report Overtime Cancellation Overtime Approval Employee Report Approver 2 Refine search by using the following criteria Employee Name Employee ID Overtime Status or by date range Click SEARCH Overtime Employee Report Note OH Suum User may opt to leave the filters blank to view all overtime application T
17. o view all records do nat put any value on the input box below then click SEARCH button Employee 7 Employee ID Status Approved Overtime From 2 013 01 01 Overtime To 2013 02 28 e BPO International Inc C Overtime Employee Report cont 3 Overtime Details screen will appear Export to excel Employee Employee Name Date Applied Date OT Time In Time Out Total Hours Reason Status 2013 05 03 2013 02 11 17 00 00 01 00 00 8 00 This is a test Approved 2013 03 25 2013 02 13 17 00 00 23 30 00 6 25 test Approved 2013 03 25 2013 02 01 17 00 00 21 00 00 a Fo test Approved 1 1 10 perpage Optional Step Online overtime employee reports are also exportable to excel Just click Employee No Employee Name Date Applied Date OT Export to excel 2013 05 03 2013 02 11 2013 03 25 2013 02 13 2013 03 25 2013 02 01 Opening overtime employeereports 20130509 162133 xls You have chosen to open El overtime employeereports 20130509 162133 xls which is Microsoft Excel 97 2003 Worksheet 4 8 KB from http www bposerve com download the report click Save To What should Firefox do with this file just view the file click Open Save File C Do this automatically for files like this from now on Cancel Time Management System TMS BPO International Inc Time Management System BPO International Inc To access
18. racters Step 1 Account information Account information Employee Number 112488 Current Password New Password Strong Confirm Password BPO International Inc A Login to Time and Attendance cont 9 Choose security questions and supply the Step 2 necessary answers Securty Question Security Question Notes Make sure that your answer is not too easy for other people to guess and not too complicated to remember ecrei Quesbon What is the firstname of your f amp vounte uncle Quesbon 2 User will be asked to answer these questions What was the sumame of your favourite teacher correctly in case they forget their password 10 Click Next to proceed or Back to go back to the previous page 11 Click Finish to complete the registration or Back to go back to the previous page Note To correct the details in the Personal Information page please contact HR A Login to Time and Attendance cont 12 User is directed to the Homepage of the TnA system upon successful registration 13 To test the new password click Logout located on the upper right corner of the page then log in again using the new password Time and Attendance BPO International Inc Hi Lae B Forgot your Password 1 Click on Forgot Password link to reset password Time and Attendance System v 1 2013 BPO International Inc Username Passwor
19. the Time Management System click Time Management under the Time and Attendance menu in the homepage Tj Employee gefnent Individual Timesheet E Timesheet Approval LEAVE APPLICATION Timesheet Summary The system will redirect user to the Time Management System TMS modules menu All the available modules for the user are shown in a list Time Emplo ee and attendance management Leave Management LEAVE M Overtime Management Time Management Individual Timesheet LEAVE APPLICATION Timesheet Summary BPO International Inc A Timesheet Approval This module allows the Approver to view modify and approve timesheets submitted by employees 1 From the TMS menu list click Timesheet Approval BPO International Inc Time Employee and attendance management Leave Management Overtime Management eee Time Management E Individual Timesheet Slee Dea F LEAVE APPLICATION Timesheet Summary BPO International Inc A Timesheet Approval cont This module allows the Approvers to view and approve the timesheet submitted by an employee Timesheet Approval To view all records do not put any value on the input box below then click SEARCH button Select Payroll Date 2013 02 25 v Employee Lastname Employee ID SEARCH Employee Employee Department Position TS Status Approver Status Option Human Resources MAN
20. ts Export reports into Excel files B Overtime Management System Online overtime approval Online approval of overtime cancellation requests Checking of employee s overtime usage and summary Automated email notification to users and approvers Incorporate approved filed overtime on timesheets Export reports into Excel files C Time Management System Allows online viewing and approval of employee s timesheet C System Modules A Leave Management System Leave Approval this module allows Approver s to approve or reject pending leave applications filed by an employee Leave Cancellation this module allows Approver s to confirm any leave cancellations requested by an employee Leave Employee Report this module displays the existing leaves filed by an employee Overtime Management System Overtime Approval This module allows Approver s to approve or reject any pending leave applications filed by an employee Overtime Cancellation This module allows Approver s to approve or reject any pending overtime cancellations filed by an employee Overtime Employee Report This module allows Approver s to view the status of all filed overtime of employees Time Management System Timesheet Approval This module allows the Approver s to view modify and approve timesheet submitted by an employee Timesheet Summary This module provides a summary view of all timesheets selected and an option to Generate a
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