Employee Checklist [Employees]

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