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.
|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
|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