web time entry 101 (for colleague) josh gittel north idaho college july 31, 2015 human resources...

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NWEUG 2015 WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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Page 1: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WEB TIME ENTRY 101(FOR COLLEAGUE)

Josh Gittel

North Idaho College

July 31, 2015Human Resources Track

Coeur d’Alene, Idaho

Page 2: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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SESSION RULES OF ETIQUETTE

Please turn off you cell phone/pager

If you must leave the session early, please do so as discreetly as possible

Please avoid side conversation during the session

Thank you for your cooperation!

Coeur d’Alene, Idaho

Page 3: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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INTRODUCTION

Web Time Entry 101 Learn the benefits Colleague’s Web Time Entry can have for

payroll processing

See what Web Time Entry looks like for employees, supervisors, and HR/Payroll

Understand the implementation process and decisions that need to be made prior to implementation

Coeur d’Alene, Idaho

Page 4: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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SESSION AGENDA

1. Why Web Time Entry?

2. What does Web Time Entry look like for an employee?

3. What does Web Time Entry look like for a supervisor?

4. How to implement Web Time Entry

5. How are HR/payroll impacted by Web Time Entry?

Coeur d’Alene, Idaho

Page 5: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHY WEB TIME ENTRY?

Coeur d’Alene, Idaho

Page 6: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHY WEB TIME ENTRY?

No more paper timesheets!!!

Daily time tracking in Colleague

System-based approval process

Increased employee & supervisor accountability

Decreased payroll processing time (hopefully)

Sick, vacation, and other leave tracking through Colleague

Coeur d’Alene, Idaho

Page 7: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Coeur d’Alene, Idaho

Page 8: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Accessed through the Portal

Available with internet access

Available on mobile devices

Coeur d’Alene, Idaho

Page 9: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Coeur d’Alene, Idaho

Page 10: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Leave balances displayed at the top

Ability to enter time in/out information

Report annual/sick/other leave

Coeur d’Alene, Idaho

Page 11: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Can set up pre-set schedules

Salaried employees can enter leave

Coeur d’Alene, Idaho

Page 12: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR AN EMPLOYEE?

Employees can save their time each day by clicking submit

At the end of the pay period, employees check the electronic signature

Coeur d’Alene, Idaho

Page 13: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR A SUPERVISOR?

Coeur d’Alene, Idaho

Page 14: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR A SUPERVISOR?

Supervisors can view a summary of all employees

Can select one or multiple employees to review

Coeur d’Alene, Idaho

Page 15: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR A SUPERVISOR?

Supervisors can see daily time entry totals

Can also see their employee’s leave balances

Coeur d’Alene, Idaho

Page 16: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DOES WEB TIME ENTRY LOOK LIKE FOR A SUPERVISOR?

Supervisors can approve or reject the employee’s time

Comments entered will be instantly emailed to the employee after submitting

Coeur d’Alene, Idaho

Page 17: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Coeur d’Alene, Idaho

Page 18: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY Identify key personnel involved

Human Resources

Business/Finance Office

Information Technology

Administration

Identify timeline Consulting (recommended)

System setup and decisions made

System Testing

Campus training and communication

Go-live date

Coeur d’Alene, Idaho

Page 19: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY Make important decisions

Time entry and approval deadlines

Payroll processing deadlines

Employee data entry deadlines

Rules for managing unapproved time

Individuals’ roles for maintaining Web Time Entry

How to communicate/train employees and supervisors

Coeur d’Alene, Idaho

Page 20: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Verify payroll parameter setup

Time recording method must be ‘Daily’

Coeur d’Alene, Idaho

Page 21: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Set up time entry/approval parameters

Detail to set cutoff dates and times

Create rules for unapproved time

Coeur d’Alene, Idaho

Page 22: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Set default cutoff times for:

Employee

Supervisor

Cutoff dates and times can be overwritten on PPPR

Coeur d’Alene, Idaho

Page 23: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Code your leave plans to the correct Web Time Entry columns

1=Annual leave

2=Sick leave

Coeur d’Alene, Idaho

Page 24: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

POSD – Enter the supervisor position ID & alternate supervisor position ID

Coeur d’Alene, Idaho

PPOS – Override to POSD. Enter the supervisor and alternate supervisor name

Page 25: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Select the time recording type for each position

Exception – salaried positions that will default set wages

Positive – Hourly positions that do not have a default schedule in Web Time Entry

Scheduled Positive – Hourly positions that have a default schedule

Select summary or detail Web Time Entry Form

Coeur d’Alene, Idaho

Page 26: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW TO IMPLEMENT WEB TIME ENTRY

Create earnings type groups

To be displayed on Web Time Entry under ‘Other Time Types’

ETGR can be adjusted as necessary

Can batch assign positions with earnings type groups

Coeur d’Alene, Idaho

Page 27: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW ARE HR/PAYROLL IMPACTED BY WEB TIME ENTRY?

Coeur d’Alene, Idaho

Page 28: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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HOW ARE HR/PAYROLL IMPACTED BY WEB TIME ENTRY? Additional position setup/management

Decrease in manual time entry

Changes to the payroll process New reports

Manual check process changes

Increased accountability for employees and supervisors

Increased employee/supervisor training

Change in type of questions/assistance to employees and supervisors

Coeur d’Alene, Idaho

Page 29: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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WHAT DID YOU LEARN?

Basics of Web Time Entry How it works for employees and supervisors

How to set up Colleague for Web Time Entry

Planning and decisions to be made in advance

Changes you can expect in transitioning to Web Time Entry

Coeur d’Alene, Idaho

Page 30: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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QUESTIONS?

Coeur d’Alene, Idaho

Page 31: WEB TIME ENTRY 101 (FOR COLLEAGUE) Josh Gittel North Idaho College July 31, 2015 Human Resources Track Coeur d’Alene, Idaho

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THANK YOU!Josh Gittel – Accountant, North Idaho College

[email protected]

Coeur d’Alene, Idaho