Employee Portal

[Pages:27]2016

Employee Portal -

Standard

WORKFORCE USER MANUAL

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC.

10.15

PENGUINDATA WORKFORCE MANAGEMENT, INC. | 117 Timberlane Rd, Spooner WI 54801

General Information...................................................................................................................................... 4 Login in to PenguinData Standard ................................................................................................................ 5 Employee Portal:........................................................................................................................................... 6

Memo Alerts ............................................................................................................................................ 6 Timesheet Sign Off Alert ........................................................................................................................ 8 Employee Summary.............................................................................................................................. 12 QC Quota............................................................................................................................................... 12 Timesheet Summary ............................................................................................................................. 13 Payroll Summary .................................................................................................................................. 13 Schedule/Forms........................................................................................................................................... 14 Signature Form ...................................................................................................................................... 14 Status Change Form .............................................................................................................................. 15 View Schedule ........................................................................................................................................ 18 History ........................................................................................................................................................ 19 Reports ........................................................................................................................................................ 24 Inventory Data ............................................................................................................................................ 28

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 3

General Information Firefox version 30 or greater Chrome version 30 or greater Opera version 12 or greater Safari version 5 or greater Default browser on current Android and IOS devices Windows mobile 6 and earlier are not supported

JavaScript and sessions cookies must be enabled in the browser. Flash is required for export of data tables lists to CSV files and clipboard via Copy and CSV buttons at the bottom of tables. Flash is not required for general functionality. Multiple Devices:

The user can be logged into the one version of the App and the Web simultaneously, however, they cannot be logged into two versions of the App or the Web simultaneously. Being logged in on two devices versions (Web or App), simultaneously can create potentially conflicting data and GPS Coordinates.

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 4

Login in to PenguinData Standard The user will enter: in the address bar of the browser. The users company will provide the information on the address to use.

Logging into the Standard side of the Portal will allow them easy access to reports and other metrics being tracked in PenguinData Workforce Management.

Clock in, if required.

The button will show Clock-In if you are not yet clocked in. It will show Clock-Out if you are currently clocked in.

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 5

Once the user has logged in, and clocked in if required, they will be brought to the Main Dashboard Page.

In the module dropdown list, the user will select the Employee Portal. This will bring them into the Employee Portal. Employee Portal: There will be several Menu Options for the employee to view in the employee portal: Memo Alerts

Memo Alerts are created for an employee to read prior to being allowed into their portal. Locked memos require acknowledgement prior to allowing the user access into their portal.

The user will click on the memo alert bar to open up the alerts. There are two types of alerts: Locked and unlocked.

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 6

Locked Memos will show a lock on the left side, in the Locked Column. The unlocked memos will not show a lock, the column will be blank.

Locked memos require the user to read the memo, prior to opening up the Portal. There are two types of locked memos: Manual Clear and Auto Clear. If the user has read the memo, clicked submit and it will not clear, they will need to contact their admin to clear the memo. That is a manual clear memo. If the user clicks submit and the message clears off the list - that is an Auto Clear memo.

Memos can also require an acknowledgement. If the memo has been set to require acknowledgement, a check box will be seen below the Memo. There will be an acknowledgment behind the check box. The user will need to read the acknowledgement, check mark the box and click submit to clear the memo.

Unlocked memos will clear once they have been read. There is nothing the user needs to do other click on the memo, read it and close it.

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 7

Once the Memo Alerts are cleared, the user can enter the portal. On the Portal dashboard page the user will see their Employee Summary, QC Quota, Timesheet Summary and Payroll Summary.

Timesheet Sign Off Alert The timesheet sign off alert provides the user with the area to review their hours per pay period and open up a link to review and sign their timesheet electronically.

The user will need to click on the wording in the Signature column ? Review and Sign. This will take them into the Time Sheet Sign Off page.

There are two (2) sections, and one link on this page. Sign Summary View Timesheet

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 8

The user will first review the In-Stamp, out-Stamp and Total Hours listed in the Summary section. If they would like to view their timesheet to see additional information they will click on the View timesheet link. Once the user has reviewed their timesheet information, they will go up to the Sign section. Sign

After reviewing the timesheet, the user needs to read the acknowledgement, located in the Statement column, to view what they are signing and if any changes have been made to the statement. The next column to the right is the Acknowledgement Column. This column provides the user with two (2) choices:

Acknowledge

This will be marked if the user agrees with the timesheet entries.

Dispute

This will be marked if the user does not agrees with the timesheet entries.

The next column is the Notes column. Notes can be detailed or summarized as the field will expand as needed. If the timesheet is being disputed, enter a detailed note of what the dispute is. Once the user has finished review, made a selection and added any notes, they will click on the Attach Signature button to transmit the timesheet and signature to the payroll department. Summary

The Summary section provides the user with three (3) columns: In-Stamp Out-Stamp Total hours

This section is a snapshot of the user's timesheet entries. If any entry looks incorrect the user will click on the View timesheet to verify if any adjustments may have been made to the timesheet entry.

? 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 9

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download