Worker Quick Reference Guide



Purpose: This quick reference guide is designed to assist the worker with navigating through basic functionality needed to key and monitor timesheets and expense sheets using the Fieldglass tool. Fieldglass is available 24/7 from any Internet connection. The guide is broken into 5 sections:

✓ Section 1: Register in Fieldglass

✓ Section 2: Edit My Profile

✓ Section 3: Submit Timesheets

✓ Section 4: Submit Expense Sheets

✓ Section 5: View Timesheet History

** FIRST TIME USERS

To get started, you’ll need to register in Fieldglass. You should have received two emails from Fieldglass@. Please reference the step by step instructions in Section 1 to assist with logging into the tool.

Section 1: Register in Fieldglass

Purpose: Utilize this section of the guide to assist you when registering in Insite for the first time.

|View |Process |

|[pic] |Login and Navigation |

|[pic] |Copy the temporary pass code in the email invitation. |

| |Click the link in the email to take you to the Fieldglass website. |

| |If you do not already have a Fieldglass account, click No. |

| |If you already have a Fieldglass account, click Yes and the new account will be linked to the existing account. |

| |Paste the temporary pass code from Step 1 into the field. Click the “NEXT” button. |

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| |Enter a Username, Password, and answer the secret question. |

| |Update Time Zone and date/time/number format preferences |

| |Enter Middle Name and Date of Birth (this information is private and will not be shared with the Hiring Manager). |

| |Change any fields that are in error. |

| |Click the “SIGN ON” button. |

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| |** Note: If you do not receive an email invitation to register, contact your supervisor or staffing agency for assistance. |

Section 2: Edit My Profile

Purpose: Utilize this section of the guide to assist you when editing your Fieldglass profile. This section should be used to assist in updating passwords, general information, and notification settings.

|View |Process |

|[pic] |Login and Navigation |

| |- Go to |

| |- Login using your username and password. |

| |- Click Log In |

| |- Click Edit My Preferences |

| |- Change or enter any information. |

| |- Select the Email boxes for Notifications/Work Items/Broadcasts to route to your email inbox. |

| |- Ensure your locale and time zone is correct. |

| |- Click the “UPDATE” button. |

| |- Remember that to get back to your “Desktop” click the Fieldglass logo in the top left corner. |

Section 3: Submit Timesheets

Purpose: Utilize this section of the guide to assist you when keying and submitting time sheets

|View |Process |

|[pic] |Login and Navigation |

| |- Login using your username and password. |

| |- Click Log In |

| |- Click a Time Sheet Work Item link on your Desktop for the period to key time |

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|[pic] | |

| |- Enter your daily hours against the appropriate cost center - If keying time at the end of |

| |each work day, click “Draft” to save timesheet until the end of the work week |

| |- At the end of the work week, ensure everything is correct. Click the “Submit” button. |

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| |** NOTE: Once a time sheet is submitted, it cannot be adjusted unless the hiring manager rejects |

| |the time sheet |

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| |All time must be submitted by Monday 10:00 AM |

Section 4: Submit Expense Sheets

Purpose: Utilize this section of the guide to assist you when submitting expense sheets.

|View |Process |

|[pic] |Login and Navigation |

|[pic] |- Login using your username and password. |

| |- Click Log In |

| |- Click the Create Expense Sheet link on your Desktop to access expense sheets |

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| |- Click the expense code to log expenses against |

| |- Enter the Dates, Merchants, Descriptions, and amounts for each Expense Code. |

| |- Enter any Comments. Click the “MANAGE” button to attach receipt files. |

| |** If soft copy receipts are not available, submit hard copy receipts to your Manager |

| |- Click the “Submit” button. |

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| |** NOTE: To add multiple expenses to the same expense sheet, click the additional expense |

| |code(s) and complete required information before clicking the “Submit” button. |

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| |** NOTE: Once an expense sheet is submitted, it cannot be adjusted unless the hiring manager |

| |rejects the expense. |

Section 5: Viewing Timesheet History

Purpose: Utilize this section of the guide to assist you when viewing timesheet history. This will provide a view of all timesheets and their status.

|View |Process |

|[pic] |Login and Navigation |

|[pic] |- Login using your username and password. |

| |- Click Log In |

| |- Click the View Time Sheets link on your Desktop to access all time sheets |

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| |- Select the appropriate date range |

| |- Select a status from the drop down list. Select all to see all Time |

| |Sheets for a specific date range |

| |- Click the “Search” button |

Helpful Tips:

• Should you get lost you can always click the Fieldglass Logo to take you back to the home page.

• For assistance with tool functionality, please contact your local branch office.

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YOUR EMAIL@.com

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Worker

Quick Reference Guide

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