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Employee Portal User Guide - everythingatwork.comWork-User... · Undertime Schedule Request Form...
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Employee Portal User Guide
Transcript of Employee Portal User Guide - everythingatwork.comWork-User... · Undertime Schedule Request Form...
Employee Portal User Guide
.
Enter your Username and
Password to login
Employee Portal Home Page
View Company Memos and Announcements Here
View your Work Schedule for the Day Here
Click here to either enter a suggestion or grievance
Grievance
Suggestion
Access and customize quick shortcut links here
Access Schedule-related Items here
My ScheduleThis is where you can view your work
schedule, as well as other relevant events.
To request for Overtime, Undertime, Time-Off or Official Business, drag and
drop the corresponding item to the calendar date you want to file for.
Overtime Schedule Request ListThis is where you can view your OT
schedule requests.
Click on the + button to add a new request.
Overtime Schedule Request FormEnter the following details:
Date – Enter the Date when you will render theOvertime
Pre-shift OT – Put a checkmark here if you arerequesting for Pre-shift Overtime (before yourWork Schedule
Time Range – enter the time-range windowwhen you will expect to render your Overtime
OT Hours – enter the # of regular or Night-ShiftOT hrs that you are requesting for
Reason – enter the reason for your request.
Click Submit when done.
Click on the + button to add a new request.
Undertime Schedule Request ListThis is where you can view your requests
for undertime.
Undertime Schedule Request FormEnter the following details:
Date – Enter the Date when you will render theUndertime
UT Hours – enter the # of undertime hours thatyou are requesting for
Departure – enter your estimated departure time
Arrival – enter your estimated arrival time (ifapplicable)
Reason – Select the reason for your undertime,and enter the details in the provided textbox.
Click Submit when done.
Click on the + button to add a new request.
Time Off Request ListThis is where you can view your requests
for time-off.
Time-Off Request FormEnter the following details:
Date of Time-Off – Enter the Date for therequested time-off
Time off Time – enter the time-range window forthe requested time-off.
Time Off Hours – enter the # of time-off hoursbeing requested
Reason – select the reason for the time-off
Detail – enter more details about the reason forthe time-off
Apply against –Choose Late if the Time-off will befor the first part of your work schedule. ChooseUndertime if the Time-off will be towards the endof your work schedule. Choose Absent if the time-off is for the whole day.
Click Submit when done.
Click on the + button to add a new request.
Official Business Request ListThis is where you can view your requests
for official business.
Official Business Request FormEnter the following details:
Official Business Date – Enter the Date for the requestedOfficial Business
Charge Code – You may enter a Charge Code for the OBrequest (if applicable)
OB Time – enter the time-range window for the requestedOfficial Business
No. of Hours – enter the # of OB Hours you are requesting for
Reason – select the reason for the OB request
Details – enter more details for the OB request
Overtime – put a check here if the OB hours may lead toovertime.
Apply against – Choose Late if the OB will be for thebeginning of your work schedule. Choose Undertime if the OBwill be towards the end of your work schedule. Choose Absentif the OB is for the whole day
Attachment – You may choose to attach a file to support yourOB request.
Click Submit when done.
Click on the + button to add a new request.
Change Work Schedule Request ListThis is where you can view all your change
work schedule requests.
Change Work Schedule Request FormEnter the following details:
Work Date – enter the date for the change ofwork schedule request
Swap With – you may choose the employee thatyou want to swap schedules with
Shift – if you did not select an employee tochange schedules with, you may enter the newshift code that you want to switch to
Reason – enter the reason for your request
Click Submit when done.
This is where you can schedule Leave Requests, view your Leave Ledger and the Leave Calendar
Click the + button to create a new leave request.
Leave Request ListThis is where you can view your leave
requests and see if it was approved or not.
Leave Request FormEnter the details for your leave request:
Leave Type – select the type of leave
Inclusive Schedule – enter the date rangefor your leave request.
No. of hours per day – Enter the # of hours(per day) for your leave request.
Partial Day Leave – Select Yes if it is for apartial-day leave.
Reason – Enter the reason for your request.
Attach a document if necessary.
Click Submit when done.
Click the + button to add a document to your request
Click the eye button to view the details for a leave type.
Leave Ledger ListThis is where you can view your leave balances.
Leave Ledger Details
This is where you can enter the details of your leave balance. This will show you how many credits you have earned and already used.
Leave Calendar
This is where you can view the leave calendar, which will display your leaves as well as the leaves of other
people (depend on your security access).
Access your time-logs and Attendance Records here
Time Entry Logs List
This is where you can view your own time-logs.
Time Entry Log
You can manually add a time-log (subject to approval).
Attendance List
This is where you can view your own attendance as soon as it has been processed by the system.
Click on the ‘eye’ icon to view your attendance for a particular period.
The Schedule tab will show your work schedule including any OT, Official
Business and Time-off scheduled within the period.
The Attendance tab will show your work schedule alongside your actual time-logs
The Time-Entry tab will show your actual time-logs along with the actual hours of
worked rendered for Regular days, Restdaysand Holidays. It will show your lates,
undertime and absences.
The Time-Entry Night Shift tab will show your work hours rendered during regular night-
shift hours (10pm – 6am)
The Regular Overtime tab will show your overtime hours rendered during
regular hours
The Regular NS Overtime tab will show your overtime hours rendered during
night-shift hours (10pm – 6am)
Access your payroll records and government contributions here
Click on the ‘eye’ icon to view your payroll for a particular period.
Paysheet List FormThis will list all the payroll issued to you per period.
Paysheet Details FormThis will show the details of your payroll for the
selected period.
Click on the various tabs to view your allowances, deductions and
loan payments.
Click Print to print your payslip.
PayslipThe payslip will show your payroll details
View your Loans and other Accountabilities here
Click on the + button to add a new request.
Loan Request List FormThis will show all your loans. You can see the status
of each loan, as well as the amount paid and outstanding balance.
Loan Request FormOn the Loan Request Form, enter the following:
Loan Type: select the type of loan you are applyingfor.
Requested Amount: Enter the desired loan amount.
Purpose: Enter the purpose or reason for the loan.
Attachment: You may choose to upload a file tosupport your loan request. If this is for a PAGIBIG orSSS loan, you may upload the loan voucherdocument from the government agency.
Terms and conditions: Tick this to signify that youagree to the terms and conditions for the loanrequest.
Click Submit when done.
Click on ‘eye’ icon to view the details of a Cash Issuance record.
Cash Issuance List FormThis is where you can view all the cash issuances to you.
Cash Issuance FormThis is where you can view the details of a Cash Issuance record.
Click on the + button to add a new request.
Item Request List FormThis is where you can view the status of all the item requests
you have submitted before.
Item Request FormEnter the following details:
Item/s Requested: Select the item that you need.
Reason / Purpose: Enter the reason for your request.
Date Needed: Enter the date when you need the item.
Duration: Enter the # of days that you need the item.
Long-term use: Tick this if the item is for long-term use.
Click Submit when done.
Click on the + button to add a new request.
Cash Advance Request List FormThis will list all your Cash Advance Requests.
Cash Advance Request FormEnter the following details:
Date Needed: Enter the date when you need the cash.
Amount Requested: Enter the amount that you need.
Reason / Purpose: Enter the reason for the request.
Charge Code: Enter the Charge Code (if applicable).
Click Submit when done.
Click on the + button to create a new expense report.
Expense Report List FormThis is where you can view your expense reports.
Expense Report FormThis is where you can enter your expenses.
Click on the appropriate icon to add an expense to the report.
Expense Report DetailEnter the following details:
Expense Date: Enter the expense date.
OR / Invoice No.: Enter the OR orInvoice No.
Expense Amount: Enter the amount.
Vendor Name: Select or enter the vendor
Tax Identification No: Enter the Vendor’s TIN.
Address: Enter the Vendor’s Address.
Notes: Enter the reason or details of the expense.
Attach File: Upload the receipt or invoice to support your entry.
Click Save to add the expense to the report.
The expense will be added to the report. Add more expenses if necessary, then
click Submit at the bottom of the form.
View your Training Requests and the Training Calendar here
Training Request List FormThis is where you can view all your training requests.
Training CalendarThe training calendar is where you can view all trainings
scheduled. If you want to participate in a training session, click on the desired training on the calendar.
Training Request FormRead the details of the training session.
Click on the “Agree” checkbox to signify that you agree with the terms of service.
Click here to view Company Documents
Click here to request for special documents
Click on the ‘+’ icon to create a new document request.
Document Request ListThis is where you can view all your document requests.
Document Request FormEnter the following details for your document request:
Period Covered: Enter the period that should be covered by the document.
Document: Select the type of document being requested.
Details: Enter details for the request.
Reason / Purpose: Enter the reason for the request.
Click Submit when done.
