Reporters - Complete User Guide

See Video Here

Contents:

• Log In
• Manage Your Account
• Your Dashboard
• Quick Navigation Menu
• Complete a Time Study
• Saving and Submitting Your Hours
• Viewing your Completed Records
• Resources
• Visual Guide

Log In

If your organization uses SSO (Single Sign-on) to log in, then your login link will be provided when your time study is available. Open that email alert notifying you of your available time study and click the login link, then follow the instructions here.

If your organization does not use SSO (Single Sign-on), then you will need to first create your password, using the link in your Welcome email. After you’ve created your password, you will log in using your username and new password. If you need further assistance, please follow the instructions here.

If you are unsure whether your organization uses SSO or not, please follow the steps at the top of this article to find out: How do I login?

Manage Your Account (non-SSO only)*

1. Click your username in the top right corner
2. Click Manage
   • Update User Profile
     • Update name or email address(es)
     • Enter your current password to confirm your identity
     • Click Save
   • Reset password
     • Enter your current password
     • Enter your new password 

       • 8-20 characters long with at least: 

         • one number
         • one upper case letter
         • one lower case letter
         • one special character
     • Confirm your new password 
     • Click Reset

*If you use SSO (Single Sign-On)

You may be asked to log into an internal web portal or intranet site provided by your IT department. In that case, you should follow the instructions provided by your IT/Help Desk staff for accessing your internal portals. Upon successful authentication, that portal should bypass our standard login screen and automatically open your Time Study dashboard. Please contact your Time Study Administrator if you:

• have any problems logging in
• need to edit your user profile
• want to change your password

Your Dashboard:

In the center of your Dashboard is a list of your Outstanding Time Studies. To the right side, you'll find a list of Upcoming Periods when you will need to again complete a time study.

In the top right corner is your Control Center where you can see your Notifications and Manage your account.

How do I use my dashboard? (for Reporters)

Quick Navigation Menu:

Complete a Time Study

You can find your outstanding time studies on your Dashboard. After clicking Enter to open the time study form you will see:

• DATES – Listed across the top
• CATEGORIES – Listed in blue sub headers
• ACTIVITIES – Listed below each category down the left side of the form

(NOTE: Your company's time study administrators determine the categories and activities displayed on the form.)

For each day and activity, enter your hours worked. If your hours are the same as last time (or similar), you can use the prompt to copy those hours and edit them.

Be aware of the time study form restrictions:

• There is a maximum of 24 hours per day.
• Enter hours in 15-minute increments, or the system will round up or down for you.
• Some companies will have you enter your total hours for the day, while others will have you enter your actual start and end times for each activity (AM/PM forms).
• All forms submitted must have hours listed or a leave of absence selected.
• The Attestation Box must be checked to submit your time study ("I hereby attest to the accuracy of this time study.")

Saving and Submitting Your Hours:

After entering your hours, you can click "Hold" your data to finish later or click "Submit" if you are done for that time period.  Learn more about these options here:

What is "Hold" vs "Submit"?

If you need assistance related to your specific account or other operational questions, please reach out to your Time Study System Administrator. If you have a technical issue or question, please create a support ticket.

Viewing your Completed Records:

1. Click Reporting in the Quick Nav on the left of the dashboard. 
2. Click Time Studies 
3. Select a date range that you'd like to search
   • Your date range must fully encompass the time period you're seeking.
     • e.g. If the Time Period for the time study is Jan 1 through Jan 7, then searching Jan 1 through Jan 6 will not return that time study. Your end date would need to be Jan 7 or any date thereafter.
4. Use the Status dropdown to select Completed
5. The farthest right column has an eye icon. Clicking this will let you view your submitted time study
6. This report also lets you view time studies that are On Hold or Pending Approval
   
   • When you view a Pending time study, you will see the following message: "This record is pending approval and it is currently locked. If you need to make changes, please contact an administrator."
   • Pending Approval records need to be reviewed by your Supporter before fully closing.
   • On Hold Records are time studies that you've begun and saved, but you still need to finish entering hours and click Submit

Resources

• Your Files: these are documents uploaded by your company.
• Help Center: brings you directly to the database of help articles you're in now
• What's New: brings you to the list of recent updates we've made, also found here: What's New?

Visual Guide: