Reporters - Complete User Guide

See Video Here

Contents:

• Log In
• Your Dashboard
• Quick Navigation Menu
• Complete a Time Study
• Save or Submit Your Hours
• View your Completed Records
• Manage Your Account
• Resources

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?

Your Dashboard

On your dashboard, you’ll find your outstanding time studies, or those that - have not been started, have been started and were saved (on hold), or have been returned. You will also see a list of the upcoming time periods when you will need to complete other time studies. Please note, time studies for upcoming time periods can not be accessed until the first day of that time period.

In the upper-right corner, you’ll find your notifications. This includes tasks, and when applicable, any additional alerts. Tasks would include your outstanding time studies and alerts would include things like returned time studies.

Quick Navigation Menu

Complete a Time Study

You can find your outstanding time studies on your Dashboard or from your left menu bar > Time Studies > My Outstanding Records. After clicking Enter to open a 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 organization’s time study administrator(s) determine the categories and activities displayed on the form. If you have questions about the categories or activities, please reach out to an administrator.

Enter Hours

For each day and activity, enter your hours. Depending on your time study’s format, you may encounter the following:

• Total hours versus start times - some organizations may have you enter your total hours per activity for each day, while others will have you enter actual start and end times for each activity (i.e., AM/PM forms).

    vs.    

• Organ tabs - if you are reporting hours individually per organ, ensure you click on each tab to enter hours appropriately for that organ.

• Organ checkboxes - if you are splitting your hours evenly across multiple organs, ensure each applicable organ’s box is checked before submitting your time.

TIP: If your hours are the same as last time (or similar), you can use this prompt at the top of your time study to copy those hours and edit them.

Be aware of the time study form restrictions:

• There is a maximum of 24 hours per day. If you enter more hours, you will receive an error message prompting you to correct your time.
• Enter hours in 15-minute increments, or the system will round up or down for you.
• 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.e., "I hereby attest to the accuracy of this time study." - or similar).

Save or Submit 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"?

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

Manage Your Account

If you do not use SSO to log in to Time Study, you may manage your account (i.e., update your profile or change/reset your password) from within the system.

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?

I do NOT use single sign-in (SSO) to log in

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
     • Under “Change password details,” 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

I use single sign-on (SSO) to log in

If you log in to Time Study via an internal web portal or single sign-on (SSO) page, you should follow the instructions provided by your IT/Help Desk staff or Time Study Administrator for managing your account. Please contact your Help Desk/IT department or Time Study administrator if you:

• Have any problems logging in
• Need to edit your user profile
• Want to change your password

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?

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.