Both the employee and manager now have the ability to enter payment requests in a Timesheet, which can be determined by periodicity and group. The payment requests are known as Claims. The manager also has the ability to accept or reject claims and can add a claim on behalf of an employee.
A claim contains the Payroll and/or HR information required in order for the employee to be paid. If the employee has a multi tiered managerial structure, all managers within the tier must accept the employee's claim before it can be submitted to Payroll for payment.
As a manager, you have access to all claims belonging to an employee, within the Self-Service Timesheet module.
For more information about Managing Timesheets, see Self-Service Timesheets - Manager tasks.
Timesheet Management
You can perform the following:
Add a claim on behalf of an employee.
Approve a claim.
Reject a claim.
Submit the Timesheet to Payroll.
About Timesheet Management
Sign in to Self-Service: Timesheet > Timesheet > Timesheet Capture tab > Claim
The Timesheet Management tab displays the following fields:
Name | Description |
|---|---|
Managing Post | This drop-down list contains a list of posts you, the manager, may have. If you have only one post, the field is greyed out. |
Period | The drop-down list defaults to the most recent period and does not include future periods. The drop-down list may include a number of historic periods, which are set in Cintra iQ's Timesheet module. |
Employee | This drop-down list contains all the employees who work under you, the manager. When selected, their claims are displayed in the current/historical claims list. |
Submit Timesheet | This button is activated when there are claims that require Approval or Rejection in the current/historical claims list. When clicked, it approves or rejects claims as necessary. |
Add Claim | This button allows you to add a claim on behalf of an employee. |
Date | This column represents the date for which the employee makes the claim. |
Post | This column displays the title of the employee's post. If they have more than one post, you can filter the posts to view a particular claim |
Description | This column displays the Addition Heading name. e.g. Salary or Overtime. The claims can be filtered to display a specific Addition Heading. |
Value | This column can display monetary amounts and/or units, depending on which Addition Heading was chosen when the claim was filled in. An Addition Heading is a payment heading and affects Payroll.
|
Status | This column displays the status of the claim; whether it has been the following:
|
About an Employee's Claim
Note: The employee's claim in management mode is identical to that in employee's mode except for a couple of added buttons and the removal of the Delete button.
The employee's claim displays the following:
Name | Description |
|---|---|
Start Date | The Start Date pertains to the timesheet period. If the claim requires a date range, the End Date field becomes active. |
Post | This contains the title of the employee's post. |
Addition | This contains the Addition Heading that was set in Cintra iQ's Timesheet module. |
**Amount | **Depending on the Addition Heading, this is displayed as Amounts, Units or Days etc. |
Narrative | This is where you can add comments about the employee's claim. As a manager, you may need to justify an expense or absence. Therefore, you can add a comment in the Narrative box. This will be displayed when the employee reviews their claim. |
Cost Codes | This is where you assign cost codes to the claim.
|
Accept | Click this button to save the information and send the claim to your manager(s) to be approved and sent on to Payroll. The claim then appears in the your current/historical claims list. |
Cancel | Click this button to hide the Claim form and return to the current/historical claims list.
|
Status | This displays the status of the claim. e.g. Submitted, Pending, etc. |
Period Paid | This displays the pay period in which the claim is to be paid. The period is formatted by Taxyear/Payroll Period/Payroll. i.e. 2016/02 Cintra Salaried |
Approval box | This contains the names of you and the other managers who are assigned to approve the employee's claim. It details who has either approved or rejected the claim, if it has been either approved or rejected, any comments that were made and the date in which the decision was performed.
|
Resubmit | Click this button to reset the approval associated to the claim so that you must approve it again.
|
Approve | Click this button to approve the claim and enter a comment, if necessary. |
Reject | Click this button to reject the claim and enter a comment, if necessary. |
Cancel | Click this button to hide the Claim form and return to the current/historical claims list.
|