You can view consultants’ time cards to approve or reject the hours they submitted.
1. From the left menu, click the Home link to display the list of time cards and expense reports that need your approval.
2. When you access the Home page, your information sorts by week-ending date in descending order and employee name in ascending order. Click any of the column heading links to sort the information by the column you selected. An arrow displays to indicate that the column is sorted by ascending or descending order.
3. If necessary, use any of the following search features to display information you need:
You do not need to complete each field to perform a search.
Option |
Description |
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To display time cards for a specific employee |
Do the following: 1 . In the Name (Last,First) field, do one of the following: • To find a specific consultant—Type the last name and the first name of a consultant with a comma in-between and no space. For example, Smith,John. • To find several consultants—Type the first letter or letters of the consultants first or last name to display a list of consultants who match your search criteria. 2 . If necessary, you can also specify a week-ending date in the Week Ending field. 3 . Click the button to display the information you specified. |
To display time cards for a specific week-ending date |
Do the following: 1 . In the Week Ending field, select a specific week-ending date for the information you need to view. This field defaults to All. 2 . If necessary, you can also specify an employee in the Name (Last,First) field. 3 . Click the button to display the information you specified. |
To display another page of time cards |
In the Pending Approval Time Cards section, click the appropriate page number link to display another page of time cards. |
4. Click the to display the time card.
5. Verify the information that displays.
6. If you need to update a UDF value that displays, click the Edit UDFs button to display the UDF fields for the date you indicated.
Update the UDF field(s) as necessary. The UDF values displays as follows:
Option |
Description |
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Verify the UDF that displays. This type of UDF is read-only. You cannot update this type of UDF. Contact the field support representative (for example, the CSA) to update the value that displays if necessary. |
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Select the UDF value that should display. If the appropriate UDF value does not display, contact field support representative (for example, the CSA). |
7. Click the Save Changes button to save your updates. The time card displays with your updates.
8. Do one of the following:
Option |
Description |
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To approve the time card that the consultant submitted. |
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To reject the time card that the consultant submitted. To reject a time card, in the Reason for Rejection field, you must type a reason why you rejected the consultant’s time card. |
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To view the History page that displays the time card’s activity history, including comments. |
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To display a printer friendly version of a time card. The print friendly version of a time card includes spaces for an approval signature to validate the hours entered. Print a time card for your records. |
9. To view additional time cards, click one of the following:
Option |
Description |
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Previous link |
To display the previous time card in your list of time cards. The Previous link is not active if no additional time cards exist. |
Next link |
To display the next time card in your list of time cards. The Next link is not active if no additional time cards exist. |