Ceridian Time Professional

Timecard Review

Agenda

• Home Page

• Basic Timecard• Passenger Timecard• Favorite Sets• How to enter PTO and Un-Worked Transactions• Review, Approve and Sign Your Timecard

• On Call Expense• Timecard Definition• Other Key Points• Frequently Asked Questions

Basic Timecard

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Basic Transactions – Sample

Harry began his day at 8:00a on Monday, September 12th Date: Mon 09/12Time: 8:00aType: InTime Code: RG – Regular HoursLabor Distribution: Favorite Set – Office 800327 or

CORP 01CC 440ORDR# 800327

Comment: Phone Coverage

At 8:30a, Harry left the office to travel to customer to complete PMDate: Mon 09/12Time: 8:30aType: TransferTime Code: TRT – Travel Regular TimeLabor Distribution: Favorite Set – Test 123456 Comment: Travel to Site

At 9:30a, Harry arrived at customer site Date: Mon 09/12Time: 9:30aType: TransferTime Code: RG – Regular HoursLabor Distribution: Favorite Set – Test 123456 Comment: PM at Site

Harry left for lunch at 11:30a Date: Mon 09/12Time: 11:30aType: Meal OutTime Code, Labor Distribution and Comment are blank

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Harry returned from lunch at 12:00pDate: Mon 09/12Time: 12:00pType: Meal InTime Code, Labor Distribution and Comment are blank

Harry has completed PM and is returning home at 4:30pDate: Mon 09/12Time: 4:30pType: TransferTime Code: TRT - Travel Regular TimeLabor Distribution: Favorite Set – Test 123456 Comment: Completed PM

Harry arrived home at 5:30p and must complete his paperworkDate: Mon 09/12Time: 5:30pType: TransferTime Code: RG - Regular HoursLabor Distribution: Favorite Set – Office 800327 Comment: Complete paperwork

Harry is done for the day at 5:45p Date: Mon 09/12Time: 5:45pType: OutTime Code, Labor Distribution and Comment are blank

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Passenger Timecard

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05:30P

06:00P

06:01P

07:30P

08:00P

Passenger Transactions – SampleHarry began his day at 7:30a on Monday, September 12th

Date: Mon 09/12Time: 7:30aType: InTime Code: TRT – Travel Regular Time

CORP 01CC 440ORDR# 123456

Comment: Drive to Airport for 8:00 am flight

At 9:30a, Harry arrived at site for PMDate: Mon 09/12Time: 9:30aType: TransferTime Code: RG – Regular HoursComment: Arrive at site for PM

At 11:30a, Harry goes to lunchDate: Mon 09/12Time: 11:30aType: Meal OutTime Code, Labor Distribution and Comment are blank

At 12:00p, Harry return from lunchDate: Mon 09/12Time: 12:00pType: Meal InTime Code, Labor Distribution and Comment are blank

Harry completes PM and travels back to airportDate: Mon 09/12Time: 4:30pType: TransferTime Code: TRT – Travel Regular TimeComment: Drive to Airport for 8:00 am flight

Harry arrives at airport and completes paperworkDate: Mon 09/12Time: 5:00pType: TransferTime Code: RG – Regular HoursLabor Distribution: Favorite Set – 800327 Comment: Complete Daily Paperwork

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At 5:30p, Harry stops for dinerDate: Mon 09/12Time: 5:30pType: Meal OutTime Code, Labor Distribution and Comment are blank

At 6:00p, Harry finished dinerDate: Mon 09/12Time: 6:00pType: Meal InTime Code, Labor Distribution and Comment are blank

At 6:01p, Harry boards his flightDate: Mon 09/12Time: 6:01pType: TransferTime Code: THT – Travel Half TimeComment: On flight

At 7:30p, Harry completes his flight and drives homeDate: Mon 09/12Time: 7:30pType: TransferTime Code: TRT – Travel Regular TimeComment: Drive Home

At 8:00p, Harry arrives home and completes his dayDate: Mon 09/12Time: 8:00pType: OutTime Code, Labor Distribution and Comment are blank

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Favorite Sets

• Favorite sets are used to streamline your data entry by including the corporate code, cost center and work order number in one set and can be customized for each individual. You may set up a limit of 20 Favorite sets

• Available to Work• PTO/Holiday• Training

• How to create Favorite Sets• Click on “$” to open Manage Labor Distribution

window• Under the Results “box” enter

CORP 01 (always)CC 440 (your dept number)ORDR# 6-digit order number

• Under Favorite Sets enter in blank box to left of “New Set Name” a short description, including the order number. You are limited to 16 spaces

Example: Train 800118• Select Submit• Select Cancel to return to your timecard

• How to update Favorite Set• Select Favorite Set from drop-down Select Set

and add all information as you would to create a favorite set

• Select Update Set• Select Submit• Select Cancel to return to your timecard

• How to delete a Favorite Set• Select Favorite Set from drop-down Select Set• Select Delete Set• Select Submit• Select Cancel to return to your timecard

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How to enter PTO Hours

• The Manual Time Code is used for the following un-worked activities and must be entered as a single line transaction.

• Bereavement• Paid Time Off• Floating Holiday• Jury Duty• Military Leave• Voluntary Pay

• How to create your PTO transaction – click on Manual Time Code and complete the following transactions

Date MM/DD/YYYY formatTime 8:00aTime Code Select PTO from drop-downHours Number of hoursFavorite Set Select PTO (un-worked transactions)CORP Not applicable if using favorite setCC Not applicable, if using favorite setORDR# Not applicable, if using favorite set

• How to enter a half day – similar to above• Enter your working hours as normal, however the “Time” entry

will need to be adjusted according to your time off

• Afternoon Off (4 hours) – enter the time to follow after your “out” time. EXAMPLE: If you left for the day at Noon, your out time would be 12:00p, which makes your manual time code time 12:01p.

• Morning Off (4 hours) – enter the time to be the same number of hours, less than your “in” time. EXAMPLE: If you started your day at Noon, your in time would be 12:00p, which means your manual time code would be 8:00a.

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Review, Approve and Sign Your Timecard

• Timecards must be signed by employee at the end of each pay period.

• Prior to signing your timecard, review your IN, TRF and Manual TC transactions to ensure an order number is assigned. Select “Printable” to view your timecard detail

• Under the ORDR# column each line must have a number associated with it.

• This field is required in order to process payroll and update the general ledger.

• Sign your timecard – enter your unique Time & Attendance password into the box, and select “Sign”.

• Pop-up box will appear with certification message – select “OK”

• System will the date and time you signed your timecard into the Timecard box.

• You can continue to update your timecard, until your supervisor approves your timecard.

• If you need to make an update after your supervisor approves your timecard;

• Notify supervisor to un-approve your timecard

• Make the change and sign

• Notify supervisor to reapprove

• Deadline is Monday at 10:00 AM CST, prior to check date – unless communicated otherwise due to banking holidays.

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On Call Expense Transactions

• In the event you are scheduled to work On Call for a week, or are requested to service an account – when you are not on call – you will need to update your “expense” transaction to indicate your activity.

• On Call Codes• OC – On Call• OCT – On Call Weekend Travel• OCF – On Call 24/7 Regular• OCH – On Call 24/7 Holiday

• Weekly On Call • Select Expenses• Go to Add Rows and add 7 rows• Enter date for each day you are on call – MM/DD/YYYY• Expense Code will auto populate with OC• Select Save Changes (daily rate will automatically

populate the value)• Go to Favorite Set and Select On Call – if favorite set is

not set up; CORP 01CC 440ORDR# 800334

• Select Save Changes to complete the transaction

• On Call for 24/7 Account or Weekend Travel• Select Expenses• Go to Add Row and add rows• Enter date of activity – MM/DD/YYYY• Select appropriate Expense Code from drop down box• Select Save Changes (daily rate will automatically

populate the value)• Enter from Favorite Set or enter manually to identify

account; CORPCCORDR#

• Select Save Changes to complete the transaction

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Timecard Definition

Navigation: Select Current Pay Period End Date – this will open the timecard transaction form

Data Requirements:

Date: Select from drop-down list – Only days valid for the current pay period are available

Time: Enter using the Time format; 8:00a (for a.m.) or 4:00p (for p.m.)

Type: Indicates the type of activity – Select from drop-down

“In” when you begin your day

“Transfer” when you change Time Codes or Order #’s

“Meal Out” and “Meal In” for lunch breaks

“Out” at the end of the day

Time Code: Select from drop-down list for the appropriate code; RG – Regular Hours, TRT – Travel Regular Time or THT – Travel Half Time

Labor Distribution: A number is REQUIRED for each “In” and “Transfer” Type. You have the option of using your Favorite Set or to add the codes manually for the three fields

CORP 01

CC Your Department Number

ORDR# Your Project or Work Order Number (always 6-digits)

Other Key Points

• The timecard web site is: https://sourcetimepro.ceridian.com/

• The time on your timecard web clock is attached to the state you live in. The timecard will not change time zones as you travel

• When completing your timecard, your entire day must be completed using the time zone in which you “Start” your day.

• When transferring to different activities (or types/order numbers) the time cannot overlap

• You must list Order numbers in the Transaction detail on lines you use the types “In” “Transfer” or “Manual TC”

FAQ

Q: What “boxes” or “fields” in the system must be filled out for each day in order to complete my timecard?

A: You must have:1. A punch in to begin the day2. A punch in for lunch, 3. A punch out for lunch 4. A punch out to end your day. 5. An order number entered in the system for each different job worked in 1 day and on each IN, TRF

and Manual TC transaction

Q: How do I enter On Call hours?A: There are different types of On Call hours. See the On Call slide for step by step instructions for each

different scenario.

Q: What do I need to enter in the system for holidays?A: You do not need to do anything – the system will automatically populate the holiday on your timecard.

However, if you notice the holiday is not on your timecard – please notify payroll to research and correct.

Q: When do I need to add comments to my timecard?A: You should add comments anytime:

1. You are traveling to note where you were going.2. You should also add a comment anytime you work overtime in excess of 30 minutes to explain why

that additional time was required.

Q: What is Travel Half Time and when should I use it?A: Travel Half Time is the code you must use to record travel time when you are a passenger in any capacity

(car or airplane) after 5:00 local time. Work on weekends between 8:00am and 5:00pm local time should be entered as regular labor unless it is On Call work.