HRIS MyWay– Diamond’s Electronic Timesheet Solution …schd.ws/hosted_files/2017publicsectorconference/d6/2017 HRIS MyW… · 1 Company Confidential Do Not Distribute HRIS MyWay–

1 Company Confidential Do Not Distribute

HRIS MyWay – Diamond’s Electronic Timesheet Solution

Katie CopelandChantal Paradis


• Login & Home Screen• Employee Timesheets• Equipment Timesheet• Time Banks – Real Time Look ups• Regular Time Validation• Submitting Time• Time Entry Approvals / Rejections• Delegation• Routines• Self-Service• Time off Requests• Setup• Q & A

Overview


Login & Home Screen

Administrator

Full access and Setup

Can complete any task

Manager

Timesheet Entry

Approvers / Rejection

Delegations

Employee Time Banks

Employee

Time Entry

Employee Self Service

There are a variety of Dashboards for you to view once logged in.


• Select how you want to enter your time:• Daily• Weekly• By Pay Period

Employee Timesheets

Add Time:• Click on the plus sign to add time• You can also apply a template to the

timesheet• Select the different paycodes that are

assigned to you• Optional to enter project costing

information – you must own the module


Employee TimesheetsSelect one of the tabs: Day, Week or Pay

Period for time entry

Add hours & notes

Summary of Hours entered

by type

Click to Add Time – change out paycodes


Equipment Timesheet

• Equipment will show as a second line on the timesheet• You can show or hide equipment• The second line will be automatically populated with the hours entered above but can be modified or additional

lines added Click to Add Time –Equipment


Real Time – REACH Time Banks Check

• HRISMyWay will prompt you when using more hours than are available in a REACH bank and reset to the max


Regular Hours – Validation Check

• HRISMyWay will warn you of what the ‘Expected Hours’ are compared to the ‘Hours for submission’• Validates this information from the employee hours per day, days per week from Dynamics GP Canadian

Payroll


Regular Hours – Submitting Time

• Time will be submitted when the green ‘Submit’ button in the top right in clicked• Once time has been submitted, it will show with an ‘S’ beside the time that was submitted


Approvals

• Once time is submitted, anyone with access to approvals can navigate to this icon to approve time• Can be individually checked and mass approved or click ‘Approve’ to approve one by one • ‘Mark All’, ‘Unmark All’, and ‘Approve’ – Options available below


Approval - Details

• By clicking on the pay period under the specific employee, you can view the timesheet details• It will also display any notes attached as well


Rejecting Time By Approver

• Time can be rejected with a specific rejection message• This will re-route the timesheet back to the employee for adjustments


Rejected Time – What The Employee See’s

• Rejected time reroutes back to the employee with a grey ‘!’ indicating that there is time that needs to be changed

• Hovering over will show you the rejection message


Delegation

• The Delegation screen allows you to delegate another employee to approve time for another employee

• Why Delegate? This feature is handy when staff goes on vacation or if you have multiple managers that can approve the same staff’s time

• By clicking ‘Assign Delegate’ this screen allows you to select the approver and the delegatee

• It also allows you to specify a period of time, if the approver should continue to get notifications and if you want to provide a reason


Routines – Transfer to GP

• This window allows you to transfer time from HRISMyWay to Dynamics GP• There is no export file, this happens automatically • It will prompt you for a batch that has already been setup in Dynamics GP• Clicking the plus beside the pay period will expand the details of that pay period


Routines – Employee Count

• Window displays the employee count• Current month or month history


Routines – Synchronize Data

• Syncs data from Dynamics GP to time entry on demand• Data will automatically sync periodically or synced from this window• No import/export


Self-Service

• When clicking on self-service, this allows employees to see their banked time, payments, paystubs, and much more

• Using the options on the left hand side, it will allow you to navigate between the windows

• Can expand bank to show bank transaction details

• Payment Dates, net, and the paystub are listed here and the stub can be accessed by clicking ‘View’ beside the applicable pay period


Profile

Add a profile picture

Change emergency

contact information

View your current TD1

form


Time Off RequestsSubmit

requests for vac, sick, etc.

Managers review,

approve, reject requests.

Approved requests have time entries automatically created


Dashboards

Your current entitlement

Outstanding approvals listed here with easy approve/deny

Quick shortcuts

Who is currently out

today?


Calendar

Different types of ‘leaves’ are marked with

different colours

Stat days can also be

populated


Setup – Lock Down What Employees Can EnterControl the

paycodes they can enter against

Control the depts and

projects they can enter against

Control whether they

can enter time for others

Control the positions/sub codes/levels

they can enter


Setup - Approvers

Approvers are not assigned to employees!

Approvers are assigned to departments or projects that time is entered against.

Quick to set up. Plus have multiple approvers for employees that work in different departments.


Setup - ApproversApprovers are set up at the Department

level

But employees can have that

overridden


HR Dashboards

• Various dashboards for headcount, certifications, etc.

• Quick approvals sit here as well

• Upcoming expiring skills


HR Dashboards

• Various dashboards for headcount, certifications, etc.

• Quick approvals sit here as well

• Upcoming expiring skills


HR Certifications, Skills, Licenses• Certifications, skills,

licenses for each employee

• They look exactly the same so we will only look at certifications for this demo

• Can approve and renew from this screen as well

• Can get notified of expiry through dashboard or email


HR Certifications Categories

• Can create certification categories for groups of certifications

• All First Aid certs• Set required fields, etc.


HR Certification Creation

Attach any dates as needed

Can attach files


Supervisor Codes

• Supervisors do approvals for HR portion of HRIS MyWay• Can have one main supervisor (ex. HR Supervisor), or multiple based on specific departments• Manager ID from payroll


On the Roadmap…

o Employees manually updating TD1 forms o ‘Self-service’o Setupo Claim amounts

o Custom Dashboardso Be able to move items around, customize homepages

o User defined fields in human resourceso Date fields, etc. linked to user defined fields in HR


Enjoy the rest of the conference!

Q&A

Documents

HRIS MyWay– Diamond’s Electronic Timesheet Solution …schd.ws/hosted_files/2017publicsectorconference/d6/2017 HRIS MyW… · 1 Company Confidential Do Not Distribute HRIS MyWay–