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TUTOR PORTAL INSTRUCTIONS Your portal is used to pay you and to invoice clients obviously accuracy is important!

New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

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Page 1: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

TUTOR PORTAL INSTRUCTIONS

Your portal is used to pay you and to invoice clients obviously accuracy is

important!

Page 2: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Your completed submission is due no later than 5pm on

the last working day of each month. You will be unable to

submit a timesheet beyond this cut off.

Early submissions, after your last monthly lesson, are

encouraged.

Page 3: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

PLEASE NOTE

• There are known issues when using this

portal with Chrome.

• This has caused issues with data being

submitted to the office and consequently

caused a delay in payment.

• Please use FIREFOX as we have

considerably less issues with this browser.

Page 4: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Login to the tutor portal through our website

www.tutoringforexcellence.com.au

Page 5: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

The email address you

registered with us

Leave this blank. You

can set on first entry

Page 6: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Confirm or change your ABN and

bank details here.

We need these to pay you!

Page 7: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Begin here

Page 8: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Select

Page 9: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

All of your

students will

appear with

REGULAR

WEEKLY

LESSONS

Page 10: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

You can change the

regular lesson days

here.

WARNING:

BE CAREFUL

selecting ADD

because you will be

UNABLE to delete a

lesson once it is

added.

Page 11: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

You will need to

“Edit” lessons

that took place to

input duration

OR “Accept” for

“0” hours

STEP 1Entering lessons into the Portal

Page 12: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

TO EDIT a lesson

1. Once you click “Edit” this

screen will appear.

2. Update details as required

(date and duration) and input

RELEVENT notes.

3. Click the red tick to

confirm.

Page 13: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

This warning will appear.

NB: If you “Edit” a lesson with “0” hours, you will be

unable to add notes OR save.

Click here.

This box will appear. Enter

details and click the red tick to

confirm.

Page 14: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

The lesson will then appear with the

updated details.

Please ensure that these details are

correct.

Page 15: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

TO ACCEPT “0” Hours

1. Select WHO cancelled the lesson

(i.e. you or the client).

**If the client has cancelled, select

cancellation reason**

2. Input notes re: the details of the

cancellation (i.e. student was unwell, I

had university/work commitments).

3. Click the red tick to confirm.

Page 16: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

The lesson will then appear with the

updated details.

Please ensure that these details are

correct.

Page 17: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Please keep in mind:

Your portal submission should be an exact replica of

your signed timesheet, with the exception of any

cancelled lessons that you have input into the portal.

Page 18: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Click here

to upload

your

hardcopy

Note:

Please make sure the file you intend

to upload is CLEAR and legible. The

file also needs to be in a format that

can be opened by TFE (i.e. pdf).

STEP 2Uploading the hardcopy

Page 19: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

IMPORTANT

• Your hardcopy timesheet is a legal

document and should be treated as such.

• All details need to be filled out in FULL –

this includes your name, ABN, relevant

month and number of pages.

• Parent/guardian names must be included.

Page 20: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Select the scan (or digital photo)

of your signed timesheet.

Page 21: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

**Hint - you can repeat if you have more than one sheet to

upload. If you do this, ensure that ALL sheets are uploaded.

You’ve now

uploaded your

scan

Page 22: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Step 3.

This step finalises your submission, only press once you have entered all

your monthly lessons, you can’t make any changes after hitting the submit

button.

Page 23: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

All done now! Thanks!

We now go to work checking lessons & signatures,

processing your payment and invoicing our clients

Page 24: New TUTOR PORTAL INSTRUCTIONS - Tutoring for Excellence · 2019. 11. 18. · submit a timesheet beyond this cut off. Early submissions, after your last monthly lesson, are encouraged

Common

Questions

What happens if one of my lessons is not signed?

Include it in this months submission with an explanatory note. Next month have it signed and clearly

asterix the signed lesson, we can now authorise payment to you. Please don’t include the signed

lesson again in the following month’s submission.

What happens if I have a lesson late on the last day of the month?

Include this lesson in next months timesheet and submission. It is always best to submit early where

possible. It avoids potential delays and your possible missing of our pay run.

I don’t have my ABN yet. Do I still have to submit?

I only had one lesson this month. Can I submit this next submit?

Yes. We need your submission to invoice clients. It can make it difficult for a client’s budget if they

receive an invoice for more than a one month period. Of course we'll authorise full payment to you

as soon as you confirm your ABN with us.

No. We need your submission to invoice clients. It can make it difficult for a client’s budget if they

receive an invoice for more than a one month period.

Why is it so important to get my submission in on time?

What if I need to add a lesson after I have submitted my timesheet?

We use banking “batch transactions” to pay tutors and invoice clients, this means all payments and

invoices need to be sent to the bank together. So waiting for a late tutor can hold up all invoices and

payments. Please let us know if you’re going to be unavoidably late.

Call us. We can either add it for you or send it back in to your “open” system.