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ESS Portal Timesheets

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Written by Andy Temple
Updated over 3 weeks ago

Overview

The ESS (Employee Self Service) Portal has been enhanced to provide for Timesheet Entry and Approval. These enhancements are for the US and Canadian regions only.

Approvers

An Approvers function is found as a menu option in Employee Self Service > ESS Portal > Maintenance. A sample screen is shown in Approvers Screen. It allows you to set up a list of users who can approve Timesheets.

Approvers Screen

Payroll Pay Types

A Payroll Pay Types function is found as a menu option in Employee Self Service > ESS Portal > Maintenance. A sample screen is shown in Payroll Pay Types Screen. Use this function to set up and maintain these Pay Types. You can also select any of these Pay Types when adding a Timecard in ESS Timesheets.

Payroll Pay Types Screen

Timesheet Group Maintenance

A Timesheet Group function is found as a menu option in Employee Self Service > ESS Portal > Maintenance. A sample screen is shown in Timesheet Group. You can set up and maintain Timesheet Groups using this function. Each Group contains Timesheet rules to be used by employees within it.

Timesheet Group

Timesheets Input Group

Employees using ESS to input timecards are assigned to a Timesheets Input Group found in their Employee File Maintenance in Payroll > Employee Maintenance > [click Employee link] > General Tab (Timesheets Input Group). It is an Employee Self Service Group that contains Timesheet Input rules to be used by the employees within it, such as Admin or GR1.

These ESS Groups are set up in Employee Self Service > ESS Portal > Maintenance > Timesheet Group.

Timesheets Input Group

Timesheets Periods

A Timesheets Periods function is found as a menu option in Employee Self Service > ESS Portal > Maintenance. A sample screen is shown in Timesheets Periods. You can set up and maintain Timesheet Periods using this function.

A new Payroll period must be added for each Payroll frequency prior to employees submitting their timecards.

Timesheets Periods

My Timesheets Tile

To log in as a Portal Employee, click the My Timesheets Tile, as shown in My Timesheets Input Tile.

Timesheets Input Tile

When you click the My Timesheets Tile, a frame appears that displays Available by Employee Timesheet Group periods, as shown in Available Employee TImesheet Group Periods.

Available Employee TImesheet Group Periods

Approver Workbench

An Approver Workbench function is found as a menu option in Employee Self Service > ESS Portal. A sample screen is shown in Approver Workbench (Screen 1). This is where you can get Timesheets listed by Timesheet Group approved.

Approver Workbench (Screen 1)

Timesheet Approval Screen

From the Approver Workbench, you can click the Week Ending Date hyperlink to view the Timesheet Approval screen, as shown in Timesheet Approval Tab. This screen contains three separate tabs, which are discussed below: Timesheet Approval, Awaiting Submit, and Review Required.

Timesheet Approval Tab

The Timesheet Approval tab (Timesheet Approval Tab) allows you to keep track of timesheet records awaiting approval. You can use the following actions on this screen:

  • Approve Reporting - Approves a timesheet record for reporting.

  • Close Reporting - Closes a timesheet record.

  • Reject Reporting - Rejects a timesheet record for reporting.

  • Unapprove Reporting - Unapproves a timesheet record that was already approved for reporting.

  • Re-Open Reporting - Reopens a timesheet record that was closed.

Timesheet Approval Tab

Awaiting Submit Tab

The Awaiting Submit tab (Awaiting Submit Tab) provides information about timesheet records without reporting that have not yet been submitted for approval.

Awaiting Submit Tab

Review Required Tab

The Review Required tab (Review Required Tab) provides you with information about timesheet records that require review before being submitted for approval.

Review Required Tab

Reviewer Workbench

A Reviewer Workbench function is found as a menu option in Employee Self Service > ESS Portal. It provides you with a list of Timesheet Groups, as shown in Reviewer Workbench.

Reviewer Workbench

You can click the Week Ending Date hyperlink on the Reviewer Workbench screen (above) to reach a Payroll Timecards screen, as shown in Payroll Timecards Screen. You can then select a record and choose the Set Payroll Timecard Manual action, which allows a PR user to enter this transaction manually via the Payroll Timesheets entry function; doing this ensures that if there is an error with a transaction that cannot be resolved in ESS, it can alternatively be resolved in Payroll.

Payroll Timecards Screen

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