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How are Shift Details Processed in the Client Portal?
How the Approve Timesheets tab will be available in the New Client Portal?
How to Approve Timesheets in the New Client Portal?
How to Dispute Timesheet in Old Client Portal with Additional Shift Details?
How are Shift Details Processed in the Client Portal?
The Approve Timesheets tab will be available in the New Client Portal based on the configuration settings to review/approve the member's submitted timesheets. You must configure the Timesheet tab within the Staff Portal to facilitate the approval process.
In the New Client Portal/ Old Client Portal, the timesheets with Additional Shift Details submitted by the member for review/ approval will be highlighted with an Orange alert icon.
Review the timesheets with the Additional Shift Details submitted by the member and share your feedback in the Client Notes section for the payroll team's attention. It is mandatory to share the Client Notes before approving the timesheets.
While processing the shifts with Additional Shift Details in the Finance Portal, the shifts will be processed based on the available timesheet status.
How the Approve Timesheets tab will be available in the New Client Portal?
The Approve Timesheets tab will be available in the New Client Portal/ Professional Portal based on the configuration settings explained below:
1. In the Client Master → Configure New Client Web App → Client Permissions Settings: If the flag is set to 'YES' in the 'Show to Client'/ 'Show to Professionals', the Approve Timesheets tab will be available in the New Client Portal
2. In the above Settings when the flag is set to 'YES' in the 'Show to Client'/ 'Show to Professionals', the Approve Timesheets tab in the Client Portal will be available based on the settings explained below:
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- If the 'Review Timesheets Access: Allow access for client to review submitted timesheets for its approval or dispute' flag is set to OFF in Masters → Client Master → Configure New Client Web App Settings → Timesheets: Approve Timesheet tab will not be displayed in the Client Portal
- Similarly, if the 'Review Timesheets Access: Allow access for client to review submitted timesheets for its approval or dispute' flag is set to OFF in Client Settings: Approve Timesheet tab will not be displayed in the Client Portal
- If the 'Apply client-level settings (If this is ticked then these systems will override the settings in the master.)' flag is set to ON in Client Settings, the Approve Timesheet tab will be available based on Client Settings, and if the flag is set to OFF, the Approve Timesheet tab will be available based on Global Settings
- If the 'Review Timesheets Access: Allow access for client to review submitted timesheets for its approval or dispute' flag is set to OFF in Masters → Client Master → Configure New Client Web App Settings → Timesheets: Approve Timesheet tab will not be displayed in the Client Portal
How to Approve Timesheets in the New Client Portal?
In the New Client Portal/ Professional Portal, by clicking the Approve Timesheets tab, all the member's submitted timesheets are displayed for review and approval.
When the Additional Shift Details (including sleepover, allowances, travel, or other details) are available in the member's timesheet submission, an orange alert icon is displayed adjacent to the timesheet and on mouse hover, the alert message is displayed.
This alert message indicates the Additional Shift Details (including sleepover, allowances, travel, or other details) have been submitted by the member for approval.
On clicking the member's timesheet that includes Additional Shift details, the Review Timesheet screen opens. This screen also includes the Additional Shift Details alert message as shown in the figure below.
If you want to raise a dispute for the member's timesheet submission that includes Additional Shift details, an alert message will prompt you to provide mandatory Client Notes. Review the Additional Shift Details submitted by the member and share your feedback in the Client Notes section for the payroll team's attention.
How to Dispute Timesheet in Old Client Portal with Additional Shift Details?
The Client can now dispute member's timesheets without modifying the start time, end time, or break minutes, however, it is mandatory to provide the Client Notes when submitting a dispute.
When the Additional Shift Details are available in the member's timesheet submission, an orange alert icon is displayed adjacent to the timesheet and on mouse hover, the alert message is displayed.
This alert message indicates the Additional Shift Details have been submitted by the member for approval.
On clicking the member's timesheet that includes Additional Shift details, the Review Timesheet screen opens.
If you want to raise a dispute for the member's timesheet submission that includes Additional Shift details, an alert message will prompt you to provide mandatory Client Notes. Review the Additional Shift Details submitted by the member and share your feedback in the Client Notes section for the payroll team's attention.
While processing this disputed shift in the Finance Portal:
- If the shift is with Sleepover/ Other Hours / Allowance / Travel Allowance Details and the shift has:
- Disputed Timesheet Submitted with Client Response Status as No Response or
- Timesheet Submitted with Client Response Status as Disputed, Member Response as Pending or
- Timesheet Submitted with Client Response Status as Disputed, Member Response as Disagree
The disputed shift will be processed for Other Hours/ Allowance/ Travel Allowance based on the links provided below.
🔗 Click the link to view how the shift will be processed for Other Hours.
🔗 Click the link to view how the shift will be processed for Allowance.
🔗 Click the link to view how the shift will be processed for Travel Allowance.
- If the shift has Timesheet Submitted with Sleepover/ Other Hours / Allowance / Travel Allowance Details and Client Response Status as Disputed for Start/ End/ Break and Member Response as Agreed
The disputed shift will be processed for Other Hours/ Allowance/ Travel Allowance based on the links provided below.
🔗 Click the link to view how the shift will be processed for Other Hours.
🔗 Click the link to view how the shift will be processed for Allowance.
🔗 Click the link to view how the shift will be processed for Travel Allowance.
- If the shift has Timesheet Submitted with Sleepover/ Other Hours / Allowance / Travel Allowance and Client Response Status as Disputed for Client Notes and Member Response as Agreed
🔗 Click the link to view how the shift will be processed for Other Hours.
🔗 Click the link to view how the shift will be processed for Allowance.
🔗 Click the link to view how the shift will be processed for Travel Allowance.
- If the Shifts are processed through Bulk Payroll with the 'Timesheet Submitted' and 'Client Approved Submissions' options for disputed timesheets
🔗 Click the link to view how the shift will be processed for Bulk Payroll for disputed timesheets.