powertime employee training for supervisors

UPDATED JANUARY 24, 2014

POWERTIME EMPLOYEE TRAINING FOR SUPERVISORS

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POWERTIME TRAINING

As the supervisor, you will learn the Employee Functions.

1.Record and Sign Timesheets

2.Record and Sign Expenses

3.Submit Time-off Requests

4.View and Print Paystubs

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POWERTIME TRAINING

As the supervisor, you will learn the supervisory functions.1. Edit and Approve Employee Timesheets2. Approve Expense Reports3. Approve Time-off Requests4. Send messages to your employees5. Run specific reports on your group

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POWERTIME TRAINING

1. Employees will be provided training from Payroll/HR.

2. Payroll/HR will provide training once per month for new employees as part of Orientation. Supervisors will be required to provide some basic training prior to agency orientation.

3. Supervisors will keep a manual timesheet for all new employees for the first week of employment until Payroll/HR has time to enter the new employee into payroll and PowerTime.

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ACCESSING POWERTIME1. Go to the Cobb CSB website: www.cobbcsb.com

2. Click on the employee log-in in the upper right hand corner.

3. Go to the Payroll section.

4. Click on Power Time.

5. Enter Your Company ID: Provided by your supervisor.

6. Enter Username: Provided by your supervisor.

7. Enter Password: For your first time login your password is Password1. (You are asked to change the password when you first login.)

8. Do NOT check remember login.

9. Click on “Login.”

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ACCESSING POWERTIME

1. Employees are NOT to give out any log-in and password information to another employee/person.

2. Employees who give out this information may be terminated immediately.

3. Employees must log-in and log-out of the system after each use.

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To change your password:

1.Click on the personal tab

2.Go to change password box.

3.Click submit.

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ACCESSING POWERTIME


EMPLOYEE FUNCTION: CLOCKING IN AND OUT1. If you are a Part-Time hourly employee, then you will use the clock

in and clock out function.

2. If you are a Full-Time hourly employee (also called non-exempt salary), then you will use the clock in and clock out function.

3. Exempt salary employees will not use the clocking function.

4. Employees are NOT to log-in or log-out for a co-worker. Disciplinary action may include immediate termination for both employees.

5. Supervisors are NOT to make any clocking changes in order to give an employee special consideration which includes additional pay and/or covering for missing time. Disciplinary actions will be imposed including termination.

6. All employees who are required to use the clocking function MUST do so every time required. Employees who have a pattern of missed clocks will be disciplined and may include immediate termination.

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EMPLOYEE FUNCTION: CLOCKING IN AND OUT1. Click on the “Timesheet” tab.

2. Click on today’s date link to get to the punch screen.

3. On the Punch Screen, select the charge to put your hours on using the dropdown above the punch button. If no charges are available, the drop down will let you “Add a Charge.”

4. Click on the “Punch In” or “Punch Out” button.

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EMPLOYEE FUNCTION: CLOCKING IN AND OUT1. Employees can send a comment to the supervisor.

2. Supervisors can send a comment to the individual employee or to the group of employees.

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EMPLOYEE FUNCTION: CLOCKING IN AND OUTDefinitions of Charges:

1. MILE = Mileage (enter number of miles)

2. SALH = Hourly Salary

3. OTSH = Hourly Salary Overtime

4. BR = Base rate

5. OTB = Base rate Overtime

6. A1, A18, A22, A24, A26, A18 = After hours (SU will use these)

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EMPLOYEE FUNCTION: REVIEWING YOUR ATTENDANCE

1. Click on the “Timesheet” tab.

2. Review your total time worked for each day.

3. Click on “Previous” or “Next” if you want to see other time periods.

4. Review your Leave Balances. Approved current and future leave requests will show in the “used” column.

5. To review daily transactions, click on the actual day, an example would be “Mon 12/3.”

6. Once the timesheet is correct, Click “sign timesheet”.

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EMPLOYEE FUNCTION: SIGNING THE TIMESHEET

1. Click on the “Timesheet” tab.

2. Review your hours for the pay period making sure to check the weekly tabs for the pay periods extending more than one week. (You can select previous or next for a different time period.)

3. If everything is correct and COMPLETE, click on “Sign Timesheet” at the upper left corner of screen. Timesheet is locked.

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EMPLOYEE FUNCTION: SIGNING THE TIMESHEET1. Salary Exempt Employees MUST sign the timesheet.

2. Salary Exempt Employees will only see LEAVE in the timesheet.

3. Salary Exempt Employees should sign the timesheet even if NO Leave was used during the pay period.

4. Salary Exempt Employees are certifying that Leave was or was NOT used during the pay period.

5. Changes to Leave should be made before signing your timesheet.

6. Supervisors should enter leave for the employee when the employee is out and will NOT return to work in time to enter the leave. This issue happens most often for sick/FMLA leave.

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EMPLOYEE FUNCTION: REQUESTING LEAVE

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EMPLOYEE FUNCTION: REQUESTING LEAVE1. All holidays are treated as leave in Power Time.

2. Holidays act like any other leave requests.

3. You must request holidays off in the same manner as other leave.

4. If the program is officially closed on a holiday, then you MUST take the holiday on the official day of observance.

5. There are 9 official holidays that the agency is closed.

6. For employees that work on an official holiday in which the agency is closed, then you treat the holiday as a floater.

7. Remember that you MUST take all holidays within 120 days of the holiday.

8. Remember that holidays are taken before annual leave.

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1. Click on the “Personal” tab.

2. Click on “View and Submit Requests.”

3. Select a charge “Annual Leave” or “Sick Leave.”

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EMPLOYEE FUNCTION: REQUESTING LEAVE 1. Pick a date on the calendar.

2. Enter a start time and the number of hours you request off.

3. Enter a comment in the comment box. (Required)

4. The supervisor will receive an email with the comment.

5. Click “Submit.”

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Review your time off request and its status: When the supervisor approves the request, the time off Status will change to “Approved” or “Denied.”

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EMPLOYEE FUNCTION: CHANGE APPROVED LEAVE REQUEST

1. Click on the “Personal” tab.

2. Click on “View and Submit Requests.”

3. Click on “Edit” in the appropriate leave request row.

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EMPLOYEE FUNCTION: CHANGE APPROVED LEAVE REQUEST

1. Change the hours to the correct amount.

2. Click the “Submit” button.

• You will receive the following message that warns you that the request was approved and now will be in a “waiting for approval” status.

• Click “OK.”• The supervisor will now have

a new time-off request to approve.

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EMPLOYEE FUNCTION: REVIEW PAY STUBS

1. Click on the “Pay Stubs” tab.

2. Click on the date you would like to review.

3. Click “View” or “Print.”

4. Employees will not need to call payroll to retrieve old documents as ALL paystubs will be available until further notice.

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EMPLOYEE FUNCTION: REVIEW PAY STUBSThe pay stub will include:

1. Gross pay

2. Other pay

3. Deductions

4. Miscellaneous

5. Benefits

6. Year-to-Date information

7. Pay Period

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EMPLOYEE FUNCTION: REVIEW PAY STUBS

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EMPLOYEE FUNCTION: ENTERING EXPENSES

1. Click on the “Expenses” tab.

2. Click on the drop down menu labeled “Add a New Charge.”

3. Pick the expense you want to be reimbursed, for example “Mileage.”

4. A new charge line will be added.

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EMPLOYEE FUNCTION: ENTERING EXPENSESExpense Charges:

1. Mileage = enter number of miles; computer will calculate the amount.

2. Travel = you MUST send the original receipts to Accounting to get paid.

You must enter the detail information in the comment box to describe the type of travel. For example: DBHDD meeting for RFW in Macon; took MH to dr appt in downtown ATL; etc.

All employees will use this function.

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1. Delete the “0” on the day you had a reimbursable charge and add the number of miles or total dollar value. Examples would be travel reimbursement or food reimbursement.

2. Click “Save.”

• Click on the date right above the amount you entered to add a comment. You must enter a comment to detail the expense. Make sure pop-up blockers are off.

• Click on “submit.”

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1. After you are finished entering all expenses for the current pay period, click on “Sign Expense Sheet.” See upper left corner of screen.

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1.Action Items tells you what approvals need to be done.

2.Time off module will tell you when you have leave requests to approve.

3.Employee list will let you:

•View timesheets (TS)

•View expenses (EX)

•View time off requests (TO)

•Send message to employee (M)

•Send message to group (message)

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SUPERVISOR FUNCTION: EMPLOYEE LIST


1.Green dot = open

2.Check mark = approved

3.Arrow = signed

4.Plus = more information below

5.If you are covering, then you must review and TAKE ACTION on open items.

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SUPERVISOR FUNCTION: EMPLOYEE LIST


1.Click “approve timesheet” once signed.

2.Click Day/Date on timesheet for access to daily screen to make clock in and clock out edits.

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SUPERVISOR FUNCTION: SUPERVISOR VIEW


1.List of all requests in the last 90 days.

2.Calendar view of all requests and their status.

3.Click on details for a request to approve/deny.

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SUPERVISOR FUNCTION: TIME OFF


1.Select “approved” or “denied”.

2.Enter comments.

3.Click Save.

4.If approved, time automatically enters on timesheet. Salary exempt employees will have this information pulled into their check.

5.To edit an approved request, change status back to pending for editing. You must select approved or pending again.

6.E-mail is sent.

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SUPERVISOR FUNCTION: TIME OFF


List of reports:1.Employee Time Card Report – Printable Timesheet2.Weekly Hours Report – Total Hours per Day Totaled by Week3.Who’s In/Not In Report – Used with Webclock4.Approaching Overtime Report – List of Employees with a Specified Number of Hours form Overtime Status

5.Timesheet Status Report – Lists timesheet status for each employee

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SUPERVISOR FUNCTION: REPORTS


Employee Time Card Report

1.Sorts by Employee name

2.Lists date, charge code, start and end times

3.Computes the total hours worked.

4.Lists employee comments

Employee Time Card Report

1.Review for missed clocks

2.Review for overtime

3.Documents supervisor corrections

4.Review weekly

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Weekly Hours Report

1.Sorts by Name

2.Documents hours worked by the day of the week

Weekly Hours Report

1.Review for Overtime

2.Document missed punches

3.Review overtime report weekly on each Wed as overtime is calculated from Sunday to Saturday

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SUPERVISOR FUNCTION: OVERTIME

1. No comp time earned beginning January 1, 2014. All time over 40 hours will be paid as overtime.

2. Comp time earned before January 1, 2014, is still available to be paid or used.

3. Administration is requesting all employees with Comp Time on the books to be used before December 31, 2013, if possible.

4. Overtime is not allowed unless approved by HR or CFO.

5. Overtime will be monitored by the supervisor and director.

6. HR and CFO will also monitor overtime.

7. Supervisors and directors will be held accountable for overtime.

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SUPERVISOR FUNCTION: PART-TIME

1. Part-time hours MUST be under 29 hours per week. NO EXCEPTIONS!

2. The Affordable Care Act (ACA) is major legislation. ACA has changed how the agency will manage hours worked.

3. Due to the ACA, any minute over 29 hours pushes an employee into full-time status.

4. ACA requires that employee hours be sent to the IRS monthly.

5. Supervisors and Directors will be held accountable for hours worked over 29 hours.

6. Any supervisor who manipulates the system to gain employees full-time employment by using added hours will be disciplined immediately up to and including termination.

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1. Orientation time can not be more than 29 hours in a week.

2. FT hourly employees (non-exempt salary) can NOT work to cover part-time hours if it creates overtime.

3. FT exempt salary employees CAN work to cover PT hours.

4. Recommendation: PT employees should be given a set schedule to assist in organizing schedules and managing time. Another way to look at the schedule is “job sharing”. One employee may work every M, T, W for 8 hours and a different person will work every Th, F for 8 hours for the same position.

5. If new positions are needed, then a schedule by program that uses PT employees will be required to be submitted to HR and the CFO listing all positions (both FT and PT) and the hours worked. This documentation is due by January 15, 2014. This requirement applies mostly to DD residential and MH/SA residential.

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1. HCS employees can NOT be used to cover CSB hours and create overtime.

2. HCS employees can NOT work overtime.

3. HCS employees are covered under the federal ACA laws.

4. The CSB PAYS for the salary and any benefits to HCS which means that the CSB will pay the cost of benefits for HCS employees if the individuals work over 29 hours per week.

5. The CSB will continue to have discussions during 2014 on how the agency determines the total number of hours that HCS employees will work.

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ACTION ITEMS

1. Payroll will run dual systems until further notice.

2. Payroll will need to determine that the electronic system is working properly.

3. Employees MUST continue to do the paper processes along with the new electronic processes until further notice.

4. The CFO will be the only person that will tell everyone when to stop doing the paper processes.

5. Employees will start the electronic process the day of training.

6. 100% of employees will need to be trained by January 15, 2014.

7. Contractors/Vendors and HCS will NOT be using this electronic system.

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SUPERVISOR FUNCTION: POLICIES

1. Employees MUST clock in and out for lunch/meal breaks.

2. Employees are NOT paid for personal time.

3. Exceptions to clocking in/out for lunch/meal breaks MUST be approved by CEO, CFO, or HR Director. The only employees with an exception are because they eat with clients.

4. Not all employees working in a program will receive the exception.

5. Employees must take 1 hour for lunch/meal breaks.

6. Employees may be approved for a 30 minute lunch/meal breaks by the CFO, HR director, or program director.

7. Taking a 5 minute lunch/meal break is NOT appropriate.

8. Employees can not note lunch/meal breaks in the comments box rather than clocking in/out.

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1. An employee should NEVER try to adjust a clocking time in or out because the employee clocked in or out late.

2. For example, an employee clocked in 18 minutes late from lunch and tried to clock in 18 minutes early the next day to “make up the time”.

3. If an employee tries to adjust time for a clocking error as described above, the employee WILL RECEIVE DISCIPLINARY ACTION - TERMINATION.

4. The agency considers this “gaming the system” and consequences will apply.

5. The employee should have brought this issue to the supervisor to correct.

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1. If an employee misses a clock out function at the end of a shift, then the employee should clock out immediately when arriving at work and clock in.

2. The employee should give this information to their supervisor to correct.

3. Employees should also know that a pattern of missed punches will be cause for disciplinary action – termination.

4. Supervisors must watch for a pattern of missed clock ins or clock outs as the employee may be trying to cover up if he/she is coming in later or leaving work early.

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SUPERVISOR FUNCTION: COMMON ERRORS1. Make sure you select the charge function (hourly salary, base rate,

or an SU charge code) before you clock in/out. You will need to select it for each pay period.

2. All employees must sign the timesheets.

3. Do not put mileage comments in the timesheet comment box as you will not be paid mileage. You must enter mileage in the expense tab.

4. Mileage must have descriptions. Do NOT approve mileage/expense forms with no comments. Send comment/message back to employee to correct.

5. Remember that late mileage will NOT be paid. When mileage is incorrect, there is a great possibility that it will not be paid.

6. Do NOT select the “overtime” charge on the timesheet tab.

7. Make sure you sign the correct time period of the timesheet/expense form. Use the “previous” button to change the dates displayed on the screen.

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SUPERVISOR FUNCTION: COMMON ERRORS1. Make sure the SU staff use the correct charge codes depending on their shift

and depending on the staff function.

• A18 – After Hours-$18.00/hour

• A22 – After Hours - $22.00 / hour




• CN23 – Charge Nurse - $23.00 / hour


• CN27 – Charge Nurse -$27.00 / hour


2. Leave must be taken in 1 hour increments.

3. Turn in paper for timesheets, mileage form, leave. Everyone (100% of the staff who took the day off) MUST turn in leave for the HOLIDAYS – New Year’s Day and MLK Day.

4. Employees need to UNSIGN the timesheet if you sign the WRONG pay period.

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SUPERVISOR FUNCTION: DUE DATES1. Pay Periods are 1st to 15th and 16th to End of Month.

2. Day 1 and Day 2 after the pay period ends: Employees sign timesheets, Employees sign expense forms, Employees make sure all leave has been entered and APPROVED before signing the timesheet. Unexpected Sick Leave/FMLA should be entered as well.

3. Day 3 and Day 4 after the pay period ends: Supervisors approve timesheets, Supervisors approve expense forms, Supervisors make sure all leave has been entered especially for employees that are out on FMLA/Sick leave/LWOP and have not returned to work.

4. Day 3 and Day 4 after the period ends: Employees should make any corrections as determined by the Supervisor. Supervisors still must have approvals completed by the end of Day 4.

5. Day 5 after the pay period ends: Payroll will review files to see what is incomplete.

6. If employees and supervisors do not approve timesheets/expense forms/leave, then employees will NOT be paid correctly or NOT be paid at all.

7. Holidays do NOT delay the time line for the approval process.

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SUPERVISOR FUNCTION: WEB SITE

CSB employees can find supporting documentation on the Cobb CSB web site.

1.Power Time training materials

2.Due Dates

3.Frequently Asked Questions

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SUPERVISOR FUNCTION: HOW DO I?

How do I approve employee timesheets/leave/mileage when a supervisor is off; position is vacant?

1.Go to “Super” Tab

2.Click the “+” next to the Name of the Supervisor who is off to see his/her direct reports.

3.Click on the buttons next to the name you want to review.

4.If the person is NOT a direct report, then you click on the “+” to see the next level of employees under the direct report.

5.Example: if you want to approve leave, click the “TO” button (time off). Click on the “detail” button next to the “pending approval” time off request. You can then approve or deny.

6.Example: click on TS (timesheet) or EX (expenses/mileage) if you need to approve the timesheet/expense forms.

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SUPERVISOR FUNCTION: HOW DO I?

How do I correct clocking errors?

1. Go to “Super” Tab

2. Click the “+” next to the Name of the Supervisor who is off to see his/her direct reports.

3. Click on the buttons next to the name you want to review.

4. If the person is NOT a direct report, then you click on the “+” to see the next level of employees under the direct report.

5. Click on TS (timesheet).

6. Click on the day/date that needs to be corrected.

7. Go to the bottom right of screen under the “Time Pairs” box.

8. Click “edit” to make the changes to the time worked.

9. Don’t forget to Save the changes.

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ACTION ITEMS

1. 770-429-5000

2. If you have problems with getting into the web page and/or Power Time, then contact IT.

3. If you have problems with doing things in Power Time, then contact payroll.

QUESTIONS/COMMENTS/DISCUSSION

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