Self-Service Timesheets - employee overview

Both the employee and manager have the ability to enter payment requests in a Timesheet, which can be determined by periodicity and group. The payment requests are known as Claims. The manager also has the ability to accept or reject claims and can add a claim on behalf of an employee. A claim contains the Payroll and/or HR information required in order for the employee to be paid. If the employee has a multi tiered managerial structure, all managers within the tier must accept the employee's claim before it can be submitted to Payroll for payment.

Sign in to Self-Service: Timesheets> Timesheets> Timesheet Capture. As an employee, you can fill in a timesheet claim within the Self-Service Timesheet module.

 

 

• Add a new claim.
• Filter data by Period or Group.
• View current and historic claims.
• Filter current and historic claims by:
• Post: Where applicable. For example, Finance Director and IT Director.
• Description: For example, Overtime, Basic Hours etc.
• Status: For example, Approved, Pending, Submitted etc. 
• View the details of a claim.
• Resubmit a claim for approval.
• Delete a claim.

 

The Timesheet Claim form contains the following fields:

 

 

 

 

About the Claim Form's Details 

 

The Timesheet Claim form contains the following fields:

 

Name	Description
Start Date	The Start Date pertains to the timesheet period. Note: If the claim requires a date range, the End Date field becomes active.
Post	This contains the title of your post. If you have more than one post, this is reflected in the drop down list so that you can assign the claim to the appropriate job.
Addition	This contains the Addition Headings set in Cintra iQ's Payroll module. Note: The Addition drop-down list only displays those headings that are applicable to you or your post.
**Amount	**Depending on the Addition Heading, this is displayed as Amounts, Units or Days etc.
Narrative	This is where you add comments about your claim. As an employee, you may be requested to justify an expense or absence. Therefore you need to a comment in the Narrative box. This will be displayed when the manager reviews your claim.
Cost Codes	This is where you assign cost codes to the claim.    Note: These drop downs appear, depending on the Addition Heading selected. Consult your Cintra Implementation Team for more information.
Accept	Click this button to save the information and send the claim to your manager(s) to be approved and sent on to Payroll. The claim then appears in your current/historical claims list.
Status	This displays the status of the claim. i.e. Submitted, Pending, etc.
Period Paid	This displays the pay period in which the claim is paid. The period is formatted by Taxyear/Payroll Period/Payroll. e.g. 2016/02 Cintra Salaried
Approval box	This contains the names of the managers who are assigned to approve your claim. It details who has either approved or rejected the claim , if the claim has been either approved or rejected, any comments they have made and the date in which the decision was performed.    Note: The person who approves the claim depends on how the company has set up the approval structure. i.e. you may need more than one approval if your company has more than one tier of management.
**Resubmit	Click this button to reset the approval associated to the claim so that the manager(s) must approve it again.    Note: This button only appears if the claim's status is anything other than Approved or Rejected. This is useful if your immediate manager(s) has changed departments and you must resubmit the claim in order to be paid for the period concerned.
Delete	This deletes the claim automatically from the current/historical claims list.
Accept	Click this button to send the claim to be approved by the manager(s). Note: This button only appears when the claim has not been approved or rejected by any manager(s).
Cancel	Click this button to hide the Claim form and return to the current/historical claims list. Note:  Any changes made in the Claim form that have not been accepted will be lost.