Implementing the Time Tracking Initiative

Use these forms to help manage the approval of time off and time clock correction requests, as well as for manager's to keep track of employee absences and tardiness.

Implementation Steps in this Guide

1. Allow Employees to Start the Time Off Form

2. Allow Managers to Start the Absent/Tardiness Report Form

3. Allow Employees to Start the Time Clock Correction Form

Allow Employees to Start the Time Off Form

Review the Process Workflow

Set the form routing:

1. Click on the Admin tab
2. Click on Workflow/Forms subtab
3. Click on Processes
4. Search for and click on Time Off Form
5. Edit the routing rules for each stage by following these suggestions:
   
   

   Stage	Suggested Routing Rule	Description
   Employee Section	Creator	Route to the "Creator" (i.e. the person who started the form)
   Supervisor Approval	Manager	Route to the employee's direct manager
   HR Section	Queue	Route to the Human Resources or Payroll Queue, or equivalent.

Set the Activity to be startable by All Employees

1. Click on the Workspaces tab
2. Click on the Human Resources workspace
3. Click on the Time Tracking initiative
4. Click on the Time Off Form
5. Click Groups and assign "All Employees" (or another set of group as appropriate) within the "In Start Menu" for section. 
6. Click Save

Allow Managers to Start the Absent/Tardiness Report Form

Review the Process Workflow

Set the form routing:

1. Click on the Admin tab
2. Click on Workflow/Forms subtab
3. Click on Processes
4. Search for and click on Absent/Tardiness Report Form
5. Edit the routing rules for each stage by following these suggestions:
   
   

   Stage	Suggested Routing Rule	Description
   Supervisor Section	Creator	Route to the person who started the form
   HR Section	Queue	Route to the Human Resources or Payroll Queue, or equivalent.

Set the Activity to be startable by All Employees

1. Click on the Workspaces tab
2. Click on the Human Resources workspace
3. Click on the Time Tracking initiative
4. Click on the Time Off Form
5. Click Groups and assign "All Employees" (or another set of group as appropriate) within the "In Start Menu" for section. 
6. Click Save

Allow Employees to Start the Time Clock Correction Form

Review the Process Workflow

Set the form routing:

1. Click on the Admin tab
2. Click on Workflow/Forms subtab
3. Click on Processes
4. Search for and click on Time Clock Correction Form
5. Edit the routing rules for each stage by following these suggestions:
   
   

   Stage	Suggested Routing Rule	Description
   Employee Section	Creator	Route to the person who started the form
   Supervisor Section	Manager	Route to the employee's manager
   Payroll Section	Queue	Route to the Human Resources or Payroll Queue, or equivalent.

Set the Activity to be startable by All Employees

1. Click on the Workspaces tab
2. Click on the Human Resources workspace
3. Click on the Time Tracking initiative
4. Click on the Time Clock Correction Form
5. Click Groups and assign "All Employees" (or another set of group as appropriate) within the "In Start Menu" for section. 
6. Click Save