Globus Medical, Inc. · NYSE:GMED
Globus Medical — Investor Presentation (2017)
36 slides from Globus Medical's investor presentation, 2017
Slide 1: Time & Attendance Manager Guide
Time & Attendance Manager Guide © 2017 SyncHR, Inc. All rights reserved. Confidential & Proprietary.
Slide 2: Timesheet Access
Timesheet Access Employee Dashboard Timesheet • To access the Time and Attendance Portal, click on Time Sheet on the navigation panel on your dashboard 2
Slide 3: Manager Dashboard – Top
Manager Dashboard Manager Dashboard –TOP • Attendance Board – View is customizable through Edit Tabs • Quickly see who is clocked in or out 3
Slide 4: Manager Dashboard – Middle
Manager Dashboard Manager Dashboard –MIDDLE 2. 1. 3. 1. Approve timesheets, time off requests & timesheet change 4. requests 2. View exceptions (where applicable, and schedules are being utilized) 3. Access Quick Links 4. View Missing Punches 4
Slide 5: Manager Dashboard – Bottom
Manager Dashboard Manager Dashboard -BOTTOM Area for note taking: 5
Slide 6: Quick Links
Manager Dashboard Quick Links Access reports or views • Add or remove by accessing the settings area (Gear Icon) • Edit the views by selecting or deselecting individual boxes • Scroll down to add/remove • Click Save 6
Slide 7: Exceptions
Manager Dashboard Exceptions Here you can view: • Missing punches • Early or Late arrivals • Long shifts 7
Slide 8: Missing Punches
Manager Dashboard Missing Punches View/Edit Missing Punches • To edit a punch, click on the timesheet icon • The timesheet will open allowing you to make adjustments 8
Slide 9: My Mailbox/To Do's
My Mailbox My Mailbox/To Do’s Here, you can: • Access notifications regarding time off requests, time sheet approvals, etc. • Access your to do list Note: You can also access your mailbox by clicking My Account, My Mailbox 9
Slide 10: My Account: My Profile
My Profile My Account My Profile This area directs you to a screen showing you all of your set up information. You can also view your personal accrual balances from this window 1. Click My Account 2. Click My Profile 10
Slide 11: My Account: My Schedule
My Schedule My Account My Schedule 1. Click My Account 2. Click My Schedule 11
Slide 12: My Account: My Settings
My Settings My Account My Settings • Here you can change your password (This only applies to the Mobile app, TotalHRWorks) 12
Slide 13: My Account: My Time Off
My Time Off My Account My Time Off • Here, you can view the time off calendar, accruals history, and make your own personal time off requests 13
Slide 14: Request Time Off
My Time Off Request Time Off The screen refreshes: 14
Slide 15: Request Time Off
My Time Off Request Time Off Enter details • Enter Time Off Type • Enter Request Type (Full day, Partial Day, Multiple Days) • Enter comments, if necessary • Submit Request (Note: Pending requests appear at the bottom of the page) 15
Slide 16: My Time Off Balances
My Time Off My Time Off Balances My Accrual History Here you can view your Time Off Balance detail • Click My Account • Click My Time Off • Click Accruals History 16
Slide 17: My Time Off Balances
My Time Off My Time Off Balances On the right side of the time off screen, you can view your balance detail 17
Slide 18: Recent Requests
My Time Off Recent Requests • At the bottom of the Time Off page, recent requests will appear. If the Request State is “NEW”, it can be deleted, if necessary. • You can also filter a search of requests by utilizing the fields at the top. 18
Slide 19: My Account: My Personal Calendar
My Time Off My Account My Personal Calendar 1. Click My Account 2. Click My Time Off 3. Click Calendar 19
Slide 20: My Account: Calendar
My Time Off My Account Calendar • The screen will refresh to show you the company calendar • You can filter by year, approved time off, and cost centers • Click HOME at any time to go back to your Time Sheet 20
Slide 21: My Account: My Timesheet
My Timesheet My Account My Timesheet 1. Click My Account 2. Click My Timesheet 3. Here, you can access Current, Historical, or Timesheet Change Requests 21
Slide 22: Helpful Tip
Helpful Navigating Tip Helpful Tip: Click your logo or the Home link at the top of the page wherever you are in the system to return to the home page Click the BACK button to take you to previous pages 22
Slide 23: My To Do Items
My To Do Items My To Do Items Access your To Do Items 1. Click My Account 2. Click My To Do Items Note: You can also access Your To Do Items by clicking on the Bell icon in the top right of every page 23
Slide 24: My To Do Items
My To Do Items My To Do Items • Here, you can approve time off requests, timesheet change requests and approve timesheets 24
Slide 25: Time Off Request: View Balances
My To Do Items Time Off Request View Balances • Click the Time icon • A screen appears showing the employee PTO balance detail 25
Slide 26: Time Off Request: Modify Request
My To Do Items Time Off Request Modify Request • Click Edit icon • A screen appears allowing for the edit to the request and shows the PTO balance detail 26
Slide 27: Time Off Request: Timesheet
My To Do Items Time Off Request Timesheet • Click Timesheet icon • A screen appears showing you the employee’s timesheet 27
Slide 28: Time Off Request: Schedule
My To Do Items Time Off Request Schedule • Click People Icon • A screen appears showing you the schedule to determine coverage needs 28
Slide 29: Time Off Request: Approve or Reject
My To Do Items Time Off Request Approve or Reject • Once you approve or reject the request, a notification will be sent to the employee • If you choose to reject the request, a box will appear allowing you to add a comment to send to the employee 29
Slide 30: Manage Timesheets
Manage Timesheets Manage Timesheets Viewing and Approving Time Sheets 1. Click Manage Time 2. Click Manage Timesheets 3. Select an option 30
Slide 31: Timesheets
Manage Timesheets • Click the checkbox to select multiple employees Timesheets • Icons (Left to Right): Edit the Timesheet, View Time Entries/Audit Trail Report, Preview the Timesheet, Select Timesheets Employee Information • Click Approve 31
Slide 32: Timesheet
Manage Timesheets Timesheet Getting to Know The Employee’s Timesheet • Date – Shows day • Functional Org, Location – Department/Location in which the work time is allocated • Position Override and Time Off– If there is a company holiday, or you have requested time off, this field will show the entry
Slide 33: Time Sheet
Manage Timesheets Time Sheet Getting to Know The Employee’s Timesheet • Shift Premium – Shift that was worked • Position Override Rate – When the employee works a different job with a different pay rate • Time Entry Notes – Notes for overall time period • In Date – Actual day the hours were complete
Slide 34: Timesheet
Manage Timesheets Timesheet Modifying The Time Sheet 1 2 3 4 5 1. Add a Note for the particular day in the pay period 2. Change the Functional Org, or Location 3. Modify the Position Override if the employee worked at another location on the particular day. 4. Add a Note for the pay period 5. Adjust
Slide 35: Timesheet
Manage Timesheets Timesheet Utilizing Lookup option When utilizing any of the drop down menus, and the option you are looking for does not appear: 1. Select the Lookup icon to display all options 2. Add a Time Entry Note (Optional) 3. Click Save 35
Slide 36: Action Buttons
Manage Timesheets Action Buttons These will change in availability according to the status of the timesheet • Save – Save the edits • Undo – Undo your last action • Approve – Approves the employee’s timesheet • Reject – Rejects the employee’s timesheet • Utilities – Timesheet details, audit trail, r