getting started with dotstaff™ getting started with dotstaff supplier guide key buttons add edit...

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Getting Started with dotStaff™ Supplier Guide

Key Buttons

Add Edit Save Open Calendar Process Resume View Rate Sheet Mark Disputed

Date Selection Include Include Remove Remove New Export Zone All One One All Search Zone

Add New Project Copy Day’s Copy Full Week’s Apply Save Timesheet Submit Timesheet

or Row on Timesheet Time Entry Timesheet Action As Draft For Approval

How to Activate your Account TO DO THIS DO THIS

Activate your Account

To activate your account, your company Administrator must first create it.

Once created, you should receive an email containing your Login Email as well as your Activation Code. You may not register without your unique Activation Code and Login Email.

1. Navigate to my.dotStaff.com.

2. Select the Activate Account hyperlink:

3. Complete the Activate Account Form in its entirety.

All fields are required for account activation.

If you are unsure about how to complete a certain cell, hover over its associated blue question mark, and an explanation will appear.

Account Notification Email: Enter a valid email here for notifications of password changes and product news/updates

A new password requires at least 3 of the following: Letter (a-z); Number (0-9), Special Character (except “@” symbol), Upper Case Letter (A-Z).

www.dotStaff.com of 18

4. Upon completion of the cells, place a check in the box beside the “I agree to dotStaff

User Agreement” (click the hyperlink to review the User Agreement if you wish) and then click the “Activate” button.


How to Reset a Password TO DO THIS DO THIS

Reset a Password

1. Go to www.dotStaff.com and click the “Login” button.

2. On Login form, enter your email address on the Username line.

A) Select the “Reset password” link at the bottom.

B) Answer the two challenge questions.

3. Click the “Continue” button.

4. At the prompt, create a new password.

5. Confirm the new password.

6. Click “Continue”.

How to Login TO DO THIS DO THIS

1. Go to www.dotStaff.com, and click the “Login” button.

2. Enter your email address on the Login Email line.

3. Enter your password on the password line.

4. Click the “Login” button.

How to Modify Company Account Information TO DO THIS DO THIS

Edit Company Account

Information

1. Navigate to Company Settings>Company Account.

2. Click the “Edit” button to modify the content.

3. Click into the specific field requiring change.

4. Click the “Save” button to retain the changes made.

How to Add a New User or Resource TO DO THIS DO THIS

Add an Account

A Vendor Administrator may add a User or a Resource, while a Vendor User may only add a Resource.

A Vendor User might be a Recruiter, an Account Representative, or an Accounts Receivable Representative.

1. Navigate to Records Mgt > View Users.

2. Click the “Add” button.

3. (Vendor Administrator only): Select the applicable Account type, User or Resource, then click the “Next” button.

4. Complete the Account information form.

All fields are required.

The *Account Notification Email is where the Account Activation email will be sent, which contains the User’s Activation code.


5. Choose Yes or No from the *Send Activation Notification drop down option:

Select Yes if you wish the individual to receive an email notification requesting s/he activate the account in dotStaff™.

Select No if you do not wish the User to receive an email notification at this time. Please note: If you select No, you may re-send this Account Activation notification at a later time. See the How to Resend the Account Activation Notification in the section below.

6. Click Save.

Confirm, Review,

and Edit New Account

1. A confirmation window will display. Choose “OK” to retain the new account entry.

2. The User List will appear with the newly added user included. To edit Account details, double click on the data grid item to open the account.

3. Click the “Edit” button and update information as necessary.

4. When complete, click the “Save” button to retain changes.

Assign Resume Editing Rights

By default, only the Vendor Administrator role has Resume Editing rights. For other Agency users to edit resumes, the Vendor Administrator must assign this permission.

1. Navigate to Company Settings>Resume Preferences.

2. From the list of Agency Users displayed, select those individuals to be given Resume Editing rights. Do so by placing a check in the corresponding box.

3. Retain the selection(s) by clicking the “Save” button.


How to Build a dotStaff™ Resume TO DO THIS DO THIS

Access a Resume

1. Navigate to Records Mgt > View Resumes.

2. To view and edit an individual’s resume, double click on the relevant Resource’s record.

3. Click the “Edit” button.

4. For a resume in which information has been entered, beyond the Overview section, access the line item by double clicking on it in the data grid.

5. To edit the information displayed, click the pop-up window’s “Edit” button.

Parse a Resume File

1. Click the “Process Resume” button.

2. In the “Process Resume” window, click the “Browse” button.

3. The “Choose file” window will appear. Using the “Look in” field, navigate to the desired file folder and click once on the resume file to parse.

4. See the file listed in the “File name” field and click the “Open” button.

5. Once the file name displays in the Back in the “Process Resume” window, click the “Process Resume” button to complete the parsing process.

6. Wait for the screen to refresh. Once the system processes the file content, information will be displayed in the various resume fields.

The parsed resume will automatically be attached and display in the “Attachments” section.

7. Be sure to press the “Save" button in the upper left corner of the pop-up!

Describe Resource Objectives

In the Resume Overview section, complete the fields including Career Objective, Comments, Career Level, and Desired Position Type.

Add Skills

1. Open the Skills area.

2. Mark each Category in which your skills reside and click the “Next” button.

3. Select the radio button for the desired Skill Type filter option.

From the Listed Skill Type option, the Skills Master List displays Subcategories and Skills within each Category selected on the previous screen.

From Non-Listed Skill Type option, drop-down lists are provided for a Category and a Subcategory as well as an area to name the non-listed skill being added.

4. After checking the Category/Subcategory/Skill for a Listed skill, or providing a name for a Non-Listed skill, click the down arrow to add the skill. Your screen will refresh.

5. In the Added Skills section, use the drop downs to select Years of experience, career Level reached, freshness of skill from Last Used, and if the skill is Required or just desired to be used.

More than one skill may be selected at a time.

6. Be sure to press the “Save" button in the upper left corner of the pop-up!

Specify Experience

1. Open the Experience area.

2. Identify the Company at which the experience was realized.

3. Include the Job Title held.

4. Define the length of the engagement using the Start and End fields.

5. Key Skills Used as well as Roles and Responsibilities can be described in fields provided.

6. Click the “Save” button.

To include additional instances of work Experience, repeat starting at Step 1.


List Education

1. Open the Education area.

2. Enter the name of the School attended, a required field.

3. From the drop down, select the Degree earned.

4. Identify the focus of study in the Major/Minor field.

5. Using the City, State, and Country fields, indicate the school’s location.


To list additional Degrees or Schools attended, repeat starting at Step 1.

Note Certifications

1. Open the Certifications area.

2. Identify the certifying Organization, a required field.

3. Enter the Title of the Certification, if desired.

4. Specify the date on which the certification was attained.


To add additional certifications, repeat starting at Step 1.

Provide References

1. Open the References area.

2. Enter the Reference’s Name, a required field.

3. Add the Reference’s Title, if desired.

4. Provide a phone number.


To add additional references, repeat starting at Step 1.

Attach Files

(Attachments)

1. Open the Attachments area.

2. Identify the File Category type, Resume or Other.

3. Click “Browse” and locate the desired file.

Multiple files may be attached, but only 1 resume may be parsed.

4. When all files have been specified, mark each corresponding box and click “Upload”.

5. To complete the file attachment, click the “Save” button.

How to Update a Parsed Resume TO DO THIS DO THIS

Overwrite a Parsed Resume

Multiple files may be attached, but only 1 resume may be parsed.


2. Double-click on the appropriate Resource, then at the top, click the “Edit” button.

If the Edit button is not displayed, contact the Vendor Administrator at your staffing agency, or dotStaff at [email protected].

6. Select the Resume radio button to identify the File Category type.

7. Click “Browse” and locate the desired file.

8. Once selected, click to “Process Resume”.

9. To complete the file attachment, click the “Save” button.


How to Submit a Bid for a Resource TO DO THIS DO THIS

Submit a Bid for a

New Resource

1. Navigate to Opportunity Mgt > View Postings

2. Open the posting of interest by double clicking on it in the data grid.

3. Review the Posting details, then select the “Create a New Resource” radio button.


5. On the Add a Resource tab, click the “Browse” button next to the Resume field to locate and select the desired resume for processing.

6. Once the file has been selected, and its name displays in the Resume field, click the “Process Resume” button.

If the wrong file was processed, use the “Click here to browse for different file” link and redo the Process Resume step.

To attach other non-resume files, click the “Additional Documents” button, locate, then upload the desired document(s).


7. After processing the resume, the First Name, Last Name and Login Email of Resource should auto-populate. If not, enter manually.

8. Enter Resource’s valid Email in the Account Notification Email cell.

This is a required field! This is the email to which the Account Activation message will be sent. That message contains the User’s Activation code which is necessary for the User to access dotStaff™.

9. Select Yes or No in the Send Activation Notification drop down:

If you select No (suggested at the sourcing phase), the screen will refresh, and provide an “acknowledgement” message stating that you will be responsible for sending an Account Notification email when the Resource is awarded the position.

If you select Yes, The Resource will receive an Account Notification email and Activation code, asking him or her to Activate the dotStaff account.

At the bottom of the window, one has the option to view the File Attachments

10. (Vendor Administrator only): Select either User or Resource Radio button:

Select Resource radio button if Role you are submitting is for a contractor or temp who is not allowed access to your company cash flow and bill rates

Select User Radio button if Role you are submitting is someone who is allowed access to your company cash flow and bill rates.

11. Select the Next button.

If Yes was selected in the Send Activation Notification drop down, a popup will appear confirming that an email has been sent.

A confirmation page appears, and a message stating “New resource successfully created! You may enter bid information now”

12. Select “Next” to proceed with the bid submission, or Back if you wish to make edits.

Follow steps below according to the position type: Staff Augmentation, Contract to Hire, Direct Hire, or Project.

Submit a Bid for an

Existing Resource

1. Navigate to Opportunity Mgt > View Postings.

2. Open the Posting of interest by double clicking on it in the data grid.

3. To review the Posting details, click the “Posting” button.

4. Select the “Use an Existing Resource” radio button.


6. On the “Select from Existing Resources” tab, locate the Resource using the available search and filter options which include:

Name Search (top left)

Resource List Filter (top right)

Page Number Selector (top center)

Sort by Column Headings


7. In the table, click to select the desired Resource, then click the “Next” button.

Follow steps below according to the position type: Staff Augmentation, Contract to Hire, Direct Hire, or Project.

*Staff Augmentation

1. On the “Enter Bid Information” page, enter the Resource’s Bill rate in the “Hourly Rate” cell:

Use the Comments section to note Value-Adds regarding Resource, as well as Recruiter’s email and phone number.

2. Use the double arrow button to open and view the Pay Differentials segments.

A) For postings in which Pay Differentials DO APPLY and are CLIENT-Controlled, the Multiplier field will show in light gray and will not be editable.

B) For postings in which Pay Differentials DO APPLY and are VENDOR / SUPPLIER-Controlled, the Multiplier field will be in dark print and will be available for editing, if desired.

If uncertain about the Pay Differentials maximum, contact the MSP.

C) For postings in which Pay Differentials DO NOT APPLY, the Multiplier field will be empty, unavailable for use.

Bid Monitoring information is included at the bottom of the page.


3. Click the “Next” button.

The “View Rate Sheet” window will display, showing all applicable rate types and calculated rate amounts (Hourly Rate x Pay Differential Multiplier).

4. Use the “Back” button to return to the Bid Information screen if necessary, or click “Submit Bid” to complete the action.

* Contract to Hire

1. Select or create the Resource to include on the bid.

2. In the Enter Bid Information area, enter the bill rate in the Hourly rate field.

3. Enter the expected salary in the Salary field.

4. Select the Commission type (percentage or flat fee) and enter the commission amount in the *Percentage/Fee cell, without symbols (% nor $).

Choose Percentage to have this amount applied against the Salary and invoiced to the Client

Choose Flat Fee to have this amount invoiced to the Client

The dotStaff™ fee will be deducted from either Percentage or Flat Fee amount.

5. Add comments in the field provided if desired.

6. Complete the “Pay Differentials” section (see sections 9 -12, above).


The View Rate Sheet window will display, showing all applicable rate types and calculated rate amounts (Hourly Rate x Pay Differential Multiplier).

8. Use the “Back” button to return to the Bid Information screen if necessary, or click “Submit Bid” to complete the action.

* Direct Hire

1. On the Enter Bid Information page, enter the expected salary in the Salary field.

2. Designate Commission type (percentage or Flat fee and enter the commission amount in the *Percentage/Fee cell, without symbols (% nor $).

3. Add comments in the field provided if desired.


It is the MSP’s responsibility to Accept the Direct Hire fee for client invoicing.

How to Track or Modify a Bid

TO DO THIS DO THIS

Track a Bid

1. Navigate to Opportunity Mgt > View Bids.

2. View bids of interest by using the standard data grid sort and filter features. The Status column identifies the stage at which a bid resides.

Modify a Bid

1. Navigate to Opportunity Mgt > View Postings.

2. Bring forward the item of interest, if necessary, using the “Date Selection Zone”

3. Having located the desired posting, open it by double clicking on it in the data grid.

4. Click the “Bids” button and, using the various filters and search options, locate the Resource for which you wish to edit the bid and double click to open it.

5. On the Bid Information page, edit the bid as is needed.

6. Click the appropriate button to “Submit” or “Withdraw” the bid.


How to Manage Electronic Interview Requests TO DO THIS DO THIS

Manage Interview Requests

In this functionality, action and responsibility alternate between Client and Vendor:

1 Client Requests an Interview 2 Vendor Responds 3 Client Finalizes

Access the guide to learn the complete process for the Schedule Interview functionality: http://www.dotStaff.com/GSG/Schedule_An_Interview_GSG.pdf

How to Resend Account Activation Notification

TO DO THIS DO THIS

Resend Account Activation

Notification

In order to activate a new account, a user or resource must have an Activation code. This is emailed when an account is created, or it can be resent later.

Both Vendor Administrator and User can re-send the Account Activation Email, containing the Activation code.

1. Navigate to Records Mgt> View Users

2. Filter for the Resource or User to whom you wish to resend the Account Activation notification and code. You may need to set your date range back if the account was created more than 30 days prior.

3. Click the box beside the name, and click the “Resend” button in the gray action toolbar.

Note: Although the button says “Resend”, this may be the first notification sent to the User to activate the account

4. A popup will appear alerting you that the Activation email was re-sent successfully. Click OK.

How to Create a Weekly Timesheet TO DO THIS DO THIS

Get Acquainted with the

Weekly Timesheet

Time worked can be entered daily to the Weekly Timesheet or all at once at the end of the week.

Time cannot be entered for dates in the future, only current or previous dates.

When entering time, be certain to pay particular attention to AM and PM. Midnight is 12:00 AM and Noon is 12:00 PM.

A day’s entries cannot be saved without entering a time in the “Time Out” field.

If recording work performing on more than one Project and/or Category during a single week, the timesheet will need to reflect time worked per distinction.

Work performed in the same week under different contracts must be recorded on separate timesheets.

A Comments field is available to note details about the timesheet, if needed.

Additional information specific to the timesheet such as Rate Sheet Details, Contract Details, Status History, and Approval History is available by clicking the applicable button at the bottom of the timesheet.

http://www.dotstaff.com/GSG/Schedule_An_Interview_GSG.pdf


Create a Time Entry

Note About Recording Work:

Time worked can be entered daily to the Weekly Timesheet or all at once at week’s end

Time cannot be entered for dates in the future, only current or previous dates.

A day’s entries cannot be saved without entering a time in the “Time Out” field.

1. Navigate to Time\Projects > Add Time.

2. In the *Select Week area, if the date displayed is not during the week for which you wish to enter time, click the calendar icon and select that week.

3. In the “Enter Time For” field, use the drop down arrow to select the Resource.

If a Resource logs in to create a time entry, only his/her name will be listed.

4. If the Resource works from one contract, it should appear in the “Contract” field.

If the Resource works from multiple contracts, be certain to select the correct contract for the time/day you are recording.

5. Both “Project” and “Category” fields should auto-populate if assigned to a single project.

If assigned to multiple Projects, use the drop-down buttons to select the proper Project, and Category if necessary, for your entry.

6. Complete the time entries for the shift. Click into the “Time In” cell to begin.

The Time Picker will appear, enabling you to simply click on the correct hour, or you may type directly into the cell to note the time.

If a break was taken, note the start time of that break in the “Break Out” field and use the “Break In” field to enter the time you resumed your shift for that day.

When entering time, be certain to pay particular attention to AM and PM. Midnight is 12:00 AM and Noon is 12:00 PM.

7. As time worked is recorded each day, click the “Save as Draft” button to retain any additions or edits made to the week’s timesheet.

Create an

Overnight Time Entry

For a shift that begins on one day, extends beyond

midnight, and ends the next, enter the “Time In” and “Time Out” times on the day the shift began.


Create a Daily

Time Entry When Charging “By the Unit”

When working from a contract in which pay is calculated based on “By the Unit” charging, the time fields will be replaced with the “Duration” field.

To record units of work, click and type directly into the “Duration” cell for the appropriate day.

As units worked is recorded each day, click the “Save as Draft” button to retain

any additions or edits made to the week’s timesheet.

Once all work has been recorded for the week, and the timesheet is ready for submission, click the “Submit for Approval” button.

Save Time Entry as Draft

1. As time worked is recorded each day, click the “Save as Draft” button to retain any additions or edits made to the week’s timesheet.

2. A popup window will appear with the message:

“You are about to save all new and existing entries in week to draft. Are you sure you want to continue?”

Click OK or Cancel.

3. If OK was selected, the timesheet will refresh displaying “Draft” as its status.

4. Having saved the entries, you may close the timesheet and return to it when ready

to record more time worked or to submit the timesheet for approval.

Submit Time for Approval

1. Once all time worked for the week has been entered, and the timesheet is ready for submission, click the “Submit for Approval”

button.

2. A popup window will appear with the message:

“You are about to save all new and existing entries in week to Awaiting Approval. Are you sure you want to continue?”

Click OK or Cancel.

3. If OK was selected, the timesheet will refresh with “Awaiting Approval” as its status.

4. Having submitted the timesheet, you may close it and if desired, return to it to

review its approval status.

Copy Day

1. Having recorded time worked for a shift, click the “Copy Day” button, adjacent to the time entry fields, to copy the time entry set to additional days in that week.

2. The “Copy Day” window will open, displaying the time entry set (the last saved shift or, if not to be copied and check boxes to select the day(s) to which the set is to be copied. Click to check the appropriate box or boxes.


The time entry set captured for copying will be the last saved shift, or if the timesheet has not yet been saved, it will be the shift from the first day of the week.

Remember that time cannot be entered to future dates.

3. To retain the copy action, click the “Apply” button. The screen will

refresh to show the updated timesheet.

Click the “Save As Draft” button to retain a working copy of the updated timesheet, or “Submit For Approval” button if it is ready for submission.

Delete an Entry

If the timesheet has not yet been saved to Draft status, deleting the entry simply requires one to click into the field and remove the entry.

1. Having recorded time worked, but then finding a need to delete an entry, click the

“Delete” button, located adjacent to the time entry fields.

2. The “Delete Time” window will open. Available will be check boxes to select the day(s) of time to be deleted. Click to check the appropriate box or boxes.

3. To retain the delete action, click the “Delete” button. The screen will refresh to show

the updated timesheet.

Create a Timesheet for

Multiple Projects

If performing work on more than one Project during a single week, the timesheet will need to reflect time worked per Project.

1. To begin, record the first Project’s applicable time set.

2. Click the “Add Project or Row” button. The screen will refresh with a new row of timesheet fields available.

3. Follow the standard time entry process for the next project, being mindful to select the appropriate project.


Copy a Weekly Timesheet

1. Navigate to Time\Projects > Add Time.

2. In the *Select Week area, if the date displayed is not during the week for which you wish to enter time, click the calendar icon and select that week.

3. As a Resource, your name should display in the “Enter Time For” field.

4. If working from one contract, it should appear in the “Contract” field.

If you have multiple contracts, be certain to select the correct contract for the time/day you are recording.


5. Click the “Copy Week” button. A window will open, displaying a calendar from which a selection can be made.

6. Select the week to be copied, and click the “Save” button. The Timesheet window will refresh, updated with the copied entries.


How to View Timesheets TO DO THIS DO THIS

View Timesheets

1. Navigate to Time\Projects > View Time.

2. Use the “Date Selection Zone” to bring forward the timesheets of interest.

Results can further be filtered. Enter the relevant search term in the relating column, click the drop down button, and choose the appropriate filter parameter.

If entering a date such as 04/15/2012, choose the Equal To filter. If entering a status, such as “Denied,” choose the Contains filter.

3. To view more detail for the timesheet, the entry can be expanded.

Click the Arrow button to expand the week’s entry, providing a view of the individual entries for the full week.

For even greater detail, double click on the weekly entry to view the Duration, Status History, and Approval History. From here, use the View Rate Sheet button to see rate types and rate amounts associated with each category type (Regular, Shift, OT, Shift + OT, etc.)

4. Export displayed results to Excel, Word, or Acrobat by clicking on the corresponding button and opting to save the file.

How to Edit a Timesheet TO DO THIS DO THIS

Edit Timesheets

A Timesheet already moved beyond “Draft” or “Awaiting Approval” to a status of “Approved” or “Denied” can be edited.

If a change is made to a timesheet, it will need to be re-submitted for approval. The approval cycle and will begin again for that entry.

A timesheet with a status of “Disputed” will be locked and will not be editable. Only when it has reached a resolution will it again be editable.

Click the Rate Sheet Details, Contract Details, Status History, or Approval History buttons in the gray action tool bar, to gain insight into those areas:


1. Navigate to Time\Projects > View Time.

2. Use the “Date Selection Zone” to bring forward the timesheets of interest.

Results can further be filtered. Enter a search term in the relating column, click the drop down button, and choose the appropriate filter parameter.

3. Double click on the line item that is to be edited. The Timesheet window will open.

Before making edits, verify the timesheet, Resource, Contract, Project, and Category selections are correct.

4. Edit the information as needed.

5. Click to “Save As Draft,” or if ready, “Submit For Approval.” Wait for the screen to refresh.

If all necessary changes have been made, click to close the window.

OR

Navigate to a different timesheet using the selection fields to continue editing.

How to Submit an Expense TO DO THIS DO THIS

Submit an Expense

Before submitting an expense, contact dotStaff™ support to gain submission rights.

Program approved expenses may be submitted and invoiced in dotStaff™ (i.e. hotel stay, state tax or gas mileage). Please contact dotStaff™ Support with questions regarding expense guidelines for the program to which you bill.

Expenses are not subject to the dotStaff™ fee.

Pending approval and proper support documentation, expenses are 100% reimbursed.

A temp must be assigned to a project before being set up as an Expense Submitter.

1. Navigate to Time\Projects > Add Expense.

2. Complete each of the fields in the top section. Use drop-down field selections to designate:

the expense Submitter

the Project for which the expense was incurred

the Category of the expense (examples: Education, Travel, Meals, Lodging

3. The “Total Amount” will auto calculate based upon amount(s) entered in the Expense

Items section.

4. Use the “Description” area to define the expense.

Example: “Meals expense for 10/23/2015 – 10/26/2015“

5. OPTIONAL: Utilize the Attachment “Browse” button to attach an Expense Reimbursement summary.


6. Scroll to the “Expense Items” section to INDIVIDUALLY record and attach Expenses.

Designate the applicable Date and Expense Type, enter the Amount, and then use the “Browse” button in this area to attach any corresponding documentation.

Use the “Add Row” button if another line is needed.

7. When done adding expenses, click the “Submit for Approval” button.

Reconcile an Expense

1. To view expenses already placed in dotStaff™, navigate to the Time\Projects > View Expenses table.

2. Use the “Date Selection Zone” and standard sorting/filtering methods to bring forward the item of interest.

To see more information about the expense, you may widen the “Description” column, or double-click anywhere in the item row to open it.

3. Results displayed can be exported to Excel, Word, or Acrobat using applicable buttons.

How to Attach a Document to a Resume TO DO THIS DO THIS

Attach a Document to a

Resume

Many programs have specific compliance requirements (i.e. Drug/Background screenings, certifications, references) that need to be submitted.

Check with the program MSP to verify these requirements, and to determine at what point the documents need to be submitted.

Compliance documents may be attached to a Resource’s resume after s/he has been submitted into dotStaff, and is cleared to work. To do so, follow these steps:



2. Double-click on the appropriate Resource.

3. Select the “Edit” button at the top of the window.

4. Scroll to the bottom, and click on the Green Plus sign in the Attachments area.

5. Identify the File Category type, Resume or Other.

6. To locate the File to Attach, click the “Browse” button.

7. The “Choose file” window will appear. Using the “Look in” field, navigate to the Resource’s completed checklist and click once on the file.

8. See the file listed in the “File name” field and click the “Open” button.

9. Back in the “Upload Your Files Below” window, see that the file’s address in the “File to Attach” field and click “Upload” (see above).

If successful, you will see a message in red stating “uploaded successfully.”

10. Click the “Save” button in this pop-up window.

11. At the top of the Upload window, click “Save” to complete the file attachment.

How to Tie-Out Payment

TO DO THIS DO THIS

Perform Payment Tie-Out

1. Navigate to Receivables Center > Vendor Remittance.

2. In the Vendor Payment Search window, enter Payment # upon which to search.

A minimum of 3 digits must be entered

3. Utilize filter and sorting functions to further isolate results as necessary.

To see an entry’s Rate Sheet Details, place a check in the entry’s corresponding box, then click the “View Rate Sheet” button.

4. Click the green “Expand” arrow button to see details of a line entry.

5. To perform another Payment search, use the “NEW Search” button, and repeat previous steps.