programmed portal and client programmed portal lite …€¦ · piw-gu-3-osa-008-revb-july2015...

PIW-GU-3-OSA-008-RevB-July2015

PSW-OE3-OSA-GU-003 Version 2.0 Issue: 24/08/2016 Review 24/08/2018

CLIENT PORTAL USER GUIDE

Programmed Portal and Programmed Portal Lite

Employee User Guide



Programmed Portal

https://portal.programmed.com.au/FastTrack.Client.Portal/

The Programmed Portal is a full version which includes Time & Attendance, Billing and Reporting functionality.

The Programmed Portal is only accessible via a computer with the Silverlight product installed. Upon first logon you will be prompted to install Silverlight.

Note: If you are unable to install Silverlight on your computer you will be able to use Programmed Portal Lite version which contains only the Time & Attendance functionally.

Programmed Portal Lite

https://portal.programmed.com.au/liteportal

The Programmed Portal Lite is a limited version which only includes Time & Attendance.

The Programmed Portal Lite is accessible via computers without Silverlight installed, mobile and tablet.

Help

If at any time you experience issues with either the Programmed Portal or the Programmed Portal Lite application please contact your local branch on 13 STAFF (13 78233)

Access the Programmed Portal via https://portal.programmed.com.au/FastTrack.Client.Portal/

or

Log onto the Programmed Website via www.programmed.com.au and search under Quicklinks (Top RHS) where you will find:

Programmed Portal – Field Employee Video

Field Employee Portal User Guide

Programmed Portal Login

Programmed Portal Lite Login

Enter your Username and Password.

Note: An email will be sent to you with this information, if this is not received please contact 13 STAFF (13 78233).

Click ‘Log in’ Upon first Login you are required to change your Password for security purposes through ‘User Profile | Change Password’ section. You are also able to add security question for extra security through the ‘User Profile | Change Security Question’ section.

UNDERSTANDING PROGRAMMED PORTAL

STEP 1

STEP 2

PORTAL VERSIONS & SYSTEM REQUIREMENTS




http://www.programmed.com.au/



What do I do if I forget my password? Click on ‘Forgot your password’ and an email will be sent to you, or Call 13 STAFF (13 78233).

What do I do if I cannot find a timesheet? Click on ‘Click here to expand/collapse the Search section’ banner, alter the search parameters and click on ‘Search Timesheets’,

or Call 13 STAFF (13 78233).

You are able to alter the Timesheet layout by clicking & dragging columns or clicking on the ‘Manage Layout’ button. You are able to export timesheet information into a report by click on the ‘Export to File’ button.

To log out, click on the ‘Log out’ icon.

Click on the Candidate Portal

Click on ‘Candidate Profile’

Information within your profile is automatically updated from your registration or by importing your resume. You can also manually enter new information into your profile.

STEP 3

UPDATING YOUR PROFILE

STEP 1

STEP 2



Check and alter as required the prepopulated information under the Personal Info, Address & Work Locations tabs. Note: Salutation, First Name, Surname & Residency Status are unable to be altered, contact 13 STAFF (13 78233) to have this updated.

Check and alter as required the prepopulated information under the Attachments, Skills (Positions, Skills, Job Services Providers, Licences, Tickets and Qualifications) and Work History tabs.

To Save all the changes click on the ‘Save’ button.

When changes are made you will notified by email.

STEP 3

STEP 4

STEP 5



Click on the ‘Candidate Portal’.

Click on the ‘Pay Details’.

To view your Payslips select the ‘Payslips’ tab, enter the ‘Pay Period From’ and ‘Pay Period To’ dates and then click ‘Refresh’.

Select the payslip(s) and click ‘Open’, your payslip(s) will be displayed.

To view your payment summary select the ‘Payment Summary’ tab, select the ‘Payment Summary Period’ and then click ‘Refresh’.

Select the ‘Payment Summary Period’ and click the ‘Open’ icon, your payment summary will be displayed.

Reminder: If you experience issues or you would like to speak with a staff member please call

13 STAFF (13 78233)

CHECKING PAYSLIP AND PAYMENT SUMMARY DETAILS

STEP 1

STEP 2

STEP 3

STEP 5



From the menu click the ‘Time and Attendance’ button.

Click on ‘Available’ to view the timesheet(s) awaiting to be submitted for approval.

Within the ‘Incomplete’ section you can view timesheets that you have altered but not submitted for approval Within the ‘More Timesheets’ section you can view the following timesheets:

Submitted (Timesheets awaiting approval)

Historical (Timesheets that have already been paid)

Expired (Timesheets that have not been paid but are now expired)

Open the timesheet either by double clicking on the timesheet or highlight the timesheet and

then click ‘View’.

Your timesheet may have been pre populated with Start / End times and Breaks that have been pre-determined by your host sites shift requirements. Shift changes during the week may not have been updated therefore please take the time to check carefully and make any necessary adjustments. Breaks are defined as unpaid i.e. Lunch / Dinner breaks. Rest Pauses (Morning & Afternoon Tea) are paid breaks and are not to be recorded on the timesheet.

Check and alter if applicable your timesheet information within the ‘Attendance Tab’ including Work Date, Start and End Times, Att (Attention) /Abs (Absent) Type, Breaks and Project Items. Note: To show Break and Project details, click on the date field. By clicking on the + and rubbish buttons you can add and delete additional lines

SUBMITTING A TIMESHEET VIA THE PROGRAMMED PORTAL

STEP 1

STEP 2

STEP 3

STEP 4



Check the ‘Additional Items’ Tab for any allowance items that may be applicable, these will be identified by a number on the tab. Additional Items included allowances such as Meals, Travel, Site

Add attachments within the ‘Attachments Tab’ eg Medical Certificate, Receipts

After altering your timesheet information and you have confirmed that it is 100% correct you are required to submit your timesheet for client approval via the ‘Submit’ button.

The submitted timesheet will be sent to the client for approval. Note: You are able to enter your timesheet information daily and save the details via the ‘Save’ button, then at the end of the week you are required to ‘Submit’ your completed timesheet.

If you forget to submit your timesheet you will reminder via text messages and emails. If you are receiving these messages and you believe that you have submitted your timesheet, log back into the Portal to ensure all timesheets have been submitted correctly.

The client approver may reject your timesheet if there is a discrepancy.

All rejected timesheets will be notified via an email (Subject Header = Timesheet has been rejected) with details of why this timesheet was rejected.

To resubmit your timesheet log back into the Portal, click on Time & Attendance and then ‘Rejected’. Alter the timesheet and resubmit by clicking on ‘Submit’.

STEP 5

STEP 1

STEP 6

SUBMITTING A REJECTED TIMESHEET VIA THE PROGRAMMED PORTAL



Log onto the Programmed Portal Lite via https://portal.programmed.com.au/liteportal

Or Log onto the Programmed Website via www.programmed.com.au and search under Quicklinks (Top RHS) where you will find ‘Programmed Portal Lite Login’ link.

To assist repeat usage for Mobile or Tablets add this url onto your home screen. IPhone | IPad Select (bottom of screen) and add to Home Screen

Programmed link will now be displayed on your home screen Android Please refer to your manufacturer’s manual for instructions on how to Pin the

webpage to your home screen. On some devices icons will display differently to this guide.

Enter your Username and Password (An email will be sent to you with this information)

Click ‘Log in’ Upon first Login you are required to change your Password for security purposes through ‘Reset Password’ icon.

What do I do if I forget my password? Click on ‘Forgot Password’ and an email will be sent to you, or Call 13 STAFF (13 78233)

What do I do if I cannot find a timesheet? Call 13 STAFF (13 78233)

To log out, click on the ‘Log out’ icon.

UNDERSTANDING PROGRAMMED PORTAL LITE

STEP 1

STEP 2

STEP 3


http://www.programmed.com.au/



Click on ‘Available Timesheets’ to view the timesheet(s) awaiting to be submitted.

Timesheets requiring to be submitted are displayed. You are able to search for specific timesheets via the searching fields.

Open the applicable timesheet.

Check and alter if applicable your timesheet information. Click on the down arrow within the ‘Attendance Tab’ to open the details and enter shift information including Work Date, Attendance Type, Start & End Time, Break Start & End, Project Item Start & End Time & Project Code.

SUBMITTING A TIMESHEET VIA PROGRAMMED PORTAL LITE

STEP 1

STEP 2

STEP 3



Computer View

Mobile & Tablet View

Breaks have been pre-determined by your sites shift requirements as determined by the Industrial Agreement. Please take the time to check carefully and make any necessary adjustments.

Breaks are defined as unpaid i.e. Lunch / Dinner breaks.

Rest Pauses (Morning & Afternoon Tea) are paid breaks and are not to be recorded on the timesheet.

Check and alter if applicable any other information that may be required to add:

‘Additional Items’ Tab for any allowance items eg. Meals, Travel.

‘Reimbursements’ Tab for any reimbursements items.

‘Attachments’ Tab for any attachment documents eg. Medical Certificate, Receipts

After altering your timesheet information and you have confirmed that it is 100% correct you are required to submit your timesheet for client approval via the ‘Submit’ button.

The submitted timesheet will be sent to the client for approval. Note: You are able to enter your timesheet information daily and save the details via the ‘Save’ button, then at the end of the week you are required to ‘Submit’ your completed timesheet.

STEP 5

STEP 4



The client approver may reject your timesheet if there is a discrepancy.

All rejected timesheets will be notified via an email (Subject Header = Timesheet has been rejected) with details of why this timesheet was rejected.

To resubmit your timesheet log back into the Portal, click on Time & Attendance and then ‘Rejected’. Alter the timesheet and resubmit by clicking on ‘Submit’.

SUBMITTING A REJECTED TIMESHEET VIA THE PROGRAMMED PORTAL LITE

STEP 1

programmed portal and client programmed portal lite …€¦ · piw-gu-3-osa-008-revb-july2015...

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