Costpoint - AFSC

1 2800 S. Shirlington Rd. Suite 350, Arlington, VA 22206 Costpoint Timesheet Supervisor Approval Guide 2800 S. Shirlington Rd. Suite 350 Arlington, VA 22206 The information contained in this document is confidential and proprietary. page i 2018 afsc /Magellan Federal 3044 Table of Contents Step-by-Step Login Process .. 2 Step 1: Logging in to the Time & Expense System .. 2 Step 2: Accessing Time & Expense .. 2 Step 3: Required Information .. 3 Step 4: Click on the Time & Expense Button .. 3 Step 5: Approving a Timesheet .. 3 Approving the Timesheet .. 6 Approving/Rejecting Leave Requests .. 6 Criteria Section .. 8 Timesheet Reports.

2 9 Daily Floor Check Inquiry .. 9 Notifications .. 10 Timesheet Status .. 11 Print Resource Activity Report .. 12 Print Charge Activity Report .. 14 Delegation .. 16 Setting Preferences .. 18 Changing Column Size .. 18 Changing Column 18 afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 2 2018 afsc /Magellan Federal 3044 Step-by-Step Login Process The following guide will walk you through how to access the Time & Expense system and how to view and approve/reject your employees timesheets. Step 1: Logging in to the Time & Expense System Use the following URL to access the Time & Expense system: Step 2: Accessing Time & Expense Click the link that says, Enter your Timesheet or Expense Report located on the left side of the screen.

3 The following login screen will appear: afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 3 2018 afsc /Magellan Federal 3044 Step 3: Required Information Enter the following information: Username: This will be a 5-digit code starting with 47161 plus a period ( . ) plus the letter A plus a period ( . ) plus your Employee ID Example: Password: The password that you should use is the password that you set up when setting up your Deltek Cloud account. For information on resetting the password, click here. System: Enter MAGELLANHEALTHCONFIG Press Log In when finished.

4 Step 4: Click on the Time & Expense Button Step 5: Approving a Timesheet (Time & Expense >> Time >> Timesheets >> Manage/Approve Timesheets) afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 4 2018 afsc /Magellan Federal 3044 The following screen will appear: Filter By: Change this to Status : Criteria: To filter the results set, make selections in the Criteria section. If information is left blank, you will receive all of the timesheets that meet your selection criteria (for the employees that you supervise): Once you have made your selections, press the lightning bolt icon located at the top of the screen.

5 This will fill the table with those timesheets that meet the selection criteria: afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 5 2018 afsc /Magellan Federal 3044 Select a specific timesheet by highlighting the field to the left of their name. This will display the details of that employee s timesheet at the bottom of the screen: afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 6 2018 afsc /Magellan Federal 3044 Approving the Timesheet Once you have reviewed the charges and hours on your employee s timesheet, you must approve or reject it.

6 To perform the approval/rejection, highlight the row of the employee s timesheet that you want to approve and then press the Approve or Reject button located in the middle of the screen, on the right side: Note: If you Reject a timesheet, you must provide a reason: Approving/Rejecting Leave Requests To approve or reject an employee s request for leave, do the following: Go to the Manage Resource Work Schedule screen (Time >> Timesheets >> Manage Resource Work Schedule) afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary.

7 Page 7 2018 afsc /Magellan Federal 3044 The following screen will appear: afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 8 2018 afsc /Magellan Federal 3044 Criteria Section You have the option of limited your results set by entering an Employee ID or their Last Name. This is not a requirement, but will limit your results to a specific employee or range of employees Active - the default value is All ; you can change this to include only Active or only Inactive employees. Functional Role most people will only have a Functional Role of Primary Supervisor, and this should default into this field.

8 If it does not, use the magnifying glass to select your Functional Role. Work Schedule Date you must use the lookup to select the week ending date (Saturday) of the schedules that you want to view. You must select each week one at a time to approve or reject the leave request(s). Sort By you can sort your list by Last Name or by Employee ID When finished, press the Execute icon located at the top of the screen. This icon is the lightning bolt icon: This will retrieve the results based on the criteria that you entered. The results will display in the table in the middle of the screen: afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary.

9 Page 9 2018 afsc /Magellan Federal 3044 To approve or reject the leave request, go to the Action column on the left side of the screen. Using the drop down, select Approve or Reject and then Save the record. The system will update the calendar at the bottom of the screen: Timesheet Reports The timesheet reports are located under Timesheet Reports/Inquiries . The available reports for you to execute are: Daily Floor Check Inquiry This report will give you a list of those employees that you supervise that did not fill out their timesheet for the previous day. To run this inquiry, enter the following information: Specific Date: the default value is yesterday s date.

10 You can change this by using the calendar lookup to a date prior to today s date. afsc /Magellan Federal Costpoint Timesheet Supervisor Approval Guide The information contained in this document is confidential and proprietary. page 10 2018 afsc /Magellan Federal 3044 Function: Select the Functional Role from the lookup. You will most likely select Primary Supervisor or Backup Supervisor depending on your role over the employees for whom you want to check. Group: the default setting is All . This will run the inquiry against all Resource, or Employee Groups for which you supervise. If you supervisor more than one group of people, you can limit the report by selecting a specific group.