CONCEPTS-MOBILE

Mobile Application for tablets and phones.#

Enter the URL specific to your site to launch the logon screen on a tablet or phone.

The log on screen will use the same logon credentials that are used for Self Service access:

Access Key + password

Or

Last name + Person code + password.

There are two Role Types that can be used in the employee's Self Service Access User Profile (See Identity form: IEID) that will determine the Role used in the mobile device: Bus - Smart Phone and Bus - Tablet. If both role types are used in the User Profile then the mobile device display will vary according to the mobile device in use; a smart phone will show Employee or Manager Smart Phone Role and a tablet will display Employee or Manager Tablet Role.

The default screen shown, after logging on, is determined by the Menu(s) assigned to the Roles for the User/Profile.

The Enter Time By Day screen will include a date bar showing the current date and the date can be moved forward or back using the blue arrow icons.

The Approve Timesheets screen will show any submitted time sheets ready for manager approval

Enter Time By Day#

Click on the date and this will open a calendar dialog box which has 'spin-wheels to set the day, month and year for a new date. Click on 'set Date' to update the date in the date-bar.
If there is an open time sheet which includes the date displayed, then an 'Add Time' button will be displayed allowing the user to add time for the day, this will open a time-entry screen where the user can add time. If the time sheet was generated with time then that time will be displayed.
Clicking on the Blue arrow on the left will bring the user to a time-entry screen where the existing time can be added.

in the Enter Time Details view, time is entered by either using the - or + buttons or by entering the time in INPUT in the Time or Amount button.

Function Menus#

Access to the menus available to the user is through this icon.

There will be an Employee Tablet or Smart Phone Role drop-down menu and if the user is also a Manager, there will be a Manager Tablet or Smart Phone Role drop-down menu. There are also options to go to Self Service, no log on required, and to Logout from the mobile application.

Employee Tablet or Smart Phone Role #

This role has access to four functions:

Submit My Timesheets

In this screen you will find a list of time sheets with start/end dates that are ready to be submitted. There is a TS# and the total hours are shown in the time sheet header. The 'Down Arrow' will open up the time sheets to show all dates with time; editing is not allowed in this screen. There is a 'Submit' button to complete the submit process. Once time has been submitted, there will no longer be an Add Time button in the Enter Time By Day screen, the time entered is seen but cannot be updated.

My Leave Balances

This screen will list all leave policies for an employee with the current balance. The blue arrow will bring the user to a view of the Leave Details with drop down views of the 'Used Total,' 'Requested Total,' and 'Approved Total.'

Request Leave

This screen will allow the employee to request leave. The leave type and a leave reason are selected and then a Start and End date is entered; the end date will default as the Start Date and can be edited for a date range. When the date field is clicked in, the Calendar dialog box will be displayed. The leave time is entered and the record then saved.

Manager Tablet or Smart Phone Role #

This role has three functions in the drop down menu:

Approve Time and Approve leave will allow a manager to approve time sheets or leave requested by employees.

The leave calendar will show one-week time periods. Employees with leave approved will show in the appropriate days columns.

Leave Policy Colors