Connect Module - Version 2 > General User

To apply for an Advance click on the 'Advance' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Advance'.

The next screen displays a list of all the Advance applications that have previously been made, if any. Notice the status of each application, whether it is 'Pending', 'Approved' or 'Rejected'.

AdvanceApplication

Press the 'Apply' button to apply for an advance

Enter the details of the Advance being applied for:

Amount	Enter the amount of the advance being requested
Reason	Enter the reason for which the amount is required.
Attachment	Press the 'Choose File' button to upload one, or more, supporting document/s. Use the '+' symbol if you would like to add a second, or subsequent supporting document.

AdvanceApplicationForm

Press the 'Submit' button once you have filled in the details and would like to submit the Advance application. The application will automatically be taken to the inbox of the first person in the approval chain until it is finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the application and where the application is in the approval chain.

To apply for Leave click on the 'Leave' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Leave'.

The next screen displays a list of all the Leave applications that have previously been made, if any. Notice the status of each application, whether it is 'Pending', 'Approved' or 'Rejected'.

LeaveApplication

Press the 'Apply' button to apply for an advance

Enter the details of the Leave being applied for:

Balances	The current normal leave balance.
Radio Button: Self or On Behalf Of	Select whether the leave is for yourself or is the application being made on the behalf of another employee/s.
Historical Applications	Click this link to shows a report of applications that have previously been made. This can be printed or saved.
Type	Use the dropdown menu to select the type of leave being applied for eg. Normal, sick, maternity depending on the types of leave that are able to be processed using the Connect Module.
From - To	Enter the date From as the first working day away. The date To would be the last working day that you will be away on leave.
Duration	The number of working days away will automatically display. This takes into account whether the payroll has been setup to calculate on working days or calendar days. The duration calculated can be changed manually, if necessary.
Reason	Enter any reason for being on leave that may be necessary to support your application.
Attachment	Press the 'Choose File' button to upload one, or more, supporting document/s. Use the '+' symbol if you would like to add a second, or subsequent supporting document.

LeaveApplicationForm

Press the 'Submit' button once you have filled in the details and would like to submit the application. The application will automatically be taken to the inbox of the first person in the approval chain until it is finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the application and where the application is in the approval chain.

To apply for a Loan click on the 'Loan' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Loan'.

The next screen displays a list of all the Loan applications that have previously been made, if any. Notice the status of each application, whether it is 'Pending', 'Approved' or 'Rejected'.

LoanApplication

Press the 'Apply' button to apply for a Loan.

Enter the details of the Loan being applied for being careful to ensure that the application takes into account the Loan rules that apply, see the Rules displayed on either the right hand side, or bottom, of the screen.:

Payment Via: Payroll or Other	Select whether the loan amount will be processed through the payroll or outside the payroll.
Type	Use the dropdown menu to select the type of loan being applied for
Amount	Enter the amount of loan required
Required (Date)	Use the calendar icon to select a date, or enter the date, on which the loan is hoped to be received.
First Payment	Use the dropdown menu to select which period will have the first repayment deduction made.
Repayments	Enter the requested number of repayments over which the loan will be repaid.
Reason	Enter the reason for which the loan is being requested to support your application.
Interest	The percentage interest that will be charged on the loan.
Installments	The calculated installment amount based on the loan amount, repayment period and interest rate charged.
Attachment	Press the 'Choose File' button to upload one, or more, supporting document/s. Use the '+' symbol if you would like to add a second, or subsequent supporting document.
Rules	Take note of the loan rules that apply to these types of loan within your organization.

Notice : The screen, below, shows the 'amortization' of the loan (shows the movements on the loan).

Loan Application Form

Press the 'Submit' button once you have filled in the details and would like to submit the application. The application will automatically be taken to the inbox of the first person in the approval chain until it is finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the application and where the application is in the approval chain.

To view Masterfile field changes that you have submitted under 'Master Record'. Click on the 'Masterfile' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Masterfile'.

A table shows a listing of Master Record change submissions that have previously been made.

MasterfileChanges

Notice the status of the application, whether it is 'Pending' or 'Approved'. The changes will automatically be taken to the inbox of the first person in they are Approved or Rejected.

To apply for Overtime click on the 'Overtime' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Overtime'.

The next screen displays a list of all the Overtime applications that have previously been made, if any. Notice the status of each application, whether it is 'Pending', 'Approved' or 'Rejected'.

Press the 'Claim' button to claim overtime that has already been worked or the 'Request' button to apply for overtime that will be worked in the future.

OvertimeApplications

Press the 'Claim' button to claim for overtime already worked or the 'Request' button to request overtime to be worked in the future. A supervisor may request overtime for themselves and other people working overtime.

Enter the details of the Overtime being applied for:

Radio Button: Self or On Behalf Of	Select whether the leave is for yourself or is the application being made on the behalf of another employee/s.
Date	Enter the date on which the overtime was worked.
From - To	Enter the times that the overtime was worked.
Duration	The number of hours worked will be automatically computed. This can be changed manually, if necessary.
Reason	Enter any reason that the overtime was worked to support your application.

OvertimeApplicationForm

Press the 'Submit' button once you have filled in the details and would like to submit the application. The application will automatically be taken to the inbox of the first person in the approval chain until it is finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the application and where the application is in the approval chain.

To make a Suggestion click on the 'Suggestions' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then 'Suggestions'.

The next screen displays a list of all the suggestions that have previously been made, if any. Notice the status of each Suggestion application, whether it is 'Pending', 'Approved' or 'Rejected'.

SuggestionsApplication

Press the 'New' button to enter the the details of the suggestion:

Category	Use the dropdown to obtain a list of categories,select the category into which the category falls
Suggestions	Enter the details of the suggestion
Attachment	Select the 'Choose File' button to look up and select any file attachment that should be included with the suggestion.
Post Anonymous	Use this checkbox if the suggestion is to be submitted anonymously.

SuggestionsNew

Press the 'Submit' button once you have filled in the details and would like to submit the application. The suggestion will automatically be taken to the inbox of the first person in the approval chain until it is finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the application and where the application is in the approval chain.

To submit timesheet times click on the 'Timesheets' tile/ button under 'My Applications'. Alternatively go to the menu on the left hand side of the Dashboard, select 'My Applications', then ''Timesheets'.

The next screen displays a capture form for times in a particular week.

Weekly Capture of Times:

By default, times can be captured a week at a time in overall hours only. Notice the 'Weekly' selection on the top right hand corner of the screen. If 'Daily' is selected then it is possible to add more detail to the times including the start and end time as well as a comment. See notes below on 'Daily Capture of Times'. If the

TimesheetEntry

Use the 'Add Row' button to enter the time details days in the selected date range.

Week Selection	Use the left and right arrows to select the timesheet week in which the times occur. Alternatively use the calendar icon to select the week.
Cost Centre	Use the dropdown button to select the Cost Centre from the list of Cost Centres.
Work Code	Use the dropdown button to select the Work Code from the list of Work Codes.
Times	Enter the times for each day for each of the Cost Centre/ Work Codes.
Submit	When the timesheet details have been entered press the 'Submit' button.

Press the 'Submit' button once you have filled in the details and would like to submit the timesheet.

When the timesheet has been submitted a confirmation screen displays with the summary of the times being submitted. The timesheet details will automatically be taken to the inbox of the first person in the approval chain until they are finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the timesheet and where the timesheet is in the approval chain.

TimesheetConfirmation

Daily Capture of Times:

To capture timesheet detail on a daily basis click 'Daily' on the top right hand corner of the screen.

Use the 'Add Time' button to enter the time details for the day selected.

TimesheetDaily

Day Selection	Use the left and right arrows to select the timesheet day in which the times occur. Alternatively use the calendar icon to select the day.
Cost Centre	Use the dropdown button to select the Cost Centre from the list of Cost Centres.
Work Code	Use the dropdown button to select the Work Code from the list of Work Codes.
Time In/ Time Out	Enter the times for 'In' and 'Out'.
Hours	The hours between 'In' and 'Out' is automatically computed.
Comments	Add any comments to support the time worked.
Save	When the timesheet details have been entered press the 'Save' button.

Press the 'Save' button once you have filled in the details and would like to submit the timesheet.

When the timesheet has been submitted a confirmation screen displays with the summary of the times being submitted. The timesheet details will automatically be taken to the inbox of the first person in the approval chain until they are finally Approved or Rejected. By pressing the 'Eye' icon it is possible to see that status of the timesheet and where the timesheet is in the approval chain.

Use this tile or menu option to upload personal documents. The file could be in Word, PDF, Notepad, JPEG, PNG and other formats.

MyDocumentsUpload

Category	Use the dropdown menu to select the category of document that is being uploaded
Name	Enter a suitable name for the file
Choose File	Use the button to browse and select the file that is being uploaded.

Making an Application

Making an Application