The Consumer Process

Owned by Patrick Reynolds
Dec 02, 2022
4 min read

Each company is provided a custom URL where the timekeeping will take place, which is where your employees and consumers will be able to sign in and perform various actions. You can provide this URL to your people as well as link to it on your main website for ease of use. Consumers will access the website and click the sign in option at the top:

Sign In

The sign in page will display a drop down where they can select Employee or Consumer from the drop down, enter in their account number and password and sign in.

Once signed in, you are returned to the main landing page with additional menu options at the top.

Menu Details

  1. Time sheet> Add Hours: Allows you to add hours for an employee

  2. Time sheet> View Hours: Where you can view and approve submitted hours

  3. My Account> Profile: Displays address details, allows an email and password change, and options to enable paper statements and payroll notification

  4. My Account> Employee: Displays employees

  5. My Account> Reports: Provides an area where Consumers can run various reports regarding past work

Add Hours

The Timesheet> Add Hours page will automatically display the employees and related codes that have been established in Arborsoft. Once hours have been added they are viewable along with their status on the View Hours page.

Remember the code drop down will only display codes that you’re approved for with the selected Employee.

Details

To Add Hours:

  1. Select the Employee

  2. Select the Code

  3. Type or Select the Date worked

  4. Type the Time In and Time Out

  5. Enter any comments

  6. Click Save for one entry, or Save/Add New for another

The ability for consumers to add hours on the employees behalf may not be an option for all consumers or in all states.

View Hours

The Timesheet> View Hours page displays the employees time entries with their associated hours, timestamps, and the status of the entry having been approved or not.

Clicking the number in the Edit column of the time entry will open it up for review, as well as displays details regarding the entry in the audit log. Keep in mind that though all changes made to the entries will be listed on the audit log, once the entry is approved no additional changes can be made. From this screen you can make changes and save them, or click delete to remove the entry entirely.

Clicking the Status in the Status column will change it to the opposite option. In the below example, clicking “Not Approved” link will change it to “Approved” and visa versa.

Remember that only approved hours can be processed for payroll.

Profile

The My Account> Profile option will display basic information on file for you. Though you’re not able to change the grey boxes, you can reach out to the payroll company should you need any changes made. This is also where you can update your email address and change your password, and enable the options to receive a paper statement, as well as payroll notifications.

Employee

The My Account> Employee option displays basic information on file for the employees able to work for you. Though you’re not able to change any of the information, you can view basic contact information for the employees tied to you, as well as the codes assigned to your employee consumer relationship.

Reports

The My Account> Reports option displays basic information on file for the employees able to work for you. Though you’re not able to change any of the information, you can view basic contact information for the employees tied to you, as well as the codes assigned to your employee consumer relationship. We encourage consumers to familiarize themselves with the reporting options, and remember that all reports can be saved and downloaded in multiple formats.

Details

To Run a Report

  1. Select the Report

  2. Select the Start Date and End Date

  3. Select the Employee or leave it as ALL

  4. Click Create