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viewing the on line presentation
Viewing the On-line Presentation
  • If you are viewing this presentation via Internet Explorer for best results resize the “Notes” section by dragging the window separator located below the slide image.
downloaded presentation
Downloaded Presentation
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objectives
Objectives

Understand your role

Approve timecards

Modify, add, and delete series

Generate reports

Analyze reports

Reset passwords

understanding tks and your role
Understanding TKS and your role
  • Understand the importance
  • Understand your responsibility
  • Understand the procedures
  • Learn how to login as a supervisor
the importance of tks for supervisors
The Importance of TKS for Supervisors
  • Why is TKS Important?
    • Payroll for hourly employees
    • Billing information for the client
    • Financial information for management (complete reporting information)
  • Why do Agents use TKS?
    • Used to log their worked hours
  • Why do Managers use TKS?
    • Fix errors
    • Identify improvement opportunities
the importance of tks for supervisors continued
The Importance of TKS for Supervisors - continued
  • What should I focus on to ensure accuracy?
    • Activity codes
    • Adjustment codes
    • Forms
  • Keep in mind the TKS cutoff time
    • Ask your manager or HR for the cutoff time in your site
    • Pay discrepancy = unhappy employees
  • System time delays
    • The Time Card Approval System receives all of its information from TKS and People Soft
    • Changes in People Soft can take up to 72 hours to load into TKS
    • Once loaded into TKS it can take up to another 72 hours to load other systems such as Digital Solutions
your responsibilities

Check TKS reports and systems (Phone login and Logout when available)

Verify that the times are correct and the activity codes are in the correct order

Make any changes that are needed in the Time Card Approval system

Any corrections that are made to a series automatically approves it

Your Responsibilities
procedures for checking tks
Procedures for checking TKS
  • Run TKS daily
  • Run a time card report for your team
    • Verify the employee’s TKS is correct
    • Check the Lunch and Break lengths
    • Ensure that all codes are in the right order
  • Whatever punch is before the Lunch entry or the Out entry is what these 2 punches will take on
  • 3 day window to correct TKS
  • If not corrected must ask your Manager
log in

Enter

Log In
  • User ID and Password
    • ALL CAPS
  • Password
    • Asterisks will not change
running a tks report
Running a TKS Report

Main Menu:

2 - Reports

1 - Time Card Reports

1 - Time Card Report

1 - Regular Time Card Report

running a tks report continued
Running a TKS Report - Continued

Specify the Follow:

  • Date
  • Project
  • Group
  • Location
running a tks report continued1
Running a TKS Report - Continued

Device options:

  • Screen
  • Email
  • Attachment
  • Printer
approve time cards
Approve Time Cards

During the Approval process you have the following options:

  • Approve
  • Modify
  • Delete
  • Skip
  • Quit
minute conversion table 100th of 1 hour

Hundredth of Minute

1

0.02

31

0.52

2

0.03

32

0.53

3

0.05

33

0.55

4

0.07

34

0.57

5

0.08

35

0.58

6

0.10

36

0.60

7

0.12

37

0.62

8

0.13

38

0.63

9

0.15

39

0.65

10

0.17

40

0.67

11

0.18

41

0.68

12

0.20

42

0.70

13

0.22

43

0.72

14

0.23

44

0.73

15

0.25

45

0.75

16

0.27

46

0.77

17

0.28

47

0.78

18

0.30

48

0.80

19

0.32

49

0.82

20

0.33

50

0.83

21

0.35

51

0.85

22

0.37

52

0.87

23

0.38

53

0.88

24

0.40

54

0.90

25

0.42

55

0.92

26

0.43

56

0.93

27

0.45

57

0.95

28

0.47

58

0.97

29

0.48

59

0.98

30

0.50

60

1.00

Minute Conversion Table (100th of 1 hour)

Minute

Minute

Hundredth of Minute

approve time cards1
Approve Time Cards

Main Menu:

6 – Utilities

1 – Time Card Adjustments

7 – Time Card Approval Menu

1 – Approval Screen

approve time cards continued

123456789

Approve Time Cards - Continued

If you are approving Time Cards for someone else, then you will need to Enter the PS Team ID for that Supervisor.

If agents are not reporting to the correct Manager in PeopleSoft they will not appear in the Time Card Approval System.

approve time cards continued1

Rickie Dufrane

123456789

123456789

Rickie Dufrane

F1

Approve Time Cards - Continued
  • Review, press <enter>, and then Approve
modify time cards continued

123456789

123456789

123456789

123456789

123456789

123456789

123456789

123456789

123456789

123456789

123456789 Rickie Dufrane

Modify Time Cards - Continued
  • TYPE CODE
  • TIME
  • CATEGORY
  • ACTIVITY CODE
manual adjustments
Manual Adjustments
  • Modify
  • Add
  • Delete
modify add and delete series
Modify, add, and delete series

Main Menu:

6 - Utilities

1 - Time Card Adjustments

modifying a series

123456789 Rickie Dufrane

F2

Modifying a Series
  • Employee ID
  • Date that the series number exists on
    • One series automatically populate
    • Multiple series required to enter the series number
  • Press the ENTER key at the “Is This OK “ prompt.
  • A box displaying all of the punches for the selected employee and the selected series number will appear
modifying a series continued

F7

Modifying a Series - Continued
  • Select the appropriate punch
  • Edit the appropriate fields
add a series
Add a Series

Main Menu:

6 - Utilities

1 - Time Card Adjustments

2 - Add Entire New Series

add a series continued
Add a Series - Continued
  • Enter Employee ID
  • Enter Date
  • Enter Project ID
add a series continued1
Add a Series - Continued
  • Edit the appropriate fields
delete a series
Delete a Series

Main Menu:

6 - Utilities

1 - Time Card Adjustments

3 - Delete Entire Existing Series

generate reports
Generate Reports
  • Save Time
  • Identify Errors
  • Identify Exceptions
  • Validate Data
  • Identify Trends
time card error reports
Time Card Error Reports
  • Serious or Warning
    • Eliminate pay impacting errors
  • Examples
    • Daily hours > 20
    • Hours > expected
    • Long lunch
    • Incomplete series
  • Run daily after TKS corrections
time card error reports continued
Time Card Error Reports - Continued

Main Menu:

2 – Reports

5 – Misc Reports

1 – Time Card Error Report

1 – Regular Time Card Report

time card error reports continued1
Time Card Error Reports - Continued
  • Enter appropriate information
  • Specify SW for Error Level
time card approval report
Time Card Approval Report

Located in the Time Card Approval Menu is the Time Card Approval report. This report may be run at any time and will display all the Series that have been approved or not approved, who approved them, the date and time they were approved, the Agent’s Supervisor and the Supervisor’s Manager.

To Access the Time Card Approval Report choose the following from the Main Menu:

6 – Utilities

1 – Time Card Adjustments

7 – Time Card Approval Menu

2 – Time Card Approval Report

analyze reports for coaching and or improvement opportunities
Analyze reports for coaching and/or improvement opportunities

Next we will look at a variety of reports that will help you manage your agents:

  • Time Card Inquiry
  • Time Card Reports
  • No Lunch Reports
  • Long Shift Reports
  • Exception Reports
  • Team Listing
time card reports group
TIME CARD REPORTS - Group

MAIN MENU:

2 - REPORTS

1 - TIME CARD REPORTS

1 - TIME CARD REPORT

1 - REGULAR TIME CARD REPORT

Enter Appropriate Date

Enter Appropriate Project

Enter Appropriate Group

Enter Appropriate Location

time card reports agent
TIME CARD REPORTS - Agent

MAIN MENU:

2 - REPORTS

1 - TIME CARD REPORTS

1 - TIME CARD REPORT

2 - SELECTED TIME CARD REPORT

Enter Appropriate Date

Enter Appropriate Employee ID(s)

no lunch report
No Lunch Report

Main Menu:

2 - REPORTS

9 - SHIFT REPORTS

2 - NO LUNCH IN SHIFT REPORTS

Enter Appropriate Dates

Enter Appropriate Project

Enter Appropriate Group

Enter Appropriate Location

Enter Daily Shift Length Target (7.5)

long shift report
Long Shift Report

Main Menu:

2 - REPORTS

9 - SHIFT REPORTS

1 - LONG SHIFT

Enter Appropriate Date

Enter Appropriate Project

Enter Appropriate Group

Enter Appropriate Location

Enter Daily Shift Length Target (13hrs)

exception reports
Exception Reports
  • Use to analyze team activity
  • Breaks
  • Lunch
  • All coded activity
exception reports break
Exception Reports - Break

Main Menu:

2 - Reports

5 - Misc Reports

3 - Activity Exception Report

Enter Appropriate Project

Enter Appropriate Group

Break Activity Code (26 or 27)

Exception only = Y

Expected hours = .50

Enter Appropriate Date

Enter Appropriate Location

exception reports lunch
Exception Reports - Lunch

Main Menu:

2 - Reports

5 - Misc Reports

3 - Activity Exception Report

Enter Appropriate Project

Enter Appropriate Group

Break Activity Code (99)

Exception only = Y

Expected hours = .50

Enter Appropriate Date

Enter Appropriate Location

team listing
Team Listing

Main Menu:

3 - Listings

5 - Employee File Listing

Enter Appropriate Project

Enter Appropriate Group

Enter Appropriate Location

Choose A FOR ACTIVE

agent maintenance
Agent Maintenance
  • Agent Password Reset
  • Assigning Agents To A Group/Team
  • Making Changes to an Agent’s Project
password reset
Password Reset
  • To view and reset an Agent’s password from Main menu go to 5 - Employee Maintenance Menu and press enter.
  • Select 4 - Reset EmployeePassword and press enter.
password reset continued
Password Reset - Continued
  • Enter the Employee ID and press enter.
  • Note: The password will be reset to the default, which is the Agent’s Employee Id minus the first number.
instructions for assigning agents individual to a group team
Instructions For Assigning Agents (Individual) To A Group/Team

Main Menu:

5 - Employee Maintenance Menu

2 -Employee Maintenance Group

1 - Select Employee Maintenance Group

  • Enter Employee ID
  • Enter Group
  • Enter Group name
  • Enter Project Code and whether you are in production or training
  • Press F7 to Save
instructions for assigning agents whole group to a group team
Instructions For Assigning Agents (Whole Group) To A Group/Team

Main Menu:

5 - Employee Maintenance Menu

2 - Employee Maintenance Group

2 - Selected Employee Group Change

  • Enter Employee Numbers for All Agents
  • Tab To “Move Employees To Group” and Enter Your Group/Team Name
  • F7 To Save
instructions for assigning agents to a group team
Instructions For Assigning Agents To A Group/Team
  • Printing off Group/team assignments
making changes to an agent s project
Making Changes to an Agent’s Project

SPECIAL ACCESS REQUIRED

Main Menu:

5 - Employee Maintenance Menu

3 – Employee Maintenance – Projects

1 – Employee Maintenance - Projects

making changes to an agent s project continued1
Making Changes to an Agent’s Project - Continued
  • Modify Projects codes except for the first field
  • Overwrite existing codes, or add new project codes as needed
  • Press F7 to save changes
digital time card time clock application for agents
Digital Time Card – Time Clock Application…for Agents

Help your team with TKS issues

Web site : webtks.cmg.convergys.com/golf

close the browser
Close the Browser
  • Important: Use the “Close Browser” tab to exit the system
  • Do Not use the close window “X”
digital time card time clock application for agents1
Digital Time Card – Time Clock Application…for Agents
  • All Project Activities are displayed
  • Saved punches are displayed
  • Time cards will display for up to 14 days
  • Message Board will display tips and important messages
us agents only
US Agents only
  • Lunch Pop up
things for agents to remember
Things for agents to remember
  • At log in the Remember Me box will keep you logged in for 10 hours.
  • At log in make sure their own name appears before making a punch.
  • Agents should view their time cards daily to ensure accuracy.
  • A series is a total of the time that includes an “in” and “out” punch.
  • Team leads can reset agent passwords.
  • Agents can view their timecards for up to 14 day.
  • Tips and messages will display in the left corner on the message board.
  • The “Close Browser” Tab will close TKS and release agent log in data.
  • Closing the window by clicking will not release agent log in
thank you for participating
Thank you for participating
  • Reminder: By launching this course an assessment has been assigned to you in the PDC. In order to receive credit for this course please complete the assessment located in the PDC.