Let`s Get Started! - Paylocity Resource Documents

Welcome to Paylocity! We are happy to be able to provide you with all the tools needed to be able to successfully utilize all the features Web Time
has to offer. Within this New Hire Packet, you will find basic guides that will help you to:
Access Web Time Software
Explore all the features on the Web Time dashboard
Use the Web Clock feature within Web Time
Access your Timesheet to submit time and review Timesheet history
Submit time off requests
Let’s Get Started!
 Smart Tip
Note that each company will customize the display of information. Users
may not have access to all the information displayed within this guide.
Paylocity|3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
Web Time Registration
❶ Access Web Time at
https://login.paylocity.com.
❷ Click Register User to create a new
Username and confidential Password.
❻ Enter your Home Zip Code and click
Next.
 Smart Tip
Selected Username and Password must
meet the rules noted in order to be valid.
Image Text shown. Click Next.
Id (not case-sensitive) and your Last
Name.
❺ Enter your nine digit Social Security
number (SSN); enter your SSN a
second time in the Confirm SSN field.
the Confirm Password field and click
Next.
❼ Enter the Image Text.
❸ In the Register User Screen, type in the
❹ Enter the Paylocity assigned Company
❾ Enter your Password a second time in
❽ Enter the Username (not case-
sensitive) and Password (this is casesensitive) you would like to use when
accessing this account, taking into
account specific requirements as
noted.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Web Time Registration
❿ Select login challenge questions from
the Question 1, Question 2, and
Question 3 drop downs and enter
answers.
⓭ Enter a personal Security Phrase
(128 character limit) and click Next.
REMINDERS:
⓫ Click Next.
•
If Web Time is not the default home
page, select Web Time by hovering over
at the top left of the page.
•
Online videos are available to show you
how to register a user.
•
Once the user account is created, users
may log in through the main screen by
entering the Company Id, User Name,
and Password selected during
registration.
•
In order to maintain confidentiality,
employees must contact their Company
Administrator with questions. Paylocity
is not authorized to speak directly with
employees.
 Smart Tip
The image and phrase selected will appear on the
login screen once the Company ID and Username
are entered.
⓮ Verify all registration information is
 Smart Tip
There is an 80 character limit for Answer fields.
correct.
⓯ Click Finish to create the new user
account and enter Web Time.
⓬ Select an image from the Select
Security Image drop down.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Web Time Login
❶ Access Web Time at https://login.paylocity.com.
❷ Enter the Paylocity assigned Company Id (not case-sensitive).
❸ Enter the Username (not case-sensitive).
❹ Enter the Password (case-sensitive and 7 to 20 characters).
❺ Click Login to enter Web Time. *If Web Time is not the default home page, select Web Time by hovering over
at the top left of the
page.
REMINDERS:
• Click Register User to register for the first time.
•
In order to maintain confidentiality, employees must contact their Company Administrator with questions. Paylocity is not authorized to speak
directly with employees.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Employee Dashboard
Clock in and out, view your schedule, request time off, check
the status of submitted time off requests, and review benefit
balances.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Employee Dashboard
Access the Dashboard
Access the Employee Dashboard by clicking Home from the
menu bar.
 Select My Timesheet to complete timesheets for work performed.
 Select My Pay Adjustments to view pay adjustments such as bonuses
and expenses.
 Select Employee Time Off Calendar to view and make time off requests.
 Users may be able to view other employees’ time off requests in the
calendar.
Easily retrieve messages from a
supervisor.
Select Help and then
Employee Training
Documents to access
user guides and videos.
 Smart Tip
Based upon Company selected features, view/edit access may
vary.
In order to maintain confidentiality, employees must contact
their Company Administrator with questions. Paylocity is not
authorized to speak directly with employees.
Enter Comments and
click Submit to send a
message to a
supervisor.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Employee Dashboard
Use the Dashboard
Web Punch Current Time
will display in local time
zone.
 Punch types display based on rules
and current status.
 Recommended punch type is
highlighted.
 Use Transfer to change labor level.
 Use Manual punch when applicable
punch is not displayed.
 Easily add Notes.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
Displays recent punch
history.
March 2017
Employee Dashboard
View schedules by Day, Week, or Month.
Request time off.
View time off request status.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
View time off balances.
March 2017
Web Clock – Login
Highlights the employee functionality within Web Clock.
Login
Log into Web Clock using one of the login setup options which has been configured for your company.
• Badge Number may be the only field, however, a PIN can be required to be entered as well.
• Badge Numbers and PINs can be entered via a keyboard or touchscreen depending on company configuration.
Badge Number and PIN – No Touchscreen
1. Click English or Español.
2. Click into the Badge Number field and enter the badge number via a keyboard.
3. Click into the PIN field and enter the PIN via a keyboard.
4. Click Login.
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Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Web Clock – Login
Badge Number and PIN – Touchscreen Enabled
1. Tap English or Español with your finger.
• If a mouse is available and preferred, click English or Español.
2. Tap into the Badge Number field, then the number pad, with your finger.
• If a mouse is available and preferred, click into the Badge Number field and number pad.
3. Tap into the PIN field, then the number pad, with your finger.
• If a mouse is available and preferred, click into the PIN field and number pad.
4. Tap Login with your finger.
• If a mouse is available and preferred, click Login.
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Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
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March 2017
Web Clock – Employee Dashboard
1. Click the number icon to view any unread messages from a supervisor. A bell icon will appear here when there are no unread messages.
2. Click Logout to end the session.
3. Click Clock In to enter time at the start of a day or after returning from lunch. Click Clock Out at the end of the day or when departing for
lunch.
4. Clicking Clock In + Transfer offers the chance to clock in for a different cost center than the assigned cost center, along with a Notes field to
explain the reasoning behind the entry.
5. Click Manual to create a manual punch using an applicable punch type and a different cost center if necessary.
6. Use the Notes field to enter information after clicking Clock In or Clock Out.
7. Quickly view the last punch recorded.
8. Select History for a quick look at recent punch history.
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9. Click Comments to add notes for the pay period.
10. Click Submit to send the comments to the appropriate supervisor.
11. Click Clear to discard the previously entered comments.
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Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
My Timesheet
Employees may complete timesheets for work performed. Depending on company configuration, users will enter either duration or start
time and end time.
 Smart Tip
Save time by entering start and end times with an ‘A’ for AM and/or a
‘P’ for PM. For example, 11am can be entered as 11A or 2pm as 2P.
Enter the applicable Start and End
Times.
Depending on company configuration, users may be
required to perform a timesheet acknowledgement
when saving updated time.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
My Timesheet
Access My Timesheet
Easily retrieve messages from a
supervisor.
Select My Timesheet from the menu bar.
 Select Home to access the employee dashboard, schedules, and time off
information.
 Select My Pay Adjustments to view pay adjustments such as bonuses and
expenses.
 Select Employee Time Off Calendar to view and make time off requests.
 Users may be able to view other employees’ time off requests in the
calendar.
Select Help and then
Employee Training
Documents to access user
guides and videos.
Filter the Display
 Select the Date Range radio button and select or enter the start and end dates. Click the arrow icon adjacent to the calendar to
display the selected date range.
 Users may also click Last Week, This Week, or Next Week to display the selected date range.
 Select the Pay Period radio button and select or enter the date. Click the arrow icon adjacent to the calendar to display the pay
period containing the selected date.
 Users may also click Prev, Current, or Next to display the previous pay period, current pay period, or next pay period.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
My Timesheet
Use my Timesheet
Click Copy Pay Period for the ability to copy
pay period entries.
Click Paste Pay Period, which appears after
the Copy Pay Period button is selected, to
paste the copied pay period to the applicable
pay period.
Click Comment to send comments about the
pay period to the supervisor.
Click the X to delete the time.
Click the magnifying glass to select or
change the Labor Level.
Click the Notes icon to add notes to the
time entry.
Enter the
Duration.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
My Timesheet
Approve My Timesheet
 Click Add Row to add a row to the timesheet.
 Click Approve All and click Save to approve all time
entered in the timesheet.
 Check the Approve box adjacent to each correct time
entry and click Save to approve only selected time
entries.
 Select a row and click Copy to copy the time to another row.
 Click Update Labor Levels to update multiple days at one time.
 Click Fill From Schedule to add times from the schedule.
 Click Save to save time entries and approvals.
 Click Print to print the timesheet.
Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Requesting Time Off
Employees can request time off simply by accessing their Web Time Employee Dashboard.
1. Log into Web Time. If Web Time is not the default home page, hover over Web Pay and click Web Time.
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2. Click Home from the menu bar if on another page to access the Employee Dashboard.
3. Locate the Time Off section. The Time Off section may be required to be expanded to view the categories. Click the icon to expand.
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4. Before submitting the request, click Balances to ensure you have an available balance for the time off type.
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Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017
Requesting Time Off
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Click Request.
Select the time off type via the Type drop down.
Select Single Day or Multiple Days as applicable.
Check the Include Weekends box if necessary.
For multiple days, enter the Start Date and End Date by typing into the fields or selecting the dates from the calendars. The End Date for
single day requests defaults to the day being requested and cannot be changed.
10. Enter the Start Time and End Time as applicable by typing into the fields or selecting the times from the clock drop downs.
11. Input the hours into the Hours Per Day field if necessary.
12. Using the Notes text box, enter any notes if applicable.
13. Click Reset to clear any entered data and start over.
14. Once all the entries are confirmed, click Submit Request.
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15. Click Status to review the status of the recently submitted request, in addition to other time off types in the selected date range.
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Paylocity | 3850 N. Wilke Road Arlington Heights, Illinois 60004
www.paylocity.com
March 2017