What to expect from this SLICS DEMO:

Transcription

1 SLICS DEMO

2 What to expect from this SLICS DEMO: Step-by-step how to: Access SLICS Record and submit your labor hours Approve timesheets Record time as an alternate or proxy Run basic Unanet reports (Vendor Welcome Basket) Reconcile SLICS payments 2

3 Welcome First Step into SLICS This will house your SLICS username along with a temporary password Save this link Follow the steps in the to change your password Bookmark the links indicated Save this link 3

4 Login (with temporary password): SLICS Login Password Reset: Use this page when you can t log in (5 login attempts will lock your account) Did you forget your username or password? 4

5 Click on +Timesheet Home or Time Dashboard Select a date to populate the entire week SLICS Timesheet Entry In your timesheet: Use drop down lists to select appropriate Project and Task for your time. Add your hours in the empty cells Comments can be applied to any cell that has hours recorded (click the cell to add comments) Additional rows can be added with the icon button Any errors will be announced at the top of your timesheet Done with your timesheet? Select Submit twice. First submittal is affirmation of your hours. Second submittal requests any comments. (not done? Save instead) Go to your Home or Time dashboard to see the status of your timesheet. Use the button to view your timesheet Use the button to edit your timesheet 5

6 SLICS Timesheet Status Timesheet not created: MISSING Active timesheet: INUSE Timesheet submitted for approval: SUBMITTED Timesheet missing 1 approval: APPROVING All approvers approved timesheet: COMPLETED Timesheet currently rejected: DISAPPROVED Timesheet invoiced: EXTRACTED Timesheet opened after extraction: (Adjustments) Tips: Completed timesheets are Extracted each Monday. It s always a good idea to ensure your timesheets reflect the Submitted status by COB Thursday (estimate Friday s hours) Never use the button to view your timesheet. This button will draw your timesheet back to the INUSE status requiring your submittal again. If you re not sure your timesheet is approved select the button to view your timesheet and select the drop-down Approval History. You can see where your timesheet is in the chain. 6

7 Click on Primary Approvals: Located on Home or People Dashboard SLICS Approving Timesheets Facts and Tips: Your approval will remove the timesheet from your queue. How can you see it later? Run the Timesheet Status Report (Slide 9) Going to People>>Approvals will also lead you to your queue Approve timesheets each Friday / no later than Sunday COB Alternate approver? Click on Alternate Approvals in the same locations mentioned on this slide Select the drop-down reflecting the name of the Primary Vendor Approver to view their queue Auto-Disapprove You can also run the Timesheet Status Report as an alternate vendor approver. Use this report to see the status of a timesheet Auto-Approve Recommended: View timesheet (approval button within) 7

8 SLICS Acting as an Alternate Proxy Click on Time Dashboard: Select List on the top bar Time >> List brings up your timesheet queue, but in order to see your employees, you must select the List for: drop down to the far right 8 Select the name of the employee you wish to view. Their timesheets will populate the screen and an Alternate watermark will be visible in the background View Slide 5 for Timesheet Entry instructions Go back to List for: drop down to select a different employee If you re an approver and you submit a timesheet, be sure to check your Approvals Notifications are delivered to the timesheet user of the actions taken on their timesheet

9 SLICS Unanet Reports Primary Vendor Approver retains access to view time details and proprietary information (bill rates, invoices) for their subcontractors. Outside accounting personnel requesting similar access requires Primary Vendor Approver consent sent to All approved reports below have QRCs (Quick Reference Cards) in the Vendor Welcome Basket provided to the Primary Vendor Approver Recommendations: View the QRC in the Vendor Welcome Basket and save this report Not sure if your employee submitted their timesheet? Run this report Is it waiting for your approval or Leidos approval? Run this report Reach out to subk to submit their timesheets if INUSE (see slide 6) Run every Friday morning and ensure timesheets are COMPLETED View the QRC in the Vendor Welcome Basket and save this report Want to see how many hours a sub worked? Run this report Want a quick report of totals for your sub? Run this report Use this report to ensure your employees are recording correct hours View the QRC in the Vendor Welcome Basket and save this report Need the details of a SLICS invoice? Run this report Want to print a SLICS invoice? Run this Report Run this report by noon Thursday for most accurate information Combine with SLICS batch schedule to predict incoming payments Available initially to Primary Vendor Approvers, Adhoc reports are exportable to Excel and provide a large dataset of time detail information. View the Vendor Welcome Basket for our custom made SLICS Vendor Report Time.xml adhoc 9

10 SLICS Reconcile Payments Be sure you have done the following: Fill out and send Leidos AP Details Request Form located within Vendor Welcome Basket to Read and understand the SLICS Batch Schedule located within Vendor Welcome Basket (explained more below) What you need to know? SLICS extracts timesheets each Monday (unless a holiday then following day) Invoice Status report updated weekly with new invoice AP Details report provides Invoice #, batch date, anticipated due date, check # Timesheets extracted and posted will contain the batch date for the month they post (example below) Anticipated payment date: Invoices are paid NET TERMS days from batch date when costs post to Costpoint + Net Pay 30 day terms = 6/1/16 due date Have questions about a payment? Payment date is calculated from the date the invoice posts. Delays to timesheet approvals, and to invoice posting can delay payments. Check the Timesheet Status report WEEKLY. Under the Approval History verify if timesheets were submitted/approved timely prior to each Monday, as any timesheets not in the COMPLETED status by Monday will miss the extraction. If the timesheet is not extracted prior to or on the current batch date it will be extracted on the following batch date once COMPLETED. Communicate with your Leidos program team regarding delays to timesheet approvals and invoice postings. + Net Pay 30 day terms = 7/6/16 due date 10

11 SLICS Help Direct your subcontractor to our helpdesk if they have questions The SLICS Help Desk at or Monday Friday, 8:00am 5:00pm (ET) There is also a Help feature on the Unanet homepage. SLICS URL: Subcontractor Training Materials: 11