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Consultant View-Sop Training Material

The document outlines the functionalities available to consultants in the time sheet portal, including applying for leave, submitting work requests, and viewing time sheets and holidays. It details the processes for applying for leave and work requests, the validation process for time sheets, and the importance of manager approval. Additionally, it emphasizes the deadlines for submitting and approving requests to ensure accurate billing for vendor purposes.

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anandnasi
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0% found this document useful (0 votes)
39 views8 pages

Consultant View-Sop Training Material

The document outlines the functionalities available to consultants in the time sheet portal, including applying for leave, submitting work requests, and viewing time sheets and holidays. It details the processes for applying for leave and work requests, the validation process for time sheets, and the importance of manager approval. Additionally, it emphasizes the deadlines for submitting and approving requests to ensure accurate billing for vendor purposes.

Uploaded by

anandnasi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

TIME SHEET - CONSULTANT VIEW

Open time sheet:

Link: TimeSheet

Consultant can view 5 options:

 View Time sheet


 Apply Leave
 Apply Work request
 View leaves & work request
 View Holiday

1. Apply leave

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 Name and E mail Id gets automatically reflected on the portal.

 Go with the Leave Type drop down button and select the required type
Example:
 General leave
 Sick leave

 Select Half/Full day with session (First half/Second Half)

 Enter the Start date and End date.

 Days and hours reflect automatically when start date and end date are

selected.

 Reason: Give the preferred reason according to your leave type.

 Approver: Approver name reflects automatically (Manager Name).

 Submit the leave request.

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2. Apply work request.

 Name and E mail Id gets automatically reflected on the portal.

 Go with the Work request Type drop down button and select the required
work type.
Example:
 Work At Anywhere (WAA)
 Apply Comp Off
 Avail Comp off
 Travel
 Work From Office (WFO)

 Work At Anywhere or Work from office:


As we are moved with Hybrid work module consultant can chose to WAA or
WFO Consultants can apply WAA or WFO as per the agreed hybrid charter with
Manager.

 Apply Comp-Off:
If consultant worked on Merck holidays or weekends (Half Day/Full Day), they
are eligible to apply Comp-off.

 Avail Comp-off:
Once the applied comp-off approved by the Manager consultant can avail the
Comp-off as per the requirement (Half Day/Full Day).

 Travel:
If the consultant is on official travel, they can apply the travel dates in the portal.
Note: All the applied leaves and work request must be approved by manager
before the last business day of the month.

Note: This time sheet application data is used for vendor billing purpose for any
leave policies consultant needs to reach out their parent company.

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3. View Time sheet

 Click on View time sheet.


 Consultant can view his whole-Time sheet
 Select the required Month/Year and search.
 Consultant can view the below details.
 Name
 Email id
 Vendor management validation
 Manager Approval Status
 Billable hours
 Month/Year

 Calendar view
 Based on the applied work type and selected session the
calendar reflects 8Hrs (Full Day) or 4Hrs (Half Day).
 If they have taken leave, it reflects as 0.
 Merck holidays dates will be blocked.
 Can view the leave and work summary and the status.
 Note : The Merck timing is 9 Hrs per day 1hr considered for
the Breaks.

Calendar View

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Leave and work Summary view

 Once all the leave request or Work request is approved. It goes for Auto
validation (Auto Validation will performed from 02nd Working day of the
month to 10th Working day of the month).

 Once it’s Auto validated Manager will approve the validated time sheet.

Time sheet Validation process:

 Once all the request submitted data will be sent to IT purchasing for system
auto validation process.
 The status of the request will be shown as pending before validation.

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 Once the auto validation done the status will be changed to Validated then
request will be automatically forwarded to Manager for approval.
 Please reach out to Manager and get it approved on or before 10th of every
month.

 Once all the request are approved the status will be turn in to Validated and
Approved.
 Consultant will get the validated and approved time sheet.
Action Point:
 Download the time sheet (Ctrl +P) or select print option.
 Save as PDF and share to your parent company for billing
purpose.

NOTE:

 The changes and cancellation of the request must be done before manger approves
the request; Modification will be not allowed after Manger’s approval.
 Auto validation runs till 10th of every month, manual validation will be not encouraged
after 11th of the month, All the request must be applied and approved on or before 10 th
of every month.

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4. View Holiday

 Consultants can view the holiday list as per their approved base work location.

NOTE: Consultant must follow the standard holiday list based on their Hired location.

5. View Leave and work request

 Consultants can view their applied leave and work request status, if it’s
submitted for wrong dates, they can recall the request and modify before the last
working day of the month.

 Once the auto validation done no changes will be made in Timesheet request.

Check list:
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 On 1st working day, check for all the leaves, WFH, WFO, Compoff or
Travel requests applied and approved by your manager for the
previous month.
 If the requests are approved and details available for all the days of the
month, check for auto validation – IS VM auto validation run happens
from 2nd working day to 10th of the month.
 If IS Vendor mgnt validation completed, check for Manager’s approval,
if yes, share the time sheet in PDF with your parent company
 If NO – Reach to your manager for final time sheet approval.

Created by: Priyanka S and Nandhakumar R Created on: 29th March 2022

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