Guidelines for users with the “Finance” access profile

⚠️ Important:

This content is also available in an interactive online version.

Access it here: Engage - Interactive Version

TABLE OF CONTENTS

• Bank of Hours + Reopen months
• Reimbursement Approvals

Profiles

Financial: This profile grants access to essential tools for managing reimbursements, monitoring employee time entries and compensation through the bank of hours, and accessing various reports crucial for financial oversight.

Financial Admin: This profile equips users with essential tools to manage and track various financial activities efficiently while maintaining accuracy and compliance.

Bank of Hours + Reopen months

In the left menu, click "Finance." On the "Bank of Hours" screen, you'll see each employee's name, contract name, manager name, and billability. You'll also have access to all of each employee's hours, whether they're part of the bank of hours, night shifts, or overtime. This is also where you'll find total pay information and possible actions.

By clicking the blue arrow below "Actions," you'll see a detailed list of hours worked per day for that employee within a month. If any adjustments are needed in a month that's already closed, click "Reopen Month" and confirm the action by clicking "Yes, reopen month."

Once the month is reopened, adjustments can be made as usual. After adjustments, the month must be submitted again for approval or rejection by the responsible party.

Reimbursement Approvals

To approve or deny refund requests, click on "Reimbursements” in the left-hand menu. Then, go to "Finance Reimbursement" at the top of the page. You can use the search fields to filter the results.

To approve or reject a request:

1. Select the desired request(s) using the checkboxes.

2. On the right side, click “Approve” or “Reject”.

3. If desired, add a justification for approval or rejection and confirm your action.