Associates: How to Add Regular & Project Time as a W2

Eddie Davis -

The Associate's Portal is where team members can track their time for the firm directly or on projects for customers. 

Regular Time is time logged for the company that is not allocated to a project of the customer. (First Section)

Project Time is time logged working on a project that is for a customer. (Second Section)


 

Tracking time is easy.  Follow these steps for Regular Time:

1) Login to the Associate's Portal.

2) Find the day on which you worked some hours. Note: You may need to switch the view to a different week if you are logging time in the past.

3) Make one or more entries by editing the hours fields on the Regular Time row. Note: you'll see your total hours by day and by week update as you make entries.

4a) Click "Save Time" if you will make more time entries before the close of the pay period.

4b) Click "Submit Time" if you have made all entries that you will make for the pay period and are ready for your payroll administrator to review your time sheet and pay you.

 


 

Follow these steps for Project Time:

1) Login to the Associate's Portal.

2) Under the "Projects" tab in the top nav, select "Tasks" from the dropdown menu.

proj4.png

3) Click the down arrow on the right of the task you want to track time toward.

4) Select "Add Time" from the dropdown menu.

proj5a.png

3) Choose a "Project."

4) Choose a "Task."

5) Add your hours.

6) Adjust the date to the correct day.

7) Click "Add Time Entry."

proj6.png

You may optionally mark the task as complete and add notes for your customer, admin or both.

All Finished!


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More articles related to the Associate's Portal: (Click Here)

For the complete list of articles, return to the FINSYNC How-To Guide: (Click Here)


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