ÓPTIMO User Quick Guide

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Martin Leonard
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1 ÓPTIMO User Quick Guide

2 Overview 01 Getting Started Access Website Forgot Password Login / Logout 02 Filing of Receipts File Receipt Modify Filed Receipt Submit Receipt 03 Summary Search Filed Receipts Status of Filed Receipts Óptimo User Quick Guide 2

3 Overview 01 Getting Started Access Website Forgot Password Login / Logout 02 Filing of Receipts File Receipt Modify Filed Receipt Submit Receipt 03 Summary Search Filed Receipts Status of Filed Receipts Óptimo User Quick Guide 3

4 01 GETTING STARTED ACCESS WEBSITE Open Web Browser. Type the URL: Can only be viewed using IE 9 / Firefox 22.0 / Chrome 28.0 or higher Óptimo User Quick Guide 4

5 01 GETTING STARTED ACCESS WEBSITE If this appears in the Internet Explorer version 9 browser, follow the instructions in the next page. Óptimo User Quick Guide 5

6 01 GETTING STARTED ACCESS WEBSITE Press ALT Select TOOLS Select COMPATIBILITY VIEW SETTINGS Óptimo User Quick Guide 6

7 01 GETTING STARTED ACCESS WEBSITE Uncheck or Disable the DISPLAY INTRANET SITES IN COMPATIBILITY VIEW Click CLOSE Refresh Page Óptimo User Quick Guide 7

8 01 GETTING STARTED LOGIN After refreshing, this page will appear. Óptimo User Quick Guide 8

9 01 GETTING STARTED LOGIN Use your Active Directory credentials as your Username and Password. Óptimo User Quick Guide 9

10 01 GETTING STARTED FORGOT PASSWORD If you forgot your password, click the FORGOT YOUR PASSWORD? link. Óptimo User Quick Guide 10

11 01 GETTING STARTED FORGOT PASSWORD The PASSWORD MANAGER page will appear. Input the necessary details then click SUBMIT. Óptimo User Quick Guide 11

12 01 GETTING STARTED FORGOT PASSWORD A message will appear if the resetting of the active directory credentials is successful. Óptimo User Quick Guide 12

13 01 GETTING STARTED FORGOT PASSWORD JUAN DELA CRUZ An will be sent on how you can change the password of your account. Note that the link is only active for an hour. Óptimo User Quick Guide 13

14 01 GETTING STARTED LOGIN Click LOGIN. Óptimo User Quick Guide 14

15 01 GETTING STARTED LOGIN Displayed in the dashboard are the summary of liquidated receipts, the variable bonuses and the tax exemptions. Óptimo User Quick Guide 15

16 01 GETTING STARTED LOGOUT To logout from the system, click LOGOUT. Óptimo User Quick Guide 16

17 Overview 01 Getting Started Access Website Forgot Password Login / Logout 02 Filing of Receipts File Receipt Modify Filed Receipt Submit Receipt 03 Summary Search Filed Receipts Status of Filed Receipts Óptimo User Quick Guide 17

18 02 FILING OF RECEIPTS FILE RECEIPT To start filing your receipts, click FILE RECEIPTS tab or LIQUIDATE NOW button. Óptimo User Quick Guide 18

19 02 FILING OF RECEIPTS FILE RECEIPT Input the details in each field. Óptimo User Quick Guide 19

20 02 FILING OF RECEIPTS FILE RECEIPT In the CHOOSE A CATEGORY column, select the corresponding category of your receipt from the dropdown list. Óptimo User Quick Guide 20

21 02 FILING OF RECEIPTS FILE RECEIPT Input the amount as indicated in the receipt you are filing. Óptimo User Quick Guide 21

22 02 FILING OF RECEIPTS FILE RECEIPT Input the date of purchase as indicated in the receipt you are filing. Óptimo User Quick Guide 22

23 02 FILING OF RECEIPTS FILE RECEIPT Input the Receipt Number as indicated in the receipt you are filing. Óptimo User Quick Guide 23

24 02 FILING OF RECEIPTS FILE RECEIPT Input the Establishment Name as indicated in the receipt you are filing. Óptimo User Quick Guide 24

25 02 FILING OF RECEIPTS FILE RECEIPT Input the Tax Identification Number (TIN) of the establishment that issued the receipt you are filing. Óptimo User Quick Guide 25

26 02 FILING OF RECEIPTS FILE RECEIPT To add more rows for filing, click the ADD MORE button. Óptimo User Quick Guide 26

27 02 FILING OF RECEIPTS FILE RECEIPT Additional rows will appear below. Óptimo User Quick Guide 27

28 02 FILING OF RECEIPTS FILE RECEIPT Note that the amount filed automatically adds up to the summary displayed at the top of the screen pending final approval by the administrator. Óptimo User Quick Guide 28

29 02 FILING OF RECEIPTS FILE RECEIPT The total amount to be liquidated is displayed in the green circle at the top right of the screen. It adjusts accordingly to the filed amount. The due date to submit receipt is displayed in the green circle too. Óptimo User Quick Guide 29

30 02 FILING OF RECEIPTS FILE RECEIPT To delete a filed receipt, click the trash can icon Óptimo User Quick Guide 30

31 02 FILING OF RECEIPTS FILE RECEIPT You may choose to SAVE the filed receipt/s first (so you can still modify) or SUBMIT right away for approval. Once submitted, you can no longer edit your filed receipt/s. Óptimo User Quick Guide 31

32 02 FILING OF RECEIPTS FILE RECEIPT A notification will appear once the saving or submission is successful. Note: Saved filed receipts are not visible to the administrator; thus, every filing must be submitted on/before the deadline. Óptimo User Quick Guide 32

33 02 FILING OF RECEIPTS MODIFY FILED RECEIPT To view your SAVED filed receipts, click the SUMMARY tab then select the filed receipt you want to modify. Óptimo User Quick Guide 33

34 02 FILING OF RECEIPTS MODIFY FILED RECEIPT All fields in the Modify Filed Receipts section are editable. Click SAVE if you are still unsure or not done with the filing and click SUBMIT if final already. You can delete a filed receipt or to delete ALL filed receipts by click the DELETE button. Óptimo User Quick Guide 34

35 02 FILING OF RECEIPTS SUBMIT FILED RECEIPT After submitting, print the liquidation form by clicking the PRINT button. Óptimo User Quick Guide 35

36 02 FILING OF RECEIPTS SUBMIT FILED RECEIPT After printing the liquidation form, attach the receipts to the form and submit to HR. Óptimo User Quick Guide 36

37 02 FILING OF RECEIPTS SUBMIT FILED RECEIPT To go back to the list of filed receipts, click BACK. Óptimo User Quick Guide 37

38 Overview 01 Getting Started Access Website Forgot Password Login / Logout 02 Filing of Receipts File Receipt Modify Filed Receipt Submit Receipt 03 Summary Search Filed Receipts Status of Filed Receipts Óptimo User Quick Guide 38

39 02 SUMMARY SEARCH FILED RECEIPT To view the list of filed receipts, click SUMMARY. Óptimo User Quick Guide 39

40 02 SUMMARY SEARCH FILED RECEIPT You may view the list of your previously filed receipts, if and when applicable, by accessing the FILING YEAR. Choose the desired year from the dropdown list. Óptimo User Quick Guide 40

41 02 SUMMARY SEARCH FILED RECEIPT In the Search Filing page, there are 3 statuses for the filed receipt. Pending Submission for those receipts that were SAVED and are still modifiable. Pending Administration for those receipts that were SUBMITTED. Administered for those receipts that have been reviewed and approved by the Administrator. Óptimo User Quick Guide 41

42 02 SUMMARY STATUS OF FILED RECEIPT For the administered receipts, the corresponding status of each receipt filed will be displayed. Óptimo User Quick Guide 42

43 02 SUMMARY STATUS OF FILED RECEIPT Rejected filings are automatically deducted from the total liquidation. Óptimo User Quick Guide 43

44 02 SUMMARY STATUS OF FILED RECEIPT Changes in the amount made by the administrator are visible in case of an invalid receipt that was submitted. An notification will also be sent to the employee. Employee may choose to submit another receipt by filing it again in the system. Óptimo User Quick Guide 44

45 02 SUMMARY STATUS OF FILED RECEIPT Comments from the administrator is displayed in the REMARKS column. Óptimo User Quick Guide 45

46 02 SUMMARY STATUS OF FILED RECEIPT RECEIPT DATED 2013 DIAPER AND FORMULA MILK ARE NOT INCLUDED An about the status of the filing will be sent once the administrator has reviewed the filing. Óptimo User Quick Guide 46

For questions and concerns, you may get in touch with the Human Resources Rewards Team at local 313904, 3139095 and 313824 or you may email us at

47 For questions and concerns, you may get in touch with the Human Resources Rewards Team at local , and or you may us at 11-12th Flr. Tower 1 Rockwell Business Center Ortigas Ave., Pasig City T F

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