Experis Expense Entry Manual Consultant & SME

Experis Expense Entry Manual Consultant & SME

CONTENTS Page 1 PEOPLESOFT ACCESS.... 3 1.1 URL 1.2 User ID and Password 1.3 Log In 2 PEOPLESOFT SELF SERVICE...... 5 2.1 Overview 3 EXPENSE ENTRY & SUBMISSION... 6 3.1 Expense Entry & Submission 4 APPENDIX... 9 4.1 Report Options View Modify Print Delete 4.2 Approval Document Submission 4.3 Contact Info Questions & Concerns October 2011 Page 2

1 PEOPLESOFT ACCESS 1.1 PeopleSoft URL You can access PeopleSoft Self Service/Expense Entry Website by using the following link: https://ess.manpowergroup.com You will be required to enter your User ID and Password to access the Self Service Portal. 1.2 User ID and Password Your User ID and Password will be case sensitive, so please ensure you note the case when entering your credentials. You will be directed to change your password and update your email address upon your initial login. Please Note: When your User ID is set up you will receive an email from RedCarpet with your User ID and Password. User ID and Password structure: User ID: Corresponds to your first and last initial (uppercase) coupled with the last four digits of your social security number. Password: Upon initial logon, the password will be EXPERI$XXXX (uppercase) where XXXX equal your year of birth. October 2011 Page 3

1.3 Log In Enter your User ID and Password. If you are unable to login, click on the Forgot your password? link below. Enter your User ID and a new password will be emailed to you. If you are a first time user or are still having difficulties with access, please contact Experis Care at 1-800- 326-6797, select option 1 for password assistance. October 2011 Page 4

2 PEOPLESOFT SELF SERVICE 2.1 Overview PeopleSoft Self Service is an online portal where some personal information can be managed (i.e. password updates and email address changes). Additionally, individuals are able to enter time, review online paychecks, and enter expenses through this portal. Menu Options: Self Service Click on the arrow to expand the Self Service menu (this will provide the same options listed on the right hand side of the screen) o Time Reporting View/Enter timesheets o Payroll and Compensation View online pay stubs o Expense Report View/Enter Expense reports PeopleTools o Change My Password allows you to change your password and update your email address o My System Profile allows you to add additional email addresses, if desired October 2011 Page 5

3 EXPENSE ENTRY & SUBMISSION 3.1 Expense Entry & Submission Step 1: Creating an Expense Report Under the Self Service Menu, select Expense Report ***** Please note: Expense sheets must be submitted weekly ***** When you click on the Create link under Expense Report, you will be directed to the Expense Report Entry screen. An empty expense screen will appear to be completed.. October 2011 Page 6

Step 1: General Information Description A brief description for report purpose Business Purpose Are the expenses client related or internal (administrative)? o NOTE: A report can t have both types of expenses. If internal expenses are incurred upon prior approval, a separate report needs to be completed. Default Location Leave blank, this will automatically default based on your assignment location(s). Comment - Provide a more detail description of the required expense(s) or of the travel arrangements. Reference Leave blank Step 2: Detail Each expense incurred needs to be entered separately by selecting the expense type and entering in the required data per each expense. When multiple expenses of the same type are incurred, each expense needs to be separated. See below example: Overview Page October 2011 Page 7

When adding additional expense lines to your existing report. Scroll to the far right of your screen and select the icon. You will then be prompted to choose how many additional lines are required. This step can be repeated as many times as necessary. Additional Options: Copy Selected Allows the ability to copy existing expense lines and recreate them on new rows. Delete Selected Allows the ability to delete existing expense lines. Step 3: Submitting Report for Approval If there are additional expenses that need to be added at a later date the option Save for Later may be selected. Then the expense report can be modified once all expenses are ready to be entered. (see page 9). Once all expenses have been entered, click submit to complete. October 2011 Page 8

4 APPENDIX 4.1 Expense Report Options Under Menu > Self Service > Expense Report there is the ability to View, Modify, Print and/or Delete existing reports. View This feature tracks expense report history. Any previously entered/submitted report can be viewed. Modify Any expense report that has not been submitted for approval can be modified. Once a report has been Saved for Later this is how it needs to be retrieved. Print Any report saved can be printed Delete Any expense report that has not been submitted for approval can be deleted. 4.2 Approval Document Submission Expense reports are to be submitted weekly and are due each Sunday by Midnight EST. Expense reports & receipts can be submitted weekly via the following ways: Scanned and submitted to APSubmissions@experis.com Faxed to: 877-642-5985 4.3 Contact Info Questions & Concerns If you have problems accessing the website, logging in, or cannot remember your password, please call the Experis Care at 1-800-326-6797, Option 1 for password assistance. Any other expense reporting problems should be reported to your branch Field Administrator. October 2011 Page 9