If necessary, managers may grant Consultant/Contractor access to the ExponentHR site to any person not employed by your company.
Note on Completion: After the EAN is submitted to ExponentHR, it will immediately complete.
To request ExponentHR Access for Consultants/Contractors:
1. On the Menu, click HR Administration > eAction NoticeHR Administration > eAction Notice.
The eAction Notice (EAN) SummaryeAction Notice (EAN) Summary page displays.
2. Click the Create EANCreate EAN button.
The Create New EAN(s)Create New EAN(s) window displays.
3. Select the Consultant/Contractor Access EAN from the EAN type selection box and click the Create EANCreate EAN button.
The Consultant/Contractor AccessConsultant/Contractor Access page displays in a new window.
Note: You do not need to select an existing employee before creating this EAN -- you will create a new consultant/contractor with the EAN itself.
4. Select No Payroll from the Contractor Type drop-down box.
Note: If this contractor will be paid by the company, see the Related Help Topic.
5. Enter the start date in the Contractor's Start Date text box.
6. Enter the name, birth date, and gender of the consultant/contractor in the Personal Information fields.
7. Enter the home address and telephone number(s) of the consultant/contractor in the Address Information fields.
8. Click the Select Position button to select the new job to which the consultant/contractor will be assigned from the Organizational Structure Management (OSM)Organizational Structure Management (OSM) page.
1. Select the position the employee will now fill from an open position in the list open position in the list (marked in red)open position in the list (marked in red).
2. Click the Use Selected TBHUse Selected TBH button.
The Confirm Supervisor Selections page displays.
3. Click the Save & Return to EANSave & Return to EAN button.
Note: An employee can be assigned to an open position without having to use the job code already assigned to that open position. To do so, after selecting the open position, click the Re-Classify Existing PosRe-Classify Existing Pos button and choose the desired job title in the Re-Classify Exisiting PositionRe-Classify Exisiting Position drop-down box.
1. Select the consultant / contractor's immediate supervisor from the OSM tree and then click the Add New PositionAdd New Position button.
The Add PositionAdd Position pop-up window will display.
2. Select a job code for the new position from the Job CodeJob Code drop-down box and click the OKOK button.
The Confirm SupervisorsConfirm Supervisors page displays.
3. You may change the consultant / contractor's direct report or time clock managers, if necessary.
1. Click the Change SupervisorChange Supervisor button.
The Organizational Structure Management (OSM) page will display.
2. Select the new direct report manager from the OSM tree.
The manager you selected will be highlighted.
3. Click the OKOK button.
The manager you selected will be assigned as the consultant / contractor's direct report manager.
1. Click the Change SupervisorChange Supervisor button.
The Organizational Structure Management (OSM) page will display.
2. Select the new time clock manager from the OSM tree.
The manager you selected will be highlighted.
3. Click the OKOK button.
The manager you selected will be assigned as the consultant / contractor's time clock manager.
4. Click the Save & Return to EANSave & Return to EAN button.
The consultant/contractor will be assigned to the open position you selected from the OSM tree.
Note: Fields such as FLSA Status and Pay Grade are completed automatically.
9. Select the consultant/contractor's department and work location from the drop-down boxes.
10. If you want the Contractor to report hours using ExponentHR's Time Clock function, set the Time Clock Access drop-down box to Yes.
The Contractor may log in to ExponentHR and report hours through Time Clock Reporting. You may view these hours in ExponentHR reports. If you enable this option, contractor hours will not flow through to payroll (unless you set up the contractor as a Paid Contractor).
11. Enter the date to end the consultant/contractor's access to ExponentHR in the Date to Terminate Site Access text box.
Note: You can also terminate site access by terminating the contractor.
12. Complete the rest of the fields on the Consultant/Contractor Access EAN, as necessary.
Notes:
If a field has an asterisk (*) next to it, you must complete that field to submit the EAN. Fields without asterisks (*) are optional fields.
If there is an Action RequiredAction Required button next to any field that you want to edit, click it to view the required actions and supplemental instructions.
13. Enter any notes related to the EAN in the EAN Notes text box.
14. Click the Save as DraftSave as Draft button at the top or bottom of the page to keep the requested change in a drafted status so that it may be edited and submitted for completion at a later time.
Note: When an EAN is put in a drafted status, a Draft EAN NoticeDraft EAN Notice with a link to the unsubmitted EAN is provided on the ExponentHR Welcome Page.
15. After entering all necessary changes to the Consultant/Contractor Access EAN, click the Submit button to submit it for approval.
Result: The EAN you just created is now visible on the eAction Notice (EAN) Summary page. An HR administrator must approve the EAN and submit it to ExponentHR for approval. After the EAN is completed, the consultant/contractor you created may log in to ExponentHR (they will have to complete the first time log in procedures as with any other employee).
Note: If you need multiple managers to review this EAN before you submit it, you may re-route the EAN. See Related Help Topics for more information.
Related Help Topics: