1. Log in to the dashboard of the project you're working on by clicking the project name from the drop-down or the grid (visuals below each direction)
2. Click the “Starts” tab
3. Click “View By Last Name” in any window
4. Scroll to find the start you’re looking for or search their last name by holding Command+F on a Mac or Control+F on a PC which will open a "Find" window where you may type the first or last name of the individual you're looking for
5. Click the start you wish to update (see visual above)
6. Click “Other Actions”, then “View/Edit Start”
7. Click “Other Actions” again, then “Change Start”
8. A window will pop up asking what you're changing (that will get sent to the employee), click OK once you’ve typed what you’re changing on the start. If you’re not changing anything and they need to make an update on their end, you can write that as well.
9. Make any changes to the start, click "Save" and then "Email to EE" or just one click of “Resend to EE” that saves and sends the updated start. *note: if you have a day or week rate and leave the expected hours blank, it will default to an 8-hour day or 40-hour week to calculate OT* If you’re not changing anything and the EE needs to change something on their end, make no changes here, just click “Resend to EE” *NOTE: when updating the rate, after changing the rate, press "Tab" so the Effective hourly rate at the bottom updates*
10. Employees will have to re-sign their paperwork and re-check the acknowledgements, agreeing to the change, and then it will get sent back through the approval flow to whoever approved it last.
11. To regenerate their start paperwork, after the employee has signed off on the change, under the green “documents” button first save and delete the start paperwork that’s there by clicking the eyeball button to view it. Download it from there giving it a title like “(their initials) old start”, and then click the red X to delete it.
After Saving and Deleting the old signed start, click the orange “Paper Forms” button and then click “Print Forms.” That will generate the new start forms. Download those and give it a title like “(their initials) updated start.” Save it under the green “Documents” button along with their old start. Both starts will now be there
12. Lastly, if they have a timecard in the system, please click it and then click “More” -> “Refresh Start Data” -> “Calc & Save” on the timecard which will update the timecard with the changes you (or they) made to the start.
Questions? Need more help?
Please email support at support@revolutiones.com or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.