Purpose:
To provide a clear guide for navigating and using the Financial Hub for tracking financials, submitting task requests, and sharing tools.
1. Overview of the Financial Hub
The Financial Hub is a centralized platform designed to help users manage:
- Financials: View a summary of payments made, including year-to-date details.
- Time: Track purchased hours, used hours, remaining hours, and any overages that may require billing.
- Task Requests: Submit detailed task requests for processing.
- Tool Sharing: Safely share login and tool information for administrative access.
2. Financial Summary and Time Tracker
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Financial Summary:
- Displays a record of payments made, including year-to-date totals.
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Time Tracker:
- Tracks the following:
- Hours purchased.
- Hours used.
- Remaining hours.
- Any overages to be billed.
- Tracks the following:
3. Submitting a Task Request
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Access the Task Request Form:
- Navigate to the Financial Hub and select the Submit Request button.
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Complete the Form:
- Enter your Dedicated Code (e.g., your name).
- Provide the following details:
- Task Name.
- Due Date.
- Expected Completion Time (optional).
- Task Details.
- Supporting Documents (upload as necessary).
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Submit the Request:
- Click Submit to send the request.
- An alert will be sent to Slack, and the team will receive a notification.
4. Submitting Tool Information
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Access the Tool Sharing Form:
- Navigate to the Financial Hub and select the Tool Sharing Form.
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Complete the Form:
- Enter your Dedicated Code.
- Provide the following details:
- Tool Name.
- Login Location.
- Indicate if you’re providing Admin Access or Login Credentials.
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Submit the Tool Information:
- Click Submit to send the information.
- A private notification will alert the team of the shared data.
5. Managing Submissions
- All submitted tasks and tool information are stored in the Financial Hub.
- Use this space to review previously submitted tasks and tools.
6. Support
- If you have questions or require assistance:
- Reach out via Slack or the provided support contact within the Financial Hub.
Conclusion
The Financial Hub is designed to streamline your administrative needs. Be sure to follow the outlined steps for task submissions and tool sharing to ensure smooth processing and support. Thank you for using the Financial Hub!