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11/17/2020 | 1 Los Alamos National Laboratory LANL Subcontractor – Fieldglass Quick Reference Guide Table of Contents Page 2 Accept Job Posting & Submit Candidate Page 6 Respond to Interview Request Page 8 Accept Work Order (Offer) Page 10 Complete Onboarding Items Page 12 Submit Time Sheet on behalf of Worker Page 14 Submit Expense Sheet on behalf of Worker Page 16 Submit Miscellaneous Invoices Page 19 Revise Invoiced Time Sheet LA-UR-20-30301

LANL Subcontractor – Fieldglass Quick Reference Guide

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Page 1: LANL Subcontractor – Fieldglass Quick Reference Guide

NOTE:This is the lab

color palette.

11/17/2020 | 1Los Alamos National Laboratory

LANL Subcontractor – Fieldglass Quick Reference Guide

Table of ContentsPage 2 Accept Job Posting & Submit Candidate

Page 6 Respond to Interview Request

Page 8 Accept Work Order (Offer)

Page 10 Complete Onboarding Items

Page 12 Submit Time Sheet on behalf of Worker

Page 14 Submit Expense Sheet on behalf of Worker

Page 16 Submit Miscellaneous Invoices

Page 19 Revise Invoiced Time Sheet

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Page 2: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 2Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideAccept Job Posting & Submit Candidate

From the Work Items list, click Job Posting

Click Respond

In this example, there are 25 job postings pending acceptance.

Click on a Job Posting ID link to review the details further

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Page 3: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 3Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideAccept Job Posting & Submit Candidate, continued

Review the details of the Job Posting including: Bill Rate range, Location, and Description

� Click Submit New to accept andsubmit a candidate not already in your company’s Fieldglass database.

� We will utilize this function for the example

� Click Submit Existing to accept andsubmit a candidate that is already in your company’s Fieldglass database.

� Click Actions -> Decline and inserta comment as to why your company will not source for this position.

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Page 4: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 4Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideAccept Job Posting & Submit Candidate, continued

Insert First & Last Name

Insert Security ID

Insert Available Date

Confirm Submitted to other Job Postings

Attach Resume/CV

No company logos, No candidate contact information

Confirm if candidate has worked at LANL previously

Click Continue

Important note: Security ID format = FFMMLLDDCCXX

FF - First two characters of first name MM - Date of birth month (DD/MM/YYYY, August should be shown as 08) LL - First two characters of last name (maiden surname where applicable) DD - Date of birth day (DD/MM/YYYY, 8th should be shown as 08) CC - First two characters of city of birth XX - Last 2 SSN

All fields marked * are required fields

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Page 5: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 5Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference Guide

Accept Job Posting & Submit Candidate, continued

Insert Pay Rate

Click Continue

Review details one final time & click Submit

AgileOne then reviews the submission before shortlisting to the Manager (or rejecting if candidate does not meet criteria)

End

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Page 6: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 6Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideRespond to Interview Request

From the Work Items list, click Summary

Click Interview/Meeting Schedule - Accept

Click Accept

Can also click Decline and/or Reschedule should times proposed not meet candidate’s availability or should candidate no longer be available

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11/17/2020 | 7Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference Guide

Respond to Interview Request, continued

Select desired date and time

Click Continue

Insert any required details, for this example the candidate’s phone number is required

Add Comments if any

Click Accept

End

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Page 8: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 8Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideAccept Work Order (Offer)

From the Work Items list, click Work Order

Click Accept

Click Accept

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Page 9: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 9Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideAccept Work Order (Offer), continued

Insert Worker’s Email

This is where the worker Fieldglass registration will be sent

Confirm the Rates and add any needed Adjustments (ex: site taxes)

Review details one final time & click Accept

End

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Page 10: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 10Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideComplete Onboarding Items

Upon accepting a Work Order, Subcontractors are required to complete Onboarding items for the worker.

Click the Manage tab of the Work Order

Each item requiring completion will be displayed. Click on one of the Actions

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11/17/2020 | 11Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideComplete Onboarding Items, continued

Click Mark as Complete

Insert Completion Date

Must utilize date that item was completed, not the date of marking the item as complete in Fieldglass

Add Comments (include Reference ID if available)

Click Mark as Complete

End

Repeat for each pending onboarding item

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Page 12: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 12Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference Guide

Submit Time Sheet for Worker

Navigate to Worker’s Profile

Click Time & Expense tab

Select necessary Time Sheet

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Page 13: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 13Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideSubmit Time Sheet for Worker , continued

Click Edit

Insert Hours

Comments / Attachments, add if applicable

Submit / Complete Later – Clicking Submit will send the time sheet to the LANL Manager for approval. Clicking Complete Later will save the time sheet as a draft.

End

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Page 14: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 14Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideSubmit Expense Sheet for Worker

All entered Expense Sheets from Workers must be submitted by Subcontractors before they route to the LANL Manager for approval.

From the Work Items list, click Expense Sheet

Click Submit

Click Expense Sheet ID

Review details of the submission & click Submit

Reject will send it back to the worker to edit and resubmit

Edit allows Subcontractor to make changes on worker’s behalf

Important note: Any Expenses must be pre-approved by the LANL Manager and require an attached receipt or supporting documentation.

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Submit Expense Sheet for Worker, continued

If Editing an Expense Sheet, the details will be further displayed

Make corrections to the Type, Merchant, Description, Amount, etc. or add an additional Expense.

Ensure there is a receipt or supporting documentation as an Attachment, required for all expenses

Submit / Complete Later – Clicking Submit will send the expense sheet for approval. Clicking Complete Later will save the expense sheet as a draft.

End

11/17/2020 | 15Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference Guide

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Subcontractor – Fieldglass Quick Reference Guide

Submit Miscellaneous Invoice

Click Create

Click Miscellaneous Invoice

Select Worker for intended miscellaneous invoice

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11/17/2020 | 17Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideSubmit Miscellaneous Invoice, continued

Insert Miscellaneous Invoice Code

This is a unique code to track the Miscellaneous Invoice. It’s alphanumerical and required, but it is up to the Subcontractor to create.

Recommended Format = Client Code, Last name, and MMDDYYYY.

Select Reason from drop down menu

Insert Amount

Can be a negative value if adjusting an Expense Sheet that was invoiced for too high of an amount.

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Page 18: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 18Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideSubmit Miscellaneous Invoice, continued

Insert Comments as to the need for the Miscellaneous Invoice, be specific.

Add Attachment of Supporting Documentation

Click Continue

Click Submit

End

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Page 19: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 19Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference Guide

Revise Invoiced Time Sheet

Time Sheet revisions are completed to make adjustments to invoiced time sheets.

Navigate to the Invoiced Time Sheet

Click Actions

Click Revise

Make Corrections

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Page 20: LANL Subcontractor – Fieldglass Quick Reference Guide

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11/17/2020 | 20Los Alamos National Laboratory

Subcontractor – Fieldglass Quick Reference GuideRevise Invoiced Time Sheet, continued

Select Reason from drop down menu

Insert Comments/Attachments, if needed

Click Submit

Click Submit

End

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