Efficient Management with CoBro and Compass

This document provides a step-by-step process to efficiently add and manage time and effort entries for non-personnel using CoBro and Compass. Follow these simple steps to ensure accurate and complete records.

Step 1

To begin adding time and effort for non-personnel, navigate to the main menu located in the top left-hand corner, select "Match," and then choose "Non-Personnel."

Step 2

On the Non-Personnel page, click "New" located in the top right-hand corner. Proceed to fill out the required information, including the date and the partner details.

Step 3

If the partner is associated with a sub-partner, ensure to select the appropriate sub-partner as well.

Step 4

Enter all additional information you wish to record, such as salary, benefits, travel, and other relevant details.

Step 5

You have the option to add notes and attach documents if necessary.

Step 6

Once all information is accurately entered, click "Save" located in the top right-hand corner.

Step 7

You will receive an "Action Successful" confirmation, and the non-personnel record will be displayed on the screen.