Table of Contents

1.

Welcome to Shield online portal Page 2

2.

Email activation Page 3

3.

Logging onto the online portal Page 4

4.

Entering online expenses

Page 5-7

+

5.

Online Documents Page 8

6.

Forgotten username/password Page 9 - 10

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Welcome to Shield online portal

The Shield online portal allows easy and secure access from any location that has an internet connection.

Shield online portal will allow you to:

Digitally sign Shield’s Terms and Conditions (Contract of employment)

Submit weekly expenses (PAYE Umbrella and Shield Options)

View your previously submitted expenses and their associated status.

Confirm expenses or process new eligibility assessment (Shield Tax Benefits scheme)

View expenses policy

View current and historical payslips / remittance

Submit changes to personal details

View end of year statements / P60

Keep up to date with Shield news and updates via the message tab

Adobe Acrobat Reader

In order to view /create expense images successfully, Adobe Acrobat Reader will need to be installed on

the PC. Adobe Acrobat Reader can be downloaded free by clicking on from the home page

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Email Activation

Once you are fully registered with Shield Contract Services you will receive an activation email.

You will be sent an email using the email address you supplied to the agency during registration. An example email can be seen below.

Contained within the email will be a link to take you to the Shield online portal where your user ID is allocated and you are able to select a password.

Once your account has been activated you will have full access to the Shield online Portal.

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Logging onto Shield online portal

Follow the link in your account activation email to activate your account on the Shield online portal.

Your User ID will automatically be set based on your forename and surname, decide on a new password enter it here and then click on Activate Account. The following message will then be displayed if the account activation has been a successful:-

At this stage it asks for you to click on the link to login to the online portal.

Please note: The activation email can only be used to activate your online account, you will therefore need to use the combination of the User ID and password each time you logon to the secure online portal. If you forget either your username or password, follow the ‘Forgotten username OR Password’ link.

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Entering Expenses

PAYE Expenses

Expenses can be entered on the ‘Expenses’ Entry Tab

To add a new claim click the Enter Expenses button at the bottom of this list.

Here you will be asked to select the date the expense was incurred and then

select from the following:

Depending on what is required of you, certain fields may be hidden. To enter a new expense line click the mouse in the date field and a calendar will be displayed:

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You may now enter the expense from left to right. Depending on the expense type you select, certain fields will be mandatory such as ‘hours away from home’ or ‘mileage’

You will need to upload an image of the receipt for all expenses you are claiming, EXCEPT the following:

Food Subsistence (scale rates used)

Mileage (scale rates used)

If you do not upload a corresponding receipt for these expenses, we will not be able to process them.

You can upload the receipt by clicking on the paperclip icon.

Here you can select a file from your device by clicking select file

Clicking the upload file button will send the receipt image. When the image has uploaded, click CLOSE.

Expenses can be images or PDF files under 10MB in size, but not documents such as Microsoft Word or Excel. Clicking the ‘Save expense’ button at the bottom will save the expense for later completion.

Your expense claim will not be submitted until you have saved it AND clicked the lock and submit button which will be visible after you have saved the expense.

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STB Tax Relief Expenses Candidates using the Shield Tax Benefits scheme will be required to confirm their tax relief expenses on a weekly basis or complete a new eligibility assessment so TaxU can update their records accordingly.

If the first option is selected then a message sent screen will be displayed and tax relief expenses will be confirmed for that tax week. If the second option is selected this will provide a new eligibility assessment to be completed.

Tax relief expenses must be confirmed or resubmitted on a weekly basis. Failure to do so will result in TaxU not processing tax relief for the respective tax week.

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Online Documents When first logging on to the Shield Online portal all candidates will be required to digitally sign the shield contract of employment or contract for services. The contract type will be dependent on the candidate’s employment status.

Once this step has been completed the document will be available to view at any time by clicking on the documents tab and then clicking on the required document.

End of year statements and P60’s will also be available under the documents heading as of 30th May.

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Forgotten Username and Password

If the User ID and or password have been forgotten it is possible to have a reminder sent to your registered email address. To enable this, go to the portal home page (www.eezytime.co.uk), the following will be displayed:-

Click on the “Forgotten Username OR Password” link, the following will then be displayed:

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If the password has been forgotten / lost, enter in the username normally used to login to the portal as well as the registered email address. Alternatively, if the username has been forgotten / lost, enter in the password normally used to login to the portal as well as the registered email address. An email will then be sent to you informing you of your credentials.