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Reject SAP (SD Coordinator)

Broker Resources SAP Timesheets

Rejecting a timesheet sets the status back to Draft. The broker can then edit the timesheet, mak...

Updated 7 months ago by Admin

Approve SAP (SD Coordinator)

Broker Resources SAP Timesheets

Approving a timesheet sets the status to Complete and removes the watermark, thus authorizing it...

Updated 7 months ago by Admin

Download SAP

Broker Resources SAP Timesheets

A timesheet can be downloaded anytime after it is created. However, by default, it will be marke...

Updated 7 months ago by Admin

Retract SAP (Broker)

Broker Resources SAP Timesheets

To retract a submitted timesheet, do the following. From the timesheet section, click Retract ...

Updated 7 months ago by Admin

Submit SAP (Broker)

Broker Resources SAP Timesheets

After the broker has finished creating/editing a timesheet, it must be submitted to the SD Coord...

Updated 7 months ago by Admin

Edit SAP (Broker)

Broker Resources SAP Timesheets

  Only Draft timesheets can be edited. To edit a timesheet, follow the steps below. From the ...

Updated 7 months ago by Admin

View SAP

Broker Resources SAP Timesheets

From the timesheets section, click View on the tile of the timesheet you wish to view. Click ...

Updated 7 months ago by Admin

Create SAP (Broker)

Broker Resources SAP Timesheets

Timesheets can only be created for service types that are in a participant’s budget. If an outco...

Updated 7 months ago by Admin

Unlock and Download your Timesheets

Broker Resources SAP Timesheets

  Updated 10/31/25.  

Updated 7 months ago by Elizabeth Lukan

Job Seekers (Resumes for Participants and Circles)

Participant and Circle Resources

Beginning Monday, April 24, 2023, we will no longer be sending out resume and job posting eblasts...

Updated 7 months ago by Carolyn Vallese

Broker Invoicing

Broker Resources

Broker Rates If an invoice is submitted with an incorrect broker rate, our team will correct the...

Updated 7 months ago by Elizabeth Lukan

Inviting New Brokers to the Portal

Broker Resources

Updated 7 months ago by Elizabeth Lukan

My Expenses Page - Link to Payments

Electronic Payments

When viewing an Expense on your My Expenses page, you can click the check number. The My Payme...

Updated 8 months ago by Elizabeth Lukan

Viewing My Expenses page as an Organization

Electronic Payments

If you have a corporate association that was submitted and approved, you will have permission to ...

Updated 8 months ago by Elizabeth Lukan

Staff Action Plan Q&A - Other

Broker Resources Staff Action Plans

Some Life Plans had multiple meetings, were rescheduled, or never written. What should we do in ...

Updated 9 months ago by Admin

Staff Action Plan Q&A - Timesheets/MSNs

Broker Resources Staff Action Plans

Will each staff type still have their own timesheet? Yes. How will the information from the SAP...

Updated 9 months ago by Elizabeth Lukan

Staff Action Plan Q&A - SAP Specifics

Broker Resources Staff Action Plans

Who needs a Staff Action Plan? An SAP is required for anyone with an LP who has Self-Hired CH, R...

Updated 9 months ago by Elizabeth Lukan

Staff Action Plan Q&A - Goals

Broker Resources Staff Action Plans

How many goals should an LP/SAP Plan have? There is no set rule, but CH and SEMP both must have ...

Updated 9 months ago by Alex Jeane

Staff Action Plan Q&A - The Portal

Broker Resources Staff Action Plans

Brokers will be prompted to change their password upon logging into the new portal. Will partici...

Updated 9 months ago by Admin

Staff Action Plan Q&A - Acronyms

Broker Resources Staff Action Plans

Acronyms LP – Life Plan SAP – Staff Action Plan SDC – Self Direction Coordinator VO – Value...

Updated 9 months ago by Admin