Timesheets

Timesheets

A timecard is a record that has the details related to the activities done by an employee. All the records created and info related to them can be found on this page. Site, Emp. Id, Name, Start and End Time, Hours Worked, Job, Contractor, Location, Crew, Pay Group and Device and more are the data uploaded in each record.

Timecards Page

We are going to start with Timecard’s page:

Figure 1 - Timesheet’s page.

1. Show Archived Toggle: Shows or hides archived records.
2. Information: Gives the user quick tips on how the page or function works.
3. Full Screen: Set the page to Full Screen mode.
4. Calendar Button: The User can select the date to see info from.
5. Activities Summary: Shows a quick summary of the filtered timecards.
6. List of applied filters: Shows the filters currently being applied.
7. Search Box: Allows to make quick searches on all the info at the same time.
8. New: Creates new records.
9. Edit: Edits records.
10. Download CSV: Downloads a CSV File with all the Info.
11. Select Filtered: Select all the Timecards based on an applied filter.
12. Unselect all: Unselect Timecards.
13. Entries: Select how many records are shown by page.
14. Column Visibility: Select columns to include and disclude in the report.
15. Active Filters: Create filters to search for specific info.
16. Search on Column: Look for a value in a specific column.
17. Previous/next Button: Go to next or previous page.
18. Page select: Select page number.

Create, edit and archive timecards.

Create

To create new timecards the user has different options, allowing them one from scratch, as well as to create one from an existing timecard. The procedures to achieve this will be explained next;

Figure 2 - New Button.

By pressing the “New” Button the user will be shown a menu on the right side of the screen to fill all the information of the new record.

Figure 3 -New Timecard Menu.

Notice that a new timecard can be created in bulk by selecting all the employees that have the same timecard. Once the Create button is pressed a pop up window will show us the result and we will be asked to save the timecards created.

Figure 4-Audit timeline page, final step before creating or editing timecards.

The second option in this page to create new timecards is from an existing timecard. Just select  a record, right click over it and select new timecard.

Figure 5 - Right click menu.

As shown before, a menu will pop up to set all the values in the new timecard  but the employee will be already setted to be the same as in the existing timecard.

Edit

For editing there are more options, as in creating, by pressing the edit button when a timecard is selected or by right clicking and selecting edit timecard as seen in the image.

Figure 6 - 2 options to edit timecards.

Now for editing the option Set may be used to make quick changes on specific values.

Figure 7 - Set options.

The values listed above can be edited with the option set and they can be edited.

NOTE:  Site, Location and job  can be edited in bulk only if the records share site, location and job.

Also the feature transfer ownership can be used to change the Employee assigned to those timecards.

Timecards' Audit Trial

If you need to know which user has been editing timecards a feature called “View History /Changes” can be found on and it will display a window containing the history of the editions made to the record and the current status just as shown next.

Figure 8 -Timecards Audit Trial.

Timeline Mode.

Timeline mode as it's name says allows the user to see timecards in timelines. This  makes it easier to understand the activites done through out the day by an employee.

Figure 9 - Timeline mode Page.

On timeline mode we can find some features besides the one we see on timecards, these features will be listed next.

1. Options: The user can Define how moving timelines will snap and show some info.
2. Undo: With this one the user can undo actions taken when editing timelines.
3. Redo: User cen reapply changes done to timelines.
4. Clear Changes: Erase all changes done in the last session of editing (Before saving).
5. Save Changes: Save all changes done in timelines in the last session.

Creating

By right clicking on the space of an employee timeline a new timecard can be added, Timelines can be added to the first item in the day.

Figure 10 - Add new timecard on timeline mode.

Editing

• Some other functions can be done in this page like editing timecards dragging the start and finish of a timeline and drag it. It will turn green once the timecard has been edited.

Figure 11 - Dragging timecards limits.

• Another feature related to editing timecards is the merge 2 overlapped timecards option to merge the timelines you have to prest CTRL key and click on both timeles and then right click and select the Merge 2 Overlapped timecards.

Figure 12 - Merge 2 timecards options.

Active Filters.

Active filters allow to create filters to scope information according to our needs.

Figure 13 - Active filterrs options.

With this tool you can create 2 types of filters, Include which let us include in the search the values we select and Exclude that allow the user to exclude from the search the values selected. Once we create a search we can save it to use it later by pressing  load. This filter allows us jump from Timecards to Timeline mode keeping the filters applied.

This filters will be shown in the left side of the screen.

Figure 14 - Filters applied.