Navigating Time Editor
SETTING THE DATE RANGE
The Time
Editor grid displays Time Records from a selected date range. You can use the Pay
Period Type dropdown menu to change the date range to either a set range
from a specific pay period or by picking a custom range.
Pay Period Date Range
Every company has
at least one pay period set up, typically called "Default Pay Period."
Pay periods are configured under Settings > Modules
> Time
> Pay Periods.
Pay periods
can be created using weekly, biweekly, bimonthly, or monthly intervals.
To view records from a pay period date
range, perform the following steps:
1. In
the Pay Period Type dropdown menu, note the selection. If the selection
is for the pay period you want to view, go to step 2. If you want to change the
selected pay period, perform the following steps:
a Select the X next to the pay period name.b Click the dropdown arrow and select the desired pay period.
2. In
the Period field, select any date on the calendar that falls within the
pay period you want to view.
3. Select
[Go].
The Period field updates to display all
days within the selected pay period and all applicable records appear in the
grid.
Picked Date Range
The “Picked
Date Range” selection allows you to select a custom date range.
To view
records from a picked date range, perform the following steps:
1. In
the Pay Period Type dropdown menu, note the selection. If the selection
is “Picked Date Range” go to step 2. If the selection is a pay period, perform
the following steps:
a Select the X next to the pay period name.This updates the selection to “Picked Date Range.”
2. In
the Period field, select the date
range on the calendar by first selecting the start date and then selecting the
end date.
3. Select
[Go].
The Period field updates to display all
days within the selected date range and all applicable records appear in the
grid.
CUSTOMIZING YOUR VIEW
You can
customize your view by hiding and rearranging the columns in the Time Editor
grid by performing the following steps:
Note: Changes made to personal views do
not affect other users. Each view is user specific.
1. Select
the menu icon in the upper-right corner of the Time Editor grid. This opens a
dropdown menu that displays every column.
2. Hide
or move columns as needed:
· To hide columns from view, disable the checkbox to the left of each column name.· To move a column, click and hold the up/down arrow to the right of the column name and drag it to the desired position.
3. When
all changes are complete, select the check mark icon in the upper-right corner of
the dropdown menu.
SEARCHING AND FILTERING
All Time Records
for the selected date range are displayed by default. You can use the search field
and filters to refine which records are displayed.
Searching Records
To search for
a single keyword across all segments of the records, enter the term in the search
field in the upper-left corner of the Time Editor.
The grid
automatically updates to display all records containing that term. To clear the
search results, return to the search field and delete the term.
Filtering Records
To filter
records by specific criteria in certain segments of the records, perform the
following steps:
1. From
the search field in the upper-left corner of the Time Editor, click on the
dropdown arrow. This opens a dropdown menu that displays all filter criteria options.
2. Use
the appropriate criteria fields to select all the criteria you want to include
in the filter. The records automatically update to reflect the current
selection(s).
3. To
expand filter options from additional categories, click on the arrow next to
the category name.
4. To
clear your selections, select [Clear] in the lower-right corner of the dropdown
menu.
SORTING
You can sort
Time Records by clicking on the green column headers.
Records can be sorted by one column
at a time and in ascending or descending order. The current order indicated by
the up or down arrow that appears to the left of the heading and can be changed
by clicking on the heading again.
VIEWING SELECTED TOTAL HOURS
You can view the total hours of selected Time Records
by checking the Selected Total Hours count that appears in the lower-right
corner of the Time Editor grid. If no records are selected, this changes to
Total Hours and displays the count for all records for the current period.
In the example below, the Time Records for Joseph Boss have
been selected. With these selections, the Selected Total Hours displays the total number of hours they’ve worked
for the selected period.
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