Upload Search Criteria Fields

Use search criteria fields on the Upload tab to specify the time records to transfer to your back office accounting system.

Field Description
Payroll Group The assigned payroll group for the employees whose time records you want to upload to the back office system.
Period The pay period for the distributions to upload.
Resource Group The assigned resource group for the records to upload.
Company The company to which time has been distributed.
Job The job to which time has been distributed. You can select a job only if you have selected a company.
Phase The phase to which time has been distributed. You can select a phase only if you have selected a job.
Manager The manager associated with the time distributions to upload.
Entry Code Type The unit for the distributions to upload. Examples: Hours, Units, and Currency.
Entry Code The specific time or equipment unit for the distributions to upload. Examples: Hourly, OT, and Miles.
Type The type of records to upload. Options: Employee and Equipment.
Resource No. The Resource ID number for the employee whose time records you want to upload.
Description Like A free-form field that you can use to search for a record based on a partial or full description.
Header Cost App. Allows you to include or exclude transactions based on whether they have been cost-approved. This field applies only to the header records shown in the upper grid. Select one of the following options:
  • Both: Include all transactions, regardless of cost-approval status.
  • Yes: Include only transactions that have been cost-approved.
  • No: Exclude cost-approved transactions.
Header Payroll App. Allows you to include or exclude transactions based on whether they have been payroll-approved. This field applies only to the header records shown in the upper grid. Select one of the following options:
  • Both: Include all transactions, regardless of payroll-approval status.
  • Yes: Include only transactions that have been payroll-approved.
  • No: Exclude payroll-approved transactions.
Detail Cost App. Allows you to include or exclude detailed transactions based on whether they have been cost-approved. This field applies only to the detailed records shown in the lower grid. Select one of the following options:
  • Both: Include all transactions, regardless of cost-approval status.
  • Yes: Include only transactions that have been cost-approved.
  • No: Exclude cost-approved transactions.
Detail Payroll App. Allows you to include or exclude detailed transactions based on whether they have been payroll-approved. This field applies only to the detailed records shown in the lower grid. Select one of the following options:
  • Both: Include all transactions, regardless of payroll-approval status.
  • Yes: Include only transactions that have been payroll-approved.
  • No: Exclude payroll-approved transactions.
Include Empties? Allows you to prevent blank time sheet records from displaying in the grid. Options: Yes (includes blank records) and No (excludes blank records).