The Timecard Dashboard gives the Timecard Admin a way to quickly view the status and details of all timecards entered in a Pay Period.
|Company & Pay Period||
The Companies and Pay Periods available are limited based on the permission assigned to the Timecard Admin in Admin Roles ().
In the Pay Period drop-down you can select a Pay Period from the following sections:
This filter allows you to filter by the Timecard Template.
|Search||Allows you to search for a specific employee by their name or employee number.|
If you select the Batch Action button when the Pay Period select is an Active Pay Period – Closed Batch or Active Portal period – No Portal Batch you will be able to select Open New Batch. If you select Batch Action on an Active Portal Batch you will be able to do the following:
|Hide Approved||Allows you to easily filter your dashboard to only unsubmitted and unapproved timecards.|
Allows you to easily filter your dashboard to display timecards in the following categories:
The dashboard allows you to see all timecards entered for each employee. The Actions column allows you to perform several actions on any timecard per employee.
|Template (Entered By)||The Grid Timecard, Field Ticket Timecard, and time entered from the Mobile app all are entered into a template. This column allows you to see details about the template as well as who has entered it.|
|Card HRS vs Total HRS||Card hours indicates how many hours are entered in a specific timecard for the employee. The total hours is the sum of hours entered for that employee for the pay period. If the user has time in a Vista batch outside of the portal batch, these hours will be counted into the total hours.|
|Card OT||The Card OT (or Overtime) column will populate hours entered in an overtime earn code. The portal will only know if the earncode is overtime if it is entered in portal setting Overtime Earn Code. If there are multiple overtime earncodes, they will be added together.|
The Leave Audit Column allows you to cross reference leave that was entered on a Timecard and what was approved in the Time-Off module. This column only appears if it has been enabled, see Timecard Initial Setup for more detail.
Note: Approved Time-Off will only update if Time-Off is linked to HR Resources.
|Allow Entry||Allows you to see if the card is locked or not. Cards can be unlocked by the batch or by the individual timecard.|
|Approval Notes||For approved timecards, this column shows any notes that were added to the Memo field for that timecard during Timecard Approval. Select a note to view the text in a pop-up window.|
The Job Approval column will only appear if Job Approval has been enabled. For details see Configure Job Approval.
To see details of what jobs lines are approved and which jobs are awaiting approval, select the image in this column.
|History||Select the icon in this column to see when and who submitted and approved the card.|