Screen Fields
Use the fields on the Timesheet Status screen to configure search parameters, search criteria and filters, and notification information for the report.
Parameter ID and Description Fields
Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Field | Description |
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Parameter ID |
Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen. When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults. |
Description | Enter, or click to select, a parameter description of up to 30 alphanumeric characters. |
Selection Criteria
Schedule Fields
Field | Description |
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Schedule |
Click to select the timesheet schedule. All timesheet schedules in the system are available, listed in alphabetical order by schedule description. The default timesheet schedule is your schedule from your employee history information. If you do not have any employee history information, the first timesheet schedule in the list will default. |
Year |
Click to select the timesheet schedule year. All timesheet schedule years for the selected schedule are available in year order. The default timesheet schedule year is the current year of the selected timesheet schedule. |
Period |
Click to select the timesheet schedule period ending date from the drop-down. All timesheet schedule period ending dates for the selected timesheet schedule and year are available in period ending date order. The default period ending date is the ending date of the current period of the selected timesheet schedule and year. |
Current Period | Click this option to process the current period. |
Previous Period | Click this option to process the previous period. |
Specific Period | Click this option to process a specific period. |
Options Fields
Field | Description |
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Function |
Click to select the function of the supervisor. The available selections depend on the rights that you have as a supervisor in the system. |
Group Option |
Select from the following options:
|
Non-contiguous Ranges | Select this check box if you want to manually select non-contiguous ranges of employee groups. After you click this check box, the Select employee groups subtask appears from which you can select the non-contiguous ranges. |
Starting Group | This field is enabled when you select either "Range" or "To End" group options. Click to include the first selected group of employees for this timesheet status report. |
Ending Group | This field is enabled when you select either "Range" or "From Beginning" group option. Click to include the last selected group of employees for this timesheet status report. |
Class Option |
Select from the following options:
|
Non-contiguous Ranges | Select this check box if you want to manually select non-contiguous ranges of timesheet classes. After you click this check box, the Select timesheet classes subtask appears from which you can select the non-contiguous ranges. |
Starting Class | This field is enabled when you select either "Range" or "To End" class options. Click to include the first selected timesheet classes for the timesheet status report. |
Ending Class | This field is enabled when you select either "Range" or "From Beginning" class option. Click to include the last selected timesheet class for the timesheet status report. |
Filter
Field | Description |
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Missing | Select this check box to include all missing timesheets in this report. |
Open | Select this check box to include all open timesheets in this report. |
Approved | Select this check box to include all approved timesheets in this report. |
Signed | Select this check box to include all signed timesheets in this report. |
Rejected | Select this check box to include all rejected timesheets in this report. |
Processed | Select this check box to include all processed timesheets in this report. |
Sort
Field | Description |
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Primary |
Select the field that you wish to use as the primary sort field on the report. The available options are:
|
Secondary |
Select the field that you wish to use as the secondary sort field on the report. The available options are:
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Notifications
The Notifications section allows you to configure notifications based on whether or not it should be sent automatically once the timesheet status report has been generated, who should receive it, the status type(s), and the notification type(s).
Field | Description |
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Automatically Send Notification After Producing Report | Select the check box to send notifications immediately after you produce the report. |
Notify | Select one of the following options:
Note: Please review the "Workflow" section of the Deltek Time Collection Getting Started Guide for more details.
Note: If you selected multiple employees in the Results table and then select the
Other check box to have notifications sent to supervisors, the list of employees are combined for e-mails. For example, if a supervisor has five employees whose timesheets are missing, and an e-mail is sent, the five employees are listed in the body of the e-mail.
|
Notify For | You can filter notifications by the following timesheet statuses:
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Notify Types | Select one or both of the following notification types:
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Notes | Enter up to 254 characters for a note that is included in the tasks and emails that are sent to the employee and/or the supervisor of the employee. |
Show Timesheet Status Result (Notify) Subtask
Use the Show Timesheet Result (Notify) Subtask to select the groups to include when you send notifications. Select each row you want to include and click OK.
Field | Description |
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Employee Name | This field displays the name of the employee. |
Class | This field displays the employee's timesheet class. |
Status |
This field displays the employee’s timesheet status. |