User Interface Basics

The browser-based user interface for Deltek Time & Expense with Employee Self Service was designed to be simple and user friendly. You can customize portions of the user interface to better reflect your corporate image. Refer to the Technical Guide to learn how to customize the user interface. Before getting into the basics of the user interface, it is important to note the following.

• Browser - Deltek Time & Expense with Employee Self Service supports several different browsers and several different operating systems. Because of this, certain screens may look and behave slightly different. Please refer to Technical Guide for further details.

• Resolution - Deltek Time & Expense with Employee Self Service was designed for a minimum resolution of 800x600 with the browser window maximized. If you view it with a lower resolution or the browser window is not maximized, the system will display scroll bars. If you view it with a higher resolution, you may see more information to the left and bottom. In an ideal setup, the available page size is about 780x410 (do not forget that space is taken up by the browser's toolbar, status bar, etc.).

• Colors - Your minimum color setting is 256 colors. The actual colors are limited to the 216 "web-safe" colors.  Some of the application colors are site configurable, although others are not.

• Fonts - Three standard fonts are used. Font sizing is proportional. The normal font size is 8pt. However, the fonts will resize based on browser options. The system uses the first of the three fonts that it finds available. The three fonts are as follows:

• Arial

• Helvetica

• Sans-serif

Page Layout

View a diagram that provides a visual representation of how pages are organized in the system.

Names are assigned to the various regions of the page. Next to each name is the approximate size in pixels (width x height). "*" indicates that width and/or height will increase with higher resolution.

Product Branding Area 

This area contains a graphic background image that relates to the product. You can customize the background image. This area is fixed in height and resizable in width. The width of the area stretches or shrinks to reflect the available space. The fixed height for this area is greater over the navigation area than the Application Name and Global Options areas.

Application Name Area

The application name area displays the name of the application that you are running. This area is fixed in size.

Global Options Area

This area contains global toolbar icons. These icons are accessible across all screens and are always on the page. These options include the following:

Application Options Area

The Application options area contains functions that are specific to the application currently displayed in the application area. The options are text links rather than graphics. Examples of application options are:

• New

• Save

•  Delete

•  Search

•  Print

The Application Options Area may also include record navigation icons. These icons are on the right side of the Application Options Area, and you can use them to browse through records you have searched. The record navigation icons are as follows:

System Area

The System Area displays information related to the system and the user. The information displayed is as follows:

• User's Login ID

• Domain

Menu Navigation Area

Use the Menu Navigation Area to navigate the system. The menus are dynamic and show only options to which you have access rights. Some options show only if you are licensed for them. For example, some options are available only to licensed users of Deltek Time Collection or Deltek Expense. Some menu items may expand when you click on them. The same menu items will collapse if you click on them again. You can hide the Menu Navigation Area by using the "arrow" icon in the Application Name Area. You can also hide the Menu by leaving the Show Menu checkbox blank in the Preferences screen. The following is an outline of the current menu structure:

• Timesheet (Deltek Time Collection Only)

• Expense Authorization (Deltek Expense Only)

• Expense Report (Deltek Expense Only)

• Work Schedule (Deltek Time Collection Only)

• Company (Deltek Employee Self Service Only)

• Directory

• Links

• Personal (Deltek Employee Self Service Only)

• Life Events/New Hire

• Address/Phone

• Emergency Contacts

• Education, Skills, & Training

• Payroll (Deltek Employee Self Service Only)

• Electronic Paystub

• Federal Withholding

• State Withholding

• Benefits (Deltek Employee Self Service Only)

• Benefits Enrollment

• Dependents/Beneficiaries

• Designate Beneficiaries

• Total Comp/Benefits

•  Configuration

• General

• Time (Deltek Time Collection Only)

• Expense (Deltek Expense Only)

• Self Service (Deltek Employee Self Service Only)

• General Setup

• Currencies

• UDT01 (Account) Types

• Employee Group Types

• Security Roles

• Functional Roles

• UDT01 (Accounts)

• UDT02 (Projects)

• UDT03 (Labor Locations)

• UDT04 (Reference 1s)

• UDT05 (Reference 2s)

• UDT06 (GLCs)

• UDT07 (PLCs)

• UDT08 (Worker Comps)

• UDT09 (Orgs)

• UDT10 (Pay Types)

• Time Setup

• Utilizations (Deltek Time Collection Only)

• Work Schedules (Deltek Time Collection Only)

• Timesheet Schedules (Deltek Time Collection Only)

• Wage Schedules (Deltek Time Collection Only)

• Leave Types  (Deltek Time Collection Only)

• Timesheet Classes (Deltek Time Collection Only)

• Events (Deltek Time Collection Only)

•  Expense Setup

• M & IE Breakdown (Deltek Expense Only)

• Providers (Deltek Expense Only)

• Charge Types (Deltek Expense Only)

• Pay Methods (Deltek Expense Only)

• Currency Schedules (Deltek Expense Only)

• Per Diem Schedules (Deltek Expense Only)

• Expense Types (Deltek Expense Only)

• Expense Report Types (Deltek Expense Only)

• Expense Classes (Deltek Expense Only)

• Batch Expenses (Deltek Expense Only)

• Batch Types

• Maintain Expenses

• Advance Utility

• Expense Utility

• Payment Utility

• Personnel

• Employee Groups

• Employee Information

• Charge Trees

• Inquiries/Reports

• Daily Floor Check (Deltek Time Collection Only)

• Timesheet Status (Deltek Time Collection Only)

• Print Timesheets by Charge (Deltek Time Collection Only)

• Expense Report Status  (Deltek Expense Only)

• Outstanding Aging (Deltek Expense Only)

• Billing Backup (Deltek Time Collection Only)

• Charge Activity (Deltek Time Collection Only)

• Employee Activity (Deltek Time Collection Only)

• TS Line Level Approval Inquiry (Deltek Time Collection Only)

• Utilization Inquiry (Deltek Time Collection Only)

• Interfaces

• Import Console

• Export Timesheets  (Deltek Time Collection Only)

• Export Expense Reports  (Deltek Expense Only)

• Processes 

• Recurrence Codes

• Scheduling

•  Utilities

• Password Utility

• Self Service Sync (Deltek Expense Only)

• Expense Utility (Deltek Expense Only)

• Advance Utility (Deltek Expense Only)

• Payment Utility (Deltek Expense Only)

• Change TS Status  (Deltek Time Collection Only)

• Change ER Status

• Timesheet Transfer (Deltek Time Collection Only)

• Clear Timesheets (Deltek Time Collection Only)

• Rebuild Leave (Deltek Time Collection Only)

• Preferences

Application Area

The application area displays the application (screen) you are currently running. If you are currently not in any application, the system will display a "splash" screen image centered in the area, if your preferences are set up for it (you selected "Splash" in the Default Screen field of the Preferences screen).