Select the function of the supervisor from the drop-down box. The selections available depend on the rights that you have as a supervisor and the functions that are created in the Functional Roles screen.
The functions are listed in alphabetical order. The default is based on the number of functions listed. If you are assigned more than one function that has view rights (as defined in the Functional Roles screen), the default value will be "Select." If you are assigned only one function, that function will be the default value. If you are assigned more than one function in the system, an additional selection, "ALL," will be available along with the function of "Self."
Your selection determines which groups display in the group list. For example, if you select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list.
Select the group(s) that you wish to view. The groups are listed in alphabetical order. If you have not chosen a group when you select the Execute pushbutton, the system will display the following error message: "At least one Employee Group needs to be selected."
Use the Select All pushbutton to select all displayed groups. Once you have made a selection, the pushbutton will become Deselect All. To select a row, highlight the row using a left mouse click.
Select a start and end date range for employee activity.
Use the Calendar Lookup to the right of the field to select the start date for the employee activity. The default date that displays is the first day of the month of the current system date.
Start Date is not a required field. However, because of the amount of information displayed in the Employee Activity screen, we recommend that you select a date range to narrow the scope. If you do not make a selection in the Start Date field, the system will attempt to retrieve all selected employee information from the beginning of the employee history.
Use the Calendar Lookup to the right of the field to select the end date for the employee activity.
To see an additional breakdown(s) of employee activity information by UDT, select the drill-down level. If you do not select any levels, you will still see the activity in a summarized manner by employee and in a detailed manner by timesheet cell date.
Select the UDT value from the drop-down box to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the UDT Options tab of the General Configuration screen. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphabetical order.
You must select a Level 1 value in order for the Level 2 field to be enabled. If you change the Level 1 value to "None" after having selected Level 1 and Level 2 values, the Level 2 field will be changed to "None" and disabled.
If you change the Level 1 value from one UDT value to another after having selected a Level 2, the Level 2 value will be changed to "None." This prevents you from selecting the same UDT value for more than one level.
Select the UDT value from the drop-down box to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the system in the UDT Options tab of the General Configuration screen. The UDT value selected as Level 1 is not included. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphabetical order.
You must select a Level 2 value in order for the Level 3 field to be enabled. If you change the Level 2 value to "None" after having selected Level 2 and Level 3 values, the Level 3 field will be changed to "None" and disabled.
If you change the Level 2 value from one UDT value to another after having selected a Level 3, the Level 3 value will be changed to "None." This prevents you from selecting the same UDT value for more than one level.
Select the UDT value from the drop-down box to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the UDT Options tab of the General Configuration screen. The UDT values selected as Level 1 and Level 2 are not included. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphabetical order.
Select additional columns to see additional UDT information when the details level is displayed at the cell level.
Select a UDT from the drop-down box to display as an additional column in the Detail Level table in the Results tab of the Employee Activity screen. The available options are the UDTs configured as useable in the UDT Options tab of the General Configuration screen.
An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "UDT10."
Select a UDT from the drop-down box to display as an additional field in the Detail Level table in the Results tab of the Employee Activity screen. The available options are the UDTs configured as useable in the UDT Options tab of the General Configuration screen.
An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "None."
Select the Execute pushbutton to retrieve the employee activity information. The Results tab will display the employee summary information. From there, you can drill down into selected levels or, if no levels are selected, you can drill down into the employee detail information.
If there are no employees in the selected group(s) or no employees in group(s) with activity within the selected date range, the system will display the following message: "No records found."
Select the Close pushbutton to close the screen and return to your splash screen.
