The Interim Timesheet Inquiry screen enables you to easily identify timesheets that are currently signed on an interim basis by someone other than the employee for whom the timesheet was entered. You can use this screen to view or print a list of those timesheets. From the Notifications tab, you can also send a notification to the employees that they need to provide a replacement signature for their timesheets.
You can save sets of timesheet selection parameters so that you or others can reuse them for subsequent inquiries. You can also used saved parameters to set up the inquiry to run as a scheduled process.
Use the screen functions to add, save, delete, or search for and select a set of inquiry parameters.
Click 
New to enter a new set of inquiry parameters.
When you click New, the Criteria tab is cleared so you can enter new parameters.
If you previously selected one or more sets of parameters using the search function or you executed an inquiry, those selections and results are cleared also.
If you enter a new set of inquiry parameters or make changes to an existing set, click 
Save to save your entries.
When you click Save, the Save Parameters dialog box opens so you can assign a code and description and select settings.
To delete a set of inquiry parameters that you created previously, first click Search to select it and then click 
Delete.
You can only delete sets of parameters that you created. You cannot delete sets created by other users.
Click Search to select the set or sets of parameters you want to use to retrieve interim timesheets for the inquiry.
When you click Search, the Parameter Code Search dialog box opens. Specify any search parameters you want and click Execute. You can search by code, description, and whether or not the sets of parameters should include public sets, sets created by you, or both. You can also choose to sort the results of the search by code or by description.
In the list of parameter codes returned by the search, select the box for the set (or sets) of parameters you want to use for the inquiry and click OK.
Use the Criteria tab to provide the search parameters for the inquiry.
Timesheets After
Click 
next to Timesheets After and select a beginning date for selecting timesheets for the inquiry. The inquiry results only include timesheets dated on or after the date you select.
The controls in the Group group box enable you to specify the employee groups for which you want to review interim timesheets.
If you have only one supervisory functional role, that role appears in Function.
If you have more than one supervisory functional role, you can select one of those roles or you can select All.
In either case, the list is updated to show the employee groups for which you have the selected role or roles.
The controls in the Group group box enable you to specify the employee groups for which you want to review interim timesheets.
The list under Group displays the employee groups for which you have the functional role or roles you selected in Function.
Select the groups you want to include in the inquiry:
To select a single group, click it.
To select more than one group, press the Ctrl key while you click each one.
To select all of the groups, click the Select All button.
To select all employee groups in the list under Group, click Select All.
When all groups are selected, the button label changes to Deselect All. Click Deselect All if you want to reverse your selections and start over with no groups selected.
From the list in the Class group box, select one or more timesheet classes for which you want to review interim timesheets.
To select a single timesheet class, click it.
To select more than one timesheet class, press the Ctrl key while you click each one.
To select all of the timesheet classes, click the Select All button.
To select all timesheet classes in the list under Class, click Select All.
When all timesheet classes are selected, the button label changes to Deselect All. Click Deselect All if you want to reverse your selections and start over with no classes selected.
In Sort By, indicate if you want the results sorted by employee name or by timesheet class description.
This setting is also used to sort data on the Interim Timesheet Inquiry Report if you view or print it from the Results tab or as part of a scheduled process.
Click Execute to run the inquiry using the parameters you have entered. The results appear on the Results tab.
A timesheet appears in the results if all of the following are true:
The timesheet is signed by someone other than the employee for whom it was entered.
The timesheet date is on or after the date in Timesheets After.
The employee for whom the timesheet was entered belongs to one of the selected employee groups.
The employee for whom the timesheet was entered belongs to one of the selected timesheet classes.
The Results tab displays the list of timesheets with interim signatures based on your selection parameters. You can also preview and print the Interim Timesheet Inquiry Report from the Results tab.
The name of the employee for whom the interim timesheet was entered.
The timesheet class to which the employee belongs.
The employee's timesheet schedule.
The timesheet's period ending date.
The employee who signed the timesheet on an interim basis.
Click Preview/Print to view or print the Interim Timesheet Inquiry Report for the timesheets shown in the results grid. (You can also choose to print this report if you set up this inquiry as a scheduled process.)
The Interim Timesheet Inquiry Report shows the results from the Results tab and the parameters used to produce those results.
Use the Notifications tab to notify the employees that they have interim signatures on their timesheets.
In Notes, you can enter a note to be included for tasks and alerts that are sent to the employee.
If you have set up an event with Interim Timesheet Inquiry as the action, you can click Notify to send alerts or email messages (for example, to remind employees to replace the interim signature with their own).
When you click Save in the Interim Timesheet Inquiry screen, the Save Parameters dialog box opens. Use this dialog box to assign a code, description, and options to a new set of paramenters or to change the description or options for an existing set of parameters.
If this is a new set of parameters, enter a unique code in Code to identify the set of parameters you are saving.
If you are saving changes to a set of parameters you created, the code cannot be changed.
If you made changes to a public set of parameters created by someone else, you must save those changed parameters as a new set, so a new code is required.
In Description, enter a description of the set of parameters you are saving.
If you want other users to have access to the set of parameters you are saving, select Public. If you do not select Public, only you can use the set of parameters.
Select Print Report if you want the Interim Timesheet Inquiry Report printed if the set of parameters is used when Interim Timesheet Inquiry is run as a scheduled process.
The Interim Timesheet Inquiry Report shows the information for the timesheets selected by the parameters, along with the parameters themselves.
Select Send Notification if you want notifications sent if the set of parameters is used when Interim Timesheet Inquiry is run as a scheduled process.
Click OK to save the set of parameters and return to the Interim Timesheet Inquiry screen.
Click Cancel to close the Save Parameters dialog box without saving the set of parameters.