Contents of the Timesheet Custom Search Dialog Box

Use the fields and options to specify search criteria and save the search, either for yourself or for yourself and others.

Field Description
Search Name Enter a name for the custom search.
+ Save Options Click + and select one or more security roles that can access this search. Depending on your security rights, you can save the search for everyone (all security roles), for your role, or for specific security roles:
  • If you do not have the appropriate security rights to save searches for others, you can only save searches for yourself, which are listed in the My Searches list.
  • If you do have the appropriate security rights, the names of the searches that you make available to others are listed in the Shared Searches list.

For more information, see the Personal and Shared Searches online help topic.

Period Status Select the timesheet period status:
  • Open: The timesheet period is open for processing. Users with Staff access can open a timesheet, enter and edit data, and submit the timesheet. Users with Group, Company, or System access can enter, edit, submit, and approve any timesheet to which they have access.
  • Closed: The timesheet period is closed for processing. Users with Staff access can open, copy, or print a timesheet, but cannot enter or edit timesheet data, or submit it. Users with Group, Company, or System access can still enter, edit, submit, and approve any timesheet to which they have access.
  • Closed to Staff: The timesheet period Status field is set to Administrators in Settings > Time > Time Periods and you have Group, Company, or System access rights set in the Administration Level field on the Time & Expense tab of the Employees hub. You can open and copy your timesheet, enter and edit data, and submit it if resubmitting is allowed.
  • Closed to Group Admin: The timesheet period Status field is set to System Administrators in Settings > Time > Time Periods and you have Company or System access rights set in the Administration Level field on the Time & Expense tab of the Employees hub. You can open and copy your timesheet, enter and edit data, and submit it.
Timesheet Group Select a timesheet group to include in the search. Timesheet groups include employees that are assigned to groups in Time Settings.
Timesheet Status Select the timesheet status, or processing stage, to include in the search:
  • In Progress: The timesheet is incomplete and not submitted. You can enter and edit timesheet data and print the timesheet.
  • Submitted: The timesheet is submitted for processing but not yet approved. You can open and print the timesheet but you cannot enter or edit data on it unless your security access allows you to resubmit timesheets.
  • Approved: The timesheet is approved and ready to be posted. You can open and print the timesheet but you cannot enter or edit data on it unless your security access allows you to resubmit timesheets.
  • Posted: The timesheet is posted. You can open and print the timesheet but you cannot enter or edit data on it.

Your system administrator can change the status of a timesheet at any time before the timesheet is posted.

Employee Select the name of the employee(s) to include in the search. This list includes all employees who are associated with the timesheet.
Employee Status Select the status of the employee to include in the search:
  • Active: You can use this employee in any transactions that require an employee number.
  • Inactive: When you use this employee for transactions that require an employee number, you receive a warning message to let you know that this employee is inactive. However, you are still allowed to enter the transaction.
  • Terminated: You cannot use this employee for transactions that require an employee number. You can still print reports and W-2 forms for the employee.

You can change the employee's status on the Summary pane in the Employees hub.