Filter button on the Period
tab. To show or hide the Filter fields, edit the Selection Criteria in
your Form Profile.The Period tab on the Self Service Time Card displays all the event hours you posted during a pay period, and the total hours for the pay period.
A pay period may consist of one week, two weeks, half a month, or an entire month, depending on the settings in the time reporter's Pay Policy. The Pay Policy that is in effect for the dates displayed in the timecard will determine the length of the pay period that is displayed in the Period tab.
The fields that are visible on the Period tab are based on the Form Profile of the logged on user.
If you do not have an effective Pay Policy for the dates selected on this tab, then no timecard data will be shown.
The tasks you can perform in the Period tab (Find, Next, Sign, etc.) must be enabled in your Security Role in order for them to display in the form.
See Also:
How Period Time Card Data is Displayed
Recalculate/Unrestricted Recalculate
Modifying Time Card Transactions
Deleting Time Card Transactions
Note: The fields that are visible on the Period tab are based on the Form Profile of the logged on user.
The Period tab of the timecard has two sections: a Filter section and the timecard section. The Filter section is used to select which pay period to display (see “Find Records” below).
You can show or hide fields in this tab by modifying your Form Profile.
You can change the names of these fields using the Dictionary Label form.
The Filter fields appear when you click the Filter button on the Period
tab. To show or hide the Filter fields, edit the Selection Criteria in
your Form Profile.
By default, the Name, Employee, Status, Effective Date, Period Begin Date, and Period End Date fields display in the Filter section. You must enable the other fields listed below in your Form Profile if you want them to display.
Name, Employee
These read-only fields display the name and number of the employee whose record is selected.
Status
This field indicates whether you or your supervisor signed the period; if the period has been payroll locked; or if an automatic clock out was posted by the ATTENDANCE service.
: This
icon indicates that you have signed your timecard.
: This
icon indicates that your supervisor has signed your timecard.
: This icon indicates the period
is locked for payroll. A grayed out 
icon indicates
the period is not locked for payroll.
: This icon indicates an automatic
clock out was posted by the ATTENDANCE service.
For split days in 9-80 schedules,
the sign and payroll lock Status icons may have half indicators (part
of the icon is grayed out). This icon indicates only the first or second
half of the day was signed or payroll locked. For example, 
indicates a supervisor
signature is only on the first half of a split day. The 
icon indicates an employee
signature is only on the second half of a split day. The 
icon indicates only the
second half of a split day is payroll locked.
Effective Date
This field determines the pay period that is displayed on the Period tab. A pay period may consist of one week, two weeks, half a month, or an entire month, depending on the settings in the employee’s Pay Policy.
You can enter a past, present (today), or future date. The default Effective Date is the current period begin date, so the current pay period records will display for the selected employee.
Note: If you search for records in the Weekly, Daily, or Punch Time tab using a different Effective Date or Posting Date, this new date will display in the Period tab as well.
Click the 
and 
buttons to scroll to the previous or next pay period. Click the 
button to display a calendar from which
you can select another date. All the days in the pay period will display
on the Period tab.
Period Begin Date
This field displays the first day of the pay period that includes the Effective Date.
Period End Date
This field displays the last day of the pay period that includes the Effective Date.
EWT Hours
Displays the Approved EWT hours from the Authorized Hours form for the Effective Date you selected.
Comp Time Hours
Displays the Approved Comp Time hours from the Authorized Hours form for the Effective Date you selected.
Auth. Range Type
This field displays WEEKLY if Extra Work Time and Comp Time in the Pay Policy are set to Weekly; PERIOD if Extra Work Time and Comp Time in the Pay Policy are set to Pay Period.
Auth. Range Start, Auth. Range End
These fields display the dates for the Auth. Range Type (WEEKLY or PERIOD) based on the Pay Policy that is in effect on the Effective Date you selected.
Person Type
This field identifies your employee category (Administrator, Contractor, Employee, etc.). Defined in your Employment Profile. This field will display the Person Type from the Employment Profile that is in effect on the Effective Date selected in the Filter section. If there is no Employment Profile record for the specified Effective Date, this field is blank.
Full Time/Part Time
This field indicates your work agreement with the company. It is used for benefit calculations and the various policy and group guidelines to which the employee will be assigned. It is also used to determine work schedules, pay rates, benefit eligibility, etc. Valid entries are Full Time or Part Time.
This field displays the Full Time/Part Time setting from the Employment Profile that is in effect on the Effective Date selected in the Filter section. If there is no Employment Profile record for the specified Effective Date, this field is blank.
Classification Type
This field indicates how you are paid.
The options are:
HOURLY: Employees are paid by the hour.
SALARIED: Employees are paid a salary instead of an hourly rate.
NONEXEMPT: Employees are entitled to overtime pay.
This field displays the Classification Type from the Employment Profile that is in effect on the Effective Date selected in the Filter section. If there is no Employment Profile record for the specified Effective Date, this field is blank.
Policy Group
This field indicates the Policy Group to which you belong. Policy Groups are defined in the Person Group form and employees are assigned to Policy Groups using the Person Group Member tab.
This field displays the Policy Group to which you are assigned on the Effective Date selected in the Filter section. If you are not a member of a Policy Group on the specified Effective Date, this field is blank.
Default Schedule
This field displays the Schedule Cycle to which you are assigned on the Effective Date selected in the Filter section. If you do not have a default Schedule Cycle assignment on the specified Effective Date, this field is blank.
Note that only the Schedule Cycle in your default Assignment record will be shown. If the Schedule Cycle is defined in an Override assignment, it will not be displayed.
AdHoc Assignment 3
This field displays the Charge Element with Charge Type ASSIGNMENT3 to which you are assigned on the Effective Date selected in the Filter section. If you are not assigned to an ASSIGNMENT3 Charge Type on the specified Effective Date, this field is blank.
Note: Only the ASSIGNMENT3 Charge Type in your default Assignment record will be shown. If the ASSIGNMENT3 Charge Type is defined in an Override assignment, it will not be displayed.
Default Shift
This field displays the Shift to which you are assigned on the Effective Date selected in the Filter section. If you are not assigned to a Shift on the specified Effective Date, this field is blank.
Note: Only the Shift in the person’s default Assignment record will be shown. If the Shift is defined in an Override assignment, it will not be displayed.
AdHoc Assignment 1
This field displays the Charge Element with Charge Type ASSIGNMENT1 to which you are assigned on the Effective Date selected in the Filter section. If you are not assigned to an ASSIGNMENT1 Charge Type on the specified Effective Date, this field is blank.
Note: Only the ASSIGNMENT1 Charge Type in your default Assignment record will be shown. If the ASSIGNMENT1 Charge Type is defined in an Override assignment, it will not be displayed.
AdHoc Assignment 4
This field displays the Charge Element with Charge Type ASSIGNMENT4 to which you are assigned on the Effective Date selected in the Filter section. If you are not assigned to an ASSIGNMENT4 Charge Type on the specified Effective Date, this field is blank.
Note: Only the ASSIGNMENT4 Charge Type in your default Assignment record will be shown. If the ASSIGNMENT4 Charge Type is defined in an Override assignment, it will not be displayed.
By default, the fields listed below appear in the timecard section. You can also enable additional fields below in your Form Profile (Resultset Fields section) if you want them to display.
See “How Period Time Card Data is Displayed” below for more information on how to view the timecard data.
Event
This field displays the name of the event that was posted.
Key Name, Key Val
These fields list the prompts and values associated with the Event (such as Order Number and Operation Number). For example, Key Name = /F_ORDER_NUM/F_OPERATION_NUM/F_ACTIVITY_NUM and Key Value = /3000/10/10.
Order Num, Operation Num, Activity Num
These fields display work order, operation, and activity numbers, if any, for this event. These values are defined in the Charge Element form.
Project Num, Task Num
These fields display the project and task numbers, if any, for this event. These values are defined in the Charge Element form.
Indirect Charges
This field displays the indirect charge number, if any, for this event. This value is defined in the Charge Element form.
To find records:
Click the
Filter button at the top of
the Period tab.
The filter area displays your identifying information and information about the selected pay period.
Enter the Effective Date of the pay period you want to view.
Click Find after you select your Effective Date.
Note: The fields that are visible in the Period tab are based on the Form Profile of the logged on user. You can show or hide these fields by modifying your Form Profile.
The left grid of the Period timecard displays the charge items and descriptions.
The right grid displays the hours posted to the charge item, the total hours charged to the item, and the total hours posted to all charge items for the entire pay period.
To display the Daily tab for a date:
Click a date in the right grid.
Use the horizontal scroll bars on the bottom of the form to view each side of the Period timecard separately.
The format of the hours shown on the timecard is determined by your Duration Format setting in the Preferences form. The options are CLOCK (HH:MM:SS) and DECIMAL (0.00).
Standard rounding rules apply to the timecard. Time entered in the timecard is automatically converted, stored, and displayed according to the applicable Rounding Policy. For example, if a person’s rounding interval is configured to be “Nearest Six Minutes” and the duration amount of 1:05 (one hour, five minutes) is entered into their timecard, the system will convert, store, and display the time as 1:06 (one hour, six minutes) to conform to the time rounding rules. The system applies the Rounding Policy of the person whose timecard is being modified. If a supervisor is modifying an employee’s timecard, the employee’s Rounding Policy is used. In the Self Service timecard, the logged on user’s Rounding Policy is used.
To download the timecard records on the Period tab:
Click the 
Download button.
A message displays asking if you want to open or save the .csv file.
Click Open to view it immediately or click Save to place a copy in your disk.
You can add and remove your employee signature from the pay period using the Sign Period/Unsign Period button on the Period tab.
The Sign/Unsign Period button is only visible if your Sign Policy has the Supervisor Sign Option enabled for Period. The Sign Period button also has to be enabled in your Security Role.
Ensure that the pay period you want to sign/unsign is displayed (if necessary, change the Effective Date in the filter area).
If you have not signed the period, the Sign Period button displays. Otherwise, the Unsign Period button displays.
Click Sign Period to add your employee signature to the period.
If you are using the Time Card Check feature, and there are hours exceptions in the period, such as underreported or overreported hours, the Time Card Check pop-up form will appear. This form will list any error or warning messages that resulted from the hours exceptions. If there are any error violations in this form, the period will not be signed.
Click Unsign Period to remove your employee signature from the period.
If a password is required (the Employee Authentication on Sign setting is enabled), a pop-up form will display. Enter your login password and click OK.
When you have signed the period, the
icon will appear in the Status
field in the filter area of the Period tab. This icon will also appear
above each day in the right grid of the Period tab.
If the period includes a split
day in a 9-80 schedule, and each half is not displaying separately
(the summary_show_mid_period_split_day Form Setting is disabled), a half
indicator may display to indicate if only part of the day was signed.
The 
icon will display if you only signed the first
half. Likewise, the icon will
display if you only signed the second half.
The Classify Period button recalculates the previously unclassified timecard and classify the hours in the period.
If you are using the EWT/Comp Time feature, the Classify Period button allows you to wait and classify the timecard after all the hours have been worked and all EWT or Comp Time has been authorized. With this method, adjustments to the timecard will not affect the hours classifications, and you will not have to reprocess the payroll export unnecessarily.
The Classify Period button displays if your Pay Policy has Time Classification set to MANUAL. The Classify Period button must also be enabled in your Security Role.
If the employee’s Pay Policy uses MANUAL Time Classification, you can also configure the Sign Policy to classify the timecard when you sign the week or pay period.
The Save button is used to save any hourly modifications you make directly in the grid. See Add Hours Directly to the Time Card and Modify an Elapsed Transaction Using Direct Entry.
The Add Import Charges button is available when the Preferences form has Time Card Import set to MANUAL. Use this option to manually determine which recently used charges/events you would like to appear in the timecard so you can charge time against them.
Click the Add Import Charges button.
The Import Charges form displays.
Use the View Periods and Event Type fields to specify which types of charges you want to import.
View Periods is the number of previous pay periods you want to include when selecting charges to import. For example, if you enter "1," the charges from the previous pay period will be available for import. If you enter "2," the charges from the previous two pay periods will be available for import.
Event Type specifies the types of events you want to import.
Click Find on the Import Charges form. The charges will appear in the grid.
In the grid, select the charges/events you would like to add to the timecard and click Import.
The events display on your timecard for the current period and are available to charge time against for the rest of the pay period.
To remove an imported charge, click the trash icon next to the event on the timecard.
Supervisors and employees can view, add, modify, and delete comments in the timecard for a particular pay period. Unlike comments and reason codes, which are associated with a specific transaction, timecard comments are associated with a specific pay period.
If the period you are viewing in the timecard has comments,
the Comments icon 
in the Filter area will be enabled.
To view these comments, hover over this icon.
To add, modify, or delete timecard comments:
Go to the timecard Filter and select an Effective Date or Posting Date that is in the pay period for which you are adding, modifying or deleting the comment.
Click 
.
