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 Supervisor Review form is used by supervisors to view, modify, and enter transactions on a specific employee's timecard. The Period tab displays the timecard for the employee selected on the Current Situation or Time Card Review tab.
If you have been assigned a Supervision Date Policy, this policy will determine which of your employees and which dates you can view, sign, or post events for in the supervisor timecard. If you have not been assigned a Supervision Date Policy, the supervisor timecard can only be used to view, sign, or post events for the employees that you currently have authority over.
The Period tab displays all the event hours that the employee posted during a specific 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, as defined in the Pay Policy. The employee’s 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 in the Period tab are based on the Form Profile of the logged-in user, not the Form Profile of the employee whose timecard is showing.
If an employee does not have an effective Pay Policy for the dates selected in this tab, then no timecard data will be shown.
The tasks that can be performed on the Period tab (Find, Next, Sign, etc.) must be enabled in the logged in supervisor's Security Role in order for them to display on the form. Additionally, if you have been assigned a Supervisor Role, the actions that you can carry out in this form will depend on the Functional Areas that have been assigned to your role.
Note: Supervisors cannot post time for employees that are inactive or terminated. However, supervisors who have a Security Data Role with a SUPERVISOR_ADMIN item may modify and cancel inactive and terminated employees' transactions.
See Also:
How Period Timecard Data is Displayed
Recalculate/Unrestricted Recalculate
Modifying Timecard Transactions
Deleting Timecard Transactions
The fields that are visible on the Period tab are based on the Form Profile of the logged-in user, not the Form Profile of the employee whose timecard is showing.
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 will appear 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 Employee/Person Number of the employee whose record is selected
Status
Indicates whether the period has been signed by the employee or supervisor; if the period has been payroll locked; or if an automatic clock out was posted by the ATTENDANCE service.
indicates the
employee signed the timecard.
indicates the
supervisor signed the timecard.
indicates the
period is locked for payroll. A grayed out 
icon indicates
the period is not locked for payroll.
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
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.
The date you enter can be past, present (today), or in the future. 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 on 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
Displays the first day of the pay period that includes the Effective Date.
Period End Date
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
The Auth. Range Type will be WEEKLY if Extra Work Time and Comp Time in the Pay Policy are set to Weekly. The Auth. Range Type will be PERIOD if Extra Work Time and Comp Time in the Pay Policy are set to Pay Period.
Auth. Range Start, Auth. Range End
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.
Employee Type
Identifies the employee category (Administrator, Contractor, Employee, etc.). Defined in the person’s Employment Profile. This field will display the Employee 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, the field will be blank.
Full Time/Part Time
Employee’s work agreement with the company. Used for benefit calculations and by the various policy and group guidelines to which the employee will be assigned. Also used to determine work schedules, pay rates, benefit eligibility, etc. Valid entries are Full Time, Part Time.
Defined in the person’s Employment Profile. This field will display 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, the field will be blank.
Classification Type
Indicates how the employee is paid.
HOURLY employees are paid by the hour.
SALARIED employees are paid a salary instead of an hourly rate.
NONEXEMPT refers to employees who are entitled to overtime pay.
Defined in the person’s Employment Profile. This field will display 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, the field will be blank.
Policy Group
Indicates the Policy Group to which the person belongs. Policy Groups are defined on the Employee Group form and employees are assigned to Policy Groups using the Employee Group Member tab.
This field will display the Policy Group to which the person is assigned on the Effective Date selected in the Filter section. If the person is not a member of a Policy Group on the specified Effective Date, the field will be blank.
Default Schedule
Displays the Schedule Cycle to which the person is assigned on the Effective Date selected in the Filter section. If the person does not have a default Schedule Cycle assignment on the specified Effective Date, the field will be blank.
Note that only the Schedule Cycle in the person’s default Assignment record will be shown. If the Schedule Cycle is defined in an Override assignment, it will not be displayed.
AdHoc Assignment 3
Displays the Charge Element with Charge Type ASSIGNMENT3 to which this person is assigned on the Effective Date selected in the Filter section. If the person is not assigned to an ASSIGNMENT3 Charge Type on the specified Effective Date, the field will be blank.
Note that only the ASSIGNMENT3 Charge Type in the person’s default Assignment record will be shown. If the ASSIGNMENT3 Charge Type is defined in an Override assignment, it will not be displayed.
Default Shift
Displays the Shift to which this person is assigned on the Effective Date selected in the Filter section. If the person is not assigned to a Shift on the specified Effective Date, the field will be blank.
Note that 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
Displays the Charge Element with Charge Type ASSIGNMENT1 to which this person is assigned on the Effective Date selected in the Filter section. If the person is not assigned to an ASSIGNMENT1 Charge Type on the specified Effective Date, the field will be blank.
Note that only the ASSIGNMENT1 Charge Type in the person’s 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
Displays the Charge Element with Charge Type ASSIGNMENT4 to which this person is assigned on the Effective Date selected in the Filter section. If the person is not assigned to an ASSIGNMENT4 Charge Type on the specified Effective Date, the field will be blank.
Note that only the ASSIGNMENT4 Charge Type in the person’s 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 will 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: Name of the event that was posted.
Key Name, Key Val: Lists 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: Will display the work order, operation, and activity numbers, if any, for this event. These values are defined on the Charge Element form.
Project Num, Task Num: Will display the project and task numbers, if any, for this event. These values are defined on the Charge Element form.
Indirect Charges: Will display the indirect charge number, if any, for this event. This value is defined on the Charge Element form.
Click the Filter
button at the top of the Period tab to display the filter area.
The filter area displays information about the employee whose record was selected on the Current Situation or Time Card Review form. You can change the Effective Date of the pay period you want to view.
Click Find after you select your Effective Date.
The fields that are visible on the Period tab are based on the Form Profile of the logged-in user, not the Form Profile of the employee whose timecard is showing. 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.
Click a date in the right grid to display the Daily tab for that date.
You can horizontally scroll each side of the Period timecard separately by using the horizontal scroll bars located on the bottom of the form.
The format of the hours shown on the timecard is determined by your Duration Format setting on 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. Your
web browser will display a message asking if you want to open or save
the .csv file. Open the file to view it immediately or click Save to save
it to disk.
You can sign and unsign an employee's timecard via the Sign Period/Unsign Period button on the Period tab.
The Sign/Unsign Period button will only be visible if the Sign Policy of the employee whose timecard you are viewing 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 the period has not been signed by a supervisor, the Sign Period button displays. Otherwise, the Unsign Period button displays.
Click Sign Period to add your supervisor signature to the period.
Click Sign and Next to sign the period for the selected employee and then display the timecard for the next employee listed on the Current Situation or Time Card Review form.
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 supervisor signature from the period.
If a password is required (the Supervisor Authentication on Sign setting is enabled), a pop-up form will display. Enter your login password and click OK.
When the period is supervisor signed, 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 the supervisor only signed
the first half. Likewise, the 
icon will display if the supervisor only signed the second half.
The Classify Period button will recalculate the previously unclassified timecard and classify the hours in the period.
If you are using the EWT/Comp Time feature, the Classify Period button will allow 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 will display 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 Timecard and Modify an Elapsed Transaction Using Direct Entry.
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 
.
