Filter
button on the Daily tab. To show or hide the Filter fields, edit the Selection
Criteria in your Form Profile.The Daily tab on the Self Service Time Card displays all the event hours you posted during a specific day.
On the Daily tab, you can add, modify and delete both elapsed and punch transactions. Note that you cannot modify automatic punches such as transactions posted automatically from a person's schedule, Late Arrivals, Early Departures, Gap Events and Outside Gap Events.
If you do not have an effective Pay Policy for the date selected in this tab, then no timecard data will be shown.
The tasks you can perform on the Daily tab (Find, Next, Sign, etc.) must be enabled in your Security Role in order for them to display in the form.
The fields that are visible on the Daily tab are based on the Form Profile of the logged-in user.
See Also:
How Daily Timecard Data is Displayed
Recalculate/Unrestricted Recalculate
Modifying Timecard Transactions
Deleting Timecard Transactions
Note: The fields that are visible on the Daily tab are based on the Form Profile of the logged on 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 Daily tab of the timecard has two sections: a Filter section and the timecard section. The Filter section is used to select which day to display (see “Find Records” below).
You can show or hide fields on 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 Daily tab. To show or hide the Filter fields, edit the Selection
Criteria in your Form Profile.
By default, the Name, Employee, Status, and Posting Date fields 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 your name and employee number.
Status
Indicates whether you or your supervisor signed the day; if the day 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 day 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.
Posting Date
This field indicates the day that is displayed on the Daily tab.
You can enter a past, present (today), or future date. The default Posting Date is the current date, so your current day’s records are displayed.
Click 
or 
buttons
to scroll to the previous or next day. Click 
to display a calendar from which you can select another date.
Note: If you search for records in the Period, Weekly, or Punch Time tab using a different Effective Date or Posting Date, this new date will display in the Daily tab as well.
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 on the Employee Group form and employees are assigned to Policy Groups using the Employee 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 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 Daily Timecard 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.
Click the
Filter button at the top of
the Daily tab.
The filter area displays your information.
Enter the Posting Date of the pay period you want to view.
Click Find after you select your Posting Date.
Note: The fields that are visible in the Daily tab are based on the Form Profile of the logged-in user. You can show or hide these fields by modifying your Form Profile.
The left grid of the Daily timecard displays the charge items and descriptions.
The right grid displays the duration details posted to the charge item, and the total hours charged to the item. If your Form Profile allows, you may also see comments and/or reason codes that were entered during a transaction.
You can scroll each side of the Daily timecard separately using the horizontal scroll bars on the bottom of the form.
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), or 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.
If you have the Show Adjustments check box marked in your Preferences settings, the timecard will display any adjustments that have been made to elapsed or punched transactions. The adjusted hours will stay visible on the timecard, but will be grayed out with a line through the entry. The adjusted hours will not count towards the total hours. To hide the adjusted hours, clear the Show Adjustments check box on the Preferences form.
To download the timecard records in the Daily 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 day using the Sign Day/Unsign Day button on the Daily tab.
The Sign/Unsign Day button is only visible if your Sign Policy has the Supervisor Sign Option enabled for Day. The Sign Day button also has to be enabled in your Security Role.
Ensure that the day you want to sign/unsign is displayed (if necessary, change the Posting Date in the filter area).
If you have not signed the day, the Sign Day button displays. Otherwise, the Unsign Day button displays.
Click Sign Day to add your employee signature to the day.
If you are using the Time Card Check feature, and there are hours exceptions in the day, 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 day will not be signed.
Click Unsign Day to remove your employee signature from the day.
If a password is required (the Employee Authentication on Sign setting is enabled), a pop-up form displays. Enter your login password and click OK.
When you have signed the day, the
icon will appear in the Status
field in the filter area of the Daily tab. If the day is a split
day, the 
icon will display if you only signed
the first half. Likewise, the
icon will display if you only signed the second half.
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.
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.
If your Form Profile permits, you can view an event’s Comments and/or Reason Codes on the Daily tab of the timecard.
For information on how to make these columns visible, see Add Comment and Reason Code Columns to Daily Timecard.
The Comment column displays the comment text entered when the event was added, modified, or deleted.
The Comment/Reason/Desc column displays both the reason code (with its description) and the comment text entered when the event was added, modified, or deleted.
The Reason Code column displays the reason code selected when the event was added, modified, or deleted.
The Reason Code/Desc column displays the reason code (with its description) selected when the event was added, modified, or deleted.
If your Security Role permits, you can also
add, modify, and delete an event’s comments and reason codes by clicking
the 
icon.
See Configuration to Modify Comments and Reason Codes in Daily Timecard for information on enabling this option.
When you click the icon,
the Comment And Reason Codes pop-up form appears. Use this form to view,
add, modify,
and delete the transaction’s
comments and reason codes.
Click the Filter
button to display the Show Deleted check box. When this check
box is selected, any comments or reason codes that were deleted will display
when you click Find.
Type
This field indicates whether the item is a COMMENT or a REASON code.
Charge Code Value
If the Type is REASON, this field displays the reason code. If the Type is COMMENT, this field will be blank.
Comment
If the Type is COMMENT, this field displays the comment text. If the Type is REASON, this field displays the reason code and its description.
Required
If this check box is selected, the reason code or comment was required when the event was posted. The configuration to require comments and reason codes is done in the Event Policy.
Record Status
This indicates whether the record is Active or Inactive.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
On the Comment And Reason Codes pop-up form, click Add.
The Add Comment and Reason Codes form displays.
In the Type field, select COMMENT if you are adding a comment. Select REASON if you are adding a reason code.
If you selected COMMENT, enter the comment text in the Comment box.
If you selected REASON, select the Charge Code from the drop-down list.
If you want to add more than one comment/reason code, click Save and Add. Otherwise, click Save.
On the Comment And Reason Codes pop-up form, select the comment or reason code and click Modify.
The Modify Comment and Reason Codes form displays.
Modify the comment or reason code as necessary.
Click Save.
On the Comment And Reason Codes pop-up form, select the comment or reason code and click Delete.
Click OK to confirm the action.
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 
.
