Weekly Tab – Supervisor Timecard

The Weekly tab on the Supervisor Review form is used by supervisors to view, modify, and enter transactions on a specific employee's timecard. The Weekly 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 Weekly tab displays all the event hours that the employee posted during a specific calendar week, and the total hours for the week. 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 fields that are visible on the Weekly tab are based on the Form Profile of the logged-in user, not the Form Profile of the employee whose timecard is showing.

The tasks that can be performed on the Weekly 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. See Supervisor Role for more information.

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:

Fields on the Weekly Tab

Find Records

How Weekly Timecard Data is Displayed

Download Records

Sign/Unsign a Week

Recalculate/Unrestricted Recalculate

Save

Add Elapsed

Add Punch

Add Punch Pair

Adding Timecard Transactions

Modifying Timecard Transactions

Deleting Timecard Transactions

Transaction Details

Print the Timecard

Timecard Comments

 

Fields on the Weekly Tab

The fields that are visible in the Weekly tab are based on the Form Profile of the logged-in user, not the Form Profile of the employee whose timecard is showing.

The Weekly tab of the timecard has two sections: a Filter section and the timecard section. The Filter section is used to select which pay week 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.

 

Filter Fields

The Filter fields appear when you click the Filter button on the Weekly 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 Person Number of the employee whose record is selected

Status

Indicates whether the week has been signed by the employee or supervisor; if the week 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 week is locked for payroll. A grayed out icon indicates the week 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 week that is displayed on the Weekly tab.

The date you enter can be past, present (today), or in the future. The default Effective Date is the current date.

Note: If you search for records on the Period, Daily, or Punch Time tab using a different Effective Date or Posting Date, this new date will display on the Weekly tab as well.

Click the and buttons to scroll to the previous or next week. Click the button to display a calendar from which you can select another date. All the days in the week will display on the Weekly tab.

Period Begin Date

Displays the first day of the week that includes the Effective Date.

Period End Date

Displays the last day of the week 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.

 

Timecard Fields

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 Criteria section) if you want them to display.

See “How Weekly Timecard 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.

 

Find Records

Click the Filter button at the top of the Weekly 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 week you want to view.

Click Find after you select your Effective Date.

 

How Weekly Timecard Data is Displayed

The fields that are visible on the Weekly 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 Weekly 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 week.

Click a date in the right grid to display the Daily tab for that date.

You can horizontally scroll each side of the Weekly 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.

 

Download Records

To download the timecard records in the Weekly 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.

 

Sign/Unsign a Week

You can sign and unsign an employee's timecard via the Sign Week/Unsign Week button on the Weekly tab.

The Sign/Unsign Week button will only be visible if the Sign Policy of the employee whose timecard you are viewing has the Supervisor Sign Option enabled for Week. The Sign Week button also has to be enabled in your Security Role.

  1. Ensure that the week you want to sign/unsign is displayed (if necessary, change the Effective Date in the filter area).

    If the week has not been signed by a supervisor, the Sign Week button displays. Otherwise, the Unsign Week button displays.

  2. Click Sign Week to add your supervisor signature to the week.

  3. Click Sign and Next to sign the week for the selected employee and then display the timecard for the next employee listed on the Current Situation or Time Card Review form.

  4. If you are using the Timecard Check feature, and there are hours exceptions in the week, 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 week will not be signed.

  5. Click Unsign Week to remove your supervisor signature from the week.

  6. 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 week is supervisor signed, the  icon will appear in the Status field in the filter area of the Weekly tab. This icon will also appear above each day in the right grid of the Weekly tab.

If the week 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.

 

Save

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.

 

Timecard Comments

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:

  1. 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.

  2. Click .