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Deltek Time and Expense 10.0 Help

Contents

  • Welcome Topic
    • UDT Naming
    • Expense
      • Plan Expenses
        • The Expense Authorization Form
          • Display the Expense Authorization Form
          • Header Area of the Expense Authorization Form
          • Background Section
            • Purpose Tab
            • Locations Tab
            • Default Charge(s) Tab
            • Background Screens
              • Add Locations Screen
              • Edit Locations Screen
            • Background Task
              • Lookup an Employee
          • Planned Expenses Section
            • Planned Expenses Screen
            • Charge Allocation Tab of the Add or Edit Expense Screen
            • Details Tab of the Add or Edit Expense Screen
            • Planned Expenses Task
              • Add or Edit a Planned Expense
          • Supporting Schedules Section
            • Charge Distribution Tab
            • Blanket Tab
            • Advances Tab
            • Revisions Tab
            • Supporting Schedules Task
              • Request an Advance
          • Workflow Status Section
            • Workflow Status Screen
            • Attachments Screen
        • Expense Authorization Screens and Dialog Boxes
          • Search Dialog Box
            • Location
            • Contents
          • Copy Expense Authorization Dialog Box
            • Location
            • Contents
          • Print Dialog Box
            • Location
            • Contents
          • Submit Screen
            • Display the Submit Screen
            • Errors/Warnings Tab of the Submit Screen
            • Advance Request Tab of the Submit Screen
            • User Directed Workflow Tab of the Submit Screen
            • Authenticate Signature Tab of the Submit Screen
            • Submit Screen Task
              • Assign a Task to a Person (Role)
        • Expense Authorization Tasks
          • Create a New Expense Authorization
          • Copy an Expense Authorization
          • Copy an Expense Authorization for Multiple Employees
          • Add or View Notes
          • Submit an Expense Authorization
          • Print an Expense Authorization
          • Void an Expense Authorization
          • Approve or Reject an Expense Authorization
      • Record Expenses
        • The Expense Report Form
          • Display the Expense Report Form
          • Header Area of the Expense Report Form
          • Background Section
            • Purpose Tab
            • Locations Tab
            • Advances Tab
            • Charges Tab
            • Background Screens
              • Add Location Screen
              • Edit Location Screen
            • Background Task
              • Look Up an Employee
          • Claimed Expenses Section
            • Claimed Expenses Screen
            • Table Layout
            • Claimed Expenses Screens
              • Add/Edit Expense Screen
              • Outstanding Expenses Tab of the Add/Edit Expense Screen
              • Details Tab of the Add/Edit Expense Screen
                • Car Rental Details Tab of the Add/Edit Expense Screen
                • Entertainment Details Tab of the Add/Edit Expense Screen
                • Lodging Details Tab of the Add/Edit Expense Screen
                • Meals Details Tab of the Add/Edit Expense Screen
                • Mileage Details Tab of the Add/Edit Expense Screen
                • Other Details Tab of the Add/Edit Expense Screen
                • Transportation Details Tab of the Add/Edit Expense Screen
              • Amount Tab of the Add/Edit Expense Screen
                • Other Lodging Expenses Section of the Amount Tab
                • Room Rates Section of the Amount Tab
                • Amount Dialog Boxes
                  • Ceiling Adjustment Explanation Dialog Box
              • Taxes Tab of the Add/Edit Expense Screen
              • Charge Allocations Tab of the Add/Edit Expense Screen
              • Charge Allocations Tab: User Defined Tables
            • Claimed Expenses Tasks
              • Edit a Claimed Expense
              • Add Expenses
          • Supporting Schedules Section
            • Other Supporting Schedules
            • Charge Distribution Tab
            • Receipt Status Tab
            • Voucher Distribution Tab
            • Voucher Distribution Tab
          • Workflow Status Section
            • Workflow Status Section
            • Attachments Screen
        • Expense Report Screens and Dialog Boxes
          • Search Dialog Box
          • Copy Expense Report Dialog Box
          • Print Dialog Box
          • Submit Screen
            • Display the Submit Screen
            • Errors/Warnings Tab of the Submit Screen
            • User Directed Workflow Tab of the Submit Screen
            • Receipt Information Tab of the Submit Screen
            • Due Company Tab of the Submit Screen
            • Authenticate Signature Tab of the Submit Screen
            • Submit Screen Task
              • Assign a Task to a Person (Role)
        • Expense Report Tasks
          • Create a New Expense Report
          • Copy an Expense Report
          • Copy an Expense Report for Multiple Employees
          • Add or View Notes
          • Submit an Expense Report
          • Print an Expense Report
          • Void an Expense Report
          • Approve or Reject an Expense Report
          • Correct an Expense Report
        • Expense Report Concepts
          • Corrected Expense Reports
          • Expense Report Correction Restrictions
          • Fields Disabled During Correction of Expense Reports
          • Advances
      • Process
        • Export ERs / Advances
          • Export ERs / Advances Screen
          • Export Transformer
          • Export ERs/Advances Dialog Box
            • Print Dialog Box
          • Export Tasks
            • Export Corrected Expense Reports
        • Export Commitments
        • Manage Batch Expense
          • Manage Batch Expenses Screen
          • Maintain Imported Expenses Dialog Boxes
            • Import Dialog Box
            • Import Errors Dialog Box
            • Import Results Dialog Box
          • Add/Edit Expense Wizards
            • Display the Add/Edit Expense Wizards
            • First Wizard Page
            • Second Wizard Page
            • Car Rental Wizard Page
            • Lodging Wizard Page
            • Entertainment and Meals Wizard Page
            • Other Wizard Page
            • Transportation Wizard Page
        • Compute Commitments
      • Analyze
        • Outstanding Aging Report
          • Display the Outstanding Aging Screen
          • Screen Fields
          • Report Results
          • Notifications Tab of the Outstanding Aging Screen
      • Audit
        • Expense Report Status
          • Display the Expense Report Status Screen
          • Screen Fields
          • Report Results
          • Notifications Tab of the Expense Report Status Screen
        • Expense Authorization Status
          • Display the Expense Authorization Status Screen
          • Screen Fields
          • Report Results
          • Notifications Tab of the Expense Authorization Status Screen
        • View Commitments Inquiry
          • Display the View Commitments Inquiry Screen
          • Criteria Tab
          • Results Tab
          • Commitment Inquiry/Report Tasks
            • Print Employee Results
            • Print Project Results
        • Print Commit
          • Print Commit Display the Screen
          • Print Commit Report Screen
          • Report Results
      • Settings
        • Configure Expense Settings
          • Display the Configure Expense Settings Screen
          • UDT Options Subtask
          • Aging Options Subtask
          • Signature/Approval Text Subtask
          • Export Options Tab
          • Miscellaneous Tab
        • Manage Currencies
        • Manage M&IE Breakdown
        • Manage Providers
          • Display the Manage Providers Screen
          • Manage Providers Screen Fields
          • Visa Supplier Names Subtask
        • Manage Expense Charge Types
        • Manage Pay Methods
          • Display the Manage Pay Methods Screen
          • Basic Information Tab of the Pay Methods Screen
          • Charge Defaults Tab
        • Manage Currency Schedules
          • Display the Manage Currency Schedules Screen
          • Basic Information Tab of the Currency Schedules Screen
          • Exchange Rates Tab of the Currency Schedules Screen
        • Manage Per Diem Schedules
          • Display the Manage Per Diem Schedules Screen
          • Basic Information Section
          • Manage Per Diem Schedules Screen
          • Per Diem Schedules Dialog Box
            • Add Line Dialog Box
        • Tax Schedules
          • Display the Tax Schedules Screen
          • Usage of the Tax Schedules Screen
          • Basic Information Tab
          • Tax Schedule Rates Screen
          • Charge Defaults Tab
          • Tax Schedules Labels Table Window
          • Tax Schedules Dialog Boxes
            • Add Rate Dialog Box
            • Edit Rate Dialog Box
        • Manage Expense Types
          • Multiple Day Ceiling Calculation of Meals
          • Display the Manage Expense Types Screen
          • Basic Information Tab
          • Input Options Tab
          • Tasks Subtask
          • Rates/Ceilings Subtask
          • Charge Types Subtask
          • UD Values One Subtask
          • Exp Types UD Values Two Subtask
          • Exp Types User-Defined Field Three Subtask
          • Other Lodging Subtask
          • Providers Subtask
          • Pay Methods Subtask
          • Expense Types Dialog Boxes
            • Add Task Dialog Box
            • Add Rates-Ceilings Dialog Box
            • Add UDT Values Dialog Box
            • Add Other Lodging Dialog Box
            • Edit Other Lodging Dialog Box
        • Manage Expense Report Types
          • Display the Manage Expense Report Types Screen
          • Manage Expense Report Types Screen Fields
          • Categories Subtask
          • Expense Report Types Subtask
          • Expense Report Tasks Subtask Screen
          • Expense Authorization Tasks Subtask
          • Expense Authorization Advance Tasks Subtask
          • UD Values One Subtask
          • Expense Report Types Dialog Boxes
            • Add Categories Dialog Box
            • Edit Categories Dialog Box
            • Add Exp Types Dialog Box
            • ER Add Task Dialog Box
              • Location
              • Contents
            • EA Add Task Dialog Box
            • Add Advance Dialog Box
        • Manage Expense Classes
          • Display the Manage Expense Classes Screen
          • Basic Information Tab
          • Expense Report Types Subtasks
          • Pay Methods Tab of the Expense Classes Screen
          • Workflow Notifications Tab of the Expense Classes Screen
        • Manage Batch Types Screen
          • Overview of the Batch Types Feature
          • Display the Manage Expense Batch Types Screen
          • Basic Information Tab of the Batch Types Screen
          • Import Options Tab
          • Filters Subtask
          • Wizard Type Identification Subtask
          • Transaction Type Filter Subtask
          • Import Options Tab (Visa) of the Batch Types Screen
          • Ghost Cards tab
          • Ghost Card Identification Values Subtask
          • American Express (Amex) Record Mappings
            • Amex Record 0 Mapping
            • Amex Record 1 Common Mapping
            • Amex Record 1 Car Rental Mapping
            • Amex Record 1 Hotel Mapping
            • Amex Record 1 Telephone Mapping
            • Amex Record 1 Airline Mapping
            • Amex Record 1 Retail Mapping
            • Amex Record 1 Restaurant Mapping
            • Amex Record 1 Rail Mapping
            • Amex Record 1 Mail Order Mapping
            • Amex Record 1 Insurance Mapping
            • Amex Record 1 Oil Mapping
            • Amex Record 1 Event Mapping
      • Utilities
        • Clear Expense Reports
        • Clear Expense Authorizations
        • Maintain Expense
          • Display the Maintain Expense Screen
          • Basic Information Tab
          • Additional Details Tab
        • Advance Utility
        • Maintain Payment
          • Location
          • Contents
        • Per Diem Preprocessor
          • Per Diem Preprocessor Screen
          • Import Process Overview
          • Per Diem Preprocessor Dialog Boxes
            • Add Per Diem Location Dialog Box
            • Import Dialog Box
          • Per Diem Preprocessor Tasks
            • Select a Schedule for Preprocessing
              • Update a Per Diem Schedule
        • Change ER/Advance Status
          • Display the Change ER/Advance Status Screen
          • Criteria and Group Criteria Sections
          • Results Table
      • Concepts
        • Charge Level Security
          • Charge Level Security Overview
          • Charge Level Security Tasks
            • Set Up Charge Level Security
            • Modify Charges
        • Costpoint Multicompany
          • Costpoint Multicompany Overview
          • Costpoint Multicompany Tasks
            • Set Up Costpoint Multicompany
        • Delegation
          • Delegation Feature Overview
          • Delegation Configuration Checklist
          • Delegation Example
          • Delegation Tasks
            • Configure Delegation Settings
            • Setup and Maintain Delegation Settings
        • Employee Level Security
          • Employee Level Security Overview
          • Employee Level Security Tasks
            • Setup Employee Level Security
            • Modify Employee Groups
        • Line Level Approval
          • Line Level Approval Overview
          • Expense Report Approval and Line Level Approval Comparison
          • Line Level Approval Example
          • Line Level Approval Tasks
            • Set Up Line Level Approval
        • Per Diems
          • Per Diems Overview
          • Per Diem Methods
          • Per Diem Schedules
          • Per Diem Schedule Options
          • Per Diem Schedule Contents
          • Maintain Per Diem Schedules
          • Per Diem Preprocessor
          • Per Diem Tasks
            • Download Per Diem Files
            • Implement Per Diems
            • Create and Update Per Diem Schedules
        • Second-Tier Ceilings
          • Second Tier Ceilings Overview
          • Second-Tier Ceilings Tasks
            • Set Up Second-Tier Ceilings
    • Configuration
      • Login Screen
        • Location
        • Contents
      • Preferences Screen
        • Display the Preferences Screen
        • General Tab
        • Time Tab
        • Expense Tab
      • Product Configuration
        • Configure General Settings Screen
          • Display the Configure General Settings Screen
          • Configure UDT Options for a Locale
          • Charge Lookup Options
          • General Options Tab of the Configuration General Settings Screen
          • UDT Options Tab of the Configure General Settings Screen
          • Charge Lookup Options Tab of the General Configuration Screen
          • Miscellaneous Tab of the General Configuration Screen
        • Manage Account Types Screen
        • Manage Resource Group Types Screen
        • Custom Text Screen
        • Recurrence Codes Screen
      • Users & Groups
        • Manage Resource Information Screen
          • Display the Manage Resource Information Screen
          • Charge Favorites Overview
          • Basic Information Tab of the Manage Resource Information Screen
          • Miscellaneous Tab of the Manage Resource Information Screen
          • History Tab of the Manage Resource Information Screen
          • Leave Tab of the Manage Resource Information Screen
          • Group Membership Tab of the Manage Resource Information Screen
          • Defaults Tab of the Manage Resource Information Screen
          • Pay Methods Tab of the Manage Resource Information Screen
          • Charge Favorites Tab of the Employee Information Screen
          • Employee Information Dialog Boxes
            • Add Employee History Dialog Box
            • Edit Employee History Dialog Box
            • Add Employee Pay Method Dialog Box
            • Edit Employee Pay Method Dialog Box
        • Manage Resource Groups Screen
          • Display the Manage Resource Groups Screen
          • Basic Information Tab of the Manage Resource Groups Screen
          • Employees Tab of the Manage Resource Groups Screen
          • Supervisors Tab of the Manage Resource Groups Screen
          • Charge Trees/Branches Tab of the Manage Resource Groups Screen
          • Charge Favorites Tab of the Employee Groups Screen
          • Employee Groups Dialog Boxes
            • Add Employees Dialog Box
            • Add Supervisors Dialog Box
            • Add Charge Favorite Dialog Box
              • Location
              • Contents
            • Edit Charge Favorite Dialog Box
        • Manage Security Roles Screen
        • Manage Functional Roles Screen
          • Display the Manage Functional Roles Screen
          • Basic Information Tab
          • Timesheet Rights Tab
          • Expense Rights Tab
        • Manage Resource Licenses Screen
          • Display the Manage Resource Licenses Screen
          • Criteria Tab of the Password Utility Screen
          • Results Tab of the Password Utility Screen
      • Master Data
        • Maintain Charge Trees Screen
          • Display the Maintain Charge Trees Screen
          • Overview of Charge Trees
          • Charge Trees Tab of the Charge Trees Screen
          • Charge Branches - Charges Tab of the Charge Trees Screen
          • Restrictions Tab of the Charge Trees Screen
          • Branch Restrictions Tab of the Charge Trees Screen
          • Charge Restrictions Tab of the Charge Trees Screen
          • Charge Trees Dialog Boxes
            • Add Charge Tree Dialog Box
            • Update Charge Tree Dialog Box
            • Add Charge Code Dialog Box
            • Update Charge Code Dialog Box
            • Add Charge Branch Dialog Box
            • Edit Charge Branch Dialog Box
            • Add Employee Groups Dialog Box
            • Add Employees Dialog Box
        • Manage UDT01S Screen
          • Display the Manage UDT01S Screen
          • Basic Information Tab of the UDT01 Screen
          • Supervisors Tab of the UDT01 Screen
          • UDT02 Links Tab of the UDT01 Screen
          • UDT07 Links Tab of the UDT01 Screen
          • UDT09 Links Tab of the UDT01 Screen
          • UDT01 Dialog Boxes
            • Add Supervisors Dialog Box
            • Add UDT02 Links Dialog Box
            • Add UDT07 Links Dialog Box
            • Edit UDT07 Links Dialog Box
            • Add UDT09 Links Dialog Box
        • Manage UDT02S Screen
          • Display the Manage UDT02S Screen
          • Basic Information Tab of the UDT02 Screen
          • Supervisors Tab of the UDT02 Screen
          • UDT01 Links Tab of the UDT02 Screen
          • UDT07 Links Tab of the UDT02 Screen
          • UDT09 Links Tab of the UDT02 Screen
        • Manage UDT03S Screen
          • Display the Manage UDT03S Screen
          • Basic Information Tab of the UDT03 Screen
          • UDT09 Tab of the UDT03 Screen
          • UDT03 Dialog Boxes
            • Add Link Dialog Box
            • Edit Link Dialog Box
          • UDT03 Tasks
            • How to Add a Link
            • How to Edit a Link
            • How to Delete a Link
        • Manage UDT04S Screen
        • Manage UDT05S Screen
        • Manage UDT06S Screen
        • Manage UDT07S Screen
          • Display the Manage UDT07S Screen
          • Basic Information Tab of the UDT07 Screen
          • UDT01 Tab of the UDT07 Screen
          • UDT02 Tab of the UDT07 Screen
        • Manage UDT08S Screen
        • Manage UDT09S Screen
          • Display the Manage UDT09S Screen
          • Basic Information Tab of the UDT09 Screen
          • UDT01 Links Tab of the UDT09 Screen
          • UDT02 Links Tab of the UDT09 Screen
          • UDT03 Links Tab of the UDT09 Screen
        • Manage UDT10S Screen
        • Manage UDT11S Screen
        • Manage UDT12S Screen
        • Manage UDT13S Screen
          • Location
          • Contents
        • Manage UDT14S Screen
          • Location
          • Contents
        • Manage UDT15S Screen
          • Location
          • Contents
      • Process
        • Import Master Data Screen
          • Display the Import Console Screen
          • General Tab of the Import Console Screen
          • Master Data Import History Screen
        • Scheduling Screen
    • Employee Self Service
      • Employee Information
        • Employee Personal Info
          • Emp Personal Info
            • Location Employee Personal Info Screen
          • Emp Personal Info Administer
          • Employee Personal Info Tasks
            • Emp Personal Info Modify Default Text
            • Emp Personal Info Set Up Options
            • Emp Personal Info Enable Employee View
        • Address - Phone
          • Location Address/Phone Screen
          • Contents Address/Phone Screen
        • Emergency Contacts
          • Location Emergency Contacts Screen
          • Contents Emergency Contacts Screen
        • Education Skills Training
          • Location Education, Skills and Training Screen
          • Contents Education, Skills and Training Screen
        • Company Directory
          • Location Company Directory Screen
          • Contents Company Directory Screen
        • Company Links
          • Location Company Links Screen
      • Payroll & Benefits
        • Payroll Checks
          • Payroll Checks
          • Payroll Checks Display the Screen
          • Payroll Checks Paystubs Tab
          • Payroll Checks Options Tab
        • Expense Checks
          • Expense Checks
          • Expense Checks Display the Screen
          • Expense Checks Checks Tab
          • Expense Checks Options Tab
        • Leave Status
          • Location Leave Status Screen
          • Contents Leave Status Screen
        • Life Events/New Hires
          • LE New Hires
          • Life Events Display the Screen
          • LE Selection Screen
          • LE Open
          • LE Recently Confirmed Life Events
          • LE Summary Page
        • Benefits Enrollment
          • Benefits Enrollment Process
          • Benefits Display the Screen
          • Benefits Dependents-Beneficiaries
          • Benefits Medical Benefits
          • Benefits Other Benefits
          • Benefits Spouse Life
          • Benefits Dependent Care FSA
          • Benefits Spouse AD & D
          • Benefits Medical FSA
          • Benefits Dependent Life
          • Benefits Supplemental AD&D
          • Benefits Supplemental Life
          • Benefits Short Term Disability
          • Benefits Long Term Disability
          • Benefits Accidental Death & Dismemberment
          • Benefits Vision Benefits
          • Benefits Dental Benefits
          • Benefits Designate Beneficiaries
          • Benefits Summary
          • Benefits Enrollment Screens
            • Benefits Add Dependents-Beneficiaries Screen
            • Benefits Edit Dependents-Beneficiaries Screen
            • Benefits Current Elections
          • Benefits Enrollment Tasks
            • Benefits Use Dependent FSA Worksheet
            • Benefits Use Medical FSA Worksheet
        • Direct Deposit
          • Direct Deposit
          • Display the Direct Deposit Screen
          • Direct Deposit Screens
            • Direct Deposit Add Screen
            • Direct Deposit Update Screen
        • Federal Withholding
          • Federal Withholding
            • Location Federal Withholding Screen
            • Contents Federal Withholding Screen
          • Federal Withholding Tasks
            • Federal Withholding Worksheet
        • State Withholding
          • State Withholding
          • State Withholding Display the Screen
          • State Withholding Home Withholding Tab
          • State Withholding Other Withholding Tab
        • Retirement Benefits
          • Location Retirement Benefits Screen
          • Contents Retirement Benefits Screen
        • Electronic W2
          • Location Electronic W2 Screen
          • Contents Electronic W2 Screen
        • Dependents and Beneficiaries
          • Dep Beneficiaries
            • Location Dependents/Beneficiaries Screen
            • Contents Dependents/Beneficiaries Screen
          • Dependents and Beneficiaries Dialog Boxes
            • Dep Beneficiaries Add Dialog Box
              • Location Add Dependents/Beneficiaries Dialog Box
              • Contents Add Dependents/Beneficiaries Dialog Box
            • Dep Beneficiaries Inactivate Dialog Box
              • Location Inactivate Dependents/Beneficiaries Dialog Box
              • Contents Inactivate Dependents/Beneficiaries Dialog Box
            • Dep Beneficiaries Edit Dialog Box
              • Location Edit Dependents/Beneficiaries Dialog Box
              • Contents Edit Dependents/Beneficiaries Dialog Box
        • Designate Beneficiaries
          • Location Designate Beneficiaries Screen
          • Contents Add Dependents/Beneficiaries Dialog Box
        • Total Comp-Benefits Statement
          • Location Total Comp/Benefits Statement Screen
          • Contents Total Comp/Benefits Statement Screen
      • Process
        • Self Service Sync
          • Location Self Service Sync Screen
          • Contents Self Service Sync Screen
      • Settings
        • Self Service Configuration
          • SS Config
          • SS Config Display the Screen
          • SS Config General Options Tab
          • SS Config Application Options Tab
          • SS Config Workflow Options Tab
          • SS Config Benefits Sequences Tab
      • Utilities
        • Self Service Status
          • SS Status
          • SS Status Display the Screen
          • SS Status Criteria Tab
          • SS Status Results Tab
          • SS Status Notifications Tab
    • Technical Console
      • Technical Console Overview
      • Display the Technical Console Screen
      • Deltek Domains Table
        • TE Domains Table List
        • TE Domains Create New Domain
        • TE Domains Show Statistics
        • TE Domains Domain Details
        • TE Domains Patch List
        • TE Domains User List
        • TE Domains Copy Domain
        • TE Domains Apply Service Pack
        • TE Domains Apply Upgrade
        • TE Domains Apply License
      • Deltek TE Logging
        • TE Logging
        • TE Logging Global Settings
        • TE Logging JMX Categories
        • TE Logging com.deltek.tc.consoleext.statistics
        • TE Logging com.deltek.tc.http
        • TE Logging com.deltek.tc.import
        • TE Logging com.deltek.tc.jdbc
        • TE Logging com.deltek.tc.sys.wl
        • TE Logging com.deltek.tc.workflow
        • TE Logging Add Category
    • Time
      • Employee Work Schedule
        • Employee Work Schedule Screen
        • Employee Work Schedule Overview
        • Leave Requirements
        • Leave Related Events
        • Properties Overview
        • Employee Work Schedule Tasks
          • Request or Schedule Leave
          • Request or Schedule Leave for Employees (Supervisors)
          • Cancel Requested Leave
          • Manage Employee Leave Requests (Supervisors)
          • Modify Work Schedule Properties
          • Modify Employee Work Schedule Properties (Supervisors)
        • Employee Work Schedule Dialog Boxes
          • Request Schedule Leave Dialog Box
          • Edit Date Day of Week Properties Dialog Box
      • Record Time
        • Manage Timesheets
          • Display the Timesheet Screen
          • Sections of the Manage Timesheets Screen
            • Header
            • Timesheet Subtasks
              • Leave Subtask
              • Revision Audit Subtask (View Revisions)
              • Time In/Out Subtask
              • Start Stop Times Subtask
              • Charge Tree Lookup Dialog Box
            • Timesheet Hours Entry Table
          • Validations
          • Timesheet Tasks
            • Fill Out a Timesheet
            • Correct a Processed Timesheet
            • Audit Revisions
            • Automatically Load Favorites
            • Look Up a Charge Code
            • Review Leave Accruals and Balances
            • Add a Favorite Charge
        • Manage/Approve Timesheets
      • Process
        • Export Timesheets
          • Export Timesheets Screen
          • Process Timesheets
          • Export Timesheets
          • Export Timesheets Dialog Boxes
            • Preview Print Dialog Box
        • Line Level Approval
          • Display the Approve Timesheet Project Charges Screen
          • Criteria Tab of the Line Level Approval Screen
          • Summary Results Tab of the Line Level Approval Screen
          • Detail Results Tab of the Line Level Approval Screen
          • Drill Down Results Tab of the Line Level Approval Screen
          • Timesheet Line Level Approval Dialog Boxes
            • Rejection Info Dialog Box
            • Approval Info Dialog Box
            • Hours Details Dialog Box
            • Reject Charges Dialog Box
            • Pending Approval Dialog Box
      • Analyze
        • Print Charge Activity Report
          • Display the Print Charge Activity Report Screen
          • Criteria Tab of the Charge Activity Screen
          • Charge Activity Results - Summary Level Tab of the Charge Activity Screen
          • Results - Drill Down Levels of the Charge Activity Screen
          • Results - Detail Level of the Charge Activity Screen
          • Print Charge Activity Report
        • Print Resource Activity Report
          • Display the Print Resource Activity Report Screen
          • Fields of the Print Resource Activity Report Screen
          • Results - Summary Tab of the Employee Activity Screen
          • Results Tab - Drill-Down Level Tab of the Employee Activity Screen
          • Results - Additional Details Tab of the Employee Activity Screen
          • Print Employee Activity Report
        • Print Resource Utilization Report
          • Display the Print Resource Utilization Report Screen
          • How Hours Are Gathered
          • Fields of the Print Resource Utilization Report Screen
          • Results Tab of the Utilization Inquiry Screen
        • Print Billing Backup Report
        • Print Timesheets By Charge
        • Print Interim Timesheet Report
          • Display the Print Interim Timesheet Report Screen
          • Screen Fields
          • Results Tab of the Interim Timesheet Inquiry Screen
          • Notifications Tab of the Interim Timesheet Inquiry Screen
          • Interim Timesheet Inquiry Dialog Boxes
            • Save Parameters Dialog Box
      • Audit
        • Daily Floor Check Inquiry
          • Display the Daily Floor Check Inquiry Screen
          • Fields of the Daily Floor Check Inquiry Screen
          • Report Results
          • Notifications Tab
        • Timesheet Status
          • Display the Timesheet Status Screen
          • Fields of the Timesheet Status Screen
          • Report Results
          • Notifications Tab of the Timesheet Status Screen
      • Settings
        • Configure Time Settings
          • Display the Configure Time Settings Screen
          • Export Options Tab
          • Miscellaneous Tab
          • UDT Options Subtask
          • Signature/Approval Text Subtask
          • Revision Explanations Subtask
        • Manage Utilization Categories
        • Manage Company Work Schedules
        • Manage Timesheet Schedules
          • Manage Timesheet Schedules Screen
          • Timesheet Schedules Dialog Boxes
            • Create Year Dialog Box
            • Add Period Dialog Box
            • Edit Period Dialog Box
        • Manage Wage Schedules
          • Manage Wage Schedules Screen
          • Wage Schedules Dialog Boxes
            • Wage Schedules Edit Rate Dialog Box
            • Add Rate Dialog Box
        • Manage Leave Types
          • Display the Manage Leave Types Screen
          • Basic Information Fields of the Manage Leave Types Screen
          • UDT01 Links Subtask
          • Leave Types Dialog Boxes
            • Add Link Dialog Box
        • Manage Timesheet Classes
          • Display the Manage Timesheet Classes Screen
          • Configure Custom Dialog
          • Basic Information Tab
          • UDT Options Subtask
          • Regular Hours Rules Tab
          • Overtime Hours Rules Tab
          • UDT10CS Links Subtask
          • Leave Subtask
          • Notification Subtask
      • Events
        • Display the Manage Events Screen
        • Fields of the Manage Events Screen
        • Employee Notifications Subtask
        • Other Notifications Subtask
        • Events Dialog Boxes
          • Add Other Notification Dialog Box
          • Edit Other Notification Dialog Box
      • Utilities
        • Mass Correct Timesheets
          • Mass Correct Timesheets Screen
          • What Happens When You Run the Mass Correct Timesheets Utility
          • Correct Multiple Timesheets
        • Generate Timesheets
          • Generate Timesheets Screen
          • Generate Timesheet Dialog Boxes
            • Save Parameters Dialog Box
          • Generate Timesheet Tasks
            • Generate Timesheets
            • Print or Preview
          • Guidelines
        • Change Timesheet Status
        • Clear Timesheets
        • Timesheet Transfer
          • Timesheet Transfer Screen
          • JD Edwards Data Mapping Table
        • Rebuild Leave
          • Location
          • Contents
      • Concepts
        • ADP Interface
          • Overview
          • Export Format
          • ADP Interface Tasks
            • Set Up Employee Information
            • Set Up Timesheet Classes
            • Set Up Pay Type (UDT10)
        • Hour Proration
          • Hour Proration Overview
          • Screens Affected by Hour Proration
          • Rounding of Prorated Hours
          • Hour Proration Tasks
            • Set Up Hours Proration
        • Labor Costing
          • Labor Costing Overview
          • Rate Calculations
          • Rate Override
          • User-Defined Rate 1
          • User-Defined Rate 2
          • Labor Costing Tasks
            • Labor Cost Rate Setup
        • Line Sorting and Column Resizing
          • Sorting Lines on Timesheets
          • Resize Columns on Timesheets
        • Off-Line Timesheets
          • Off-Line Timesheet Overview
          • Off-Line Timesheets Tasks
            • Create an Offline Timesheet
            • Complete an Off-Line Timesheet
            • Merge an Off-Line Timesheet
            • Set Up Off-Line Timesheets
        • Time Zones
          • Time Zone Overview
          • Time Zone Tasks
            • Set Up the Server Time Zone
            • Set Up a User Time Zone
        • Timesheet Corrections
          • Timesheet Corrections Overview
          • Timesheet Corrections Example
          • Export Timesheet Corrections

Index

Glossary

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Welcome Topic
Employee Self Service
Employee Information
Company Directory

Company Directory

Use the Company Directory screen to find contact information for an employee, based on the employee's first or last name.

Related topics:

  • Location Company Directory Screen
  • Contents Company Directory Screen
Parent Topic: Employee Information